Shipping — Marts 2022
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Mærsk/Sydbank: Smitteudbrud i Kina øger håb om stigende fragtrater https://proinvestor.com/investornyt/801068/maersk-sydbank-smitteudbrud-i-kina-oger-hab-om-stigende-fragtrater
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Mærsks brændstofregning kan blive over 60 pct. højere 2022 https://proinvestor.com/investornyt/801075/maersks-braendstofregning-kan-blive-over-60-pct-hojere-2022
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Mærsk/Deutsche Bank: Sænker anbefalingen til "hold" https://proinvestor.com/investornyt/801568/maersk-deutsche-bank-saenker-anbefalingen-til-hold
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Mærsk advarer om længere levering og højere priser efter nedlukning https://proinvestor.com/investornyt/801603/maersk-advarer-om-laengere-levering-og-hojere-priser-efter-nedlukning
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DFDS: P&O Ferries kan ikke efterleve politisk krav om genansættelser https://proinvestor.com/investornyt/801610/dfds-po-ferries-kan-ikke-efterleve-politisk-krav-om-genansaettelser
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Mærsk: Skibsejere sælger ud i rekordfart https://proinvestor.com/investornyt/802149/maersk-skibsejere-saelger-ud-i-rekordfart
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Vildt: Bestiller to nybygg – lander kjemperater
Markedet for containerfrakt holder seg stramt, og MPC Container Ships inngår flerårige slutninger «på veldig gunstige rater»
https://finansavisen.no/nyheter/shipping/2022/03/31/7844453/mpc-container-ships-bestiller-to-nybygg-lander-kjemperater -
Disclaimer: Jeg har aktier i MPC.
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Mærsk: Priser på langtidskontrakter er næsten fordoblet https://proinvestor.com/investornyt/802807/maersk-priser-pa-langtidskontrakter-er-naesten-fordoblet
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Shippingfavoritt tredoblet på ett år
MPC Container Ships var blant vinnerne da Oslo Børs falt 1 prosent torsdag. Årets første kvartal endte dermed med 5 prosents oppgang for Børsen.
https://finansavisen.no/nyheter/borsoppdatering/2022/03/31/7844848/shippingfavoritt-tredoblet-pa-ett-ar
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