Overseas Shipholding Group

Jakob Fugger · 2/11/08

Grandi prospettive...
Che dite??????

Jordan1972 · 2/11/08

Per adesso non direi proprio... il settore è ucciso dalle prospettive di recessione .... vedere indici di riferimento!!!!!

Nautilus70 · 7/6/09

Solo oggi ho scoperto questa ottima azienda. Al momento ho in portafoglio la D'Amico, ma metto anche la OSG in watch list OK!

Ottima, sempre nel settore shipping (materie prime non petrolifere e container), la Euroseas (ESEA).

La crisi del settore e' un rischio per le aziende deboli. Per chi ha le casse piene di soldi e' una opportunita'

Posto alcuni numeri.

Prezzo e volumi (USD)
Prezzo 33.13
Max 12 mesi 87.79
Min 12 mesi 20.38
Data prezzo 05/06/2009
Volume medio (ultimi 10gg) 1.07
Capitalizzazione (mln) 889.93

Dati per azione (USD)
EPS (Utili per azione) 10.28
EPS (Utili per azione) normalizzati 13.48
Fatturato per azione 54.75
Valore contabile per azione 69.57
Valore contabile tangibile per azione 65.32
Liquidita' per azione 21.89
Cash flow per azione 16.93
Dividendo per azione 1.62
Dividendo dichiarato (annuale) 1.75

Indicatori economici
P/E (Prezzo/Utile) escluse compon. staordin. 3.22
P/E (Prezzo/Utile) normalizzato 2.46
P/S (Prezzo/Fatturato) 0.55
P/TB (Prezzo/Valore contabile tangibile) 0.51
Prezzo/Cash Flow 1.78
P/B (Prezzo/Valore contabile) 0.48

Solidita' finanziaria
Indice di liquidita' corrente 4.09
Indice di liquidita' immediata 3.36
Indebitamento a lungo termine/mezzi propri (trim.) 73.91
Indebitamento totale/Mezzi propri 75.34
Rapporto Utili/Dividendi 14.33

Dati di bilancio (in mln di USD)
Ricavi 1,618.82
EBITDA (Margine Operativo Lordo) 527.44
EBT (Utili ante imposte) 279.77
Reddito disponibile per gli azionisti ordinari 326.98
EBT (Utili ante imposte) normalizzati 400.73
Reddito disponibile per gli azionisti ordinari (normalizzato) 401.87

Indicatori di profitto (%)
Margine lordo 43.03
Margine di utile netto 19.46
Margine operativo 22.21
Margine ante imposte 15.91

Multipli di bilancio
ROA (rendim. delle attivita') 7.67
ROE (rendim. dei mezzi propri) 17.48
ROI (rendim. del capitale investito) 8.34

Tassi di crescita (%)
Fatturato ultimo trimestre (rispetto allo stesso trimestre dell'anno preced.) -20.91
Fatturato ultimi 12 mesi (rispetto allo stesso periodo dell'anno preced.) 28.00
Fatturato ultimi 5 anni 30.29
EPS ultimo trimestre (rispetto allo stesso trimestre dell'anno preced.) 25.90
EPS ultimi 12 mesi (rispetto allo stesso periodo dell'anno preced.) 42.55
EPS (Utili per azione) ultimi 5 anni 25.17
Dividendo ultimo anno 28.92
Legenda indicatori

I dati sono riferiti al titolo quotato sulla borsa New York Stock Exchange e aggiornati al 28/05/2009

Sal.Vi · 8/6/09

.

Nautilus70 ha scritto:
Solo oggi ho scoperto questa ottima azienda. Al momento ho in portafoglio la D'Amico, ma metto anche la OSG in watch list

Ottima, sempre nel settore shipping (materie prime non petrolifere e container), la Euroseas (ESEA).

La crisi del settore e' un rischio per le aziende deboli. Per chi ha le casse piene di soldi e' una opportunita'

Posto alcuni numeri.

