BHD Kapitalforvaltning

Investment and Asset Management

[Reuters Business @ReutersBiz]

European markets are back in favor, thanks to the economy weathering the Iran war better than anticipated, a clearer monetary policy outlook versus other regions and limited exposure to AI-driven volatility. More here: https://t.co/S4tVFblzF4

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A Juli +7,6 %, OSEBX -4,7 %, pos; BWLPG, MOWI, BWE, LSG, HAFNIA, FRO

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A Q2 reports a 1.43% increase. Notable positions include: BWE, MOWI, BWLPG, VEND, HAFNIA and LSG.

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A Q1 +16,4%. Største posisjoner;
BW LPG, BWE, VEND, HAFNI, FRO, MOWI, LINK

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A Januar +9,1% / OSEBX +5,63%
Største posisjoner BWLPG, HAFNIA, MOWI,
FRO, VEND, KOG

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A / Q4 -1,16% / 2025 +21,9%.
Største posisjoner; VEND, KOG, BWLPG, BWE, FRO.
OSEBX +17% i samme periode.

[Reuters Business @ReutersBiz]

Global manufacturing struggled in October, impacted by weak US demand and President Trump's tariffs, according to business surveys. Read: https://t.co/Vpd8LudsHW

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A / Q3 +14,6%, OSEBX +1,55% samme periode. Største posisjoner; SALM, MOWI, HAFNIA, VÅR, FRO, 2020

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A / August +3,8%, OSEBX +1,3% samme periode. Største posisjoner; SALM, 2020, HAFNI, BWLPG, MOWI. (Foto: Statsministerens kontor)

[BHD Kapitalforvaltning @bhdkap]

Q2 BHD Aksje A +6,4%, OSEBX +6,9% / Største posisjoner SALM, HAFNI, BWLPG, FRO, MOWI

[Bloomberg Green @climate]

The military has used nuclear-powered ships for decades. Now, commercial shipbuilders are attempting to adapt the technology for cargo https://t.co/oBMN7hlvIa

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A / Mai +3,87%, OSEBX +5% samme periode. Største posisjoner; SALM, FRO, HAFNI, 2020, VEND (+14,6%)

[BHD Kapitalforvaltning @bhdkap]

April BHD Aksje A +0,3% (OSEBX -1,9%) Største posisjoner; SALM, BWLPG, FRO, HAFNI, ENTRA

[BHD Kapitalforvaltning @bhdkap]

Q1 BHD Aksje A +1,97%, OSEBX +6,42%
Største posisjoner VAR, BWLPG, HAFNI, SALM, FRO

[BHD Kapitalforvaltning @bhdkap]

Januar BHD Aksje A +8,23% (OSEBX +6,34%) Største posisjoner; FRO, MOWI, AKERBP, NOD, BWE

[BHD Kapitalforvaltning @bhdkap]

BHD Aksje A
2024 +2,63% (OSEBX +9%) / Q4 BHD Aksje A -9,5% (OSEBX +0,6%)
Største posisjoner; AKRBP, HAFNI, MOWI, NOD, FRO, 2020

[Bloomberg Markets @markets]

Ships that carry liquefied natural gas are being built faster than new supplies of the fuel can come to market, helping to lower transport costs and cushioning consumers from paying even more for energy this winter https://t.co/pGFNeVStuB

[BHD Kapitalforvaltning @bhdkap]

Q3 BHD Aksje A -3,76% (OSEBX -0,38%)
Største posisjoner; SCHA, 2020, MOWI,
*NOD (ned 25% etter CMD 26.09)

[Bloomberg Markets @markets]

Canada published a list of dozens of Chinese steel and aluminum products on which it will place a 25% tariff, starting in three weeks https://t.co/f9bG1fqMO1

[BHD Kapitalforvaltning @bhdkap]

Present during Pareto`s Energy Conference, here presenting is Frontline and Stolt-Nielsen, 12.09.24 #FRO #SNI