Shipping — Januar 2020
-
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.
-
Der er nok også tank-bank i morgen: Joakim Hannisdahl
@JHannisdahl
·
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
-
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)
-
Joakim Hannisdahl
@JHannisdahl
·
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.
-
-
LPG raterne holder sig fint oppe.
-
Godt aktuelt læsestof om bulk, tank, LNG, LPG: https://www.cleaves.no/post/shipping-weekly-2-2020
-
Rater: http://fearnpulse.com/
-
God morgen.
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind