Hafnia operates the world's largest product tanker pool with strong commercial scale advantage. Same fundamentals as Scorpio with broader fleet and pool optionality. BW Group sponsor provides operational discipline. Quarterly dividend payout policy returns excess cash. Trades at NAV discount despite consistent execution.
Thesis reviewed May 29, 2026
Hafnia Limited is headquartered in BM, which is currently showing moderate signals.
π³BM64NEUTRALView BM risk detail βπ’Shipping65AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| FRO | Frontline plc | 62 | -4% | β84% | AVOID |
| NAT | Nordic American Tankers Limited | 62 | +14% | β84% | WATCH |
| ZIM | ZIM Integrated Shipping Services Ltd. | 62 | -13% | β84% | AVOID |
| DAC | Danaos Corporation | 62 | +21% | β84% | WATCH |
| EGLE | Eagle Bulk Shipping Inc. | 62 | +14% | β84% | WATCH |
| TEN | Tsakos Energy Navigation Limited | 62 | +12% | β84% | WATCH |
| DHT | DHT Holdings, Inc. | 55 | +18% | β84% | EARLY |
Investors who hold HAFNI may also have indirect exposure through these country funds.
Hafnia raises distribution per share by 20%
Product tanker ton-miles hit record