Shipping — Juli 2021
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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%
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Mærsk: USA-myndigheder lover fortsat pres på rederier https://www.proinvestor.com/investornyt/676944/maersk-usa-
myndigheder-lover-fortsat-pres-pa-rederier -
Proinvestor er igen foran: https://finansavisen.no/nyheter/finans/2021/07/12/7704244/ser-stor-oppside-i-shippingaksjer
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Tak til Bent.
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Maersk...Better safe than sorry
https://www.proinvestor.com/investornyt/676987/maersk-barclays-haever-kursmal-til-13160-kr-fra-12545-kr -
Mærsk vil redesigne ocean-netværk i Vest- og Centralasien https://www.proinvestor.com/investornyt/677081/maersk-vil-redesigne-ocean-netvaerk-i-vest-og-centralasien
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Containerrater fortsætter op. Stiger med godt 3%... https://en.sse.net.cn/indices/scfinew.jsp
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Joakim Hannisdahl
@JHannisdahl
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19 t
Baltic #LPG #shipping index +6% to $40/t (TCE $16k/d, +18%)????#VLGC $AGAS $BWLPG $LPG
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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. -
Joakim Hannisdahl
@JHannisdahl
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2 t
Baltic #LPG #shipping index +4% to $42/t (TCE $20k/d)#VLGC $AGAS $BWLPG $LPG
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Mærsk: Containerrater stiger igen - ellevte uge i træk
https://www.proinvestor.com/investornyt/678096/maersk-containerrater-stiger-igen-ellevte-uge-i-traek -
26.07.21
Joakim HannisdahlPetredec 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)
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