<![CDATA[Shipping — Januar 2023]]>Godmorgen 🙂

]]>https://dev.proinvestor.com/forum/topic/400085/shipping-januar-2023RSS for NodeMon, 08 Jun 2026 18:22:39 GMTTue, 03 Jan 2023 05:03:02 GMT60<![CDATA[Reply to Shipping — Januar 2023 on Tue, 31 Jan 2023 06:44:59 GMT]]>Tysk Mærsk-rival tjente stort i 2022 - raterne faldt mod slutningen https://www.proinvestor.com/investornyt/933757/tysk-maersk-rival-tjente-stort-i-2022-raterne-faldt-mod-slutningen

]]>https://dev.proinvestor.com/forum/post/7968246https://dev.proinvestor.com/forum/post/7968246Tue, 31 Jan 2023 06:44:59 GMT<![CDATA[Reply to Shipping — Januar 2023 on Tue, 31 Jan 2023 05:33:12 GMT]]>Små plusser til Mærsks asiatiske branchefæller tirsdag https://www.proinvestor.com/investornyt/933747/sma-plusser-til-maersks-asiatiske-branchefaeller-tirsdag

]]>https://dev.proinvestor.com/forum/post/7968244https://dev.proinvestor.com/forum/post/7968244Tue, 31 Jan 2023 05:33:12 GMT<![CDATA[Reply to Shipping — Januar 2023 on Tue, 31 Jan 2023 05:27:13 GMT]]>Godmorgen 🙂

]]>https://dev.proinvestor.com/forum/post/7968240https://dev.proinvestor.com/forum/post/7968240Tue, 31 Jan 2023 05:27:13 GMT<![CDATA[Reply to Shipping — Januar 2023 on Mon, 30 Jan 2023 14:59:52 GMT]]>oakim Hannisdahl
@JHannisdahl
Prompt VLGC FFAs posting another strong day, with ie Feb up ~14% d/d (~17% above last spot $/t)

The US/FE LPG pricing diff now supportive of theoretical VLGC spot rates around $96k/d (~50% above last BLPG3 TCE spot quote)

Looking forward to the Baltic spot quotes at 1700 CET https://twitter.com/JHannisdahl/status/1620070268663390210

]]>https://dev.proinvestor.com/forum/post/7968242https://dev.proinvestor.com/forum/post/7968242Mon, 30 Jan 2023 14:59:52 GMT<![CDATA[Reply to Shipping — Januar 2023 on Mon, 30 Jan 2023 13:03:27 GMT]]>Tørslastindeks bryder negativ stime - fortsat i laveste i over to år https://www.proinvestor.com/investornyt/933315/torslastindeks-bryder-negativ-stime-fortsat-i-laveste-i-over-to-ar

]]>https://dev.proinvestor.com/forum/post/7968241https://dev.proinvestor.com/forum/post/7968241Mon, 30 Jan 2023 13:03:27 GMT<![CDATA[Reply to Shipping — Januar 2023 on Mon, 30 Jan 2023 12:24:49 GMT]]>SEADRILL: Fearnley øker kursmålet til NOK 505 (455), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968243https://dev.proinvestor.com/forum/post/7968243Mon, 30 Jan 2023 12:24:49 GMT<![CDATA[Reply to Shipping — Januar 2023 on Mon, 30 Jan 2023 12:23:18 GMT]]>TØRRBULK: Fearnley oppgraderer alle selskapene i sektoren fra hold til kjøp med følgende økte kursmål: 2020 Bulkers NOK 125 (100), Belships NOK 22 (18) og Golden Ocean NOK 114 (89).

]]>https://dev.proinvestor.com/forum/post/7968239https://dev.proinvestor.com/forum/post/7968239Mon, 30 Jan 2023 12:23:18 GMT<![CDATA[Reply to Shipping — Januar 2023 on Mon, 30 Jan 2023 12:22:58 GMT]]>SOLSTAD OFFSHORE: Pareto gjenopptar dekning med kjøpsanbefaling og kursmål NOK 80. Pareto vektlegger at denne investeringen er av høy risiko - derav tittelen 'one for the brave'. Meglerhusene har vært restriktive med analyser av en del av supplyselskapene pga den store gjeldsbyrden, men med meget stor interesse for Solstad og andre supplyaksjer fra retailinvestorer så endrer dette nå kanskje seg

]]>https://dev.proinvestor.com/forum/post/7968245https://dev.proinvestor.com/forum/post/7968245Mon, 30 Jan 2023 12:22:58 GMT<![CDATA[Reply to Shipping — Januar 2023 on Mon, 30 Jan 2023 12:22:20 GMT]]>LPG-SHIPPING: DNB øker kursmålet i Avance Gas til NOK 75 (74), gjentar kjøp. I BW LPG øker de til NOK 120 (114), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968237https://dev.proinvestor.com/forum/post/7968237Mon, 30 Jan 2023 12:22:20 GMT<![CDATA[Reply to Shipping — Januar 2023 on Mon, 30 Jan 2023 12:11:32 GMT]]>Tørlastaktier får købsanbefaling af norsk
finanshus https://www.proinvestor.com/investornyt/933274/torlastaktier-far-kobsanbefaling-af-norsk-finanshus

