...figures and outlook are not bad, long-term contracts, fleet further expanded and the rest will normalize again at some point...until then, the position will be expanded a little further and in the meantime a nice dividend will be collected 🤗

$HAUTO (+1.98%)

Highlights of the quarter

- Operating profit (EBITDA) of USD 155 million and net profit after tax of

USD 155 million.

- Historically strong order backlog and ~7% increase in order share from Q4

2024

- Signing of two long-term contracts with two major international car manufacturers,

each contract with a value of over USD 100 million.

- Exercise of the option to purchase the leased vessel Höegh Copenhagen.

- Höegh New York handed over to the new owner.

- Dividend for the fourth quarter of 2024 in the amount of USD 90 million, paid in March 2025.

- A dividend for the first quarter of 2025 of USD 158 million (USD 0.8282 per share) was declared and

will be paid in May.

Andreas Enger, CEO of Höegh Autoliners, commented: "Höegh Autoliners has

despite ongoing global uncertainties and increasing geopolitical

geopolitical tensions, Höegh Autoliners has continued to deliver solid financial results. In the first quarter, we achieved an operating profit of

USD 155 million and net profit after tax of USD 155 million. We

further strengthened our long-term prospects with the conclusion of two additional multi-year contracts

increasing our overall contract share to over 80 %. This reflects our

strategic commitment to increase the share of contract freight with key customers and achieve higher fleet

ensure higher fleet utilization in the next phase of the market cycle

. On the capacity side, all four of our newbuildings are now fully

operational, significantly increasing our freight capacity for the coming months.

months ahead. As part of our ongoing commitment to create value for our shareholders

shareholders, I am pleased to announce a quarterly dividend of USD 158 million to be paid in May.

to be distributed in May. I would like to sincerely thank our dedicated employees, our trusted partners and our customers

for their continued support. Together we are

well positioned to meet the challenges ahead."

Outlook:

Geopolitical uncertainties have increased dramatically since the beginning of 2025,

accelerated by the announcement of US tariffs and port fees. Should

these tariffs and port charges are fully implemented, this will lead to a reduction in transportation

transportation volumes and higher operating costs for ships calling at the USA.

We are continuously monitoring the situation in the Southern Ocean and maintain regular contact.

with relevant stakeholders. We do not expect to trade via the Red Sea again in the near future.

We expect EBITDA for the second quarter to be in line with the first quarter of 2025

$HAUTO (+1.98%) - Fleet investments: In March 2025, Hoegh Autoliners acquired the ship "Höegh Copenhagen" for USD 36.5 million - well below market value. This is part of the strategy to modernize the fleet and optimize costs.

- Main shareholder expands position: Leif Höegh & Co AS, the main shareholder, purchased one million shares in March and now holds around 36% of the shares - a sign of confidence in the company's long-term strategy.

$HAUTO (+1.98%)

Despite a buyback program of 15 million dollars, Hoegh Autoliners' share shows no reaction. Market ignorance and chart weakness are weighing on the stock.

Hoegh Autoliners announced the start of a share buyback program yesterday. Starting today, shares worth up to 15 million US dollars are to be bought back over a period of three weeks. However, the hoped-for initial spark on the market failed to materialize: The share price was unimpressed yesterday.

The big yawn on the market

Share buybacks are normally seen as a signal of strength. The management is signaling this: We think our share is cheap. But at Hoegh Autoliners this effect fizzles out. The details of the program:

Volume: Up to 15 million US dollars

Term: April 22 to May 13, 2025

Settlement: Through Arctic Securities ASA

Rationale: Optimization of the capital structure

Despite this announcement, there was hardly any movement in the share price yesterday. The market seems to have ignored the signal.

Why is the buyback not taking off?

Why are investors so reluctant? Several factors play a role. The volume of 15 million dollars seems low in view of the market capitalization. There is also a lack of positive operating news that could boost the share price. The general uncertainty in the transportation sector is an additional burden.

Red alert on the chart?

The chart technology is also sending warning signals. The share is clearly in correction mode. Important indicators are pointing downwards:

The share price is trading below key moving averages.

The important 20-day line has already been breached.

An attempt at a countermovement failed last week.

The trading volume shows waning buying interest

With $HAUTO (+1.98%) you don't have to wait long.

I would like to share this nice daily performance with everyone who sometimes doubts their investment in not so good times. I should note that I am not invested in crypto and that my two ETFS $QYLE (+0.45%) and $FGEQ (-0.65%) were stopped out, which has caused my portfolio value to shrink by 30k, but also frees up cash for possible additional purchases. Even if it's not so nice to look at my portfolio on some days, it's always worth it in the long term and in the short term the sun sometimes peeks through the cloudy investor sky. This is clear to the experienced investors here, but many of those who have not been invested for so long have had doubts, as I have read in a number of posts. As you can see, things can turn around quickly, even if only a few stocks are involved. Today $MUX (+3.31%) stands out, also $HSBA (+2.56%) has increased. That's not to say anything about my temporary problem children like $NOVO B (-0.7%) or $HAUTO (+1.98%) should not obscure the fact. To all doubters, no matter how you have set up your investment, please stay true to your goals, look at the market and don't get rattled. Act wisely and not with shaky fingers. In the long term, we will all be back on the winning side.

Dividends are an important part of the investment strategy for many investors. But while some swear by regular payouts, others take a critical view of dividends. In this article, we take a closer look at the pros and cons of dividends.

✅ Advantages of dividends

📈 Passive income

Dividends provide regular income without having to sell shares. They are particularly attractive for long-term investors or as a supplement to a pension.

🏛 Stable companies

Many companies with a long dividend history (e.g. Coca-Cola, Johnson & Johnson) are established, profitable companies with solid business models.

🔄 Reinvestment & compound interest effect

By reinvesting dividends (e.g. via a savings plan), capital can grow exponentially in the long term.

📉 Protection in times of crisis

Dividend stocks are often less volatile than pure growth stocks and offer a certain degree of stability in the portfolio.

❌ Disadvantages of dividends

🚀 Slower growth

Companies that pay high dividends often invest less in their growth. Tech stocks such as Amazon or Tesla do not pay dividends, but are growing rapidly.

💰 Tax burden

In Germany, dividends are subject to withholding tax (26.375% incl. solidarity surcharge, church tax if applicable), which reduces the net yield.

🔻 No guarantee on distributions

Dividends are not guaranteed! Companies can reduce or cancel them if it is economically necessary (e.g. in times of crisis).

📊 Focus on incorrect key figures

Some investors are dazzled by high dividend yields without paying attention to the financial stability of the company. An excessively high payout ratio can be a warning signal.

🔎 Conclusion

Dividends offer stability and passive income, but are not a panacea. A good strategy can be a mix of dividend and growth stocks, depending on your personal investment objective. Anyone investing in dividend stocks should not only be guided by the yield, but should also check the quality of the company and the sustainability of the distributions.

💬 How do you feel about dividends? Do you rely on distributions or do you prefer pure growth?

$NOVO B (-0.7%)
$PEP (-1.16%)
$AGNC (+1.96%)
$HAUTO (+1.98%)
$KO (-0.72%)

#etfs
#dividend
#dividende
#cashflow
#aktien

How do you feel about annual returns?

I only recently bought $HAUTO (+1.98%) because the dividend was so high and how could it have been otherwise, the share plummets and then the dividend is halved.

But what are the reasons for the collapse? I haven't read any bad news or anything like that, does anyone here have more information?

#dividende