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HAHAFN

Hafnia Limited

$HAFN·$5.4B·Marine Shipping·Industrials
$10.11-5.0%YTD+104.7%1Y+75.2%
Price updated 12h ago·X counts updated 4d ago
HAHAFN
$HAFNHafnia Limited
$10.11-4.98%64 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HAFN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

64X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $HAFN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-14

Hafnia is on a stealth rally alongside the tanker cohort — $BWET at lifetime highs (+7.5% today), stock trading ex-dividend $0.5003 today (Oslo) / tomorrow (NYSE), and complaints about Bloomberg/IBKR pricing catching up. No visible fundamental bear voice.

Read what X is saying about $HAFN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HAFN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Hafnia +93% YTD on the product-tanker cycle — just priced a $350M secondary offering to fund a 19.85% stake in TORM.

Hafnia Limited is the global product-tanker shipping operator — part of the BW Group ecosystem, benefiting from the product-tanker super-cycle alongside TRMD and ECO. The stock is +93% YTD at 99% of its 52-week range.

  • Growth is accelerating: Q1 2026 revenue of $671M at +22.5% YoY after +11.3%, -18.5%, and -33% in prior quarters — the Q1 YoY recovery reflects the tanker cycle base-effect, with 18% operating margins intact.
  • EPS beats are mixed but trending positive: last four prints at -10%, +22%, +3.1%, -18% — the operating leverage is landing on the pricing cycle, with 8x trailing earnings as the valuation anchor.
  • The $350M secondary offering (35.5M shares priced Sep 25) is funding the TORM stake buildup to 19.85% — this is a structural consolidation play, with Hafnia making an unmistakable positioning signal.

A Nov 18 Q3 print with tanker-rate realizations plus dividend coverage holding extends the move; a tanker-rate pullback or a dilutive follow-on and the stock gives back a chunk of the +93% YTD.

Agrees with X sentimentX correctly flags Hafnia's stealth rally alongside the tanker cohort, BWET at lifetime highs (+7.5%), and the ex-dividend $0.5003 timing. The crowd is directionally bullish; the under-weighted information is the just-priced $350M secondary offering funding the TORM stake.

What to watch: Nov 18 Q3 earnings — TCE per day, operating-margin trend above 18%, dividend coverage, and any strategic action on the 19.85% TORM stake. A tanker-rate pullback below $50K/day or a dilutive follow-on is the hard downside; another record-rate quarter extends the move.

On the calendar: 2026-11-18 — Q3 2026 earnings

Read the AI verdict on $HAFN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Product tanker fleet owner transporting refined oil products, vegetable oils, and chemicals globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Marine Shipping sits in its cycle right now — and what that implies for $HAFN.

Marine Shipping · Industrials

No material change from last week — crude tanker rates remain elevated as Red Sea Houthi route disruptions structurally lengthen ton-miles.

What this means for $HAFN

Partial — Product tanker fleet owner transporting refined oil products, vegetable oils, and chemicals globally.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+40.7%YTD
+49.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 28, 2026$0.56$0.54+2.9%
Q1 2026May 27, 2026$0.36$0.30+21.6%
Q4 2025Feb 26, 2026$0.22$0.21+3.1%
Q3 2025Dec 1, 2025$0.18$0.22-18.2%
Next earningsWed, Nov 18·consensus EPS $0.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$671.2M+22.5%23.7%22.4%$0.36$106.9M
Q4 FY25$593.2M+11.3%20.3%15.8%$0.22$113.1M
Q3 FY25$586.9M-18.5%19.4%17.2%$0.19$74.1M
Q2 FY25$554.2M-33.3%18.6%15.0%$0.15$146.7M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.2B – $1.4B$1.49$1.33 – $1.642
FY27$1.2B$932.9M – $1.3B$1.18$1.05 – $1.304
FY28$955.4M$875.2M – $1.0B$0.81$0.72 – $0.881
FY29$783.6M$717.8M – $840.5M$0.51$0.46 – $0.562

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+30.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 241.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.155-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentSep 25SC 13D/A
AI summary

Hafnia Limited filed Amendment No. 2 to Schedule 13D reporting ownership of 20,356,061 shares of TORM plc, representing approximately 19.85% of TORM's outstanding ordinary shares as of September 24, 2026. Hafnia holds sole voting and dispositive power over all reported shares. This cross-ownership between two tanker shipping companies is notable given the competitive dynamics in the product tanker market. The amendment updates Hafnia's previously filed 13D to reflect the current share count following recent share activity.

424B5Prospectus supplement (offering)Sep 25424B5
AI summary

Hafnia Limited priced a secondary offering of 35,488,875 ordinary shares at a price near the last reported sale price of $9.71 on the New York Stock Exchange, with expected delivery on or about September 28, 2026. The offering was placed through a consortium of placement agents including Fearnley Securities, Pareto Securities, Clarksons Securities, and Arctic Securities AS. In connection with the offering, Hafnia entered into a share lending agreement. The transaction provides Hafnia with significant liquidity and represents a meaningful dilution event for existing shareholders.

424B5Prospectus supplement (offering)Sep 23424B5
AI summary

Hafnia Limited filed a preliminary prospectus supplement on Form 424B5 for an ordinary share offering, with the offering size and price left blank as the document was Subject to Completion at the time of filing. The last reported sale price of Hafnia ordinary shares was $9.71 on the NYSE. This preliminary filing immediately preceded the final 424B5 in which Hafnia priced the offering of 35,488,875 shares. The preliminary supplement establishes the legal offering framework while final economics were still being negotiated with placement agents.

SC 13D/AActivist amendmentSep 17SC 13D/A
+ 20 other (20 6-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

13 Graham Value Dividend All-Stars (GVAS) Shine In Octoberseekingalpha.com·1d agoHafnia Limited (NYSE:HAFN) Stock Rated “Buy” by Sell-Side Analystsdefenseworld.net·3d agoHAFNIA LIMITED: Mandatory Notification of Trade by Primary Insiderbusinesswire.com·4d agoHafnia Ltd (HAFN) Stock Up 5.0% but GF Value Says Overvalued -- GF Score: 72/100gurufocus.com·8d agoHAFNIA LIMITED: Share Capital Increase Registeredbusinesswire.com·11d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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