Skoro svi su jučer rasli:
DSX +5.59%
https://finance.yahoo.com/quotes/DRYS%2CDSX%2CEGLE%2CESEA%2CEXM%2CGNK%2CNM%2CQMAR%2CTBSI/view/v1
Za one koji ne znaju norveški
Capesize +2.9%
Panamax +1.8%
Supramax – 0.4%
Handysize – 0.8%
15.4.
Na Kini fin oporavak, cape +800$, panamax +200$
lijepo.
Capesize +1.5%
Panamax +2.5%
Supramax +0.6%
Handysize – 0.5%
Capesize +1.5%
Panamax +2.5%
Supramax +0.6%
Handysize – 0.5%
Odlično!!!
China economy off to strong start in 2019 as stimulus steps offset trade war impact
Output of crude steel surged 10 per cent in March while cement output shot up 22.2 per cent, reflecting strong demand spurred on by China’s infrastructure spending spree.
“From Beijing’s perspective, this set of data should show that the policy reset in mid-2018 is starting to yield results,” Tai Hui, a strategist at JP Morgan Asset Management in Hong Kong, wrote in a note.
BALTIC CAPESIZE-INDEKS +3,6% TIL USD 6.209/DAG
Oslo (TDN Direkt): Baltic capesize-indeks er opp 3,6 prosent til 6.209 dollar pr dag, ifølge The Baltic Exchange onsdag.
BDI +2,4% 767
BCI +3,64% 6.209 USD
BPI +2,5% 9.172 USD
BSI +0,97% 8.122 USD
BHSI -0,62% 5,914 USD
Dolaze bolja vremena za prijevoz rasutog tereta, ova zima je dugo potrajala, ali
stiže proljeće, napokon!!! Stižu dobre vijesti sa više strana, dogovor amerikanaca
i kineza je u finalnoj fazi, te se čak spominje postizanje dogovora ovaj tjedan, otvaraju
se Vale-ovi rudnici željeza u Brazilu, vremenske prilike se popravljaju, raste potražnja za
prijevozom, a s time i brodarske vozarine, što znači da kreće glavna sezona za prijevoznike!!
Evo i velike preporuke za BUY brodara:
The quarterly shipping update from analysis manager Joakim Hannisdahl in Cleaves Securities leaves little doubt that – in addition to drinking Solo and eating Kvikk Lunsj – is time to buy shipping shares.
His message is impossible to misunderstand. “A super time to increase exposure”, he concludes.
Can only go up
Of the 25 shipping companies that the brokerage house has coverage, 22 purchase recommendations, while three receive holdings, all receive dry cargo.
While he sees an upside of about 55 percent for the dry cargo shares in total, he believes in even greater upside in the shipping of liquid natural gas (LNG). There, too, the rates have fallen back somewhat from peak levels in the fourth quarter last year, partly as a result of a warmer winter than expected in the Far East.
“We nevertheless predict that spot rates will explode in the second half of 2019, and reach new record levels during the fourth quarter,” he writes.
https://www.hegnar.no/Nyheter/Boers-finans/2019/04/Et-supert-tidspunkt-aa-oeke-eksponeringen-paa