Shipping — December 2023
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Uanset om situtationen forværres i Suez eller ej, tror jeg der kommer et rekyl i Tank i det nye år. Lige nu er "shipping" traderne åbenbart enige "vanen tro" ude eller kort i shipping, påtrods af rater og fremtidudsigter. (ren lommefilosofi).
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Ja.
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ja, jeg er dog i tvivl om de er styret af de Amerikanske eller omvendt
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der har været en del valuta bevægelse over de sidste dage (i nok / usd eller dkk / usd) der gjort de bevæget sig lidt atypisk
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enig i at der sidst på dagen bliver lagt pres i nedadgående retning de sidste par dage
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iøvrigt nok over den sidste månedstid
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men du har f.eks. set Dorian LPG bevæge sig positivt i 2-3 dage i streg hvor norske BWLPG og AGAS er gået den anden retning
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mest pga. valuta kursen
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anyway, det er vist "hell month" pt. før eller siden indhenter fundementalerne realiteterne, og de er at tank rater er gode, der tjenes rigtig gode penge nok og sandsynligvis langt tid frem. Det samme med LPG
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Bulk har jeg ikke helt overblik over, udover Nordens presentation hvor de forventer er forbedring medio 2024
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Tak i lige måde Rene.
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Godmorgen,
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Dorian LPG (LPG) is an Incredible Growth Stock: 3 Reasons Why https://www.proinvestor.com/investornyt/1091533/dorian-lpg-lpg-is-an-incredible-growth-stock-3-reasons-why
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Baltic Exchange
"Our Investor Indices White Paper looks at the various indicators provided by the Baltic Exchange for dry bulk and tanker shipping investors, how they are constructed and how they be used to help support entry and exit decisions in these sectors". https://www.balticexchange.com/content/dam/balticexchange/consumer/documents/The Baltic Exchange Investor Indices White Paper 2023.pdf
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BW LPG (BWLLF) Price Target Increased by 20.47% to 15.72 https://www.proinvestor.com/investornyt/1091741/bw-lpg-bwllf-price-target-increased-by-2047-to-1572
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