Shipping — Oktober 2023
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AMERICAN SHIPPING: Pareto kutter kursmålet til NOK 52 (56), gjentar kjøp.
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Chevron sjef Mike Wirth sa the company has identified enough well locations in the us permian basin(verdens største)to support its oil/ gas production through the end of the next decade
Expect to boost its Permian production from about 770000 barrels per day to reach 1 million in 2025 and boost production in other Us oilfields too, .....gode nyheder for LPG og viser at markedet tager til med få nye skibe. -
Avance Gas og BW LPG handles nå til en P/NAV (pris/netto eiendelsverdi) på henholdsvis 0,83 ganger og 0,84 ganger, ifølge Arctic Securities. "Sånn sett begynner risk/reward-forholdet å se stadig mer attraktivt ut, men vi tror fortsatt at ytterligere svekkelse i ratene vil fortsette å legge press på aksjene", skriver meglerhuset. (6. oktober 2023)
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STOLT-NIELSEN: SEB øker kursmålet til NOK 440 (420), gjentar kjøp.
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Joakim Hannisdahl
@JHannisdahl
A strong end to the week for Capes. Lot of activity in both basins. The highest spot rates for more than a year.#DryBulk #shipping https://twitter.com/JHannisdahl/status/1710368310347342204/photo/1
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Chris Shipping ??
@christankerfund
VLCC rates are still lagging, but Suezmax and Aframax have continued to firm which has lead to the BDTI up 20 days in a row (from 714 to now 871). Still well below its yearly high set in March when rates were just bonkers.$FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW https://twitter.com/christankerfund/status/1710641220454867444
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Joakim Hannisdahl
@JHannisdahl
VLGC #shipping rates today continued up today, supported by the US/FE LPG arb and ballasters going West rather than East due to the premiumBLPG1 +6% to $109k/d
Nov FFA +9% to $126k/d
Dec FFA +2% to $118k/dBLPG3 +1% to $140k/d
US/FE arb $150k/d https://twitter.com/JHannisdahl/status/1711400273896214947
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Fint rebound til rater og kurser for Avance og BW LPG i dag. I sidstnævnte er der nok mange som benytter sig af kursfaldet til at købe yderligere op i aktien.
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Det har jeg i hvert fald gjort.
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Der har også været tur i den med olietankers. Frontline er nu blevet verdens største tankrederi og steg flot i kurs.
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"Frontline får den beste flåten i verden. Det sier John Fredriksen etter avtalen med den belgiske familien Saverys, som innebærer at Frontline overtar 24 nyere skip fra Euronav.
Avtalen gjør Frontline til verdens største børsnoterte tankrederi målt i dødvekttonnasje. Petter Haugen, analytiker i ABG, mener den vil kunne skrive seg inn i historiebøkene som John Fredriksens beste tank-deal". Finansavisen
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Joakim Hannisdahl
@JHannisdahl
Higher Asian energy prices saw the theoretical VLGC spot rate from the US/FE LPG pricing differential increase to $158k/d yesterday, 46% above the last VLGC spot quote ex-AGStill long BWLPG https://twitter.com/JHannisdahl/status/1711640631934611583
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Joakim Hannisdahl
@JHannisdahl
VLCC spot rates +133% today on the benchmark AG/Ch route to $16k/d (vintage non-scrubber), according to Baltic+127% to $19k/d on AG/JP, according to Galbraith
We are long #oil #tanker #shipping
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TGS: Arctic initierer dekning med kjøpsanbefaling og kursmål NOK 200.
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Kort Ugekommentar: Hvordan forholder man sig som investor, når der er krig? Det er desværre et spørgsmål, der igen er aktuelt at forholde sig til oven på de frygtelige angreb i Israel.
Derudover følger Helge Larsen op på shippingsektoren og ser frem mod Q3-regnskaberne, hvor det bliver interessant at se, om virksomhederne igen vil blive straffet af aktionærerne, hvis de ikke kan vise tilstrækkelig vækst. https://www.proinvestor.com/boards/116105/ -
oakim Hannisdahl
@JHannisdahl
VLCC +21% to 28k/d?
Suezmax +103% to 33k/d?
Aframax +31% to 32k/d?Disclaimer: We are long #oil #tanker #shipping https://twitter.com/JHannisdahl/status/1712506078389289353
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