Shipping — Oktober 2023
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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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Joakim Hannisdahl
@JHannisdahl
BLPG1 -13% to $99k/d
BLPG3 -3% to $128k/d
US/FE arb -9% $136k/dDisclaimer: Closed our long BWLPG today, now neutral VLGCs https://twitter.com/JHannisdahl/status/1712504680146747610
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J Mintzmyer
@mintzmyer
The #tankers dislocation is baffling:-D’Amico: new 52w high, 120% off lows
- $HAFNI: new 52w high, 90% off lows
- $TRMD: near 52w high, 65% off lows
Meanwhile $STNG 15% below highs and just 32% above the lows.
Huge performance gap and massive discount (35%) to NAV.
Obviously a lot of resistance, but one day soon, I expect $STNG to rip upwards, probably $75+ before January. (And yes I’m very long)
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TØRRBULK: ABG kutter kursmålet i Golden Ocean til NOK 145 (188), gjentar kjøp. De kutter videre kursmålet i 2020 Bulkers til NOK 174 (219), gjentar kjøp. Belships kutter til NOK 33 (40), kjøp gjentas. Himalaya Shipping kuttes til NOK 78(103), kjøp gjentas. Og Klaveness Combination Carriers kuttes til NOK 132 (146) der også kjøp gjentas
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AMERICAN SHIPPING: Volumet i aksjen hoppet på mandag og i dag ser man av aksjonærlisten at Magnus Halvorsen via sitt MH
Capital er dukket opp på listen med 303.000 aksjer. -
Aktierne i containerrederierne falder efter skuffende amerikanske inflationstal https://www.proinvestor.com/investornyt/1062956/aktierne-i-containerrederierne-falder-efter-skuffende-amerikanske-inflationstal
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