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.
🏳BM63NEUTRALView BM risk detail →🚢Shipping47AVOID| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| FRO | Frontline plc | 48 | -4% | ↓50% | AVOID |
| NAT | Nordic American Tankers Limited | 48 | +14% | ↓50% | EARLY |
| ZIM | ZIM Integrated Shipping Services Ltd. | 48 | -13% | ↓50% | AVOID |
| EGLE | Eagle Bulk Shipping Inc. | 48 | +14% | ↓50% | EARLY |
| TEN | Tsakos Energy Navigation Limited | 48 | +12% | ↓50% | EARLY |
| DAC | Danaos Corporation | 48 | +21% | ↓50% | EARLY |
| SFL | SFL Corporation Ltd. | 42 | +12% | ↓50% | 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