Shipping — August 2023
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Det er et undervurderet segment der vil tjene gode penge de næste 3-4 år måske længere, for hvis efterspørgslen stiger kræver det større flåde og dermed nye skibe og de skal først bygges, men da priserne er for dyre kan der går lang tid før udbud og efterspørgsel balanceres i pris pr. dagrate.
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Efterspørgslen i BRIC-landene vil stige markant da de ikke har logistik eller penge til at lege "grøn". Da de udgør 85% af verdens befolkning, hvis du regner deres "nye medlemmer med" så vil der opstå et enormt behov for propantanke a la som i Alaska og andre steder i USA.
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Oeystein Kalleklev
@OKalleklev
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2 t
Suez is the new Panama. Clogging of Panama is sending ships to Suez when ballasting from Asia to Suez and this can add 50% distance tightening LNG and LPG shipping where US is the world’s largest exporter. https://twitter.com/OKalleklev/status/1694996779983315071/photo/1 -
STANDARD SUPPLY: Pareto øker kursmålet til NOK 6,9 (6,6), gjentar kjøp.
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KLAVENESS COMBINATION CARRIERS: Fearnley kutter kursmålet til NOK 90 (100), gjentar kjøp. SEB kutter til NOK 105 (110), gjentar kjøp. DNB kutter til NOK 104 (109), gjentar kjøp.
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RESULTATKOMMENTARER FRA MEGLERHUS: Hafnia bedre enn forventet. Siem Offshore klart bedre
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FRONTLINE: Deutsche Bank nedgraderer aksjen fra kjøp til hold med uendret kursmål NOK 182. Pareto øker til NOK 251 (230), gjentar kjøp. Fearnley øker til NOK 250 (240), gjentar kjøp.ABG øker til NOK 317 (302), gjentar kjøp.
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Danske Bank kutter til NOK 245 (250), gjentar kjøp. Arctic kutter til NOK 251 (271), gjentar kjøp. Evercore øker til NOK 246 (235). Kepler øker til NOK 292 (271), gjentar kjøp.
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PARETTO: $HAFNI - We raise our estimates after another convincing quarter. At a ~20% yield, 0.8x NAV and P/E 3.6x we do not believe equity markets fully value this.
BUY, TP to NOK 88 (84) – 1x our one-year forward NAV
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HAFNIA TANKERS: Danske Bank øker kursmålet til NOK 95 (90), ABG øker til NOK 110 (104), Pareto øker til NOK 88 (84), DNB øker til NOK 80 (76) og Arctic kutter til NOK 92 (97) mens Nordea og Fearnley opprettholder hhv NOK 93 og NOK 90. Alle sier kjøp.
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BWLPG: BW LPG's Financial Results for Q2 2023
29.8.2023 07.02 • Oslo Børs •
(29 August 2023)Highlights and Subsequent Events
- Achieved VLGC freight rates of USD 51,600 per calendar day with 99% commercial
utilisation
- Generated Net Profit after Tax of USD 78.2 million or an earnings per share of
USD 0.59
- Generated trading-profit-adjusted result[1] of USD 112 million and declared Q2
2023 dividend of USD 0.81
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Generated trading-profit-adjusted result[1] of USD 112 million and declared Q2
2023 dividend of USD 0.81
- Concluded the sale and delivery of two vessels, generating USD 113.5 million
in liquidity and a net book gain of approximately USD 26.6 million.
- Added one vessel to the pool fleet and completed purchase option of another
vessel
- Board has resolved to work towards a dual US listing[2]
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Financial Performance
BW LPG Limited ("BW LPG", the "Company", OSE ticker code: "BWLPG.OL") reported a
Q2 2023 Net Profit After Tax of USD 78.2 million, yielding an annualised return
on equity of 28% with USD 194.9 million of free cash flow. EBITDA was USD 107.6
million, and earnings per share was USD 0.59. Adjusting for trading profit, BW
LPG reported a result of USD 112 million for the quarter, equivalent to USD 0.81
per share.
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Net leverage ratio remained low at 19.4% in Q2 2023, mainly due to solid cash
flows from operations and investing activities. Available liquidity was USD 492
million at the end of the quarter. On the back of another strong quarter, the
Board has declared a cash dividend of USD 0.81 per share amounting to USD 107
million.
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Net leverage ratio remained low at 19.4% in Q2 2023, mainly due to solid cash
flows from operations and investing activities. Available liquidity was USD 492
million at the end of the quarter. On the back of another strong quarter, the
Board has declared a cash dividend of USD 0.81 per share amounting to USD 107
million. This translates to a 100% payout ratio as a percentage of results for the quarter after adjustment for trading profits.
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BW LPG Limited ("BW LPG", the "Company", OSE ticker code: "BWLPG.OL") provides
the following key information relating to its cash dividend for Q2 2023.
Dividend amount: USD 0.81 or NOK 8.668 per share
Last day the stock is trading including the right to receive this dividend: 31
August 2023
Ex-date: 1 September 2023
Dividend payment date: 15 September 2023
Date of approval: 28 August 2023
Record date: 4 September 2023
:
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Nedtur for BW LPG
BW LPG tjener fortsatt rått med penger, men rederiet nådde ikke opp til det knallsterke resultatet i første kvartal.
Publisert 29. aug. 2023 kl. 07.20 https://www.finansavisen.no/shipping/2023/08/29/8031921/nedtur-for-bw-lpg?internal_source=sistenytt
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