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.
π³BM45NEUTRALView BM risk detail βπ’Shipping45AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| EGLE | Eagle Bulk Shipping Inc. | 46 | +14% | β86% | EARLY |
| TEN | Tsakos Energy Navigation Limited | 46 | +12% | β86% | EARLY |
| DAC | Danaos Corporation | 46 | +21% | β86% | EARLY |
| NAT | Nordic American Tankers Limited | 46 | +14% | β86% | EARLY |
| ZIM | ZIM Integrated Shipping Services Ltd. | 46 | -13% | β86% | AVOID |
| FRO | Frontline plc | 46 | -4% | β86% | AVOID |
| GNK | Genco Shipping & Trading Limited | 40 | +14% | β86% | 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% |