Evo kako razmišljaju u konzervativnoj DSX. A njihove investicijske procjene pokazale su se ponajboljima u brodarskoj industriji u posljednjih 10-20g.
“It is a matter of an investment opportunity that we have to consider for better risk reward and returns,” Ioannis G. Zafirakis, Diana Shipping’s Director, Chief Strategy Officer and Secretary, said, adding that investing in scrubbers is not a part of the company’s business strategy moving forward.
He explained that buying back the company’s stock offers much better return possibilities than investing in scrubbers. Zafirakis further said that, after examining scrubbers as an option, Diana Shipping does not consider this as an attractive opportunity at the moment.
BDI index nas ove godine ne prestaje iznenađivati.
padovi kada smo očekivali rast i obrnuto.
žestok pad pa zadnjih dana još žešći rast
sve kao posljedica vanrednog događaja
jednog od ove godine
svakako najvažniji je trumpov pokrenuti carinski rat.
čini se da amerikanci i kinezi gube previše i da je dogovor na pomolu.
to bi djelovalo vrlo pozitivno na percepciju perspektive za brodare.
kak sada stvari stoje vratili smo se back on track da se u zadnji čas
napumpama ovogodišnji vrh koji neće dugo trajati ali ima svoje značajne posljedice na ugovaranje i pregovaranje za duže ugovore kao jaka potpora brodarima.
na krilima prošlogodišnjeg vrha se je živilo u 2018 a sada je vrijeme da se postave novi temelji.
nadamo se najboljem ali dinamično je i po drugim pitanjima pa je teško preciznije predvidjeti posljedice.
da to ne želimo nebi bili ovdje zar ne?
svima nama po našem izboru.
p.s.
ove godine ću preskočiti prognozu vrha iz gore navedenih razloga ali ću napisati da bi s obzirom na sve do sada viđeno odmah potpisao na prošlogodišnji vrh s nadom i očekivanjem da će dogovor kine i amerike učiniti 2019 prosperitetnijom za brodare i sa manje BDI šokova za nas na palubi.
time will tell
Mislim da BDI raste ususret G20 sastanku 30.11. i dogovoru između Rusije i Kine
Capeovi u Kini 19.358 $
Čini se da nastavljamo rast danas. Čekamo 12h i objavu Cape-ova
Rast se nastavlja u Kini
BALTIC CAPESIZE-INDEKS -2,3% TIL USD 16.446/DAG
blaga korekcija, a u Kini šibaju
BDI – 0,67% 1330
Panamax +1,96% 11,542 $
The analysts expect China to import only 95.2 million mt of thermal coal in 2022 steadily decling from the expected 134.7 million mt level in 2018.
Meanwhile, Indian imports are being seen at 126.7 million mt in 2022, down from about 157.3 million forecast for 2018.
On the supply side, Indonesian thermal coal exports are expected to be at 326 million mt in 2022, down from about 347 million in 2018 and 353.7 million mt in 2020, the analysts said.
However, Australian exports are seen rising to 220.7 million mt in 2022, up from 200 million mt in 2017, the analysts added.
https://www.spglobal.com/platts/en/market-insights/latest-news/coal/112818-citi-analysts-see-oversupplied-seaborne-thermal-coal-market-for-next-four-years
BALTIC CAPESIZE-INDEKS -8,6% TIL USD 13.816/DAG
Lighthizer: Would be surprised if China talks fail
United States Trade Representative Robert Lighthizer said on Friday at the G20 summit in Argentina that he would be surprised if the scheduled meeting between US President Donald Trump and Chinese leader Xi Jinping ends without a positive outcome in regards to trade.
Trump: Good signs on trade deal ahead of Xi meeting
https://www.teletrader.com/trump-good-signs-on-trade-deal-ahead-of-xi-meeting/news/details/45925349