Shipping — Maj 2024
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Mærsks japanske konkurrenter har mest modvind onsdag https://proinvestor.com/investornyt/1165653/maersks-japanske-konkurrenter-har-mest-modvind-onsdag
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MPC CONTAINER: Fearnley øker kursmålet til NOK 21 (16), gjentar hold. DNB øker til NOK 16,3 (15,7), gjentar selg. Pareto øker solid til NOK 21 (14), gjentar hold.
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LPG: Poten $ 63 526
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Slutkurser US: BW LPG 193,43 NOK (189,7)
Frontline 304,24 kr. (305,9)
Hafnia 91,31 kr. (89,55)
Okeanis 378,76 NOK (375) -
Mærsks asiatiske konkurrenter sendes i rødt af amerikansk rentefrygt https://proinvestor.com/investornyt/1166280/maersks-asiatiske-konkurrenter-sendes-i-rodt-af-amerikansk-rentefrygt
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Knalltall fra BW LPG
BW LPG satt igjen med et overskudd på skyhøye 149,8 millioner dollar på bunnlinjen i første kvartal i et fortsatt hett LPG-marked. https://www.finansavisen.no/shipping/2024/05/30/8134896/knalltall-fra-bw-lpg -
BW LPG Limited - Financial Results for Q1 2024
i dag kl. 07:11 ∙ Oslo Børs(Singapore, 30 May 2024)
Highlights and Subsequent Events
- Strong quarterly performance with daily TCE of USD 61,500 per available day
and USD 59,400 per calendar day. - Generated NPAT of USD 150 million or earnings per share of USD 1.07. Declared
a Q1 cash dividend of USD 1.00 per share which represents 106% of earnings from
the shipping activity and 93% of total earnings in the quarter
- Strong quarterly performance with daily TCE of USD 61,500 per available day
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- For the second quarter of 2024, we have fixed 84% at an average rate of ~USD
49,000 per available day - BW Product Services generated a net accounting profit of USD 21 million in Q1
after adjusting for G&A and tax provisions. - BW Product Services is pleased to announce a multi-year cargo contract with
Enterprise Product Partners, with optionality to double the current cargo volume
in the US Gulf. This will significantly improve the combined shipping and cargo
trading flexibility.
- For the second quarter of 2024, we have fixed 84% at an average rate of ~USD
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Delivered one VLGC to new owners for further trading in February 2024,
generating USD 65 million in proceeds.- BW LPG successfully listed on the New York Stock Exchange (NYSE) on 29 April
Financial Performance
BW LPG Limited ("BW LPG", the "Company", NYSE ticker code: "BWLP", OSE ticker
code: "BWLPG.OL") reported a Q1 2024 Net Profit After Tax (NPAT) of USD 150
million, yielding an annualised return on equity of 37% with USD 468.5 million
free cash flow generated. -
The Q1 operating profit was USD 157.8 million, and
earnings per share was USD 1.07. -
The net leverage ratio was at an all-time low at 7% in Q1 with available
liquidity at USD 661 million at the end of the quarter. On the back of another
strong quarter, the Board has declared a cash dividend of USD 1.00 per share, or
a total dividend of USD 132 million. This represents a 93% earnings payout ratio
and an annualised dividend yield of 22%. -
Commercial Performance
Shipping - Q1 VLGC freight rates averaged USD 61,500 per available day or USD
59,400 per calendar day, with 95% fleet utilisation. Time Charter Equivalent
(TCE) income was USD 186.5 million for the quarter, and our India subsidiary
contributed a stable TCE income of USD 10 million for Q1. -
BW LPG delivered BW Princess (2008-built, Hyundai Heavy Industries, Korea) in
February 2024 to new owners for further trading. Her sale generated USD 65
million in proceeds and a net book gain of USD 20 million.Product Services - Product Services reported a USD 33 million gross profit for
Q1. After considering other expenses, comprising mainly of G&A and income tax
expenses, Product Services reported a net profit after tax of USD 21 million for
the quarter. -
Fantastiske tal fra BW-LPG. Pengemaskinen sejler videre med fuld fart i 2024.
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Mærsk får købsanbefaling hos Nordea https://proinvestor.com/investornyt/1166290/maersk-far-kobsanbefaling-hos-nordea
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BWLPG ligger med hele 49k, det er meget for næste kvartal når de før i tiden lå på ca. 33k og det er højere end Agas der plejer at være pænt gearet og med næsten 4 gange flere skibe. Efterspørgslen begynder at slå igennem i Indien, Indonesien og andre asiatiske lande som har meget brug for lpg i mange år frem. Deres sats på havnedrift i Indien vil nok også kaste guldstøv af sig ikke at forglemme deres produktservice som ligner en guldkalv.
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BWLPG: SLUTTET CA 84% AV FLÅTEDAGER I 2.KV TIL CA USD 49.000/DAG
i dag kl. 07:22 ∙ TDN FinansOslo (Infront TDN Direkt): BW LPG har sluttet om lag 84 prosent av selskapets tilgjengelige flåtedager i andre kvartal 2024 til en gjennomsnittlig rate på rundt 49.000 dollar pr dag, på discharge-to-discharge basis.
Det fremgår av presentasjonsmaterialet til selskapets kvartalsrapport torsdag.
Videre har selskapet dekket 26 prosent av timecharter-out i 2024 til 43.800 dollar pr dag. 11 prosent er dek
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BWLPG: FUTURESMARKEDET REFLEKTERER FORTSATT STYRKE I SPOTINNTJENINGEN
i dag kl. 07:38 ∙ TDN FinansOslo (Infront TDN Direkt): Futuresmarkedet reflekterer fortsatt styrke i spotinntjeningen, med rater som ligger i lav til midten av 60.000 dollar pr dag-nivået for den gjenværende perioden av 2024.
Det fremkommer av rederiets kvartalsrapport torsdag.
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