Danas nema objave BDI.
Cape +2,8% 12.583$
FFA now
Capesize up ~ 4%
Panamax up ~ 4%
BDI +1,5% 1.082
Cape +2,78% 12.583$
Panamax +1,41% 10.593$
Supre -0,81% 8,693$
Handy +0,44% 5,907$
BDI +1,5% 1.082
Cape +2,78% 12.583$
Panamax +1,41% 10.593$
Supre -0,81% 8,693$
Handy +0,44% 5,907$
Indeksi rastu, kao da će se potpisati trgovinski sporazum!!
Ono što postoji je nesrazmjer u kretanju cijena brodarskih dionica
prema dolje, a brodarskih indeksa prema gore. To si tumačim sa
činjenicom da su gotovo svi brodari bili negativni prvi kvartal, ali
većina najavljuje bolje uvjete poslovanja ostatak godine, pa ćemo
vidjeti na kraju utakmice kakav će biti rezultat!!
FFA now
Capesize up ~ 4%
Panamax up ~ 4%
Ako se stvari ne promijene BDI bi trebao proći 1100 sutra!!!
Tako bar pišu na stranom norveškom forumu :-)))
Evo i članak:
Dry bulk manager is optimist: – Surprisingly good market
– The market is really surprisingly good, despite the bad news, says Herman Billung who believes investors will soon wake up.
The dry cargo market has been tough so far this year as a result of the trade conflict between the US and China, Vale’s mine accident in Brazil, cyclones in Australia and outbreaks of swine flu, which mean that lower imports of soybeans into China are expected.
At the end of February, the Baltic Dry index was below 600 points after a significant fall, but has since risen to over 1,000 points again.
– We do not notice very much about it, to be honest, says Billung with reference to the outbreak of the swine flu.
– The market is really surprisingly good, despite the bad news, he continues and shows among other things that the forward rates for the Capesize vessels are on average around 16,000 dollars for the second half.
The spot rates in the Capesize market often reach around $ 12,500, having been in less than half the worst in winter.
– I’m really surprised. There is almost nothing going on in Brazil and despite that, the market has gone so far. I think the market is better balanced than you think, says Billung.
– At some point Brazil comes back. Vale guides with an iron ore production of over 300 million tonnes in 2019 and if they should, they must increase in the second half. In combination with all the mess with the scrubbers, I think it will be a productivity decline for the dry cargo fleet, so I’m pretty optimistic about the second half.
So far this year, the Star Bulk share is down just over 20 per cent on the Oslo Stock Exchange, while the Golden Ocean is down around 15 per cent.
– Bulk has been a little out of fashion, while everyone should have a tank. The dry cargo shipping companies trades with big discounts to NAV, but at some point investors are waking up. Many bad news is discounted in Star Bulk and Golden Ocean, Billung reckons.
Kina danas vuče indekse prema gore:
Capeovi rastu +9%
Panamaxi rastu +3%
Cape +4,6% 13.163$
BDI +2.31, 1.107
Capesize +4.61% to $13,163
Panamax +1.12% to $10,712
Supramax 58k tons -0.79% to $8,624
Handysize +0.08% to $5,912
😀👍😎👋👌
Ode BDI preko 1100, još da Supramax preskoči 10 000 $
i godina će biti iznad očekivanja kako je krenula. Ne usudim
se ni pomisliti što bi bilo da se ameri i kinezi dogovore i krene
uvoz soje iz amerike u kinu!!!
Trump je ovo sve zeznuo… brodari vani padaju, burze vani trenutno u minusu… jedina svijetla točka je Grčka koja u 6 mjeseci raste 29%
brodar GOGL je pred mjesec dana bio 53 sad je 42 krune.
početkom godine ista ta dionica 62 krune.