Shipping — Maj 2023
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God formiddag folkens
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Kort video - Sell in May and go away holdt heller ikke stik denne gang. Debat om gældsloftetpåvirker markedet. Shipping-sektoren med Avance Gas, BW LPG og Dorian LPG. Kommer Zealand Pharma med i C25-indekset? Og hvem ryger ud? Det er noge af emnerne i denne ugekommentar med Helge Larsen. https://www.proinvestor.com/boards/112808
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BW LPG: Fearnley øker kursmålet til NOK 138 (132), gjentar kjøp.
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Hi Hoo morgen:-) raterne bare stiger og stiger og nu er der mangel på vand i Panama-kanalen hvilket kan betyde længere rejsetider, det er guf for branchen som jo bliver betalt pr dag og jo længere tid det tager at komme fra A til B jo flere penge.......lige nu 90k$ pr dag for nye kontrakter, det betyder at 3 kvartal kan blive en pengemaskine, men markedet er volatilt så meget kan ske, mit råd hvis du køber, hold ta' udbyttet, med en 43% tilbagebetaling så er aktierne betalt på under 2-1/2 år.
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Norden køber det Stadil-ejede rederi Thorco Projects https://www.proinvestor.com/investornyt/991938/norden-kober-det-stadil-ejede-rederi-thorco-projects
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Diana Shipping (DSX) Declares $0.15 Dividend https://www.proinvestor.com/investornyt/992562/diana-shipping-dsx-declares-015-dividend
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Avance Gas Holding Ltd: First Quarter 2023 Earnings Release https://ml-eu.globenewswire.com/Resource/Download/beeb36ce-85bc-4df4-82c6-73dd63ab4813
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Det er det næstbedste Q1 resultat nogensinde.
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The average time charter equivalent (TCE) rate on load to discharge basis was $58,379/day compared to $46,478/day for the fourth quarter 2022, slightly ahead of guidance of $58,000/day. The TCE basis discharge-to-discharge was $55,479/day. The TCE rate of $58,379 includes FFA and bunker hedges representing a negative tce of $3,700/day.
- For the first quarter, we had a TC coverage of 41% at an average TCE rate of $40,000/day and spot voyages of 59% at $71,000/day.
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Daily operating expenses (OPEX) were $8,626/day, compared to $8,738/day in the fourth quarter of 2022.
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Net profit of $36.3 million compared to $34.7 million for the fourth quarter 2022, or earnings per share of 47 cents compared to 45 cents for the fourth quarter.
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During the quarter, the Company paid $0.50 in dividend, or $38.3 million, for the fourth quarter 2022.
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- During the first quarter of 2023, the Company took delivery of VLGC Avance Rigel, the third of its six 91,000 cbm VLGC newbuildings from Deawoo Shipyard in South Korea. Subsequently in May, the Company took delivery of VLGC Avance Avior, the fourth of its six 91,000 cbm from Hanwha Ocean Shipyard (previously named Deawoo) in South Korea.
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For the second quarter of 2023, we estimate a TCE rate for the quarter to be approximately $50,000/day on a discharge-to-discharge and load to discharge basis.
- The board declared a dividend of $0.50 per share or $38.3 million for the first quarter 2023.
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Rekordresultater fra Avance Gas
LPG-markedet er fortsatt brennhett. Etter knallsterke tall i fjerde kvartal i fjor leverer Avance Gas enda bedre resultater i første kvartal i år. https://www.finansavisen.no/shipping/2023/05/30/8011794/rekordresultater-fra-avance-gas -
Flex LNG - Ex Date Q1 2023
30.5.2023 08.00 • Oslo Børs •
May 30, 2023Hamilton, Bermuda
The shares in Flex LNG Ltd. (Ticker: FLNG) will be traded ex dividend of USD
0.75 per share for the first quarter of 2023 as of today, May 30, 2023.
This information is subject to the disclosure requirements pursuant to Section
5-12 of the Norwegian Securities Trading Act.
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TØRRBULK: SB1M oppgraderer Golden Ocean fra selg til nøytral og øker kursmålet til NOK 80 (78). De øker kursmålet i 2020 Bulkers til NOK 100 (85), gjentar nøytral.
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Shipping: Baltic Dry-indekset falder 4,2 pct. til 1123 point - 13 dage med fald https://www.proinvestor.com/investornyt/993308/shipping-baltic-dry-indekset-falder-42-pct-til-1123-point-13-dage-med-fald
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Antallet af inaktive containerskibe falder fortsat https://www.proinvestor.com/investornyt/993801/antallet-af-inaktive-containerskibe-falder-fortsat
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