US boards second tanker in Indian Ocean after tracking it from Caribbean https://t.co/eIZ9Tur07O ...

Core Viewpoint - Hapag-Lloyd is in advanced negotiations to acquire Zim Integrated Shipping Services Ltd. for approximately $3.5 billion, partnering with private equity investor FIMI Opportunity Funds of Israel [1][4][5] Group 1: Acquisition Details - The acquisition will involve assuming financial obligations related to Israel's golden share in Zim, which allows the government to control the carrier's strategic assets for security purposes [1] - No binding agreements have been signed yet, and the deal requires approval from regulators and Zim shareholders, with completion not expected until 2027 [4] Group 2: Company Profiles - Hapag-Lloyd is the world's fifth-largest container line, with a capacity of 2.38 million TEUs, representing 7.1% of the global total [3] - Zim, currently ranked 10th, has a capacity of 704,000 TEUs, and the acquisition would strengthen Hapag-Lloyd's position in the market, although it would still remain outside the top four carriers [3] Group 3: Market Context - Zim shares were valued at $1.5 billion at its public offering in 2021 and are currently valued at $2.7 billion [4] - The acquisition would delist Zim shares from public trading [4]

Core Viewpoint - The workers committee at ZIM Integrated Shipping Services Ltd. has initiated a strike in response to the reported sale of the company to Hapag-Lloyd and private equity firm FIMI, highlighting concerns over job security and the lack of commitment from management regarding employee retention [1][2]. Group 1: Strike Announcement and Employee Concerns - The workers committee chairperson expressed frustration over the management's lack of communication and commitment, leading to the decision to strike after a meeting where the sale was discussed [2]. - The strike follows a previously declared dispute by the workers committee, indicating ongoing tensions between employees and management [2]. Group 2: Company Management's Response - ZIM's management acknowledged the strike and stated they are in discussions with the workers committee to mitigate any negative impact on daily operations [3]. - The CEO of ZIM, Eli Glickman, has previously proposed buying the company, but these proposals were not accepted by the board [3]. Group 3: Support from Labor Federation - The Histadrut, Israel's General Federation of Labor, has expressed full support for the workers at ZIM, emphasizing their critical role in the Israeli economy [4]. - The Histadrut has demanded assurances for job preservation in Israel and rejected any actions that could undermine job security for ZIM employees [6]. Group 4: Strategic Importance of ZIM - ZIM is characterized as a strategic asset for Israel, crucial for national security and maintaining maritime trade stability, especially during emergencies [5]. - Any instability affecting ZIM or its workforce is viewed as detrimental to the national interest of Israel [5].

Core Viewpoint - Scorpio Tankers Inc. has demonstrated strong financial performance in Q4 2025, exceeding earnings and revenue estimates, while also increasing its dividend, indicating robust operational efficiency and commitment to shareholder value [2][3][4]. Financial Performance - The company reported earnings of $1.62 per share for Q4 2025, surpassing the Zacks Consensus Estimate of $1.37, resulting in an earnings surprise of +18.21% [2][6]. - Scorpio Tankers generated $241.42 million in revenue for the quarter, which is 9.21% higher than the Zacks Consensus Estimate and a significant increase from $192.15 million in the same period last year [3][6]. - The net income for Q4 2025 was $128.1 million, translating to $2.72 basic and $2.59 diluted earnings per share, with an adjusted net income of $80 million, or $1.70 basic and $1.62 diluted earnings per share [4]. Shareholder Returns - The company announced an increase in its quarterly cash dividend to $0.45 per share, reflecting its commitment to returning value to shareholders [4][6]. Stock Performance - The stock is currently priced at $70.51, with a 4.04% increase, and has fluctuated between a low of $67.16 and a high of $70.57 on the day [5]. - Over the past year, the stock reached a high of $71.48 and a low of $30.63, with a market capitalization of approximately $3.65 billion [5].

Group 1: Scorpio Tankers (NYSE:STNG) - Scorpio Tankers is a leading entity in the shipping industry, focusing on the transportation of refined petroleum products with a modern fleet of tankers [1] - As of February 13, 2026, a price target of $83 has been set for STNG, indicating a potential upside of 17.71% from its current trading price of $70.51 [1] - The stock has recently experienced a price increase of $2.74, marking a 4.04% rise, with a trading range between $67.16 and $70.57 [2] - Over the past year, STNG has hit a high of $71.48 and a low of $30.63, demonstrating significant growth potential [2] - The company's market capitalization stands at approximately $3.65 billion, highlighting its significant market presence [2] Group 2: Stinger Resources Inc. (CSE:STNG) - Stinger Resources has successfully completed a non-brokered private placement, raising $160,000 by issuing 3.2 million units at $0.05 per unit [3] - The securities issued are subject to a hold period expiring on June 14, 2026, in line with CSE policies and applicable securities laws [3] - Certain directors and officers of Stinger Resources participated in the offering, acquiring 1.4 million units for $70,000, indicating confidence in the company's future prospects [4] - This transaction is deemed a related party transaction under Multilateral Instrument 61-101, designed to protect minority security holders in special transactions [4]

