HÖEGH AUTOLINERS 100 AND I DONT SEE AN END IN SIGHT

Sometimes it’s not the well-known tech giants that make the most exciting stories in your portfolio.

For me, it’s currently a company that many probably don’t even have on their radar: Höegh Autoliners.

My position is now up over 100%—and that’s despite a dividend yield that makes many people do a double-take at first.

But that’s exactly where it gets interesting:

Höegh doesn’t just transport cars. The company is at the center of a structural shift in the global automotive trade.

China is exporting more and more vehicles worldwide. In the first half of 2026, Chinese vehicle exports were already 66% higher than the previous year. At the same time, available RoRo capacity is becoming scarcer, and Höegh reports that its fleet is operating at full capacity. (Höegh Autoliners)

At first glance, the Q2 figures were weaker:

$376 million in revenue
$122 million in EBITDA
$86 million net income

However, the reason is significant: high fuel costs and geopolitical upheavals in the Middle East have weighed on earnings. The fuel effect alone cost approximately $22 million in the quarter. (Investing.com)

And that’s exactly why I find the current situation exciting.

Because if these one-time costs subside, while exports to China continue to grow and market capacity remains tight, the company could $HAUTO (+3,7%) continue to offer an attractive combination of cash flow, dividends, and growth.

The company itself expects the BAF/fuel surcharge to return to normal over the course of Q3. At the same time, charter rates for the industry have risen significantly. (thedcn.com.au)

For me, Höegh is therefore not a stock I hold solely for the dividend.

I see this as a bet on a long-term trend:

More Chinese vehicles + more global vehicle transport + tight shipping capacity = an interesting starting point for a specialized player.

Of course, shipping remains a cyclical industry. The dividend isn’t guaranteed, and high payouts can fluctuate.

But that’s exactly what makes the stock interesting to me.

+100% price gain realized.

Dividends collected.

And yet the position remains in my portfolio.

Now I’m curious:

Which of you are also invested in Höegh Autoliners—and do you hold the stock for the dividend or for the long-term story?

#HöeghAutoliners
#HAUTO
#Dividendenaktien
#Dividende
#Aktien
#Investieren
#Börse
#China
#Autowerte

ANDY@Ganko1

I've been with Höegh for 1.5 years now and am up 105%. I invest a small monthly savings plan as well as my Trade Republic round-up. Dividends also keep coming back. Top company...

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Dirk aus Stade@dirko68

It's part of my savings plan and usually gets me excited—except for the drastic dividend cut right now. But I'm taking it in stride. The dividend will go back up eventually.

NichtRelevant@NichtRelevant

The ferry stocks have performed extremely well. I’m also invested in the competition ( $WAWI )—it’s a similar story there.

Of course, the shipping industry is cyclical, but I think that trade and freight volumes are generally on the rise, and it’s an industry with fairly high barriers to entry. You can leave these stocks in your portfolio for the long term.

It’s also important to remember that some of the world’s largest fortunes were built by shareholders and founders of shipping companies. 😉

jkb92@jkb92

It's overbought on the monthly chart, so it could very well correct a bit further soon.

PresidentDonkey@DonkeyInvestor

You can't see the end of it because the ship is so darn long?

market_analyst_466@market_analyst_466

I’ve been invested since March 24 and plan to stay invested. I’m convinced. Only small positions are occasionally sold and then bought back when the price is right. I’m also up over 100%. Both factors play a role—the long-term story and the dividend.

In my view, my original long-term thesis remains intact; only the expectation of “sustainably extremely high dividends” needs to be adjusted.

In addition, Höegh extended a contract with a major Asian automaker in July through 2029. IR announcement from July 10—$300 million in additional contractually secured revenue through the end of 2029, with increased volumes and updated market conditions—is a strong argument for not focusing solely on the currently meager dividend.

HÖEGH AUTOLINERS +100% AND I DON'T SEE AN END IN SIGHT 🚀