Shipping — Marts 2020
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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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Hvad er hans agenda?
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Russia's Gazprom Neft says will try to reach maximum oil output potential
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Tak BB...Det når vi nok en anden gang.
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Joakim Hannisdahl
@JHannisdahl
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57 min
Most significant #oil #tanker spot movements today:#VLCC +11% to $213k/d
#Suezmax +28% to $58k/d
#Aframax +20% to $51k/d -
Lars Tvede tror på en bund om 6-10%....jeg tror, at markedet brager ned mandag/tirsdag, da Corona for alvor ventes at ramme USA der (jf. ideen om, at virussen peaker ca. samme tid i de forskellige lande). If so, så virker onsdag som en oplagt dag at købe med arme og ben og gå lang. Dette er en lægmands-vurdering, så læg ikke mere i det end det. Men det lindrer min egen smerte
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God morgen.
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