财务数据和关键指标变化 - 公司2023年全年调整后收益为1.13亿美元,每股2.71美元,连续多年保持强劲业绩 [10] - 2023年第四季度调整后收益为2600万美元,每股0.63美元,并且在第一季度持续保持强劲 [10] 各条业务线数据和关键指标变化 - MR船舶第四季度日均收益32,500美元,第一季度日均35,400美元,已预订60% [10] - 化学品船舶第四季度日均收益29,300美元,第一季度日均30,100美元,已预订70% [10] 各个市场数据和关键指标变化 - 由于地缘政治和气候相关的贸易限制,成品油吨海里需求同比增长11% [13] - 欧洲柴油库存接近历史低位,受欧盟成品油禁令的持续影响 [13] - 巴拿马运河交通量减少30%,特别是MR船舶,导致航程延长和有效供给减少 [13] 公司战略和发展方向及行业竞争 - 公司坚持三大指导原则:业绩与进步并重、明确的资本配置政策、最佳治理实践 [6] - 公司正在执行能源转型计划,通过提高效率和减排来应对能源转型挑战 [30][31][32][33][34][35][36][37][38][39][40] - 公司保持灵活性和敏捷性,能够在不断变化的市场环境中捕捉机会 [27][42][43][44][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61][62][63][64][65][66][67][68][69][70][71][72][73][74][75][76] 管理层对经营环境和未来前景的评论 - 管理层认为当前市场环境非常强劲,地缘政治和气候因素导致供需失衡,预计未来一段时间内市场将保持强势 [12][13][23][55][56][57][58][59][60][61][62][63][64][65][66][67] - 管理层认为公司处于有利位置,能够充分利用当前强劲市场赚取收益 [21][23][24][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61][62][63][64][65][66][67][68][69][70][71][72][73][74][75][76] 问答环节重要的提问和回答 问题1 **分析师提问** 在当前强劲的市场环境下,公司是否会考虑出售部分船舶获取利润 [202][203][204][205] **CEO回答** 公司目前无需出售船舶来分配资本,而是专注于提高现有船队的运营效率和盈利能力,为未来创造价值 [203][204][205] 问题2 **分析师提问** 公司的船舶是否具有灵活性,能够快速在干散货和液体散货之间切换 [206][207][208] **CEO和CCO回答** 公司的船舶主要从事液体散货运输,可以运输多种类型的液体散货,具有较强的灵活性。但在干散货和液体散货之间切换的能力有限 [207][208][209][210][211][212] 问题3 **分析师提问** 当前市场环境下,公司保险成本是否有所上升 [208][209][210][211][212][213][214] **CEO和CCO回答** 航次保险费用有所上升,但船舶保险和P&I保险费用相对稳定,公司良好的安全记录有助于获得较优惠的保费 [209][210][211][212][213][214]

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 ...