Prezzo e volumi (USD)
Prezzo 33.13
Max 12 mesi 87.79
Min 12 mesi 20.38
Data prezzo 05/06/2009
Volume medio (ultimi 10gg) 1.07
Capitalizzazione (mln) 889.93

Dati per azione (USD)
EPS (Utili per azione) 10.28
EPS (Utili per azione) normalizzati 13.48
Fatturato per azione 54.75
Valore contabile per azione 69.57
Valore contabile tangibile per azione 65.32
Liquidita' per azione 21.89
Cash flow per azione 16.93
Dividendo per azione 1.62
Dividendo dichiarato (annuale) 1.75

Indicatori economici
P/E (Prezzo/Utile) escluse compon. staordin. 3.22
P/E (Prezzo/Utile) normalizzato 2.46
P/S (Prezzo/Fatturato) 0.55
P/TB (Prezzo/Valore contabile tangibile) 0.51
Prezzo/Cash Flow 1.78
P/B (Prezzo/Valore contabile) 0.48

Solidita' finanziaria
Indice di liquidita' corrente 4.09
Indice di liquidita' immediata 3.36
Indebitamento a lungo termine/mezzi propri (trim.) 73.91
Indebitamento totale/Mezzi propri 75.34
Rapporto Utili/Dividendi 14.33

Dati di bilancio (in mln di USD)
Ricavi 1,618.82
EBITDA (Margine Operativo Lordo) 527.44
EBT (Utili ante imposte) 279.77
Reddito disponibile per gli azionisti ordinari 326.98
EBT (Utili ante imposte) normalizzati 400.73
Reddito disponibile per gli azionisti ordinari (normalizzato) 401.87

Indicatori di profitto (%)
Margine lordo 43.03
Margine di utile netto 19.46
Margine operativo 22.21
Margine ante imposte 15.91

Multipli di bilancio
ROA (rendim. delle attivita') 7.67
ROE (rendim. dei mezzi propri) 17.48
ROI (rendim. del capitale investito) 8.34

Tassi di crescita (%)
Fatturato ultimo trimestre (rispetto allo stesso trimestre dell'anno preced.) -20.91
Fatturato ultimi 12 mesi (rispetto allo stesso periodo dell'anno preced.) 28.00
Fatturato ultimi 5 anni 30.29
EPS ultimo trimestre (rispetto allo stesso trimestre dell'anno preced.) 25.90
EPS ultimi 12 mesi (rispetto allo stesso periodo dell'anno preced.) 42.55
EPS (Utili per azione) ultimi 5 anni 25.17
Dividendo ultimo anno 28.92
Legenda indicatori

I dati sono riferiti al titolo quotato sulla borsa New York Stock Exchange e aggiornati al 28/05/2009

Nautilus70 · 8/6/09

Che interpretazione dai a quel grafico ? (io non me ne intendo)

Nautilus70 · 8/6/09

Non mi torna quel grafico... a me risulta che nel 1981 quotava oltre 20 $ :mmmm:

http://moneycentral.msn.com/investo...MA1=0&CF=0&D7=&D6=&symbol=OSG&nocookie=1&SZ=0

Sal.Vi · 8/6/09

Per la miseria: ma chi ha i dati giusti, Proph. o BigCh. ???

Nautilus70 ha scritto:
Non mi torna quel grafico... a me risulta che nel 1981 quotava oltre 20 $

http://moneycentral.msn.com/investo...MA1=0&CF=0&D7=&D6=&symbol=OSG&nocookie=1&SZ=0

Nautilus70 · 8/6/09

Sal.Vi ha scritto:
Per la miseria: ma chi ha i dati giusti, Proph. o BigCh. ???

Io seguo Msn e Google Finance
http://www.google.com/finance?q=osg
ed entrambi, ad un primo veloce sguardo, hanno dati simili.

Nautilus70 · 9/6/09

Entrato a 35,28 $ OK!

Nautilus70 · 7/7/09

Da http://news.moneycentral.msn.com/ti...ol=US:OSG&feed=Bcom&date=20090707&id=10122989

Market Report -- Short Stories (OSG)July 7, 2009 9:34 AM ET advertisement

Article tools E-mail this article Print-friendly version Discuss this articleStocks mentioned in this articleOverseas Shipholding Group Inc (OSG) Stock Quote, Chart, News, Add to WatchlistRecent investing newsExecutive Director Chosen to Lead Orangeline High Speed Rail ProjectCTDI Acquires Motorola's Fiber-to-the-Node Product PortfolioCeladon Honored by Ryder for Second Consecutive Year as Top National Truckload CarrierCampbell CEO Conant recuperating from surgeryXTO Energy Announces Second Quarter 2009 Earnings Release Date and Conference Call
All Briefing.com newsOverseas Shipholding ests lowered at Lazard Capital Mkts on weak tanker markets . Lazard Capital Mkts is lowering ests to reflect their current outlook for the spot tanker markets (about 40% of OSG's 09 est revs) where OSG competes (in the international crude and product tanker mkts as well as in the US Flag market), while keeping their expense assumptions in line with co guidance. The spot tanker markets, particularly in the product tanker sector, were very weak in 2Q09, and some of the weak rates chartered in 2Q will hit in 3Q. Their 2Q est declines to a loss of $0.61/share from a gain of $0.17/share; 2009E remains profitable but drops to $1.12 from $3.02 (($0.53)/($0.05) consensus).

Nautilus70 · 7/7/09

L'azione e' scesa forte, oggi 30,34.

Io poco sotto i 29 incremento OK!

Nautilus70 · 7/7/09

FBR downgrades Overseas ShipholdingJune 26, 2009 12:24 PM ET advertisement

NEW YORK (AP) - Shares of Overseas Shipholding Group Inc. fell Friday after FBR Capital Markets downgraded the stock, citing the possibility of disappointing second-quarter earnings.

The shares fell $1.04, or 3 percent, to $33.83 in midday trading.

FBR analyst Robert MacKenzie downgraded the stock to "market perform" from "outperform" and lowered his target price for the stock.

MacKenzie said the shares, which have risen from a 52-week low of $20.38 in early March, are fairly valued.

The analyst said he expected the company to have lost 90 cents per share in the second quarter, compared with the Wall Street consensus of a loss of 54 cents per share, on weakness in U.S.-flag business and higher costs.

Among positives for the company, MacKenzie said, was the chance to renegotiate orders with shipyards. Owners have been renegotiating with ship builders because they can't get financing and face lower-than-expected revenue in a recession.

Copyright 2009 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

http://news.moneycentral.msn.com/printarticle.aspx?feed=AP&date=20090626&id=10079405

Nautilus70 · 7/8/09

Il 2° trimestre mi ha un po' deluso, non mi aspettavo una (seppur minima) perdita da questa meraviglia dei mari KO!

... anche se il semestre resta ampiamente positivo OK!

Overseas Shipholding Group Reports Second Quarter 2009 ResultsAugust 5, 2009 6:45 AM ET advertisement

Overseas Shipholding Group, Inc. OSG, a market leader in providing energy transportation services, today reported results for the second quarter and six months ended June 30, 2009.

For the quarter ended June 30, 2009, the Company reported time charter equivalent (TCE1) revenues of $248.4 million, a 36% decline from $386.1 million in 2008. The decline in TCE revenues was due to lower daily TCE rates earned by all of the Company’s international flag vessel classes (see Spot and Fixed TCE Rates Achieved and Revenue Days later in the press release), offset by a 77 day increase in revenue days. Net loss attributable to the Company (Loss2) was $8.8 million, or $0.33 per diluted share, compared with net income attributable to the Company (Earnings2) of $86.9 million, or $2.81 per diluted share, in the same period a year ago. Special items that totaled $1.0 million, or $0.04 per diluted share, increased Losses in the second quarter 2009, compared with special items that totaled $14.7 million, or $0.36 per diluted share, that decreased Earnings in the same period a year ago (see discussion later in this press release). Period-over-period diluted EPS reflects the Company’s repurchase of 12% of total shares outstanding since June 30, 2008.

Morten Arntzen, President and CEO said, “As we expected, a convergence of events caused tanker markets to deteriorate in the first half of 2009. The global economic contraction led to a sharp decline in world demand for oil, notably in OECD countries, which in turn resulted in significant OPEC production cuts. This situation was exacerbated by an increase in vessel deliveries across our core segments. We expect the trend toward an oversupplied vessel market to moderate as very tight ship finance markets and the weakening financial condition of less well-capitalized ship owners and shipyards result in a contracting tanker orderbook. The single hull phase-out over the next eighteen months will further benefit the economics of the global tanker trading fleet.”

Arntzen continued, “For the remainder of 2009, we remain focused on controlling costs and managing projects that can deliver attractive returns in both the short and long-term. The core of our long-term strategy-conservative financial management and balanced growth-remains intact, and we have ample liquidity to manage the turmoil ahead and take advantage of opportunities as they arise.”

