HAFN Hafnia Limited

This article provides an analysis of Hafnia Limited (NASDAQ: HAFN), highlighting a weak near and mid-term sentiment that could challenge a positive long-term outlook. It details specific institutional trading strategies, including long, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for various time horizons. The analysis suggests an exceptional risk-reward setup, targeting a significant gain despite current weak sentiment.

Hafnia (NYSE: HAFN) presents a potentially attractive investment with its discounted stock and high dividend yield, despite recent drops in product-tanker freight rates. The company boasts a strong balance sheet, a modern fleet, and a significant stake in TORM plc, which could provide resilience and synergies if the product-tanker cycle improves. However, investors should be aware of ongoing risks including freight-rate volatility, fleet oversupply, and the long-term impact of energy transition policies.

Hafnia Ltd has completed the acquisition of nearly 14% of TORM PLC from Oaktree Capital Management LP for $311.43 million, involving approximately 14.1 million TORM shares at $22 per share. This strategic move strengthens Hafnia's position in the product tanker market, as both companies operate significant fleets in crude, oil products, or chemicals shipping. Hafnia maintains a positive outlook for strong demand in the tanker sector, citing increased trading volumes and strong refinery margins.

Hafnia Limited has completed the acquisition of approximately 14.1 million A shares in TORM plc from Oaktree Capital Management, L.P. This transaction, confirmed in a stock exchange announcement on December 18, 2025, results in Hafnia holding about 13.97% of TORM's issued share capital. Both companies are prominent in the shipping industry with their shares trading on major stock exchanges.

Hafnia Limited has completed its acquisition of TORM A shares from Oaktree Capital Management on December 22, 2025. This transaction has reduced Oaktree's stake in TORM, initiating a governance review to determine if Oaktree's ownership has fallen below the one-third threshold, which would lead to the cessation of special governance features previously tied to their stake.

Hafnia (OB:HAFNI) has experienced a 16% share price pullback recently, despite a strong 3-year return. Analysts view the company as undervalued, citing investments in fleet renewal and conservative balance sheet management, which are expected to lead to lower operating costs and improved profitability. However, risks such as tougher emissions rules could impact utilization and margins.