]]>https://dev.proinvestor.com/forum/post/7968234https://dev.proinvestor.com/forum/post/7968234Mon, 30 Jan 2023 12:11:32 GMT<![CDATA[Reply to Shipping — Januar 2023 on Sat, 28 Jan 2023 06:34:09 GMT]]>Joakim Hannisdahl
@JHannisdahl
Still strong momentum for VLGCs ex-US, with the US/FE LPG arb widening 20% overnight to a theoretical TCE of $79k/d

AG/JP spot +5% d/d to $51k/d
USG/JP spot +17% d/d to $66k/d https://twitter.com/JHannisdahl/status/1619014589282394112

]]>https://dev.proinvestor.com/forum/post/7968236https://dev.proinvestor.com/forum/post/7968236Sat, 28 Jan 2023 06:34:09 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 12:07:20 GMT]]>Kilde: Xtrainvestor

]]>https://dev.proinvestor.com/forum/post/7968232https://dev.proinvestor.com/forum/post/7968232Fri, 27 Jan 2023 12:07:20 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 12:07:03 GMT]]>STOLT-NIELSEN: Norne øker kursmålet til NOK 300 (275), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968229https://dev.proinvestor.com/forum/post/7968229Fri, 27 Jan 2023 12:07:03 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 12:06:48 GMT]]>PGS: SB1M øker til NOK 10 (8,6), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968233https://dev.proinvestor.com/forum/post/7968233Fri, 27 Jan 2023 12:06:48 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 12:06:27 GMT]]>HØEGH AUTOLINERS: Fearnley initierer dekning med kjøpsanbefaling og kursmål NOK 80.

]]>https://dev.proinvestor.com/forum/post/7968235https://dev.proinvestor.com/forum/post/7968235Fri, 27 Jan 2023 12:06:27 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 12:06:13 GMT]]>TIDEWATER: Fearnley øker kursmålet i det US-noterte supplyselskapet til USD 52 (41), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968231https://dev.proinvestor.com/forum/post/7968231Fri, 27 Jan 2023 12:06:13 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 12:05:51 GMT]]>STANDARD SUPPLY: Fearnley øker kursmålet til NOK 6,5 (5,7), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968227https://dev.proinvestor.com/forum/post/7968227Fri, 27 Jan 2023 12:05:51 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 06:51:33 GMT]]>Fra debatten: https://www.proinvestor.com/boards/109813/

]]>https://dev.proinvestor.com/forum/post/7968228https://dev.proinvestor.com/forum/post/7968228Fri, 27 Jan 2023 06:51:33 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 06:50:21 GMT]]>Five reasons for tankers owners to be cheerful in 2023

https://www.seatrade-maritime.com/tankers/five-reasons-tankers-owners-be-cheerful-2023

]]>https://dev.proinvestor.com/forum/post/7968225https://dev.proinvestor.com/forum/post/7968225Fri, 27 Jan 2023 06:50:21 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 06:03:05 GMT]]>Godmorgen 🙂

]]>https://dev.proinvestor.com/forum/post/7968222https://dev.proinvestor.com/forum/post/7968222Fri, 27 Jan 2023 06:03:05 GMT<![CDATA[Reply to Shipping — Januar 2023 on Fri, 27 Jan 2023 05:58:16 GMT]]>Mærsks asiatiske branchefæller sendt markant ned i Japan

https://www.proinvestor.com/investornyt/932440/maersks-asiatiske-branchefaeller-sendt-markant-ned-i-japan

]]>https://dev.proinvestor.com/forum/post/7968223https://dev.proinvestor.com/forum/post/7968223Fri, 27 Jan 2023 05:58:16 GMT<![CDATA[Reply to Shipping — Januar 2023 on Thu, 26 Jan 2023 15:45:52 GMT]]>oakim Hannisdahl
@JHannisdahl
·
14m
Some very positive momentum in #VLGC FFAs and spot over the past two days:

AG/JP spot +70% to $49k/d?
USG/JP spot +44% to $57k/d?

Current LPG pricing differential US vs Far East implies VLGC spot TCE at approx. $66k/d

I am currently long $BWLPG https://twitter.com/JHannisdahl/status/1618647557009465344

]]>https://dev.proinvestor.com/forum/post/7968230https://dev.proinvestor.com/forum/post/7968230Thu, 26 Jan 2023 15:45:52 GMT<![CDATA[Reply to Shipping — Januar 2023 on Thu, 26 Jan 2023 15:17:40 GMT]]>SUBSEA 7: JP Morgan nedgraderer aksjen fra nøytral til undervekt, men øker kursmålet til NOK 107 (104). Xtrainvestor.

]]>https://dev.proinvestor.com/forum/post/7968238https://dev.proinvestor.com/forum/post/7968238Thu, 26 Jan 2023 15:17:40 GMT<![CDATA[Reply to Shipping — Januar 2023 on Thu, 26 Jan 2023 14:22:05 GMT]]>Forsøte med en "thumps up" men det blev til et ?

]]>https://dev.proinvestor.com/forum/post/7968224https://dev.proinvestor.com/forum/post/7968224Thu, 26 Jan 2023 14:22:05 GMT