Shipping — Juni 2023
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XtraInvestor
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Mærsk kan se spotrater på containgerfragt falde 4,7 pct. https://www.proinvestor.com/investornyt/998892/maersk-kan-se-spotrater-pa-containgerfragt-falde-47-pct
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FRONTLINE: Arctic øker kursmålet til NOK 271 (238), gjentar kjøp.
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HAFNIA: Arctic øker kursmålet til NOK 97 (91), gjentar kjøp.
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SEABIRD EXPLORATION: Selskapet melder at de har inngått avtale med hovedlångiver om refinansiering av lån og garantier. Opprinnelig avtale løp ut denne måneden og ny låneavtale løper i 3 år. Men ellers mangelfulle opplysninger om rentesats, covenants og utbyttemuligheter - informasjon som er viktig for investorer.
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Hafnia: DNB kjøp NOK 85, Pareto kjøp 92, Jefferies kjøp 77, ABG kjøp 108, Fearnley kjøp 90, Danske kjøp 95.
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Frontline: DNB kjøp NOK 240, Kepler kjøp 267, ABG kjøp 315, Fearnley kjøp 240, Danske kjøp 245, Kepler kjøp 258, Jefferies kjøp 179.
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Spareblusset ?
@spareblusset
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22 t
Frontline kursmål så langt i juni:• ABG: 298-> 315 kr
• Arctic: 238 -> 271 kr
• Danske Bank: 245 -> 250 kr
• Fearnleys: 165 -> 240 kr
• Kepler Cheuvreux: 258 -> 267 kr
• Nordea: 220 kr (ny)Snitt: 260.50 kr
Pris i dag: 158.06 kr
Gjennomsnittlig oppside: 64.8%
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Stein O.
@stein_lund
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10. jun.
$FRO $HAFN #tankers
For none Vikings: Arctic warning tanker party! TP Frontline NOK 271, Hafnia NOK 97? -
Joakim Hannisdahl
@JHannisdahl
VLCC spot rates surging over the past two trading days amidst strong activity and a slimming tonnage list, especially in the AtlanticBaltic TD3C +60% to $52k/d
Baltic TD15 +52% to $51k/dPicked up some DHT. I am still long #oil #tankers and very positive towards the segment https://twitter.com/JHannisdahl/status/1668282985345425408
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God artikel omkring LPG-sektoren: Giant tankers full of American propane are making waves
2023 VLGC rates double last year's rates despite higher capacity
https://www.freightwaves.com/news/giant-tankers-full-of-propane-are-making-waves -
PGS: Pareto kutter kursmålet til NOK 10 (12), gjentar kjøp.
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TGS: Pareto kutter kursmålet til NOK 180 (200), gjentar kjøp.
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TANK: Sterke ratehopp på 50% i spotratene for VLCCs i går.
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SIEM OFFSHORE: Fearnley øker kursmålet til NOK 28 (27), gjentar kjøp.
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Joakim Hannisdahl
@JHannisdahl
Another strong day for VLCC spot rates, as expectedBaltic TD3C +17% to $61k/d
Baltic TD15 +15% to $59k/dSuezmaxes also improving, with average spot +13% to $44k/d
https://twitter.com/JHannisdahl/status/1668638279367901188
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