Shipping — Januar 2023
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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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Fra debatten: https://www.proinvestor.com/boards/109813/
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STANDARD SUPPLY: Fearnley øker kursmålet til NOK 6,5 (5,7), gjentar kjøp.
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TIDEWATER: Fearnley øker kursmålet i det US-noterte supplyselskapet til USD 52 (41), gjentar kjøp.
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HØEGH AUTOLINERS: Fearnley initierer dekning med kjøpsanbefaling og kursmål NOK 80.
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PGS: SB1M øker til NOK 10 (8,6), gjentar kjøp.
Tga ja godt nok noget af en voldsom nedtur til både Norden og Torm ?
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