MPC Capital - Ein neuer Anfang
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| Eröffnet am: | 20.03.13 11:59 | von: M.Minninger | Anzahl Beiträge: | 619 |
| Neuester Beitrag: | 02.11.24 17:08 | von: alpenland2 | Leser gesamt: | 254.072 |
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Die sogenannten "steuerfreie Dividende" mindert den Anschaffungspreis...
(Dow Jones) -- (MORE TO FOLLOW) Dow Jones Newswires
Optionen
| Boardmail an "Rudini" |
Wertpapier: MPC Münchmeyer Petersen |
RESEARCH/Warburg erhöht Ziel MPC Capital auf 7,70 (7) EUR - Buy
=== Einstufung: Bestätigt Buy Kursziel: Erhöht auf 7,70 (7,00) Euro Kurs (16:00 in Düsseldorf): +0,9% auf 4,42 Euro ===
(Dow Jones) -- Das starke erste Halbjahr 2024 trage zu dem positiven Schwung bei, den MPC in den vergangenen Jahren aufgebaut habe, urteilt Warburg. Die Projektpipeline sei gut gefüllt und die wiederkehrenden Einnahmen wüchsen stetig, während das Unternehmen kontinuierlich die Rentabilität verbessere. Trotz dieser Erfolgsbilanz spiegele sich das operative Geschäft kaum im Aktienkurs wider, der wie ein Schnäppchen erscheine.
Kontakt zum Autor: maerkte.de@dowjones.com
MPC Container Ships ASA Raised to Buy at Arctic Securities
By Bloomberg Automation
(Bloomberg) -- Arctic Securities ASA analyst Kristoffer Skeie raised the recommendation on MPC Container Ships ASA to buy from hold.
PT set to 26.90 kroner, implies a 21% increase from last price.
Upcoming Catalysts
Next earnings announcement: Aug. 28
MPC Container Ships ASA: MPCC Q2 2024 Results: Backlog Increased to USD 1.1 Billion Creating Significant Earnings Visibility
Oslo, Norway - MPC Container Ships ("MPCC" or the "Company") delivered another quarter of solid operational and financial results, supported by efficient operations and continued high fleet utilization. During the quarter, MPCC was able to capitalize on favorable market conditions, significantly strengthening its long-term contract coverage and charter backlog, which stood at USD 1.1 billion at the end of the period. Simultaneously, MPCC enhanced its fleet composition by undertaking key initiatives for fleet renewal and optimization. The Company continues to deliver attractive shareholder returns with a quarterly dividend of USD 0.10 per share, totaling approximately USD 44.4 million, marking its 11th consecutive quarterly dividend. Highlights · Charter backlog increased to USD 1.1 billion with increased contract coverage for 2025 (76%) and 2026 (42%). · Quarterly recurring dividend of USD 0.10 per share, bringing aggregated total dividends to USD 893 million declared since February 2022. · The financial guidance for 2024 increased to operating revenues in the range of USD 510-520 million (previous: USD 475-490 million) and EBITDA in the range of USD 335-350 million (previous: USD 280-305 million).* · Continued strong operations with high fleet utilization of 97.6% (Q2 2023: 97.4%) and average TCE of USD 26,742 per day (Q2 2023: USD 29,668). · Operating revenues of USD 130.9 million and EBITDA of USD 84.4 million (Q2 2023: USD 142.7 million). EBITDA adjusted for non-recurring items was USD 78.0 million (Q2 2023: USD 110.5 million). · Profit for the period was USD 64.8 million and USD 58.4 million adj. for non-recurring items (Q2 2023: USD 87.7 million). · Adj. EPS was USD 0.13 (Q2 2023: USD 0.23). As at June 30, 2024, the Group's fleet consisted of 55 vessels, with an aggregate capacity of approximately 120,000 TEU. Commenting on MPCC's second quarter results, Co-CEO and CFO Moritz Fuhrmann, said: "Our strong second quarter performance highlights the effectiveness of our strategy in navigating a dynamic market environment. By securing long-term contracts and advancing key fleet renewal initiatives, we effectively utilize the short-term market momentum and strengthen MPCC's long-term position. Simultaneously, we are investing in eco-friendly technologies to meet evolving environmental standards and achieve our greenhouse gas emissions targets. We also continue to distribute attractive quarterly dividends, providing shareholders with consistent returns." Reflecting on market developments and MPCC's strategic outlook, CEO Constantin Baack added: "Throughout the first half of 2024, the container shipping market benefitted from strong freight and charter rates, largely driven by ongoing geopolitical disruptions and further accelerated by shippers advancing imports. In this environment, we successfully enhanced our robust charter backlog to USD 1.1 billion with 76% of open days in 2025 already covered by existing contracts. This provides us with excellent earnings visibility moving forward and reinforces our ability to deliver sustainable and predictable dividends over the coming years. Looking ahead, we anticipate more market volatility as new vessels enter the market and geopolitical tensions evolve. In this environment, our strong balance sheet, low leverage, and revenue visibility places us in an excellent position, with the financial strength and flexibility needed to pursue attractive market opportunities that create lasting shareholder value." The above information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act. Q2 2024 Earnings Call: Constantin Baack, CEO, and Moritz Fuhrmann, Co-CEO and CFO, will present the results in an earnings call today at 15:00 CET / 09:00 ET, followed by a Q&A session. The earnings call can be accessed live via webcast and questions can be submitted in writing. A recording will be available on demand at the Company's website after the live event has concluded. The Q2 2024 report and presentation materials are attached to this release and available on the Company's website: https://www.mpc -container.com/investors
Fazit für mich: investiert bleiben; die Story ist noch lange nicht zu Ende.
Oder hat MPC Container eingekauft?
Wenn MPC Capital die Schiffe dann wohl günstig von MPC Container gekauft hat, worin werden die dann das Geld investieren?
Vermutlich auch in weitere Schiffe.
Das könnte dann ja ein Turbo für den Kurs sein.
"MPC Capital hält im Rahmen seiner Co-Investment-Strategie eine 14-prozentige Beteiligung an MPCC."
"Der Investment und Asset Manager MPC Capital nimmt vier hocheffiziente Containerschiffe in seine Asset-Management-Plattform auf."
Lese das so, dass Im Rahmen dieser Beteilungung MPC Capital an der Flotte bei MPCC beteiligt ist und nicht neu investiert hat.
Wer hat 180 mio investiert? MPCC oder MPC?
Hab es jetzt auf Börse Express gefunden. MPCC hat die Schiffe gekauft.
Dividenden in den nächsten Jahren.
Verkauf unter 10 kein Thema.
Ciao
Nobby
etzter Preis 5.00
18/10/2024
Veränderung +0.22 +4.60%
auch wenn ohne Nachrichten finde ich es schön.
Kursziel 8.35 (Durchschnitt 2 Analysten)