Shipping — Februar 2020
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Eller begrundes i makro.
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Situationen i Kina er meget lidt aktuel for begge selskaber. Måske kan udmeldingen fra Japan om svigtende vækst betyde. Landet er en stor aftager af LPG.
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betyde noget
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tror der er meget psykologi i det, "never catch a falling knife". Jeg samler ikke mere op før det vender nu, hvis alle tænker sådan kan det jo tage lang tid. Ved ikke hvor meget helligdag i USA betyder for omsætning, men der er en general lav omsætning all over
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Coronavirus causes mild disease in four in five patients, says WHO https://www.theguardian.com/world/2020/feb/17/coronavirus-causes-mild-disease-in-four-in-five-patients-says-who
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Kinas vækst og corona: https://blog.nordnet.dk/corona-kinesiske-vaekstmaal/
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Alt andet lige bør dette være en god nyhed: https://www.spglobal.com/platts/en/market-insights/latest-news/metals/021820-china-to-accept-tariff-exemption-applications-on-us-goods-from-march-2
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Golden Ocean indfrier forventningerne: https://e24.no/boers-og-finans/i/1nGRJJ/golden-ocean-innfrir-i-fjerde-kvartal
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Corona styrer.
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