Shipping — Marts 2024
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Torm slår rekord for andet år i træk og øger udbytte til aktionærerne https://www.proinvestor.com/investornyt/1128357/torm-slar-rekord-for-andet-ar-i-traek-og-oger-udbytte-til-aktionaererne
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LPG: Poten $ 34 151 .
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Dorian + 2,90%
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BW LPG Limited ("BW LPG", the "Company", OSE Ticker Code "BWLPG.OL") has
purchased a total of 9,006 of its own common shares on 7 March 2024 at an
average price of NOK 115.0849 per share. The shares were purchased in accordance
with the share buy-back program announced on 18 July 2023 https://www.bwlpg.com/media/press-release/bw-lpg-limited-share-buyback-program/ -
LPG-rederier har god utvikling torsdag med oppgang på 4,1 prosent for BW LPG. Ifølge tall fra amerikanske energimyndigheter (EIA) onsdag var propan/propylenlagrene i USA uendret på 51,2 millioner fat i forrige uke.
"Dette er sammenlignet med et gjennomsnittlig trekk på 3,2 millioner fat pr uke de siste 15 ukene (…) Propanprisspreadene har økt betydelig den siste uken, og vi er nå nesten tilbake på nivå med nivået for ett år siden.
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Med underliggende fraktratemomentum, tror vi VLGC-aksjer er attraktive "rebound"-kandidater nå", skriver Pareto.
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• LPG: Freight slightly up / Arbitrage widening, could draw vessels West and tighten the market balance
The high position list in the MEG has put charterers in a relaxing position, and provided that the Eastern market has been quiet lately, freight have had a flattish development with RT/C at USD 37k/d.
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However, as the arbitrage looks to widen again, position lists may shorten on the back of vessels potentially moving West to take advantage of the arbitrage, according to Fearnleys. Vessel supply in the West looks to tighten heading into April, as a handful of vessels was programmed under respective COAs this week.
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here are currently 8-9 vessels available in the West, and as people start coming back from the Tokyo LPG conference, Fearnleys expect activity to come up. H/C is currently quoted at USD 44.5k/d, up 5% d/d.
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LPG: Poten Poten 36,495 $
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China’s Demand Fuelling LPG Shipping Market https://www.hellenicshippingnews.com/chinas-demand-fuelling-lpg-shipping-market/
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LPG: Poten $ 37 445
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LPG: Idag Poten $44 480
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LPG: Poten 50,519 $.
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Rederichefer tvivler på snarlig løsning i Det Røde Hav https://www.proinvestor.com/investornyt/1131363/rederichefer-tvivler-pa-snarlig-losning-i-det-rode-hav
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Mærsks alliancepartner og rival ser indtjeningen fortsætte ned i 2024 https://www.proinvestor.com/investornyt/1131608/maersks-alliancepartner-og-rival-ser-indtjeningen-fortsaette-ned-i-2024
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Oslo (Infront TDN Direkt): Pareto Securities nedjusterer kursmålet på BW LPG til 162 kroner pr aksje, fra 186 kroner, og gjentar en kjøpsanbefaling.
Det fremgår av en oppdatering fra meglerhuset torsdag.
"Amerikanske propanlagre stiger igjen og prisspreaden øker, som de alltid gjør i mars. Mens markedet for 100.000 dollar dagen er borte for nå -- og de siste månedene med stor bestillingsaktivitet har vært skuffende -- er verdiskapningen solid", skriver meglerhuset.
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Dnb inkluderer BW Lpg i sine "top 7 valg"
Aksjetips fra DNB og Delphi Fondene: – Byr på gode utbytter
Dine Pengers aksjeeksperter gjør flere endringer i porteføljen. Dette anbefaler de akkurat nå.
E24 (e24.no)
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