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Dagens aktienyheder 13/10/2026: TORM

TRMD AAnalyst Comment13.10.2026, 08.47
Victor SkriverEquity Research Assistant

TORM var i går først på eftermiddagen, ude med en opjustering af forventningerne til 2026, drevet af den nuværende forward-dækning og et fortsat stærkt produkttankermarked, som selskabet venter holder resten af Q4 2026. TCE-indtjeningen ventes nu at lande på USD 1.700-1.900 mio. (tidligere: USD 1.400-1.600 mio.), mens EBITDA opjusteres til USD 1.300-1.500 mio. (tidligere: USD 1.000-1.200 mio.). Målt på midtpunktet svarer det til et løft i EBITDA på omkring 27%, og ledelsen beskriver selv niveauet som nye rekordforventninger. Opjusteringen understreger, hvor meget raterne og flådeudnyttelse har flyttet sig i andet halvår, og at en stor del af indtjeningen allerede er låst ind via forward-dækningen. Næste pejlemærke bliver Q3-regnskabet den 4. november, hvor fokus ventes at være på udbyttet og dækningsgraden ind i 2027.

Disclaimer: HC Andersen Capital modtager betaling fra de nævnte selskaber for en Digital IR abonnementsaftale. /Victor Skriver d. 13/10-2026 kl. 08:47.

TORM is a leading international owner and operator of product tankers, transporting refined oil products. TORM is listed on Nasdaq Copenhagen and on the Nasdaq US, with a wholly owned fleet of approx. 90 vessels (mostly scrubber-fitted), spanning all large product tanker vessel segments with a focus on LR2, LR1, and MR. TORM has a majority shareholder in Oaktree Capital Management (55%). TORM engages in vessel trading to ensure fleet renewal and pursue secondary market opportunities that are accretive to NAV.

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