Shipping — Januar 2020
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Jeg syntes nu ikke raterne er faldet så voldsomt. http://energy.poten.com/poten-daily-briefing-webpage-01/29/2020?hs_preview=tvvTNSUd-25013040147&utm_campaign=Poten Daily Briefing&utm_source=hs_email&utm_medium=email&utm_content=82605362&_hsenc=p2ANqtz-8edWXSj124IKwfTFqDlrCNxRKpxD46UwibFF1Xi5p_idE_q-X6_6rhMp6VXWxXOrJyYWaHK3EbOWudGL9hfnkxiQOp-A&_hsmi=82605362
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Jeg kigger på årsagen til faldet.
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Situationen i Kina betyder nok en del.
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Slåen...Jeps de er faldet meget o januar. Det var i går jeg tænkte på.
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God morgen.
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M
orgen Helge ;O) -
Martin Gürtler Så passerede TCE raterne 60000 usd pr dag og nye opjusteringer : LPG er Arctic-favoritt
Meglerhuset Arctic Securities' shippinganalytikere Lars Bastian Østereng og Jo Ringheim var onsdag ute med sin kvartalsrapport. Der har de LPG-rederiene BW og Avance, gassrederiet Golar LNG, det skipseiende selskapet Ocean Yield, produkttankrederiet American Shipping Company og VLCC-rederiet DHT Holdings som sine «top picks
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For Golar opererer Arctic med kursmål på 23 dollar, for Ocean Yield 75 kroner, for American Shipping Company 45 kroner, og for DHT 10,4 dollar.
Kursmålet på Sohmen-familiens BW LPG er 110 kroner og på Avance 75 kroner. Midt på dagen onsdag ble disse aksjene handlet til henholdsvis 78,40 og 56 kroner. -
LPG: Stærk i modvind.
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Indtil kl. 12.
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Seadrill @SeadrillLtd
We are excited to announce #WestPhoenix has secured a multiple-well contract with Vår Energy on the Balder re-development project in Norway. Well done team! #SettingtheStandard -
Bum. Joakim Hannisdahl
@JHannisdahl
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17 min
Most significant #oil #tanker spot movements today:#VLCC -22% to $33k/d
#Aframax -22% to $17.7k/d#shipping #OOTT $FRO $ADSCME $DHT $EURN $TNK $OET $HUNT $NAT $STNG $INSW $TNP https://twitter.com/JHannisdahl/status/1222945094489255941
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God morgen.
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oakim Hannisdahl
@JHannisdahl
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8 t
#Holistic #Shipping report early-bird special: Although some of the obvious underpricing was correct during 2019 (#Oil #Tankers & #LPG/#VLGC), thus reducing our #SharpeRatio from ~4x to ~1.5x, there are still attractive #investment opportunities within shippinghttps://twitter.com/JHannisdahl/status/1222994968530366470/photo/1
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