Core Viewpoint - DHT Holdings is positioned for growth with a focus on providing stable shareholder distributions while leveraging incremental cash flow for future opportunities [1][6]. Company Overview - DHT Holdings operates a fleet valued at $2.49 billion, consisting of three Very Large Crude Carriers, two Suezmax tankers, and four Aframax tankers [1]. - The company is trading at a new 15-year high, with shares up 41% over the past 52 weeks [6]. Financial Performance - Revenue is expected to grow by 73.79% this year, while earnings are estimated to increase by 72.27% [8]. - DHT Holdings pays a dividend yielding 4.7% [6][7]. Technical Indicators - DHT has a Weighted Alpha of +53.63 and a 100% "Buy" opinion from Barchart [7]. - The stock has gained 41.31% over the past 52 weeks and has a current trading price of $15.83, with a 50-day moving average of $13.26 [7]. - The Relative Strength Index (RSI) is at 78.30, indicating strong momentum [7]. Analyst Sentiment - Analysts have given DHT Holdings 7 "Strong Buy" opinions, with price targets ranging from $12.80 to $18.00 [8]. - Morningstar rates the stock as 17% overvalued, while Value Line rates it "Above Average" [8]. - The stock has a trailing price-earnings ratio of 12.9x [7].

Core Insights - FedEx Corp. has joined the Hedera Council to help govern the Hedera distributed ledger network, aiming to enhance global commerce by moving away from traditional paper-based processes [1][2] - The digital transformation of supply chains is seen as inevitable, with a focus on sharing and verifying trusted data across multiple parties without increasing risk or centralizing control [2] - FedEx will contribute its operational expertise to build a cooperative digital infrastructure for global supply chains and will participate in governance decisions as a council member [2][3] Company Involvement - FedEx's participation in the Hedera Council is expected to provide valuable insights into global logistics and commerce as the industry shifts towards digitally native supply chains [3] - Other prominent members of the Hedera Council include Google, IBM, Dell Technologies, LG, Deutsche Telekom, and Ubisoft, indicating a strong corporate interest in the development of distributed ledger technology [3] Market Context - The HBAR token associated with Hedera has experienced a slight decline of about 1% on the day, currently priced at $0.094, but has increased by 7% over the past week [4] - Despite recent gains, the HBAR token remains 83% below its all-time high of nearly $0.57 set in 2021, reflecting ongoing volatility in the cryptocurrency market [4]

Core Viewpoint - Costamare Bulkers Holdings Limited will release its fourth quarter financial results for the year ended December 31, 2025, on February 20, 2026, before the market opens in New York [1]. Group 1: Earnings Release Information - The earnings release is scheduled for February 20, 2026, before market opens [1]. - A conference call will be held on the same day at 8:30 a.m. ET to discuss the financial results [2]. - Participants are encouraged to dial in 10 minutes prior to the call using designated numbers for US and international callers [2]. Group 2: Replay and Webcast Details - A replay of the conference call will be available until February 27, 2026, with specific numbers provided for US and international access [3]. - A live webcast will also be available on the Costamare Bulkers website, and participants should register approximately 10 minutes before the start [4]. Group 3: Company Overview - Costamare Bulkers Holdings Limited is an international owner and operator of dry bulk vessels, with a fleet of 31 vessels totaling approximately 2,842,000 DWT [5]. - The company also operates a dry bulk platform that charters vessels and engages in contracts of affreightment and forward freight agreements [5]. - Costamare Bulkers' common stock is traded on the New York Stock Exchange under the symbol "CMDB" [5].

Core Viewpoint - Navios Maritime Partners L.P. will host a conference call to discuss its fourth quarter and full year earnings results for 2025 on February 19, 2026 [1][2]. Group 1: Conference Call Details - The conference call is scheduled for February 19, 2026, at 8:30 am ET [1]. - A supplemental slide presentation will be available on the company's website at 8:00 am ET on the day of the call [2]. - The call can be accessed via US dial-in at +1.800.267.6316 and international dial-in at +1.203.518.9783, with Conference ID NMMQ425 [2]. Group 2: Replay and Webcast Information - A replay of the conference call will be available two hours after the live call and will remain accessible for one week [2]. - The Webcast will be simultaneously available on the company's website and archived for two weeks following the call [2]. Group 3: Company Overview - Navios Maritime Partners L.P. is an international owner and operator of dry cargo and tanker vessels [3].

Market Overview - Japanese Prime Minister Sanae Takaichi's Liberal Democratic Party secured a supermajority in lower house elections, leading to a surge in Japanese stocks, with the Nikkei surpassing 58,000 for the first time [1] - The yen and Japanese government bonds (JGBs) strengthened, with the yen on track for its largest weekly gain in over a year, reflecting investor optimism about Takaichi's fiscal policies [1] - U.S. economic data showed mixed signals, with weaker-than-expected December retail sales raising expectations for Federal Reserve interest rate cuts, but January jobs numbers surprised positively, indicating a stabilizing labor market [1] Technology Sector - Tech stocks faced declines, with the Nasdaq Composite dropping 2% following disappointing earnings from Cisco Systems, and Apple experiencing a 5% drop, its largest since April [1] - The ongoing AI disruption trade has negatively impacted transportation stocks, highlighting the volatility in the tech sector [1] Energy Market - Oil prices remained rangebound, influenced by U.S.-Iran negotiations, with the International Energy Agency forecasting slower global oil demand growth than previously expected, suggesting a potential supply glut [1] - Brent crude prices remained near $70 a barrel, raising questions about the accuracy of market prices reflecting physical fundamentals [1] Investment Trends - Major tech companies are planning significant capital expenditures, with a combined $650 billion earmarked for 2026 among four leading firms, indicating a bullish outlook despite concerns over rising interest rates [1] - Global governments are expected to increase spending this year, which may counteract the pressures of high debt burdens and could impact bond markets negatively [1]