Shipping — Januar 2020
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DNB Markets tror ratene kan overskride 100.000 dollar pr dag denne sommeren ettersom etterspørselsfundamentene i Asia fortsatt ser lovende ut.
Videre øker DNB Markets gjennomsnittlig ebitda med 3 prosent i 2019-estimatene, 20 prosent i 2020-estimatene og med 10 prosent i 2021-estimatene, basert på mer positive rate-utsikter.
Oversikt over meglerhusets anbefalinger og kursmål:
Aksje Kursmål Tidl. kursmål Anbefaling
Avance Gas 67 55 Kjøp
BW LPG 94
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Lidt?
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Først forbandede man at Coronaen brød ud lige op til nytårsferien, hvor alle kinesere rejser rundt. Men det kan måske vise sig at blive en fordel for økonomien, at de rider den af i ferien, så fabrikkerne kun må holde lukket i få arbejdsdage og derved kun sænke efterspørgslen på LPG minimalt. Husholdningerne kører jo videre.
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LPG bruges f.eks. til trucks i industrien, men rigtigt meget bruges til madlavning - især i Asien.
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Jeps.
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Jeg har fordelingstallene et eller andet sted. Prøver at finde dem.
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The strong tanker outlook will continue into early 2020 say two banks covering listed
shipping companies, citing US oil supply growth, the lowest orderbook since 1997, rising asset prices and scrubber premiumshttps://lloydslist.maritimeintelligence.informa.com/LL1130794/Banks-pump-tanker-stocks-after-bumper-December -
oakim Hannisdahl
@JHannisdahl
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11 t
Most significant #oil #tanker spot movements today:#VLCC -5% to $43k/d
#Suezmax -18% to $41k/d
#LR2 -35% to $5.3k/d#shipping #OOTT $FRO $ADSCME $DHT $EURN $TNK $OET $HUNT $NAT $STNG $INSW $TNP
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Joakim Hannisdahl
@JHannisdahl
A reminder: #DryBulk spot rates usually collapses around Chinese New Year (25 Jan '20), while the smaller vessel classes soon enough recoups some losses. We are now at week -6. #Shares are however uncorrelated to season (R2=0.00). More important: 1H20E could be generally weakhttps://twitter.com/JHannisdahl/status/1204896646837997569 -
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Erik
@erikwaaler
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7 t
Even spot rates move daily; fixed routes are fixed routes.Can be hard to remember these insane numbers.
$OET got 50% of Q1days fixed at avg 121k/day.
Q4/y2019 results at 28.2
Exp DPS $0.1 for Q4-19 #IMO2020https://twitter.com/erikwaaler/status/1222310394737328129
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LPG:
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Det tror jeg sagtens vi kan nå. Der vil være mange som køber sig ind i håb om pænt udbytte for Q4. Jeg forventer mig dog ikke det store.
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