Shipping — Oktober 2023
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SUBSEA7: Jefferies oppgraderer aksjen fra salg til kjøp og nesten dobler kursmålet til NOK 170 (90).
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DAGENS OBS: Sterk økning i kursmålet i Hoegh Autoliners der alle meglerhusene har kursmål solid over dagens kurs.
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Israel-Hamas war: Impact on shipping and port operations, potential risks https://container-news.com/israel-hamas-war-impact-on-shipping-and-port-operations-potential-risks/
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Joakim Hannisdahl
@JHannisdahl
Another stellar day for crude #oil #tanker #shipping amidst a flurry of activity this week both ex-AG and in the AtlanticVLCC +22% to 34k/d?
Suezmax +18% to 39k/d?
Aframax +30% to 42k/d?Pleased to have $TNK as our largest long position https://twitter.com/JHannisdahl/status/1712904457770442952
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Pareto i dag
The VLGC market has so far shrugged off the heavy fleet growth, with rates above USD 100,000/day and firmly into the super-profit territory. Ahead of the Q3 report we raise our estimates substantially – and continue to expect heavy dividends and excessive value creation. BW LPG remains the most discounted vs. both NAV and cashflow generation – and is our top pick. We raise our TP to NOK 176 (159) in BW LPG, NOK 140 (123) in AGAS and USD 35 (27) in Dorian.
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Super, når de nye 1 og 2 års kontrakter snart skal forhandles så bliver det ikke til 38k$ i gak, men nærmere 60k$, hvilket vil sige at vi nok kan forvente kursmål på 200-300kr. som i andre selskaber med udbytter på 30-40kr. om året. vil jeg mene. Men lad os se hvad deres gak bliver de næste par gange.
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Det er i øvrigt sjovt at nordmænd er så tåbelige at handle på følelser frem for tørre tal. De favoriserer AGAS fordi det er norsk ejet og så endda med en pengegangster i spidsen med en ejerandel på ca. 70 % tror jeg det er. Han kan sådan set pille selskabet af børsen når næste nedtur i cyklussen kommer til en god pris for ham og en dårlig for aktionærerne ligesom andre rige shippingejere i Norge har gjort.
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FRONTLINE: Arctic øker kursmålet til NOK 279 (251), gjentar kjøp. Clarksons øker kursmålet kraftig til NOK 350 (250), gjentar kjøp. DNB øker kursmålet til NOK 267 (210), gjentar kjøp.
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Aktierne i containerrederierne går i begge retninger efter analyse https://www.proinvestor.com/investornyt/1064260/aktierne-i-containerrederierne-gar-i-begge-retninger-efter-analyse
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Joakim Hannisdahl
@JHannisdahl
Crude #oil #tanker #shipping continued the positive momentum from last week, with yesterday's spot rates quoted clearly upVLCC +12% to 38k/d
Suezmax +17% to 46k/d
Aframax +15% to 48k/d https://twitter.com/JHannisdahl/status/1714173781764125080 -
Fantastisk med Avance og BW-LPG. Kører også flot op igen i dag.
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Olietankers har også vind i sejlene.
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"How Middle East war could impact global LNG, LPG shipping
An in-depth interview with Oystein Kalleklev, CEO of Flex LNG and Avance Gas"
How Middle East war could impact global LNG, LPG shipping
A leading exec in liquefied gas shipping gives his take on war in the Middle East, market fundamentals and shipping stocks.
FreightWaves (www.freightwaves.com)
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DFDS sælger og tilbageleaser tre fragtfærger - avance på 145 mio. kr. https://www.proinvestor.com/investornyt/1064301/dfds-saelger-og-tilbageleaser-tre-fragtfaerger-avance-pa-145-mio-kr
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DSV får sænket kursmål af Jyske Bank der dog venter stærke marginer i tredje kvartal https://www.proinvestor.com/investornyt/1064292/dsv-far-saenket-kursmal-af-jyske-bank-der-dog-venter-staerke-marginer-i-tredje-kvartal
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Fra Finansavisen i dag:
Frontline har steget 300 prosent på børs siden starten av fjoråret. Clarksons-analytiker Frode Mørkedal mener aksjen skal opp mye mer, og spår ville utbytter. Aksjen klatrer 3,6 prosent til 235,65 kroner. -
Shipping line earnings preview: A mix of black, red and very red ink
Wide range of results predicted for container lines’ Q3 earnings https://www.freightwaves.com/news/shipping-line-earnings-preview-a-mix-of-black-red-and-very-red-ink -
Christopher Vonheim
@ChrisVonheim
What should you invest in now?
️The answer from the shipping legends.
“It’s time to wait a bit. But if you feel trigger happy, go for gas and car carriers” https://twitter.com/ChrisVonheim/status/1714230563303825425
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