DHT (NYSE:DHT) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Speaker3Good day and thank you for standing by. Welcome to the Q3 2025 DHT Holdings Inc. Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press Star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, plea ...

October 30, 2025 DISCLAIMER Forward Looking Statements This presentation contains certain forward-looking statements and information relating to the Company that are based on beliefs of the Company's management as well as assumptions, expectations, projections, intentions and beliefs about future events, in particular regarding dividends (including our dividend plans, timing and the amount and growth of any dividends), daily charter rates, vessel utilization, the future number of newbuilding deliveries, oil ...

行业趋势 - 全球石油供应增加推动基准油轮收益攀升至新冠疫情最严重时期以来的最高水平[1] - 制裁推动对"未受影响"油轮的需求上升[1] - 可从中东向中国运输200万桶原油的油轮日租金上涨40%达到12.5万美元创2020年4月以来新高[1] 市场驱动因素 - 美国近期对俄罗斯两大石油公司实施新制裁推动近几日租金上涨部分炼油厂开始寻找替代货源[1] - 受制裁的原油运输受阻在船上滞留时间变长[1] - 大西洋盆地至亚洲的运量增加导致吨海里运输量上升[1] - 更多欧佩克OPEC的原油开始进入市场[1] 相关公司 - 相关股票包括Frontline Teekay Teekay Tankers CMBTech Scorpio Tankers DHT控股 Tsakos Energy Navigation Navios Maritime Holdings International Seaways Nordic American Tankers SFL Corp[1]

HAMILTON, BERMUDA, October 29, 2025 – DHT Holdings, Inc. (NYSE:DHT) (“DHT” or the “Company”) today announced its results for the quarter ended September 30, 2025. The full report is available here and in the below attachment. About DHT Holdings, Inc.DHT is an independent crude oil tanker company. Our fleet trades internationally and consists of crude oil tankers in the VLCC segment. We operate through our wholly owned management companies in Monaco, Norway, Singapore, and India. You may recognize us by our ...

HAMILTON, BERMUDA, October 15, 2025 - DHT Holdings, Inc. (NYSE: DHT or the “Company”) will release its third quarter 2025 results after market close on Wednesday, October 29, 2025. The Company will host a conference call and webcast, which will include a slide presentation, at 8:00 a.m. EST/14:00 CET on Thursday, October 30, 2025, to discuss the results for the quarter. To access the conference call the participants are required to register in advance of the conference using this link: https://register-conf ...

公司声明背景 - 公司针对中国交通运输部于2025年10月10日发布的关于对涉美关联船舶征收专项港口费的通告作出声明 [1] 公司运营与治理结构 - 公司船队中的每艘船舶均由非美国实体直接拥有，在非美国司法管辖区建造，不悬挂美国国旗，并由位于摩纳哥、挪威、新加坡和印度的管理公司运营 [2] - 公司作为船队的最终母公司，是依据马绍尔群岛法律注册的上市公司，总部设在百慕大，管理职能分布在摩纳哥、挪威和新加坡 [2] - 美国国民仅占公司董事会组成的20%（五名董事中的一名） [2] 股东构成与所有权分析 - 公司股东基础广泛，通常通过持股超过5%的股东提交的实益所有权报告或持有人的自愿披露来了解实益所有者身份 [3] - 公司无法准确核实个体股东的国籍，因绝大多数股东由托管人、经纪商代表持股，或通过经纪商“街名”持有股份 [3] - 大型金融服务公司通过其共同基金和ETF产品作为投资管理人和中介，其管理的资金可能来自包括非美国投资者在内的广泛投资者基础 [3] - 基于公开信息，公司未发现有任何美国股东或报告集团披露直接或间接持有或控制公司已发行在外股份或投票权合计达到或超过25% [4] - 最新的实益所有权报告显示，有两家美国实体持股超过5%：Dimensional Fund Advisors LP（约7.2%）和FMR LLC（约15.1%），但两者合计持股仍低于25% [4] - 无法保证这两家持股人的最终实益所有者是美国人士 [4] 公司业务概览 - 公司是一家独立的原油油轮公司，其船队在国际上运营，由VLCC船型的原油油轮组成 [5] - 公司通过位于摩纳哥、挪威、新加坡和印度的一体化管理公司进行运营 [5]

公司治理变动 - 任命Svein Moxnes Harfjeld为公司董事会成员，立即生效[1] - Harfjeld自2010年起担任公司总裁兼首席执行官，并将继续担任该职务[1] - 此项任命旨在为董事会带来额外的战略洞察力和运营专业知识[2] 新任董事背景 - Harfjeld在全球航运业拥有超过30年经验[2] - 其为挪威公民，常驻摩纳哥[2] - 其洞察力和贡献对塑造公司发展、增长及股东价值承诺具有重要作用[2] 公司业务概况 - 公司是一家独立的原油油轮公司，其船队在国际上运营，由VLCC段原油油轮组成[3] - 运营通过位于摩纳哥、挪威、新加坡和印度的综合管理公司进行[3] - 公司以其审慎的资本结构、船队雇佣策略（结合市场敞口和固定收入合同）以及通过现金股息、船舶投资、债务预付和股票回购的资本配置策略而闻名[3] 董事会评价 - 董事会主席Erik A Lind认为，此项任命使董事会继续保持独立性与高管经验之间的良好平衡[2] - 董事会结构与公司对高度诚信和良好公司治理的承诺保持一致[2]

投资者偏好 - 投资者青睐股息股票 [1] - 高收益股息品种尤其受到欢迎 [1] 股息股票优势 - 股息股票提供显著的收入来源 [1] - 股息股票具备可观的总回报潜力 [1]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...