WILS - Undervurdert?

lerkarls
05.03.2014 kl 13:49
1436

Dette er en arkivert tråd!
En av mine favoritter innen shipping er WILS. Aksjen virker svært attraktivt priset på dagens nivå.

Fra Q4-rapporten som nylig ble fremlagt fremgår det at EK pr aksje på over 19 KR og resultat pr aksje på imponerende ca 1 NOK for siste kvartal (Q4-2013). Dette synes jeg er svært gode nøkkeltall. I tillegg skriver selskapet følgende i kvartalsrapporten om "prospects":

"In many ways 2013 became a sideways movement from 2012 where the flat development in rates evidenced the continued economic depression in Europa. At present the market appears to be in a positive sentiment. Improved economic activity in Europe will be decisive in giving this trend a more firm footing and to give lasting improved rates.

In spite of the daily figures in the 4th quarter becoming lower than in the 3rd quarter, the market showed an underlying positive drive. The company is experiencing that this drive has continued into the 1st quarter 2014. At the same time the 1st quarter will normally be characterized by
generally worse weather conditions, which gives increased duration for the voyages and pulls the net earnings downwards. For the 1st quarter 2014 it is expected an operating result on the level of that of the 4th quarter 2013."

Link til rapport:
http://hugin.info/136075/R/1765120/598835.pdf
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