<![CDATA[Shipping — Juli 2021]]>Torm har kursmål 60 % oppe. Jeg ved ikke så meget om den, men det lyder spændende. Nogen der vil fortælle lidt?

]]>https://dev.proinvestor.com/forum/topic/400067/shipping-juli-2021RSS for NodeTue, 09 Jun 2026 00:42:17 GMTFri, 02 Jul 2021 04:56:39 GMT60<![CDATA[Reply to Shipping — Juli 2021 on Fri, 30 Jul 2021 11:30:49 GMT]]>Om APM:
Opmuntrende tal fra Hapaq Lloyd hjælper på det. Glæder mig til næste fredag.

]]>https://dev.proinvestor.com/forum/post/7967160https://dev.proinvestor.com/forum/post/7967160Fri, 30 Jul 2021 11:30:49 GMT<![CDATA[Reply to Shipping — Juli 2021 on Wed, 28 Jul 2021 13:09:45 GMT]]>Hvorfor fanden skulle apm synke med 2½% på en dag hvor alt andet steg?

]]>https://dev.proinvestor.com/forum/post/7967158https://dev.proinvestor.com/forum/post/7967158Wed, 28 Jul 2021 13:09:45 GMT<![CDATA[Reply to Shipping — Juli 2021 on Wed, 28 Jul 2021 09:45:21 GMT]]>Hej. Ardmore er kommet med regnskab for andet kv 21. Meninger om dette i forhold til Torm. Er der lys forude.??

]]>https://dev.proinvestor.com/forum/post/7967154https://dev.proinvestor.com/forum/post/7967154Wed, 28 Jul 2021 09:45:21 GMT<![CDATA[Reply to Shipping — Juli 2021 on Tue, 27 Jul 2021 05:50:15 GMT]]>sku noget skidt at de ejer så meget ?

]]>https://dev.proinvestor.com/forum/post/7967156https://dev.proinvestor.com/forum/post/7967156Tue, 27 Jul 2021 05:50:15 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 26 Jul 2021 13:03:45 GMT]]>26.07.21
Joakim Hannisdahl

Petredec has used recent weakness in $AGAS (#BUY/N51) share price to add 300,000 shares to their position. Mr Fredriksen and Petredec now holds 47% of outstanding shares in Avance Gas (vs 24% at the beginning of the year)

]]>https://dev.proinvestor.com/forum/post/7967152https://dev.proinvestor.com/forum/post/7967152Mon, 26 Jul 2021 13:03:45 GMT<![CDATA[Reply to Shipping — Juli 2021 on Fri, 23 Jul 2021 05:07:15 GMT]]>Mærsk: Containerrater stiger igen - ellevte uge i træk
https://www.proinvestor.com/investornyt/678096/maersk-containerrater-stiger-igen-ellevte-uge-i-traek

]]>https://dev.proinvestor.com/forum/post/7967151https://dev.proinvestor.com/forum/post/7967151Fri, 23 Jul 2021 05:07:15 GMT<![CDATA[Reply to Shipping — Juli 2021 on Wed, 21 Jul 2021 16:41:44 GMT]]>Joakim Hannisdahl
@JHannisdahl
·
2 t
Baltic #LPG #shipping index +4% to $42/t (TCE $20k/d)

#VLGC $AGAS $BWLPG $LPG

]]>https://dev.proinvestor.com/forum/post/7967149https://dev.proinvestor.com/forum/post/7967149Wed, 21 Jul 2021 16:41:44 GMT<![CDATA[Reply to Shipping — Juli 2021 on Tue, 20 Jul 2021 06:54:01 GMT]]>AKSJEN ER BILLIG: Avance Gas er blant Christiania Securities' favorittaksjer. Bildet viser et av selskapets LPG-skip, Sirocco, på vei gjennom Panamakanalen.
Børsintervju
Thomas Hilmersen
09:59 - 20. juli
– Avance Gas er en av shippingfavorittene våre, og aksjen er fortsatt attraktivt priset, sier daglig leder Kristian Berg i Christiania Securities.
– Dette kommer til å bli en bra aksje å sitte med, og vi forventer solide utbytter og en hyggelig kursutvikling.

]]>https://dev.proinvestor.com/forum/post/7967153https://dev.proinvestor.com/forum/post/7967153Tue, 20 Jul 2021 06:54:01 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 19 Jul 2021 11:34:59 GMT]]>plus den norske krone har fået et hak i tuden, en lille bonus

]]>https://dev.proinvestor.com/forum/post/7967155https://dev.proinvestor.com/forum/post/7967155Mon, 19 Jul 2021 11:34:59 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 19 Jul 2021 11:33:23 GMT]]>Drybulk raterne på capes ligger fint omkring 30k, smax og pmax raterne er høje, og alle segmenter understøttet af høje FFA.

]]>https://dev.proinvestor.com/forum/post/7967157https://dev.proinvestor.com/forum/post/7967157Mon, 19 Jul 2021 11:33:23 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 19 Jul 2021 11:31:21 GMT]]>Lpg rater ligner de har bundet, og med en mulig hård vinter i asien tror jeg på lpg over de næste 6 måneder. Om bw skal længere ned aner jeg ikke, men prisen nu er for mig attraktiv.

]]>https://dev.proinvestor.com/forum/post/7967147https://dev.proinvestor.com/forum/post/7967147Mon, 19 Jul 2021 11:31:21 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 19 Jul 2021 11:27:31 GMT]]>Shipping er godt nok kommet på udsalg. Brugt lidt krudt på bwlpg, og håber på en rød dag i US så jeg kan supplere i drybulk. Satser på at købe ind over et par gange de kommende uger.

