SFL operates a diversified leasing fleet of tankers, dry bulk, container ships and offshore rigs on long-term charters that generate stable cash flow regardless of spot rates. Long-term charter coverage and counterparty diversification limit downside. Distribution policy provides high yield with consistent track record. New leasing deals continue to ramp at attractive cap rates.
Thesis reviewed May 29, 2026
SFL Corporation Ltd. is headquartered in BM, which is currently showing moderate signals.
π³BM61NEUTRALView BM risk detail βπ’Shipping64AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| TEN | Tsakos Energy Navigation Limited | 62 | +12% | β84% | WATCH |
| NAT | Nordic American Tankers Limited | 62 | +14% | β84% | WATCH |
| DAC | Danaos Corporation | 62 | +21% | β84% | WATCH |
| FRO | Frontline plc | 62 | -4% | β84% | AVOID |
| ZIM | ZIM Integrated Shipping Services Ltd. | 61 | -13% | β84% | AVOID |
| EGLE | Eagle Bulk Shipping Inc. | 61 | +14% | β84% | WATCH |
| DHT | DHT Holdings, Inc. | 55 | +18% | β84% | EARLY |
Investors who hold SFL may also have indirect exposure through these country funds.
SFL announces $300M container charter extensions with Maersk
SFL declares 84th consecutive quarterly dividend
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| James French HillAR | R | Sell | $15kβ$50k | Dec 31, 25 | +37.1% |