Shipping — Marts 2020
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Joakim Hannisdahl
@JHannisdahl
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1 t
Some very significant #oil #tanker spot movements today:#VLCC +106%! to $193k/d (+584% since Friday!) as Saudi exports surge
#Suezmax +57% to $45k/d
#Aframax +12% to $42k/d#shipping #OOTT $FRO $ADSCME $DHT $EURN $HAFNIA $TNK $OET $HUNT $NAT $STNG $INSW $TNP
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Frontline ex. udbytte i dag.
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Frontline er vist handelsstoppet?
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https://twitter.com/JHannisdahl/status/1237873221761814536 EIA has today released its STEO for March. Please find a quick run-through of the implications for
LPG upgraded to BUY. -
SEB har lavet en ny analyse af Torm med overskriften Simply Too Cheap
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SEB: At a P/NAV of 0.53x we believe Torm is a bargain and we reiterate Buy but lower our TP to DKK 85 (from DKK 90).
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Evercore gentager Outperform anbefalingen på Torm med et target på 106 DKK
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Det er altså ikke mange dage siden vi læste flg i pressen: Inden coronavirussen var vores forventninger til 2020, at det ville blive et okay marked for produkttank med profit på baggrund af en fornuftigt flådevækst og efterspørgsel. Nu er vores forventninger, at produkttank rettere går imod nul.
Peter Sand, chefanalytiker for Bimco -
Produkttank tjener rigtig gode penge på at fungere som lagringsplads for råolie i øjeblikket
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US President Trump says he likes the low 'pump prices' after speaking with Saudi Prince MBS on the oil market
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