Shipping — Oktober 2023
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Freight Route Liquid Petroleum Gas (Baltic) Futures (JLPV23) 116.315 +0.935 (+0.81%)
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MPC CONTAINER: Pareto nedgraderer aksjen fra kjøp til hold og kutter kursmålet til NOK 19 (22).
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HOEGH AUTOLINERS: Clarksons øker kursmålet til NOK 125 (100), gjentar kjøp.
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Containerrater stiger over 10 pct. i tredje ugeplus i træk https://www.proinvestor.com/investornyt/1069876/containerrater-stiger-over-10-pct-i-tredje-ugeplus-i-traek
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HAFNIA: Arctic øker kursmålet til NOK 99 (92), gjentar kjøp.
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FRONTLINE: Arctic øker kursmålet til NOK 280 (279), gjentar kjøp.
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PGS: Fearnley øker kursmålet til NOK 13,5 (12), gjentar kjøp. DNB kutter til NOK 10 (10,5), gjentar hold.
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TGS: Fearnley kutter kursmålet til NOk 210 (220), gjentar kjøp. DNB kutter til NOK 150 (155), gjentar hold.
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LPG...Joakim Hannisdahl
@JHannisdahl
PanCan transit delays are rising for VLGCs, w auction fees now said to be close to $2m again. Ballasters via CoGH is adding to tonne-milesThe US/FE LPG arb is now supportive of theoretical VLGC spot rates ~$184k/d, w spot (~$116k/d on Friday) expected to open the week in green https://twitter.com/JHannisdahl/status/1718942586507788719?s=20
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FLEX LNG: Arctic øker kursmålet til NOK 338 (324), gjentar hold.
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HOEGH AUTOLINERS: Pareto øker kursmålet til NOK 120 (110), gjentar kjøp.
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FLEX LNG: Arctic øker kursmålet til NOK 338 (324), gjentar hold.
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TGS: SEB øker kursmålet til NOK 210 (185), gjentar kjøp.
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Sløje nøgletal og skuffende regnskab sender asiatiske shipping-aktier ned https://www.proinvestor.com/investornyt/1071532/sloje-nogletal-og-skuffende-regnskab-sender-asiatiske-shipping-aktier-ned
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Freight Route Liquid Petroleum Gas (Baltic) Futures (JLPV23) 119.094 +0.234 (+0.20%)
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DFDS får skåret kursmålet med 13 pct. hos Danske Bank https://www.proinvestor.com/investornyt/1071580/dfds-far-skaret-kursmalet-med-13-pct-hos-danske-bank
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Fra Pareto i dag;
Shipping - Panama Canal cuts
According to a letter from the Panama Canal authority sent out yesterday, there will be extensive cuts to Panama Canal crossings into Q1. Normally, 36x vesels are passing, this has been reduced to 32. But now, this will be 24-25 in November, 22x in December, 20x in Januaru and 18x in February and "until further notice".
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