Wallenius Wilhelmsen ASA/Nkr WAWI

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About Wallenius Wilhelmsen ASA

Wallenius Wilhelmsen ASA operates in the logistics and shipping industry, focusing on ocean transportation and land-based logistics for vehicles, heavy equipment, and specialized cargo. The company provides integrated logistics services that include ocean transport, technical services, terminal services, inland distribution, and supply chain management. Founded in 1999, the company is a merger of the Wallenius and Wilhelmsen lines, two firms with rich maritime histories. Headquartered in Lysaker, Norway, Wallenius Wilhelmsen operates a global network with significant shipping routes and logistics facilities worldwide. The company leverages its extensive fleet and technological capabilities to optimize logistics efficiency and minimize environmental impact, which serves as a strategic competitive advantage in the transport sector.
Ticker
Nkr WAWI
Sector
Mobility
Primary listing
XOSL
Employees
12,000
Headquarters
Lysaker, Norway

WAWI Metrics

BasicAdvanced
kr 76B
11.65
kr 15.37
0.90
kr 9.81
5.48%

Bulls say / Bears say

Robust capital returns: Resolved to pay a total dividend of USD 0.61 per share for H1 2026, including an extraordinary USD 100 million payout, underscoring strong cash generation and commitment to shareholder returns. (Reuters)
Upgraded full-year guidance: Management raised its 2026 EBITDA outlook to USD 1.7 billion from USD 1.6 billion following solid Q2 performance, reflecting confidence in ongoing earnings momentum. (Reuters)
Strong Asian demand: The company’s fleet out of Asia is fully sold out amid surging Chinese vehicle exports, driving fleet utilization and supporting incremental freight and charter rate increases. (Reuters)
Margin compression: Adjusted EBITDA declined 7% quarter-over-quarter to USD 361 million in Q2 2026, primarily due to elevated bunker fuel costs that were not fully recoverable through pricing. (Reuters)
Trade mix headwinds: High-volume sailings ex-West, where freight rates are lower, led to a net rate reduction in Q2 2026, offsetting stronger Asian markets and applying downward pressure on overall rate performance. (Reuters)
Oversupply risk: Accelerated newbuilding activity saw 17 RoRo vessels ordered in Q2, lifting the global order book to roughly 21% of existing fleet capacity and raising concerns of future rate dilution as these ships enter service. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 26 Aug 2026.

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Market data provided by CBOE Europe and Deutsche Börse.