Shipping — Januar 2020
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Joakim Hannisdahl
@JHannisdahl
#LPG #Shipping Report 2020 - Close to Cyclical Peak (46-pages): #VLGC could be closing in on the cyclical peak, but still some upside left. The contractionary phase of the cycle could be less painful than usual. $AVANCE $BWLPG $LPGDownload for #free: https://cleaves.no/post/lpg-carri
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calvinfroedge
@calvinfroedge
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42 s
Okeanis has fixed 72% of its suezmaxes at $79,700 per day for Q1, up from $62,000 in the fourth quarter, and 29% of aframaxes and LR2s at $70,700 per day, against $52,000 in 2019.If $TNK numbers anything in that ballpark we're talking total earnings blowout.
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Per Hansen
@PerNordnet
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52 min
Meget meget tankevækkende med stor forskel mellem daglig udvikling i norske/amerikansk noterede tankskibsaktier. USA ekstremt ekstremt drevet af "flow of funds" og momentum. Norske mere drevet af rater og rateudsigt. Spændende #aktier @HelgeLarsen2
@NordnetDK -
Dnb:
MARKET NEWS
LPG: VLGC rates are 3x YOY so far in January
Month to date VLGC rates are USD45k/day which is 3x the average of USD15k/day from January 2019. In our 14 October sector report “Back to BUY, June call did not play out”, we modelled for a seasonal bottom in Q1 at USD30k/day, but so far we have seen a daily low of USD38k/day early January compared to USD57k/day today. -
På raterne ja..
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Han har flere gange fået prisen som bedste analytiker på shipping.
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Joakim Hannisdahl
@JHannisdahl
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1 t
Very positive guidance from $OET (#BUY/N178) today! Above our forecast w a cumulative EPS of NOK 3.98 in 4Q19+1Q20. The share is only +NOK 1 in today's trading, m -
J Mintzmyer
@mintzmyer
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1 t
Phenomenal #CrudeOil #tanker #shipping #markets are on display. Will the market come to its senses?! #BUY $DHT $DSSI $EURN $INSW $TNKhttps://www.tradewindsnews.com/tankers/okeanis-vlccs-earning-staggering-121-000-daily-as-scrubber-savings-kick-in/2-1-741906 -
BullOnTank
@BullOnTank1
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11 min
New report out from @PotenPartnersSome rates are a little down, but most are up
#oott #shipping #tankers $oet $fro $hunt $adsc $dht $nat $eurn $insw $tnp $tnk #VLCC #Suezmax #Aframaxhttps://twitter.com/BullOnTank1/status/1220002413668683776
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Morgen Helge, tak for link - det ser meget lovende ud for de kommende år på tankmarkedet
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Per Hansen
@PerNordnet
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10 min
Stigende brændstofpriser på grund af IMO 2020 er ikke tørlastindustriens eneste udfordring/bekymring: https://blog.nordnet.dk/2020-godt-aar-for-olietankere-men-fortsat-svaert-for-toerlast-containere-udfordret/ #aktier. @NordnetDK
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God morgen.
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Enig CBA
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Det er frygten for spredning af influenza.
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Den rammer bredt inden for transport
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