For the six months ended June 30, 2009, the Company reported TCE revenues of $541.2 million, a 29% decrease from $761.9 million in 2008. The year-over-year decline in TCE revenues was due to lower TCE rates earned across nearly all vessel classes. Earnings for the first six months were $113.0 million, or $4.20 per diluted share, compared with $199.4 million, or $6.42 per diluted share, a year ago. Earnings in the first half of 2009 included special items that increased Earnings by $93.8 million, or $3.49 per diluted share, compared with special items that totaled $15.2 million, or $0.37 per share, that reduced Earnings in the same period a year earlier.

Segment Information

TCE revenues in the second quarter of 2009 for the Crude Oil segment were $128.1 million, a 50% decrease from $254.9 million in the same period of 2008. The decrease was principally due to dramatically lower average spot rates earned across all crude oil vessel classes. Quarter-over-quarter spot charter rates for VLCCs decreased 68% to $32,020 per day, Aframaxes decreased by 70% to $16,757 per day and Panamaxes decreased 47% to $18,776 per day. TCE revenues for the Product Carrier segment were $63.6 million, a decline of $8.0 million, or 11%, from $71.6 million in the year earlier period. The decrease was principally attributable to a 33% decrease in average daily spot TCE rates for medium-range (MR) product carriers to $16,715 per day. TCE revenues for the U.S. Flag segment were $54.7 million, an increase of $3.0 million, or 6%, from $51.7 million in the same quarter last year. The increase was principally due to revenue days associated with four product carriers that delivered subsequent to March 31, 2008 and commenced time charters.

Additional Detail on Quarterly Results

Total operating expenses before severance and relocation costs, shipyard contract termination costs and gain/(loss) on disposal of vessels declined 7%, or $22.3 million, to $282.8 million compared with $305.1 million in the corresponding quarter in 2008. Period-over-period changes included:

Voyage expenses decreased to $34.3 million, or 19%, from $42.1 million, principally due to lower fuel costs. Lower fuel costs were attributable, in part, to the Suezmaxes moving from the spot market to Suezmax International after June 30, 2008 and the removal of the Overseas Integrity and M 300 from service in the fourth quarter of 2008; Vessel expenses decreased to $69.9 million, or 10%, from $77.8 million principally due to the timing of delivery and stores and spares, reductions in repairs, a reduction in costs related to a fixed rate technical management agreement with DHT Maritime, Inc. and the redelivery of nine older product carriers; Charter hire expenses were relatively flat at $104.6 million from $103.4 million despite a 557 day increase in charter-in days, principally due to lower profit share due to owners; Depreciation and amortization was $44.9 million, a 5% decline from $47.3 million, principally due to two U.S. Flag vessels being classified as held for sale (for which depreciation ceased), the sale of the Overseas Donna in the first quarter of 2009 and the redelivery of four non double hull MR product carriers in December 2008 and January 2009; G&A expenses decreased by $5.4 million, or 16%, to $29.1 million. Lower G&A was due to Companywide cost control efforts that included reductions in compensation and benefits paid to shoreside staff, lower consulting, travel and entertainment and other discretionary expenditures and a favorable change in foreign exchange rates, partially offset by higher legal expenses. The second quarter Loss was reduced by a $3.0 million tax benefit related to reversals of previously established deferred tax liabilities.

Other items that impacted reported results in the second quarter of 2009 aggregated $1.0 million, or $0.04 per share, and included:

$2.4 million, or $0.09 per diluted share, related to a loss on vessel sales; $3.0 million, or $0.11 per diluted share, related to a net loss on other investments; $786,000, or $0.03 per diluted share, related to a positive change in the mark-to-market balance of unrealized freight derivative positions; and $3.7 million, or $0.14 per diluted share, benefit related to the adjustment of previously recorded shipyard contract termination charges. For more information regarding these items in the current, year-to-date and corresponding historical periods, see “Reconciling Information,” which is posted in Webcasts and Presentations in the Investor Relations section of www.osg.com.

Liquidity and Other Key Financial Metrics

Articolo completo http://news.moneycentral.msn.com/printarticle.aspx?feed=BW&date=20090805&id=10228744

Nautilus70 · 9/9/09

Presentazione
http://media.corporate-ir.net/media_files/irol/82/82053/090909Jefferiespresentation.pdf

OK!

