Shipping — Januar 2020
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ekstporteføljen
@vekstportef
· 4 t
@paretosec ute med ny anbefaling på $HUNT og $OET. Hever kursmål på begge. Fint med 6,6 på HUNT, men tenker fort det kan bli mer (ref. @JHannisdahl - og target 8,0kr) og vi skal ikke glemme av at vi går masse fine utbytter underveis -
Slåen. Det er helt normalt her i januar, kig på raterne de falder normalt vis her i Q1, med rebound fra Q2.
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Der er nok også tank-bank i morgen: Joakim Hannisdahl
@JHannisdahl
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47 min
Most significant #oil #tanker spot movements today:#VLCC -12% to $62k/d
#Aframax -14% to $38k/d
#LR2 -14% to $18k/d#shipping #OOTT $FRO $ADSCME $DHT $EURN $TNK $OET $HUNT $NAT $STNG $INSW $TNP
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Crude-tanker shipping bull market?
Last October I wrote about the possibility of a bull market in the shipping industry and that IMO 2020 could be the catalyst that would ignite it. Since then, shipping, especially the crude tanker have ramped higher. Some names I mentioned were up over 100%. The thesis proved correct and the industry responded as we…
DHCapital (dhcapitalblog.wordpress.com)
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Joakim Hannisdahl
@JHannisdahl
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16 min
Not denying that today's fall in shares are mainly related to the big fall in spot rates, but when looking at quarterly data, the correlation is statistically insignificant. I view spot as an inferior proxy for asset prices, which are highly significant. See graphs belowhttps://twitter.com/JHannisdahl/status/1217530815539748864 -
Ja da.
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LPG raterne holder sig fint oppe.
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Godt aktuelt læsestof om bulk, tank, LNG, LPG: https://www.cleaves.no/post/shipping-weekly-2-2020
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Rater: http://fearnpulse.com/
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God morgen.
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Joakim Hannisdahl
@JHannisdahl
#LNG #Carrier Report 2020 - Strong Year Ahead, Before… (46-pages): Strong 2020E before fortunes turn in 2021E. Cyclical trough in 2022E, & super-profits in 2025E..? $FLNG (#BUY/N132) $GLOG (BUY/$14) are oversold. $ALNG downgraded to #SELL/N2.3 #shipping
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