Shipping — Februar 2023
-
Ventetiden bliver nok ikke mindre når flere skibe kommer til. Husk at et skib tjener 50k$ om dagen også selvom det ligger og venter. Gas til EU i 23-24 bliver et mareridt og jeg forventer rater langt over 100k$ og det er jeg sikker på shippingbranchen ved for lagrene er helt i bund i EU. BWLPG plejer dog kun at satse omkring 20% af kapaciteten men andre selskaber gambler mere. Jeg vælger dog det sikre asset .
-
FRONTLINE: Kepler øker kursmålet til NOK 227 (212), gjentar kjøp. Jefferies øker til NOK 226 (175), gjentar kjøp.
PGS: Fearnley reinitierer dekning med kjøpsanbefaling og kursmål NOK 15. Xtrainvestor.
-
89 nye containerskibe er på vej mod de største rederier i 2023
https://www.proinvestor.com/investornyt/944765/89-nye-containerskibe-er-pa-vej-mod-de-storste-rederier-i-2023 -
McJ.. jep.. of selvom BW skulle blive lidt presset, har de været gode for et flot udbytte og så ku man blot glemme kursen.. betaler skat af udbytterne men ikke af gavinsten ved salg.. så da den ikke rigtigt ser ud til at kunne holde mere end 85-90.. tog jeg den ud. Men enig..
-
Lyder meget smart, du kan så vente med at sælge til et par dage før regnskab og genkøbe dagen efter sidste fastsat dag for udbyttedato. Jeg burde måske gøre det samme men har sparet sammen til 4 års udbytteskat, så revisoren må gerne få dem hjem først. Men egentlig en smart deal og hvis du er heldig kan du genkøbe til mindre end udbyttet bliver:-)
-
AVANCE GAS: Kepler øker kursmålet til NOK 87 (85), gjentar kjøp.
BW LPG: Kepler øker kursmålet til NOK 121 (108), gjentar kjøp. Xtrainvestor
-
HAFNIA: Danske Bank øker kursmålet til NOK 85 (81), gjentar kjøp.
-
BWLPG: Focus on dividends, soon to be net debt free…
• We expect EBITDA of USD 156m and EPS of USD 0.79 for Q4, from average
VLGC rates of ~USD 56,000/day. They are rumoured to have sold another 3x
older VLGCs in recent months – which would effectively make them debt free
by Q1. -
Expect focus on the expanding trading business – and potential
acquisitions. At USD 70,000/day in Q1 we could see them generate near USD
1/share of EPS there as well – and the majority of this should be paid out as
dividend. BW LPG’s NAV is now ~NOK 120 and with our revised estimates EPS
for 2023 would be USD 1.12 (roughly twice our November-22 estimate). -
With reports of dual-fuel newbuilds being delayed and some even struggling
with downtime upon delivery – the market outlook through Q2 looks strong
• While our Q1 estimate of USD 70,000/day looks fair, Q2 and Q3 of 30 –
25,000/day appear conservative – and although we still struggle to recall any
commodity shipping market that has successfully absorbed ~15% fleet growth
in ~12 months – it will take longer for the negativity to set in than we thought
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