Seven Of Nine · 24/11/09

Ciao Nautilus

su tua segnalazione OSG mi sto affacciando per la prima volta nel settore Shipping, spero di approfondirne la conoscenza al più presto!

Questa era la Q3 uscita a novembre:

Overseas Shipholding Q3 loss narrower than expected

Nov 2 (Reuters) - Oil transportation company Overseas Shipholding Group Inc (OSG.N) posted a narrower-than-expected quarterly loss, partly helped by lower expenses.
For the third quarter ended Sept 30, it posted a net loss attributable to the company of $19.6 million or 73 cents a compared with a profit of $197.8 million, or $6.69 a share, a year ago.
The quarter's earnings reflect a repurchase of 6 percent of total shares outstanding since Sept. 30, 2008, the company said.
Excluding certain items, the company lost 98 cents a share, compared with consensus estimates of a loss of $1.08 a share according to ThomsonReuters I/B/E/S.
Quarterly time charter equivalent revenue dropped 52 percent to $207.3 million, on declines in spot rates and total revenue days.
The company said cost cutting efforts and the redelivery of 13 vessels resulted in general and administrative expenses dropping 13 percent, while vessel expenses fell 16 percent.

Dettagli sui conti qui: http://secfilings.nyse.com/filing.php?doc=1&attach=ON&ipage=6589465&rid=12

Nautilus70 · 24/11/09

Seven Of Nine ha scritto:
Ciao Nautilus su tua segnalazione OSG mi sto affacciando per la prima volta nel settore Shipping, spero di approfondirne la conoscenza al più presto!

Sullo shipping c'e' anche questa bellissima discussione di Sal.VI OK!

http://www.finanzaonline.com/forum/showthread.php?t=1122182

Sal.Vi · 24/11/09

Seven Of Nine ha scritto:
Ciao Nautilus su tua segnalazione OSG mi sto affacciando per la prima volta nel settore Shipping, spero di approfondirne la conoscenza al più presto!

Questa era la Q3 uscita a novembre:

Overseas Shipholding Q3 loss narrower than expected

Nov 2 (Reuters) - Oil transportation company Overseas Shipholding Group Inc (OSG.N) posted a narrower-than-expected quarterly loss, partly helped by lower expenses.
For the third quarter ended Sept 30, it posted a net loss attributable to the company of $19.6 million or 73 cents a compared with a profit of $197.8 million, or $6.69 a share, a year ago.
The quarter's earnings reflect a repurchase of 6 percent of total shares outstanding since Sept. 30, 2008, the company said.
Excluding certain items, the company lost 98 cents a share, compared with consensus estimates of a loss of $1.08 a share according to ThomsonReuters I/B/E/S.
Quarterly time charter equivalent revenue dropped 52 percent to $207.3 million, on declines in spot rates and total revenue days.
The company said cost cutting efforts and the redelivery of 13 vessels resulted in general and administrative expenses dropping 13 percent, while vessel expenses fell 16 percent.

Dettagli sui conti qui: http://secfilings.nyse.com/filing.php?doc=1&attach=ON&ipage=6589465&rid=12

Nautilus70 ha scritto:
Sullo shipping c'e' anche questa bellissima discussione di Sal.VI
http://www.finanzaonline.com/forum/showthread.php?t=1122182

Nautilus70 · 24/11/09

Sal.Vi ha scritto:
GASS - http://www.finanzaonline.com/forum/showpost.php?p=23579129&postcount=233
GLNG - http://www.finanzaonline.com/forum/showpost.php?p=23579183&postcount=234
LNG - http://www.finanzaonline.com/forum/showpost.php?p=23579183&postcount=234
TGP - http://www.finanzaonline.com/forum/showpost.php?p=23579129&postcount=233[/SIZE]

Queste segnalate in blu sono le mie preferite (gassiere LNG) seguite con un apposito sub-portfolio su Tickerspy [http://www.tickerspy.com/portfolio.php?pid=90793].

La GASS piace molto anche a me. OSG, ESEA e GASS sono, in ordine, le mie shipping preferite sul Nyse, PR e DIS su Milano OK!

sevit · 14/2/12

Entrato con 500 pezzi

Vediamo che combino

sevit · 14/2/12

Up 19.38%.
nessuno che la segue? Pareri?

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