Shipping — Februar 2024
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LPG: Raterne fortsætter op: Poten 34,086 $.
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Belships gjør det bedre enn markedet
Belships legger frem tallene for fjerde kvartal. https://www.finansavisen.no/shipping/2024/02/19/8099356/belships-gjor-det-bedre-enn-markedet -
The shares in Avance Gas Holding Ltd (ticker: "AGAS") will be traded ex-dividend USD 0.65 as of today relating to the dividend for the fourth quarter of 2023. The
dividend will be paid on February 29, 2024.
For further information, please contact:
Randi Navdal Bekkelund - Chief Financial Officer
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Det er ikke første gang den slags sker. Husk at i shippingsektoren har aktierne ofte vilde udsving bla. i perioder med sæsonskifte. Traderne prøver utålmodigt at positionere sig.
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BELSHIPS: Norne øker kursmålet til NOK 29 (26), gjentar kjøp. Fearnley øker til NOK 27 (24), gjentar kjøp.
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KLAVENESS COMBINATION: SEB øker kursmålet til NOK 125 (120), gjentar kjøp
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I dag får alle mine shippingaktier tæsk..Frontline, Hafnia, Okeanis, Torm, DS Norden, Golden Ocean, Avance, BW-LPG og Dorian. Kan umiddelbart ikke finde nogen årsag til det.
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LPG: Stor stigning i raterne. Poten $ 44 642 .
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Freight Route Liquid Petroleum Gas (Baltic) Futures (JLPG24) 57.891 +5.374 (+10.23%)
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Oeystein Kalleklev
@OKalleklev
"
We'll meet again! Baltic LPG 1 index for the route Ras Tanura(Saudi Arabia) to Chiba (Japan) is mirroring the situation last year when we had a big slump at the start of the year and then a rally back to normal levels as illustrated by Gibson. -
The $10.571 per metric ton(pmt) jump in freight on Feb 20th was the 8th largest ever and in the current trading streak we have 3 out of the 20th largest jump in freight with BLPG1 index now recovered to ~$75pmt which equates to Time Charter Equivalent (TCE) earnings of $54,000/day.
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You should however Go West as there is a big premium for cargoes West of Suez (AG) compared to East of Suez (USGC), currently around $17.5pmt when adjusting for voyage distance, Panama costs etc
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VLGC-ratene til himmels
I begynnelsen av februar var det krise i LPG-markedet med VLGC-rater helt nede i 8.500 dollar dagen etter at spotratene var oppe i over 140.000 dollar dagen i september i fjor. Nå, en snau måned senere, er ratene mer enn seksdoblet. https://www.finansavisen.no/shipping/2024/02/21/8100572/vlcg-ratene-til-himmels -
"Less headlines about Panama canal congestion these days, but number of daily transits is still far below normal levels as illustrated by E.A. Gibson Shipbrokers Ltd. It’s still about three months to the rain season and water levels in Gatun Lake, the main freshwater supply, is far below normal levels with downward projections until June which will keep transit volumes low.
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