Shipping — Januar 2021
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Have 'masters of the tanker cycle' DHT Holdings timed it right again? https://twitter.com/2contango/status/1353794620497518592?s=21
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Asian Shipbreakers Await Unemployed VLCCs Amid ‘Attractive’ Scrap Values https://gcaptain.com/asian-shipbreakers-await-unemployed-vlccs-amid-attractive-scrap-values/
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Alphaliner: 2020 blev et tumultarisk år for shippingindustrien https://www.proinvestor.com/investornyt/671472/alphaliner-2020-blev-et-tumultarisk-ar-for-shippingindustrien
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Joakim Hannisdahl
@JHannisdahl
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21 min
Baltic Dry Index Falls 6.01% to 1,659
Capesize -11.37% to $20,709
Panamax -0.33% to $13,607
Supramax 58k tons +0.53% to $12,743
Handysize +1.09% to $10,333#DryBulk #Shipping
$DSX $EGLE $GBLK $GNK $GOGL $SBLK
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oakim Hannisdahl
@JHannisdahl
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2 t
Baltic #LPG #shipping index -4% to $60/t (TCE $44k/d)#VLGC $AVANCE $AGAS $BWLPG $LPG
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Shipping/Bimco: Ubalance i forsyningskæder vil fortsætte i 2021: https://www.proinvestor.com/investornyt/671565/shipping-bimco-ubalance-i-forsyningskaeder-vil-fortsaette-i-2021
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Joakim Hannisdahl
@JHannisdahl
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2 t
Baltic #LPG #shipping index -2% to $59/t (TCE $42k/d)#VLGC $AVANCE $AGAS $BWLPG $LPG
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Hannisdahl opgraderer LPG til køb.
Full free 57-page report here: https://cleaves.no/post/lpg-shipping-update-buy-icarus-has-learned
#LPG #shipping #VLGC $AVANCE $AGAS $BWLPG $LPG
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We upgrade all our covered companies from SELL to BUY. Our top pick is Avance Gas (BUY/N55) exhibiting the highest financial and operational elasticity towards potentially improving fundamentals. We also see substantial upside in both BW LPG (BUY/N78) and Dorian LPG (BUY/$16).
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Hvorfor i alverden har ikke bare beholdt de høje kursmål han havde før han lavet en kortvarig nedjustering?
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@B.Andersen en oplagt tanke er vel for at kunne komme billiger ind
Selvom jeg bestemt mener det ikke er lovligt. -
Det er dybt utroværdigt at skifte kursmål på månedsbasis, når man samtidigt underliggende har et meget positivt syn på sektoren på årsbasis.
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Hvorfor ikke bare indskrive i analyserne, at der "bump" på vejen med svingende rater omkring lavsæson, kinesisk nytår m.m?
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Han opjuster sit kursmål på Avance til næsten det dobbelte på kort tid. Intet er ændret i hans forudsætninger siden han nedjusterede til kurs 30.
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Altså udover svingningerne i raterne pga midlertidig blokering i Panama.
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Her afslører han sig selv: "Market: VLGC spot rates have collapsed from recent highs, down from $111k/d at the peak 11 January and to $42k/d as of today. This is very much in-line with our report from 14 December. Spot rates at $42k/d are still strong, far above cash break at ~$22k/d and historical median spot rates at $26k/d since 1997"
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Det er under al kritik. Han er en fremragende shipping-analytiker, men er der ikke også den mulighed, at han blot ikke har styr på LPG? Han er dygtig til tank og LNG, men han har været helt på månen mht LPG. Jeg synes ganske enkelt, at det nummer her er decideret useriøst.
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Igen...Hvorfor ikke have kursmål 55 i rapporten d. 14.december, når nu han mener at se $42k/d på dette tidspunte og betragte dette som en stærk rate?
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