公司业务 - Ardmore Shipping是一家全球航运公司，专门从事产品和化学品油轮的所有权和运营[1] - ASC最近成功完成了一艘2017年MR型船舶的收购，价格为4200万美元，并出售了一艘2010年建造的最老的MR型船舶，价格为2710万美元[1] 估值和股利政策 - ASC目前的估值已经更接近同行公司，目前交易价格约为净资产价值（NAV）的0.85倍[3] - 在最新的Q4业绩中，管理层重申了他们的谨慎股利政策，尽管公司几乎处于净现金位置，但他们仍然保持了这一政策[5] 投资决策 - 由于股东回报计划较为保守，我决定退出我的长期持仓，并将投资重新配置到其他机会，如International Seaways (INSW)或d'Amico (OTCQX:DMCOF)[6] 市场趋势 - 由于霍亚塔袭击西方船只导致苏伊士运河的船只减少，产品油轮的需求增加，导致平均航程延长，需求增加[8] - 未来五年，约47%的MR型船舶将超过20年[9] 财务表现 - 在Q4中，ASC报告了调整后的收益为2610万美元，相当于每股0.63美元，船队平均TCE为每天29700美元[10] - Q1的指导展示了一个出色的前景，预计船队平均TCE为每天32400美元[12] 风险评估 - 根据Q4数据和北极资产价值，年底的NAV可以轻松估算出来，目前股价约为NAV的0.85倍[14] - 尽管股价可能会继续上涨，但当前的风险/回报比已不如以前吸引人，其他股票具有更大的潜力[25]

Earnings Presentation Fourth Quarter and Full Year 2023 & Investor Day 2024 To Submit Questions for the Q&A Session Ardmore@IGBIR.com ...

Press Release Ardmore Shipping Corporation Announces Financial Results For The Three and Twelve Months Ended December 31, 2023 HAMILTON, Bermuda, February 15, 2024 - Ardmore Shipping Corporation (NYSE: ASC) ("Ardmore", the "Company" or "we") today announced results for the three and twelve months ended December 31, 2023. Highlights and Recent Activity ● Reported net income of $26.1 million for the three months ended December 31, 2023, or $0.63 earnings per basic and diluted share, compared to net income of ...

ASC财报情况 - Ardmore Shipping Corporation (ASC)将于2月15日发布2023年第四季度财报[1] - ASC在过去四个季度中每次击败Zacks Consensus Estimate，平均超出4.33%[1] - ASC的季度每股收益的Zacks Consensus Estimate在过去60天保持在59美分[2] - ASC的Earnings ESP为-5.09%，因为最准确的估计目前为56美分，比Zacks Consensus Estimate低3美分[8] ASC业绩影响因素 - ASC的业绩受到了油轮市场乐观情绪的影响，产品油轮运价目前处于健康水平，尽管有小波动[4] - 由于也门胡塞武装分子在红海袭击船只，许多航运公司包括ASC已暂停通过该航线的运输[5] - 为了确保船员的安全，Ardmore Shipping选择绕过南非好望角而不是通过苏伊士运河的更长、更昂贵的航线[6] ASC成本和TCE率 - 由于油价上涨和供应链问题，TCE率可能会因有利的现货价格而在报告季度有所改善，但成本可能会因油价上涨和供应链问题而增加[7]

Ardmore Shipping (ASC) closed the most recent trading day at $16.16, moving -0.8% from the previous trading session. This change lagged the S&P 500's 0.23% gain on the day. Elsewhere, the Dow gained 0.37%, while the tech-heavy Nasdaq added 0.07%.Shares of the shipping company witnessed a gain of 8.82% over the previous month, beating the performance of the Transportation sector with its gain of 0.29% and the S&P 500's gain of 5.3%.The upcoming earnings release of Ardmore Shipping will be of great interest t ...

The market expects Ardmore Shipping (ASC) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if t ...

The Company will provide a comprehensive update, focusing on the forces and trends influencing the global product and chemical tanker markets. The February 15, 2024 event will also include the Company's presentation of 4Q 2023 financial results. HAMILTON, Bermuda, Feb. 1, 2024 /PRNewswire/ -- Ardmore Shipping Corporation (NYSE: ASC) ("Ardmore" or the "Company") today announced that it will host its 2024 Investor Day on Thursday, February 15 at 12:00 P.M. Eastern Time in New York City. At the event, the exte ...

Small-cap companies are a great option for early investors because they are typically less expensive per share than large-cap stocks. They are also typically more volatile investment vehicles because they have a greater chance of large fluctuations in share price than other large companies, which could be a downside or an upside depending upon an investor’s goals.It’s always a good idea to focus on diversification within an investment portfolio and include more than just different sectors. It also should co ...

Ardmore Shipping (ASC) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this shipping company have returned +16.5% over the past month versus the Zacks S&P 500 composite's +3.4% change. The Zacks Transportation - Shipping industry, to which Ardmore Shipping belongs, has gained 10.5% over this period. Now the key question is: Where could the stock be headed in the near t ...

The most recent trading session ended with Ardmore Shipping (ASC) standing at $15.97, reflecting a -1.84% shift from the previouse trading day's closing. The stock trailed the S&P 500, which registered a daily gain of 0.53%. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw an increase of 0.19%.Coming into today, shares of the shipping company had gained 14.18% in the past month. In that same time, the Transportation sector lost 3.36%, while the S&P 500 gained 2.48%.The ...