Hvis det er 1 - aksje av alle på OSE å satse på nå så er det Hafnia.

https://fitinvestmentideas.com/2023/02/01/why-to-buy-back-hafnia/

The main reason for buying back is the forthcoming sanctions on EU purchases of Russian diesel that come into effect on 5th February.

Hafnia is top pick by Pareto, Fearnley and DNB securities.

Pareto has a price target 80 NOK, 54% upside from current share price
Fearnley has a price target of 73 NOK, 40% upside from current share price
DNB has a price target of 73 NOK, 40% upside from current share price

Sanctions favour Hafnia

From 5 February, 2023 the EU entities are not allowed to buy products from Russia. This will result in Russia selling their diesel outside of EU and EU exporting diesel from the middle east and further. The average distance for EU products will increase materially. That should push the rates higher.

Pareto research dated 17/1/23 stated on this:

70% of the Russian diesel trade originates from the Baltic, the remainder from the Black Sea. Data from Facts Global suggest that the tonne-miles on that latter 30% will “only double”, while the Baltic flows will rise by more than 4x

The shipping rates increases may come with some time lag – before the sanctions Russians were trying to sell to the EU as much as possible – that resulted in Europe´s being well supplied with diesel etc etc....MYE MER PÅ LINK

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Kursmålene vil bli satt opp utover året, og det gjelder også ABG sitt kursmål med 93 kroner ganske nylig.

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Blokksalget var sterkt overtegnet : https://lloydslist.maritimeintelligence.informa.com/LL1143765/Hafnia-chief-says-investor-appetite-for-tanker-stocks-is-strong

Hafnia chief says investor appetite for tanker stocks is strong
Even as private equity reduced its stake in tanker owner by half, its offering was ‘heavily oversubscribed’, says Hafnia chief executive

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