Shipping — December 2023
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men du har f.eks. set Dorian LPG bevæge sig positivt i 2-3 dage i streg hvor norske BWLPG og AGAS er gået den anden retning
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mest pga. valuta kursen
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anyway, det er vist "hell month" pt. før eller siden indhenter fundementalerne realiteterne, og de er at tank rater er gode, der tjenes rigtig gode penge nok og sandsynligvis langt tid frem. Det samme med LPG
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Bulk har jeg ikke helt overblik over, udover Nordens presentation hvor de forventer er forbedring medio 2024
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Tak i lige måde Rene.
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Godmorgen,
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Dorian LPG (LPG) is an Incredible Growth Stock: 3 Reasons Why https://www.proinvestor.com/investornyt/1091533/dorian-lpg-lpg-is-an-incredible-growth-stock-3-reasons-why
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Baltic Exchange
"Our Investor Indices White Paper looks at the various indicators provided by the Baltic Exchange for dry bulk and tanker shipping investors, how they are constructed and how they be used to help support entry and exit decisions in these sectors". https://www.balticexchange.com/content/dam/balticexchange/consumer/documents/The Baltic Exchange Investor Indices White Paper 2023.pdf
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BW LPG (BWLLF) Price Target Increased by 20.47% to 15.72 https://www.proinvestor.com/investornyt/1091741/bw-lpg-bwllf-price-target-increased-by-2047-to-1572
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(Urban. I linket kan du læse hvad større aktionærer gør i aktien)
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I hvertfald det seneste kvartal.
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Godmorgen
Og tak for interessante links @ProinvestorNEWS -
Mon der kommer mere hype på shipping i dag med flere rederier der undgår suez / det røde hav
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"Four Major Shipping Firms Halt Red Sea Route After Houthi Attacks" iflg zerohedge
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Rederier OVERBLIK: Containerrederier indstiller transport i Det Røde Hav efter angreb https://www.proinvestor.com/investornyt/1092609/rederier-overblik-containerrederier-indstiller-transport-i-det-rode-hav-efter-angreb
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SHIPPING: Panamakanalen melder at de vil øke antall daglige passeringer til 24 i januar mot tidligere planlagte 20. Årsaken er en forbedret vannstituasjon. Men shippingfokuset er først og fremst på nye angrep på skip i Rødehavet der flere store container shippingselskap og nå også tan
kskip sier at de vil begrense eller stanse sin transport XtraInvestor
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