Shipping — Januar 2023
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TØRRBULK-KUTT: Arctic nedgraderer Golden Ocean fra kjøp til hold og kutter kursmålet solid til NOK 99 (153). De kutter kursmålet i Belships til NOK 20 (28), gjentar kjøp. Både 2020 Bulkers og Himalaya Shipping nedgraderes fra kjøp til hold og kursmålene kuttes til henholdsvis NOK 107 (148) og NOK 55 (73). Harde kutt over hele linjen i tørrbulk mao der ratene nå er de laveste siden Q2-20 og nede på driftskostnadsnivåene. Xtrainvestor.
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RIGG: Wall Street Journal publiserte lørdag en artikkel med tittel 'The Offshore Oil Business Is Gushing Again' - Rigs that haven’t been used in years are setting out to sea as demand for energy surges. ‘Everyone started drilling again.’. Til forskjell fra Norge er nok riggaksjer langt mer ubeskrevene blad for amerikanske investorer, men en slik fremhevet artikkel kan kanskje øke interessen for rigg? Xtrainvestor
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https://edition.cnn.com/2023/01/17/energy/russia-diesel-ban-prices/index.html 5. Februar stopper eu med at købe diesel fra Rusland. Forventet at eu køber diesel fra Indien som køber det fra Rusland. Godt for global warming. Måske også godt for oil shipping aktier
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der høres på vandrørene at Torm har købt skibe https://www.soefart.dk/article/view/893259/torm_knyttes_til_milliardhandel_af_lr1skibe
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SUBSEA 7: JP Morgan nedgraderer aksjen fra nøytral til undervekt, men øker kursmålet til NOK 107 (104). Xtrainvestor.
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oakim Hannisdahl
@JHannisdahl
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14m
Some very positive momentum in #VLGC FFAs and spot over the past two days:AG/JP spot +70% to $49k/d?
USG/JP spot +44% to $57k/d?Current LPG pricing differential US vs Far East implies VLGC spot TCE at approx. $66k/d
I am currently long $BWLPG https://twitter.com/JHannisdahl/status/1618647557009465344
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Mærsks asiatiske branchefæller sendt markant ned i Japan
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Five reasons for tankers owners to be cheerful in 2023
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