3D·

What is Hoegh Autoliners ASA?

$HAUTO (-0.47%)

attachment

Hoegh Autoliners ASA is a Norwegian shipping company with over 90 years of history. The focus is on the transport of vehicles, machinery and other rolling stock across the world's oceans using specialized RoRo (roll-on/roll-off) vessels. The shipping company has developed into one of the most important players in global vehicle and heavy goods transportation and has significantly expanded its fleet.


Why dividend hunters should take a look here


What particularly interests dividend investors is the dividend policy, and Höegh Autoliners is exceptional in this respect:


🟦 Quarterly dividend payment


The company pays dividends several times a year, usually quarterly in March, May, September and November.


🟦 Very high dividend yield


The dividend yield is one of the highest on the market. Depending on the calculation period, it is clearly in the high double-digit range - around 19% to 25% compared to current share prices.


For example:


  • An expected annual dividend of around € 1.95 per share corresponds to a dividend yield of almost 20% on the current share price.
  • Historically, dividend yields of over 25 % to 30 % have even been observed when special payments are taken into account.



These are all yields that traditional dividend stocks in Europe or the USA can usually only dream of.


Total return ≠ dividend only


An often overlooked point about extremely high dividends is that they should not be viewed in isolation:


  • Dividend yields of this level are partly the result of special distributions or share price declines that drive up the dividend percentage.
  • The share has experienced strong price fluctuations in the past, and high dividends alone are no guarantee of long-term returns.



Nevertheless, quarterly distributions combined with an attractive valuation (low P/E ratio) are an interesting package for investors who prioritize current income.


Opportunities for dividend hunters


🟦 "Cash yield" instead of "price yield"


A large part of the dividend yield comes from actual cash distributions, not just theoretical calculations. This is a clear advantage for investors who want real income or rely on dividends for financial independence.


🟦 Quarterly payments instead of annual dividends


Many traditional dividend stocks only pay once a year. Four payments per year reduce reinvestment risks and improve cash flow.


🟦 Low valuation can mean further upside potential


A currently low P/E ratio (e.g. below 5) signals that the market is valuing the share very favorably. This can mean for dividend hunters:

➡️ High current distribution and potential for the share price to catch up.


Risks you should be aware of


As with any strong dividend stock, there are risks:


  • Shipping industry volatility: fluctuating freight rates and global economic conditions impact earnings.
  • Dividend fluctuations: Very high payments in one year can be lower the next if special payouts are not repeated.
  • Share price risk: High dividend yields are often the result of falling share prices.



A dividend hunter should therefore see this share not just as an "interest payment", but as a company with operational risks and opportunities.


For whom is this share really interesting?


Ideal for:


  • Investors who want stable and regular cash income
  • Dividend income strategies with quarterly payments
  • Investors with a medium to long-term horizon who can withstand fluctuations



Less suitable for:


  • Investors who focus exclusively on price potential
  • Risk-averse savers who prefer stable shares without sector cyclicality



Conclusion


The Hoegh Autoliners ASA share is a particularly exciting stock for yield and dividend hunters: it offers above-average current income, regular quarterly dividends and a business model with global reach in vehicle and heavy goods transportation. However, this attractiveness does not come without risk and volatility.


So if you prioritize "cash flow in the portfolio" over share price capitalization and are prepared to endure short-term fluctuations, this stock definitely belongs on your watchlist - because where else can you find similar dividend yields in established companies?


Of course, this is not a top analysis as you can see for yourselves. This is my personal opinion and I wanted to share it with you. Of course, it is not intended to encourage anyone to buy or sell. Everyone has to form their own opinion and start their own analysis.


$HAUTO (-0.47%)
$MAERSK A (+0.58%)
#dividende
#cashflow
#dividend
#transport

19
20 Comments

profile image
After a guest appearance with a small profit last year, I got back in at the beginning of the year. I can't complain about the share price performance. Of course, I also like the dividend 😉.
5
profile image
My current return with $HAUTO (price+div) is now 68% in 2 years, which I am absolutely satisfied with.
Although it is valued lower than the peer group, $HAUTO is significantly smaller and less diversified and therefore more susceptible to crises, which is also reflected in its volatile share price performance.
2
profile image
I love shipping. Of course it's cyclical, but maritime transportation won't suddenly disappear just like that. If you have time to ride out possible downturns, I find the industry highly attractive. Unfortunately, most stocks have already risen sharply in recent months - luckily for those who are already invested. I don't have $HAUTO, I have the following shipping companies in my portfolio: $TRMD A , $WAWI, $MPCC and I have very similar results here as with $HAUTO.
My watchlist also includes: $MAERSK A and $HAFNI. $ZIM is currently being taken over and would also have been a hot candidate.
2
profile image
@NichtRelevant yes, that's how I see it too and I can't imagine that the AI can take over all these movements in the transportation of goods 😜
1
profile image
Are you invested?
1
profile image
@schlimmschlimm yes absolutely and at the moment already up 50% without dividends I am totally convinced, and the dividend is just great
3
profile image
@KoenigsRasse I agree, 47% for me, would like to buy more, but not at this price.
2
profile image
@KoenigsRasse The withholding tax is not quite optimal.
1
profile image
@schlimmschlimm no then don't buy, some orange pear will certainly get rid of something again, where you have good opportunities again or when they correct
3
profile image
@schlimmschlimm you have to take a look at @Dividendenopi, he actually explained it really well, I hope I linked the right one. It's not really a crisis in itself to get part of it back. But I'm also a bit too comfortable for that. At the moment I'm still collecting the expressions and then putting everything together so that it at least pays off
3
profile image
@KoenigsRasse I saw that. 2025 wasn't much yet. In 2027, I'll do the tax for 2026. There's still time ;-) I'll then give everything to the tax advisor. I'll have to do that anyway.
1
profile image
@schlimmschlimm and @KoenigsRasse be sure to pay attention to the German FA. You will certainly want the remaining 15% withholding tax back there. And they will not accept this retroactively. So at least calculate the proportion for each year and enter it in the KAP annex. Without a statement from Norway, they will simply ignore it. In this case, file an objection to have a suspensive effect and then submit it promptly, at the latest in the year after next, otherwise you will lose your right to a refund
2
profile image
@Dividendenopi Ok, all clear! Thanks again for the tip. :-)
2
profile image
@Dividendenopi Have you ever had any contact with Divizend or similar portals? Or dealt with them?
profile image
@Dividendenopi Thank you dear, I didn't know that either. That would be the easiest thing to do. To give everything to the tax consultant. At the moment I'm only giving you my tax return for the annual overview, I'll have to have a chat with him to see if that would also work if I gave you the direct documents from the tax sources
1
View all 2 further answers
profile image
Very very very interesting! but I don't know if I could sleep peacefully at night with this share... 😅.
1
profile image
@PoorDad well I bought in last year and my average price is 85 NOK so I sleep very peacefully. So it all depends on when are you willing to take the risk and with how much? I even sold a little because of the rise this share was > 10% of my portfolio.
profile image
@PoorDad Yes, it can of course be volatile due to this high dividend, but I can only offer my opinion. I've had it in my portfolio for a while now and I can't complain. The dividend is simply great and this is not the first time it has been declared dead. In my opinion, this won't be the last of its performance - let's hope for the best in the future. Let the car world crank up again first and then we can make a new comparison
Join the conversation