Shipping — April 2021
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Investeringspodcasten nr. 63. Det er regnskabernes time og de gode nyheder står nærmest i kø. Denne uge kommer @PerNordnet
og @HelgeLarsen2
omkring de danske regnskaber og opjusteringer. Lyt bl.a. med om Novozymes, DSV og Mærsk samt flere amerikanske tech selskaberhttps://www.nordnet.dk/blog/afsnit-63-af-investeringspodcasten-opjusteringer-vaelter-aktiemarkedet/ -
Enig med Avance Bent.
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MEN også at Mcjean tænker gode LPG-tanker.
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M
orgen alle, B.Andersen - hvorfor mener du Avance skal stige pga. BWLPG har solgt sig ud af Avance ? -
Fordi salgspresset fra BW-LPG siden man besluttede sig for af afvikle posten for kort tid siden er stoppet.
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ok, god pointe.
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LPG Futures er faldet i løbet af natten. Stadig meget flotte fra maj og frem. Over 50.000.
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Umiddelbart er Avance den mest undervurderede. Derfor har jeg nu 80/20. Tidligere var det 50/50.
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Joakim Hannisdahl
@JHannisdahl
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2 t
Baltic #Capesize index +2% to $40k/dThe index is now at an all-time-high since inception in 2014, and this is during low season...
#DryBulk #Shipping
$DSX $EGLE $GBLK $GNK $GOGL $SBLK
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Scfi containerrater steg 4,1% forgangne uge. https://en.sse.net.cn/indices/scfinew.jsp
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