Shipping — Januar 2020
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Kodenavn på Finansavisen Forum skriver og kan ikke: kodenavn
I dag kl 15:40
235
Det blir overdrevet mye fokus på virus nå, og maskinene herjer i markedet, de skjønner jo ingen ting, men er med å drive hverandre og kursene ned.
25 døde. Det er ingenting. Hver dag dør 3000 i trafikkulykker. Dette kommer under kontroll, som tidligere virus og ebola- utbrudd.
Oslo børs er ned 1,6 %, og LPG og stortank er ned 6 %-ish.
Det henger ikke på greip, og dagen i dag er antakelig en fantastisk kjøpsanledning -
Influenza er en almindelig dødsårsag hos hos svage ældre, mennesker med et dårligt immunforsvar og luftvejslidelser. Det er tilfældet ved alle epidemier og f.eks. også ved fugleinfluenzaen for nogle år siden og den seneste nye variant i Kina.
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Analysevideo: FRO-AVANCE-BW_LPG
https://www.proinvestor.com/debat/81093 -
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Den sikreste indikator på mellemlang sigt for kursudviklingen i shippingsektoren er rateudviklingen. Denne er speciel god og sikker for LPG for nærværende. Derfor er jeg helt roligt med mine Avance og BW-LPG trod volatilitet. Forude venter kvartaler med store udbytter.
I tank skvatter kursen ned pga af kortsigtede investorer som intet historisk perspektiv har i sektoren. Raterne falder altid meget i januar. Dog ser vi nu rater på 60.000 dollar. Det er tårnhøjt for sektoren.
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@SStapczynski
The startup of new #LNG export projects from Australia to the US has flooded the market, while brimming stockpiles in Europe and an expected slowdown in Chinese demand have dumped cold water on consumption prospects
US prices at weakest since 1999
Asia heading for record low -
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@JHannisdahl
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27 min
#Oil #Tanker #Shipping report early-bird: We still expect asset prices to increase significantly going forward#OOTT $FRO $ADSCME $DHT $EURN $TNK $OET $HUNT $NAT $STNG $INSW $TNPhttps://twitter.com/JHannisdahl/status/1220731294432288768
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I dag kl 18:12
21
Pareto øker til 100From strength to strength
The VLGC market has shrugged off any initial 2020-nervousness, starting the year just as impressively as it ended the last. US LPG production is showing no signs of easing off, while continued firm Asian demand is boosting tonne-miles. We have lifted our estimates for both 2020 and 2021, and see BW LPG generating ~USD 2.5 of EPS for both years. With that, the share is highly attractive, and we lift our rating to BUY again. TP up t
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Tank falder - Hvornår skal vi samle op??https://www.proinvestor.com/debat/81138
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"Our biggest takeaway is that we are still in the early days of a multi-year up-cycle in the tanker industry...We would use the recent pullback in the stocks which are down on average about 15% over the last two weeks to build long term positions".
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Tankers Trend:
https://twitter.com/aksjefokus/status/122109938191656.. -
@JHannisdahl
My Chinese colleague tells me that Chinese New Year has been severely impacted by #coronarovirus, as widely reported. More worryingly is that many people might not be able to return to work next week due to efforts to control the disease. Not good for #shipping spot rates -
Gibson - Weekly Tanker Report http://www.gibsons.co.uk/market-reports
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Må indrømme at jeg er gået fra at synes, at Coronavirussen alene var massehysteri til nu at være lidt bekymret for hvor længe det kan have en indvirkning. Hvis de tal der er kommet ud for hvor "effektiv" at sygdommen spreder sig, så er der bestemt grund til at være bekymret. https://youtu.be/Nk5P_iRYwTY
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As a result, in 10 days time, or by February 4, 2020, Read's model predicts the number of infected people in Wuhan to be greater than 250 thousand (with an prediction interval, 164,602 to 351,396) https://www.zerohedge.com/geopolitical/uk-researcher-predicts-over-250000-people-china-will-have-coronavirus-ten-days
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