@makalu
he,he kako stvari stoje bolje bi bilo da prodaju brodove a ne hotele …
Ovdje bude gadno jer izgleda da uprava atpl-ra je ulagala profit iz doba blagostanja u krive stvari:
-zračna luka (sad prodana nakon izgeneriranih finih gubitaka)
-upravna zgrada (građevina je totalna banana)
-kuupnja novih panamax-a (ovi prethodni promašaji uprave su benigni u odnosu na ovaj – nije li ono uprava otkazala gradnju capesize brodova u korist supramax-a)

ovo je dobro primjećeno. dub turizam i uopće turizam ne rade za domaće tržište, hvala bogu, a osim turizma, među najvećim izvoznicima je atpl. između vjerovati u oporavak hrv gospodarstva i globalnog gospodarstva, ovo potonje je ipak izglednije.

interesantno koliko je cape index porastao u godini dana 6x,, jest da je još malo i da je roknuo ono skoro na pod, al ajde bar je on 6x veći od pred godinu dana

Kakve to ima veze sa Atlanskom, panamxi rone i danas i tako već danima, ode još jedna godina, tek kad ne bude viška brodova na tržištu ovdje je moguć oporavak, kad je to nitko ne zna neki spominju 2016, a dotle treba preživiti.
Nije nagovor na kupovinu ili prodaju dionica.

Cxy kaže: Nije nagovor na kupovinu ili prodaju dionica.
Cxy a nego što je treće ???.
Vidim da si se vratio AP. Napustio si LRI i Belje nakon što si okrenuo naivce i pokupio dobit [emo_smijeh][emo_smijeh][emo_smijeh]
Podsjećaš me na pokvareni govorni automat. Nemoj se srdit, valjda ti je jasno da si dosadan. Da si Burekdžija, mislim, ponekad bi rekao nešto pozitivno ali ovako si uporno negativa i zaustavljaš oporavak sektora u svijetu. Eto ja ti poklanjam 10 dionica AP ako ih kupiš 5. Može? [emo_ooooo]

evo jedna lijepa analiza shippinga :

From a fundamental standpoint, we continue to see a positive trend in China’s demand for dry bulk shipping, as prices for imported iron ore and steel continue to rise, and low iron ore inventory in China continues to support continuous growth in iron ore trade. Although year-over-year steel production growth fell, analysts expect the drop to be temporarily. Ship construction activity is coming down, and we continue to see managers placing orders for new ships. While capacity growth remains a bit elevated, rates are more or less stable, and the industry appears to be turning around. At least the worst is likely over.
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As we predicted as one of the more likely cases for the second half of this year (see our last article on iron ore imports), China’s government said it will try to maintain a stable growth rate throughout the rest of the year by accelerating public projects. This is likely part of the stimulus that was announced in 2012. So while investors were worried about whether growth would slow down and whether tapering in the United States would also create another round of fear, China’s import of iron ore should continue to grow at a healthy rate.
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On August 9, iron ore inventory at Chinese ports stood at 68.9 million mt (metric tonnes), which is near the lows we’ve seen since 2009. The decline in inventory suggests steel manufacturers drew more than traders imported over the past few weeks—possibly suggesting that some steel producers have resumed production
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Support and further upsides
The indicator will act as a support in weak economic conditions and show possible further upsides in iron ore shipments when economic growth is healthy. This bodes positive for DryShips Inc. (DRYS), Diana Shipping Inc. (DSX), Navios Maritime Partners LP (NMM), Navios Maritime Holdings Inc. (NM), and Safe Bulkers Inc. (SB).

itd….

i najbitnije:

Outlook for shipping rates and implication
Investors can look forward to higher Capesize rates during the second half of this year compared to the first half. If rates do fall, it could present a long-term opportunity for companies like DryShips Inc. (DRYS), Navios Maritime Partners LP (NMM), Diana Shipping Inc. (DSX), Safe Bulkers Inc. (SB), and Navios Maritime Holdings Inc. (NM) since rates are turning around. As there are some overlaps in the kinds of dry bulks each vessel carries, higher Capesize rates will also support Supramax and Panamax vessels.

tako vele ta gospoda .

http://www.hellenicshippingnews.com/News.aspx?ElementId=67245915-7901-4418-8044-6f04b48cb098

Kormilar

Zašto se ljutiš pogledaj samo koliko su panamaxi i koliko rone danima, i koliki će biti gubitak AP na kraju godine, a 2016 je daleko.
Nije nagovor na kupovinu ili prodaju.

evo zašto nemam papagaja u kući da ponavlja stalno jedno te isto[emo_smijeh]

Tomo7

Ponavljanje je majka znanja, nemoj se ljutiti doći će i 2016.

2016 bi moglo već biti kasno i za prodaju, a o kupnji da ne govorimo. oni koji budu onda kupovali mogli bi izubiti 50ak posto u sljedećih godinicu ili dvije. ali sigurno neću imati ništa protiv da ti onda staneš na bid.

Info: Kupci, imate na 320 kn veće naloge. Na toj cijeni je preko 500 komada na prodaji.