TORM

Before January 31, 2025, my REaders mentioned 40 equities in their comments on my articles. Some bad-news investments (ROgues) mixed with (mostly) FAvorites. Thus, readers spoke-up about the ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN ReFa/Ro: CAG, VZ, DOW, PFE, MRK GOGL, PK, PBR FRO, and TRMD averaged 40.36% net gains from reader data collected 2/17/25. Ten analysts target-augured January TOP-PRICE-UPSIDE reader faves & rogues (ReFa/Ro) were: CAG, VZ, PBR, DOW, PFE, GOGL, TRMD, PK, MRK, & FRO, boasting a 27.91% average target price upside estimate.» Mehr auf seekingalpha.com

Russian sanctions will remove a significant number of crude tankers from the market. This opens the refined product trade to benefit from cannibalization of the crude market and removal of LR2 capacity. Peace agreements between Israel and the Hamas could allow the Red Sea to eventually reopen, removing ton-miles from the global fleet.» Mehr auf seekingalpha.com

TORM's recent stock weakness, in my view, is a buying opportunity, as the key factors behind its post-2018 rebound should persist for the next 2-3 years. Strong Q3 performance with $263M TCE earnings, $191M EBITDA, and 20.3% ROIC, showcasing resilience in a volatile market. Structural industry dynamics, like an aging global fleet and limited newbuilds, support sustained high TCE rates and earnings growth.» Mehr auf seekingalpha.com