Cargotec

Keskustelua kotimaisista osakkeista.

Valvoja: Ram

Re: Cargotec

ViestiKirjoittaja ttr » 29.06.2018 15:13

"CARGOTEC CORPORATION, TRADE PRESS RELEASE, 29 JUNE 2018 AT 2 PM EEST

Hiab, part of Cargotec, will supply Rock Logistics with 26 remote-controlled loader cranes for its delivery contract for roofing products manufacturer Lysaght, a division of BlueScope Steel, for its operations in Victoria and Tasmania."
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ttr
 
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Re: Cargotec

ViestiKirjoittaja ttr » 03.07.2018 09:58

"CARGOTEC CORPORATION, PRESS RELEASE, 3 JULY 2018 AT 8 AM (EEST)

Kalmar, part of Cargotec, has signed an agreement to sell its rough terrain handling business, Kalmar Rough Terrain Center (KRTC), to the management and a Texas-based investment group, led by Independent Bankers Capital Funds (IBCF) and Congruent Investment Partners, LLC (Congruent). The contract was signed and is effective as of 29 June 2018."
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ttr
 
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Re: Cargotec

ViestiKirjoittaja ttr » 09.08.2018 10:24

"CARGOTEC CORPORATION, PRESS RELEASE, 9 AUGUST 2018 AT 9 AM (EEST)

Kalmar, part of Cargotec, has concluded a deal with Hamburger Hafen und Logistik AG (HHLA), the leading European port and transport logistics group, to supply a total of 10 new straddle carriers. This brings the total number of Kalmar straddle carriers ordered by HHLA in the last two years to 30, further demonstrating the strong relationship with Kalmar and the company's commitment to Kalmar equipment. The order was booked in Cargotec's 2018 third quarter order intake, with delivery scheduled to take place in Q1 2019."
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ttr
 
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Re: Cargotec

ViestiKirjoittaja ttr » 13.08.2018 11:23

"CARGOTEC CORPORATION, PRESS RELEASE, 13 AUGUST 2018 AT 10.00 (EEST)

Kalmar, part of Cargotec, has signed an agreement with Deepwater Container Terminal (DCT) Gdansk to supply three electrically powered rail-mounted gantry cranes (RMGs) with DCT specific customisation. The order, booked in Cargotec's 2018 third quarter order intake, follows a recent DCT order of five Rubber-Tyred Gantry Cranes (RTGs) that took place in the first quarter of 2018. The RMG deliveries are scheduled to take place in the second half of 2019."
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ttr
 
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Re: Cargotec

ViestiKirjoittaja ttr » 07.09.2018 14:57

"Navis, part of Cargotec's business area Kalmar, provides its web-based fleet performance solution Bluetracker to Zeaborn Ship Management. Based in Hamburg, Zeaborn Ship Management is a newly formed global technical ship management company that unites long-standing ship management companies E.R. Schiffahrt and Rickmers Shipmanagement. The company operates a combined fleet of more than 150 vessels focusing on container ships, bulk carriers and multipurpose vessels of all sizes."
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ttr
 
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Re: Cargotec

ViestiKirjoittaja ttr » 26.09.2018 11:08

"CARGOTEC CORPORATION, PRESS RELEASE, 26 SEPTEMBER 2018 AT 9.30 AM EEST

MacGregor, part of Cargotec, has secured orders from Hyundai Mipo Dockyard (HMD), in South Korea, to design and deliver complete hatch cover sets and container fixed fittings for eight 1,800 TEU container ships. MacGregor's cargo system expertise will ensure that the vessels are equipped with efficient, optimised and safe cargo handling systems. The order is booked into Cargotec's third quarter 2018 order intake, and delivery of the equipment is planned during 2019."
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Re: Cargotec

ViestiKirjoittaja ttr » 26.09.2018 15:33

"CARGOTEC CORPORATION, PRESS RELEASE, 26 SEPTEMBER 2018 AT 13.00 (EEST)

Kalmar, part of Cargotec, has signed a contract with DP World Southampton to supply 12 hybrid straddle carriers for use at their container terminal. The Southampton agreement also includes maintenance and operator training as well as six months of on-site maintenance support. The order was booked in Cargotec's 2018 third quarter order intake, and delivery is scheduled for Q2 of 2019."
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ttr
 
Viestit: 735
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Re: Cargotec

ViestiKirjoittaja supahard » 02.10.2018 09:53

ttr kirjoitti:"CARGOTEC CORPORATION, PRESS RELEASE, 26 SEPTEMBER 2018 AT 13.00 (EEST)

Kalmar, part of Cargotec, has signed a contract with DP World Southampton to supply 12 hybrid straddle carriers for use at their container terminal. The Southampton agreement also includes maintenance and operator training as well as six months of on-site maintenance support. The order was booked in Cargotec's 2018 third quarter order intake, and delivery is scheduled for Q2 of 2019."

Millainen tuntuma sinulla on Cargotecin tilauskertymään nyt Q3 lopussa? Kauppasota painaa luonnollisesti Cargotecia, mutta hinta alkaa olla houkutteleva ja pienen lisäyksen olenkin jo tehnyt.
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supahard
 
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Re: Cargotec

ViestiKirjoittaja ttr » 03.10.2018 10:48

supahard kirjoitti:
ttr kirjoitti:"CARGOTEC CORPORATION, PRESS RELEASE, 26 SEPTEMBER 2018 AT 13.00 (EEST)

Kalmar, part of Cargotec, has signed a contract with DP World Southampton to supply 12 hybrid straddle carriers for use at their container terminal. The Southampton agreement also includes maintenance and operator training as well as six months of on-site maintenance support. The order was booked in Cargotec's 2018 third quarter order intake, and delivery is scheduled for Q2 of 2019."

Millainen tuntuma sinulla on Cargotecin tilauskertymään nyt Q3 lopussa? Kauppasota painaa luonnollisesti Cargotecia, mutta hinta alkaa olla houkutteleva ja pienen lisäyksen olenkin jo tehnyt.

Ensin pitää mainita, että mulla ei ole enää Cargotecin osakkeita. Oman käsityksen / huhujen mukaan Kalmarilla menisi tilauskirjatasolla erittäin hyvin viime vuoteen verrattuna, loppuvuodesta saattaa tulla selkeästi parempi. Hiab tuntuu puksuttavan kuin juna, mutta MacGregorin tilanne mietityttää. Öljyn hinta on selkeästi noussut, mutta se ei ainakaan vielä ole näkynyt mitenkään MacGregorin tilauksissa. Toki MacGregorin tilaukset on olleet varmaan viimeisen vuoden tosi alhaalla, joten tuskin siellä ainakaan hirveästi downsidea on odotettavissa.
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ttr
 
Viestit: 735
Liittynyt: 14.03.2014 23:24
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