Shipping — Januar 2020
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Fra Freightwaves: https://www.proinvestor.com/debat/81180
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Tak Bent...Det er et skriv fyldt med fornuft om den aktuelle situation inden for shipping.
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Joakim Hannisdahl
@JHannisdahl
Most significant #oil #tanker spot movements today:#VLCC -19% to $46k/d
#Aframax -10% to $38k/d
#LR2 -15% to $8.1k/d
#LR1 +7% to $4.1k/dhttps://twitter.com/JHannisdahl/status/1221865825130426369 -
Joakim Hannisdahl
@JHannisdahl
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23 min
Svarer
@8Kristiansen
LPG used for cooking likely unaffected, but closure of PDH plants likely negative. But LPG & LNG should in general be less affected than dry bulk and oil tanker commodities. -
Movements of Cosco’s VLCC fleet are now closely scrutinised, with spot rates expected to fall lower if additional Cosco tankers begin to trade more widely https://lloydslist.maritimeintelligence.informa.com/LL1130790/Cosco-tankers-resume-Atlantic-Basin-trading
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Coronavirus CURE: New treatment 'successful', China says
CORONAVIRUS treatment has been successfully administered, according to Chinese state media, after China raced to find a vaccine.
Express.co.uk (www.express.co.uk)
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Greg Miller
@GMJournalist
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10 t
$SALT call brought up key #shipping point: #coronavirus could impair Chinese yard ops & further delay #IMO2020 scrubber installations. I'd also point out that Chinese yards account for 40% of the world’s newbuilding tonnage. Click for quotes from call:https://www.freightwaves.com/news/coronavirus-compels-shipowner-to-batten-down-the-hatches?preview=true&_thumbnail_id=244260 -
Er der nogen der ved, hvad tid i dag BW LPG kommer med Q4 2019 Earnings og Annual Report?
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Jeg skal have skolepengene igen...
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SHIPPING: DNB MARKETS OPPJUSTERER KURSMÅL PÅ LPG-AKSJER
09:07
Oslo (TDN Direkt): DNB Markets oppjusterer kursmålene på LPG-shippingaksjer, gjentar kjøpsanbefalinger, og estimerer at oppgangssyklusen kan vare til 2022.Det fremgår av en sektorrapport fra meglerhuset tirsdag.
DNB Markets oppjusterer rateestimatene for 2020 til 50.000 dollar pr dag fra tidligere 38.000 dollar, mens estimatene for 2021 økes til 35.000 dollar pr dag fra tidligere 32.000 dollar.
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DNB Markets tror ratene kan overskride 100.000 dollar pr dag denne sommeren ettersom etterspørselsfundamentene i Asia fortsatt ser lovende ut.
Videre øker DNB Markets gjennomsnittlig ebitda med 3 prosent i 2019-estimatene, 20 prosent i 2020-estimatene og med 10 prosent i 2021-estimatene, basert på mer positive rate-utsikter.
Oversikt over meglerhusets anbefalinger og kursmål:
Aksje Kursmål Tidl. kursmål Anbefaling
Avance Gas 67 55 Kjøp
BW LPG 94
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Lidt?
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Først forbandede man at Coronaen brød ud lige op til nytårsferien, hvor alle kinesere rejser rundt. Men det kan måske vise sig at blive en fordel for økonomien, at de rider den af i ferien, så fabrikkerne kun må holde lukket i få arbejdsdage og derved kun sænke efterspørgslen på LPG minimalt. Husholdningerne kører jo videre.
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LPG bruges f.eks. til trucks i industrien, men rigtigt meget bruges til madlavning - især i Asien.
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