]]>https://dev.proinvestor.com/forum/post/7967146https://dev.proinvestor.com/forum/post/7967146Mon, 19 Jul 2021 11:27:31 GMT<![CDATA[Reply to Shipping — Juli 2021 on Sat, 17 Jul 2021 08:53:40 GMT]]>Joakim Hannisdahl

@JHannisdahl
·
19 t
Baltic #LPG #shipping index +6% to $40/t (TCE $16k/d, +18%)????

#VLGC $AGAS $BWLPG $LPG

]]>https://dev.proinvestor.com/forum/post/7967150https://dev.proinvestor.com/forum/post/7967150Sat, 17 Jul 2021 08:53:40 GMT<![CDATA[Reply to Shipping — Juli 2021 on Fri, 16 Jul 2021 06:27:37 GMT]]>DOF i Norge, offshore rederi, stiger 30%. Jeg kan ikke finde nyheder.

]]>https://dev.proinvestor.com/forum/post/7967148https://dev.proinvestor.com/forum/post/7967148Fri, 16 Jul 2021 06:27:37 GMT<![CDATA[Reply to Shipping — Juli 2021 on Fri, 16 Jul 2021 05:28:41 GMT]]>Containerrater fortsætter op. Stiger med godt 3%... https://en.sse.net.cn/indices/scfinew.jsp

]]>https://dev.proinvestor.com/forum/post/7967141https://dev.proinvestor.com/forum/post/7967141Fri, 16 Jul 2021 05:28:41 GMT<![CDATA[Reply to Shipping — Juli 2021 on Thu, 15 Jul 2021 03:17:09 GMT]]>Mærsk vil redesigne ocean-netværk i Vest- og Centralasien https://www.proinvestor.com/investornyt/677081/maersk-vil-redesigne-ocean-netvaerk-i-vest-og-centralasien

]]>https://dev.proinvestor.com/forum/post/7967143https://dev.proinvestor.com/forum/post/7967143Thu, 15 Jul 2021 03:17:09 GMT<![CDATA[Reply to Shipping — Juli 2021 on Tue, 13 Jul 2021 03:29:06 GMT]]>Maersk...Better safe than sorry 🙂 https://www.proinvestor.com/investornyt/676987/maersk-barclays-haever-kursmal-til-13160-kr-fra-12545-kr

]]>https://dev.proinvestor.com/forum/post/7967140https://dev.proinvestor.com/forum/post/7967140Tue, 13 Jul 2021 03:29:06 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 12 Jul 2021 09:11:19 GMT]]>Tak til Bent. 🙂

]]>https://dev.proinvestor.com/forum/post/7967142https://dev.proinvestor.com/forum/post/7967142Mon, 12 Jul 2021 09:11:19 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 12 Jul 2021 09:11:03 GMT]]>Proinvestor er igen foran: https://finansavisen.no/nyheter/finans/2021/07/12/7704244/ser-stor-oppside-i-shippingaksjer

]]>https://dev.proinvestor.com/forum/post/7967139https://dev.proinvestor.com/forum/post/7967139Mon, 12 Jul 2021 09:11:03 GMT<![CDATA[Reply to Shipping — Juli 2021 on Mon, 12 Jul 2021 03:18:48 GMT]]>Mærsk: USA-myndigheder lover fortsat pres på rederier https://www.proinvestor.com/investornyt/676944/maersk-usa-
myndigheder-lover-fortsat-pres-pa-rederier

]]>https://dev.proinvestor.com/forum/post/7967145https://dev.proinvestor.com/forum/post/7967145Mon, 12 Jul 2021 03:18:48 GMT<![CDATA[Reply to Shipping — Juli 2021 on Sun, 11 Jul 2021 04:39:21 GMT]]>
Just a moment...

favicon

(proinvestor.com)

]]>https://dev.proinvestor.com/forum/post/7967159https://dev.proinvestor.com/forum/post/7967159Sun, 11 Jul 2021 04:39:21 GMT<![CDATA[Reply to Shipping — Juli 2021 on Sun, 11 Jul 2021 04:35:28 GMT]]>nvestments: Shipping is cyclical, and investors tend to look at most 1.5 years ahead in time. With our VLGC share price expected to rise 57% over the next year in concert with rising earnings and asset prices, we maintain our BUY rating on the VLGC segment. Our top pick is Avance Gas, with a 53% upside to our N55 TP, closely followed by BW LPG (+47%) and Dorian LPG (+48%). Since we started covering VLGCs in 2014, we have 96% return on our recommendations vs the market at -36% & consensus at -33%

]]>https://dev.proinvestor.com/forum/post/7967137https://dev.proinvestor.com/forum/post/7967137Sun, 11 Jul 2021 04:35:28 GMT<![CDATA[Reply to Shipping — Juli 2021 on Sun, 11 Jul 2021 04:35:03 GMT]]>eaching $100k+ per day and asset prices +20% by end-2022E, generating significant cash flow and NAV upside over the next two years.

]]>https://dev.proinvestor.com/forum/post/7967144https://dev.proinvestor.com/forum/post/7967144Sun, 11 Jul 2021 04:35:03 GMT<![CDATA[Reply to Shipping — Juli 2021 on Sun, 11 Jul 2021 04:34:45 GMT]]>OPEC+ output from 2H21E and into 2022E, we see VLGC demand growth reaching 13% in 2022E, significantly outpacing VLGC supply growth at only 4%. With the orderbook vs fleet now at 24%, we expect a cyclical contraction from 2023E. However, we believe it is too early to price this in as we see spot rates potentially

]]>https://dev.proinvestor.com/forum/post/7967135https://dev.proinvestor.com/forum/post/7967135Sun, 11 Jul 2021 04:34:45 GMT