Shipping — Maj 2021
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Pipeline cyber attack triggers transatlantic tanker boost
Tanker diversions and increased demand for Europe-loading ships expected as 2.5m bpd Colonial pipeline linking US Gulf refineries to consumers in the northeast coast remains closed. Transatlantic daily tanker earnings surge 117% in one day to nearly $20,000 as traders seek medium range tankers to refined product shipments into Atlantic coast. https://lloydslist.maritimeintelligence.informa.com/LL1136711/Pipeline-cyber-attack-triggers-tra -
Tanker Rates Skyrocket To Fill Colonial Pipeline Shortages https://gcaptain.com/tanker-rates-colonial-pipeline/
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Q1 webcast: Se A.P. Møller – Mærsk
ledelse i Q&A med analytikere https://www.proinvestor.com/investornyt/674997/q1-webcast-se-ap-moslashller-ndash-maeligrsk-ledelse-i-qampa-med-analytikere -
Mærsk forventer at vokse mindre end markedet i de kommende år https://www.proinvestor.com/investornyt/674996/maersk-forventer-at-vokse-mindre-end-markedet-i-de-kommende-ar
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STOCKHOLM (Nyhetsbyrån Direkt) Det danska containerfraktbolaget Mærsk inleder den andra och sista fasen av det tidigare tillkännagivna återköpsprogrammet som kommer att uppgå till 6,7 miljarder danska kronor.
Det framgår av ett pressmeddelande.
Programmet löper från den 12 maj 2021 och kommer att slutföras i slutet av september 2021.
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“In the first quarter of 2021, TORM achieved an EBITDA of USD 19m, in a market which continues to be impacted by the pandemic. Further I am pleased that we have just purchased three LR2 vessels on top of the eight MR vessels acquired earlier this year” says Executive Director Jacob Meldgaard. https://ml-eu.globenewswire.com/Resource/Download/acb81852-e305-43f5-b5d8-f375df2327f7
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Ja lidt skuffende ovenpå fredagens stigning. Har lige fordoblet min beholdning af Torm, nu de er billige. Vi er i bunden af cyklussen og Torm gør det helt rigtige, ved at købe brugte relativt nye skibe. De forventer jo nok at fragtraterne vil stige fremadrettet.
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Containerrater fortsætter stigningen. https://en.sse.net.cn/indices/scfinew.jsp
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Oslo (TDN Direkt): DNB Markets oppjusterer kursmålet på BW LPG til 80 fra tidligere 71 kroner pr aksje, samtidig som det opprettholdes en kjøpsanbefaling.
Det fremgår av en analyse fra meglerhuset fredag.
DNB Markets skriver at BW LPG fortsatt er deres top-pick innen LPG-shipping, og oppjusterer kursmålet ettersom de venter at rabatten til stålverdier vil innskrenke seg. -
Mere DNB: Shipping Daily
HEADLINES
Avance Gas (BUY, TP NOK60): Attractive sector and exposure
BW LPG (BUY, TP USD80): Still our top pick in LPG shipping
Dorian LPG (BUY, TP USD17): A final bite at 2021 estimates
Teekay Tankers (HOLD, TP USD15): NAV discount widening -
Wallenius Wilhelmsen (BUY, TP NOK38): Investment case still intact
Wilh. Wilhelmsen Holding (BUY, TP NOK243): 46% SOTP discount
Shipping: Korean VLCC newbuilding prices reportedly breach USD100m
Dry bulk: Chinese iron ore inventories in port down 2.1% WOW -
Dvs hævet Avance fra 45 til 60.
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Servicemeddelelse. Efter lang tids analyse, gennemgang og omkodning i et 12 år gammelt maskinrum tror vi, at uploadsproblemet i debatten er tæt på en løsning.
Kør endelig løs og meld tilbage ved evt. fejl. -
Mærsk: Rateindeks viser atter stigning og er igen i rekord; https://www.proinvestor.com/investornyt/675087/maersk-rateindeks-viser-atter-stigning-og-er-igen-i-rekord
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