Potential US-China trade deal would boost US met coal exports, uplift global economic activity: Seaport
https://www.hellenicshippingnews.com/potential-us-china-trade-deal-would-boost-us-met-coal-exports-uplift-global-economic-activity-seaport/

China’s March crude steel output climbs 10 percent, boost from eased anti-smog curbs
Mills in the world’s biggest market for the metal churned out 80.33 million tonnes last month, data from the National Bureau of Statistics showed on Wednesday, up from 73.98 million tonnes in March 2018.
“We expect steel output to continue increasing in the coming months as demand remains solid,” said Wang.
https://www.hellenicshippingnews.com/chinas-march-crude-steel-output-climbs-10-percent-boost-from-eased-anti-smog-curbs/

Očita je promjena trenda na stranim brodarima od kraja 3. mjeseca
kada je dotaknuto dno. Najljepše se vidi na grafu od 6 mjeseci.
Naši brodari obično malo kasne za stranima, ali stignu ih kad tad

https://finance.yahoo.com/quote/GOGL?p=GOGL&.tsrc=fin-srch
https://finance.yahoo.com/quote/DSX?p=DSX
https://finance.yahoo.com/quote/EGLE?p=EGLE

Capeovi +6.7% 6.624 $

BDI +3% 790
BPI +1,34% 9,259$
BSI +0,95% 8,199$
BHSI -0,9% 5,861$

Spot panamax od sredine veljače cca 4500 do današnjih 9250 $.
Više od 100%.
Period TC je od 11-13.000 $.

i što će to značiti za FI za ATPL za 1Q koje izlazi kroz koji dan?

April 18 (Reuters) – The Baltic Exchange’s main sea freight index, which tracks rates for ships ferrying dry bulk commodities, rose on Thursday, supported by higher demand across all vessel segments due to increasing fixtures in Atlantic and Pacific regions.
* The Baltic index, which reflects rates for capesize, panamax and supramax vessels, was up 23 points, or 3 percent, at 790 points.
* The capesize index gained 27 points, or 5.8 percent, to 490 points and touched a one-month high after sinking to a record low in early April.
* Average daily earnings for capesizes, which typically transport 170,000 tonne-180,000 tonne cargoes such as iron ore and coal, were up by $415 at $6,624.
* Lack of cargoes from Brazil after Vale’s mine closure and disruptions caused by a cyclone in Australia had pushed capesize index to a record low.
* However, improving shipments from Brazil and Australia has helped capesize index to recover slightly, analysts said
* Brazilian iron ore miner Vale SA said in a securities filing late on Tuesday that within 72 hours it expects to resume operations at the Brucutu mine, its largest in Minas Gerais state.
* Brucutu was shuttered in early February by request of Minas Gerais state prosecutors after a tailings dam burst in late January in the town of Brumadinho, killing hundreds of people.
* Shipments of iron ore account for about a third of sea-borne volumes of the larger capesizes.
* The panamax index rose 15 points, or 1.3 percent, to 1,162 points.
* Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 tonnes to 70,000 tonnes, rose $123 to $9,295.
* The supramax index edged up 6 points to 732 points.

i što će to značiti za FI za ATPL za 1Q koje izlazi kroz koji dan?
[/quote]

Ništa, koga zanima uopće FI za 1Q? Kupuje se budućnost, a ovdje se nakon dugo, dugo godina nazire svijetlo na kraju tunela, bitno je FI za 4Q 2019, to me zanima i golica maštu.

i što će to značiti za FI za ATPL za 1Q koje izlazi kroz koji dan?
[/quote]

Ništa, koga zanima uopće FI za 1Q? Kupuje se budućnost, a ovdje se nakon dugo, dugo godina nazire svijetlo na kraju tunela, bitno je FI za 4Q 2019, to me zanima i golica maštu.

[/quote] 99% svejtskih brokerskih kuća sugeriraju STRONG BUY brodara u adolazećem razdoblju… do kraja godine neke će odraditi i 50% ATPL samo prati što se vani zbiva i s time korelira. Malo više pratim svjetska kretanja sad kad imam GOGL pa su mi neke stvari jasnije. Ni vani još nije krenuo jači rast brodara… mislim raste ali stabilno i pomalo… dok en eksplodira, što se i očekuje. Tako će i ATPL… samo strpljivo.

i što će to značiti za FI za ATPL za 1Q koje izlazi kroz koji dan?
[/quote]

Ništa, koga zanima uopće FI za 1Q? Kupuje se budućnost
[/quote]

vidjet ćeš koga zanima FI kad ugleda svjetlo dana i reakciju ulagača na burzi na to izvješće….

Reakcija tržišta traje od Nove godine na izvješće koje dolazi.
Od 10.mjeseca prošle godine dionica je pala za 40%, pa zar
to nije dovoljna reakcija tržišta?

Ovo je rijetka branša u svijetu gdje sa cijenom vozarina unaprijed
možeš pretpostaviti kakvo će biti izvješće, ma da iz zadnjeg izvješća
ATPL ustanovili smo da njima vozarine služe kao neki okvir, a cijene
dogovaraju čak i iznad tih vozarina sa kupcima.

China expected to resume role as driver for global economy, BlackRock says
https://www.scmp.com/economy/china-economy/article/3006815/china-expected-resume-role-driver-global-economy-blackrock