Shipping — Januar 2021
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Terminkontrakter for første halvår 2021 steg rundt 12-15 prosent, som betyr at kurven snitter rundt 70.000 dollar pr dag for første halvår, skriver meglerhuset.
De legger til at terminkontrakter for andre halvår steg 9 prosent, og trekker frem at dette peker på VLGC-rater rundt 57.000 dollar pr dag for 2021 mot deres estimat på 40.000 dollar pr dag.
Setter man inn for nåværende kurve gir dette en 2021 eps på 3,1 dollar for BW LPG mot konsensus på 1,1 dollar, og 2,1 dollar for Avance Gas mot ko
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nsensus på 0,9 dollar, skriver Pareto.
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Joakim Hannisdahl
@JHannisdahl
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8 t
Baltic LNG 2 January future contract +19% to TCE $205k/d on today's close. Feb future +21% to $105k/d & March fut +21% to $56k/dStrong gains, but steep backwardation
#LNG #tanker #shipping
$ALNG $FLNG $GLOG
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Joakim Hannisdahl
@JHannisdahl
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18 min
Baltic Dry Index Rises 0.49% to 1,425
Capesize -0.56% to $17,310
Panamax +3.18% to $11,830
Supramax 58k tons +0.04% to $11,247
Handysize -0.56% to $9,958#DryBulk #Shipping
$DSX $EGLE $GBLK $GNK $GOGL $SALT $SBLK
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Lau og jeg taler om LPG i denne udsendelse: https://www.proinvestor.com/boards/89700#89701
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Joakim Hannisdahl
@JHannisdahl
· 1 t
Baltic #LPG #shipping index +3% to $116/t (TCE $108k/d)#VLGC $AVANCE $AGAS $BWLPG $LPGhttps://twitter.com/JHannisdahl/status/1347213935439699971
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Poten & Partners
@PotenPartners
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37 min
Join us on Wednesday, January 13 for Poten's #LNG webinar series as forecasting manager Kristen Holmquist discusses market trends and presents our outlook for the year ahead. Sign up to attend live or on demand: https://hubs.ly/H0Ds1R20 -
Dorian +5,5 pct i US.
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Mærsk: SCFI-rater fortsætter op med høj vækst på Asien-Europa-ruten
https://www.proinvestor.com/investornyt/670932/maersk-scfi-rater-fortsaetter-op-med-hoj-vaekst-pa-asien-europa-ruten -
https://finansavisen.no/nyheter/shipping/2021/01/08/7605424/fredly-selskap-bekrefter-utbytte Hunt forventer ekstraordinær udbytte 8 feb. 1 kr. Værsgo!
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Ja tak Mcjean - gode nyheder
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27% af værdien, har ikke set noget så mærkeligt siden emissionen på NAS. Fredley har nok ret når han siger at stål ikke er "sexet" nok. Selvfølgelig kan man diskutere om det reelt er et udbytte eller bare delvis tilbagebetaling af investerede midler men synes stadigvæk det er vildt, mon ikke den lander i mindst 4,5 kr. når vi nærmer os, måske 5kr. Når de så samtidig viser de tjener gode penge i et surt marked med deres bundne rater så burde man nok købe flere for udbyttet og afvente bedre tider.
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Joakim Hannisdahl
@JHannisdahl
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12 t
Baltic LNG 2 active future contract +3% to TCE $215k/d#LNG #tanker #shipping
$ALNG $FLNG $GLOG
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Mcjean. Jeg forstår heller ikke rigtigt markedets prisning af Hunter.
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Greg Miller
@GMJournalist
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10 t
#Container #shipping boom has lasted WAY longer than anyone predicted. Could it actually extend into 2022? Potential drivers = massive new Blue Wave stimulus + drawdown of elevated savings. Duration crucial for shippers, liners, lessors, ports, investors.https://www.freightwaves.com/news/blue-wave-stimulus-could-spur-container-surge-on-top-of-surge
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