Shipping — Juli 2021
-
Fragtrater til USA nærmer sig 10.000 dollar efter stigning på 229 pct https://www.proinvestor.com/investornyt/676877/fragtrater-til-usa-naermer-
sig-10000-dollar-efter-stigning-pa-229-pct -
Dagsrater på 17.000 , nervøsitet i markedet over lavere vækst fremover pga af delta mutationen og US har ikke øget LPG produktionen synderligt selv om olieprisen er steget.
-
Kan vi forvente at BTRLGP1.index og BLPG_TCE index kommer til at gentage sig tilnærmelsesvis med perioden fra https://twitter.com/JHannisdahl/status/1413188266333966338/photo/1 , så vi vil se en vending inden længe, der stille og rolig sender raterne tilbage på okt, nov. dec. niveauer fra 2020. Hvad er din vurdering Helge. mvh.
-
De med information om raterne på dagbasis griner hele vejen til banken og har gjort det i mange år. De lever af at daytrade velvidende at raterne ikke har en rygende fis med virkeligheden at gøre. Raterne bunder altid ud når der kun er skodskibe tilbage som ingen gider bruge til at fragte deres varer rundt. De fleste store rederier med de dyre eco-skibe, gode forsikringer og stabile leveringer sejler ikke rundt til disse priser, men de er tit booket for flere måneder, halve til hele år af gangen
-
Køb LPG for udbytte og vær ligeglad med kursen medmindre du kan slå de professionelle som har adgang til information før alle andre.........kommer ikke til at ske er mit gæt:-) vær realistisk og accepter' at vi amatører bare må nøjes med krummerne fra de riges bord, vi er næsten nederst i fødekæden vil jeg tro:-D
-
Tak for du deler din indsigt Mcjean
. Vil du forvente at kursen på bl.a. BW Lpg kan vende tilbage til 65 niveauet igen, mvh. -
Ja, den vil ligge i intervallet 30-70. 30 når der er total lavkonjunktur af en eller anden art som kan skyldes forskellige faktorer, men stadigvæk med et pænt udbytte som under covid 19, da kontrakterne allerede var indgået for store dele af deres flåde.
-
Fra Cleaves her til morgen: "With lengthy tonnage lists and low exports from both US and AG, spot rates have fallen back towards opex. However, we see this as a temporary setback, and believe the cyclical peak is still ahead of us.
-
With limited fleet growth until 2023E and an expected strong demand rebound from 2H21E, we maintain our BUY rating on the segment and see a 57% upside to our VLGC share index from current levels.
-
Market: With an abundance of tonnage in AG and the uninspiring sentiment after the recent OPEC+ meeting, owners are hopeful that the upcoming acceptances could at least keep them afloat.
-
The US/FE arbitrage is slightly supportive, but US inventory builds are needed to lower the six-year-high Mt Belvieu propane prices in order to support higher freight. With our forecast of rising US oil & gas production concurrent with increasing
-
OPEC+ output from 2H21E and into 2022E, we see VLGC demand growth reaching 13% in 2022E, significantly outpacing VLGC supply growth at only 4%. With the orderbook vs fleet now at 24%, we expect a cyclical contraction from 2023E. However, we believe it is too early to price this in as we see spot rates potentially
-
eaching $100k+ per day and asset prices +20% by end-2022E, generating significant cash flow and NAV upside over the next two years.
-
nvestments: Shipping is cyclical, and investors tend to look at most 1.5 years ahead in time. With our VLGC share price expected to rise 57% over the next year in concert with rising earnings and asset prices, we maintain our BUY rating on the VLGC segment. Our top pick is Avance Gas, with a 53% upside to our N55 TP, closely followed by BW LPG (+47%) and Dorian LPG (+48%). Since we started covering VLGCs in 2014, we have 96% return on our recommendations vs the market at -36% & consensus at -33%
-
-
Mærsk: USA-myndigheder lover fortsat pres på rederier https://www.proinvestor.com/investornyt/676944/maersk-usa-
myndigheder-lover-fortsat-pres-pa-rederier
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind