Freight futures am update
Capesize down ~2%
Panamax down ~2%
Forumas
Jesi ti ikad napravio relativnu analizu (usporedbe) brodara vani i naših brodara? Ne ono provjerio samo p/e, nego bas napravio duboku analizu? Ili bilo tko od vas ovdje koji samo bdi znaju objavljivati
Molio bih da postate vašu analizu, ako ste je napravili?
Kad već drukate na pad, onda da bar imamo nešto opipljivo.
China deal wouldn’t require Congress approval – Kudlow
He said that the US’s trade deal with China doesn’t need congressional approval. He also appraised China’s moves in commodity markets in recent days, saying they “have been very positive” and that the recent Chinese purchases of soybeans and pork helped him believe the country may soon reach a trade deal with the United States.
“I would say that mood music, if you will, is very positive going into the negotiations” with the US and Chinese principles in coming weeks, Kudlow said. He added that this was “a very, very good beginning. We haven’t seen this kind of thing.”
https://www.teletrader.com/china-deal-wouldnt-require-congress-approval-kudlow/news/details/49654533?internal=1
Svi ostali osim brodara su otišli prilično gore. Sad je red došao tu, bez obzira na sitne dnevne oscilacije Bdi-a, jer vozarine su ionako na povijesno visokim razinama koje jamče poprilično velike zarade.
China willing to buy more US goods – FM
Chinese Foreign Minister Wang Yi said on Thursday that China was willing to buy more goods from the United States as the latter had demonstrated goodwill by waiving tariffs on Chinese products.
Wang also expressed a hope that both sides could take “more enthusiastic measures” and reduce any pessimistic language and actions in their ongoing dispute. He stated that if everyone did this, talks would not only resume but would “proceed and yield results.”
https://www.teletrader.com/china-willing-to-buy-more-us-goods-fm/news/details/49656543?internal=1
Stanje u prijevozu rasutih tereta se posljednjih mjeseci popravlja,
evo što kaže Pulski brodar, od 10. minute nadalje. Očekuje se značajno
poboljšanje tekućeg poslovanja već od 3 kvartala!! Vjerujem da će
tako biti i kod drugih brodara!!
capeovi srondali -8.4%
Mada potpuno očekivano nije lijepo za vidjeti.
Već treću godinu za redom sezonalnost dolazi do izražaja u ovoj klasi.
Vrlo je VAŽNO osvjestiti cinjenice kroz brojeve.
Znači pr capeova ytd je na 99% proslogodisnjeg,, koja godina je bila najbolja u dekadi.
Obzirom na proslogodišnji Q4 sadasnje stanje vozarina i FFA, realno je za ocekivati da će ovogodisnji pr vozarina capeova solidno premasiti pr 2018., pri cemu se treba voditi konzervatuvnim pristupom u kojem će pr vozarina capeova u Q4 biti cca 20% niza od pr vozarine capeva u Q3.
Rezultati brodara u Q3 bit će vrlo.znakoviti kao.pokazatelj za 2020 godinu.
Ajmo promatrat 😀😃😄😁😎👋✌🤞👌👏
BDI -5.4% 1.857
Capesize -8.39% to $24,916
Panamax -2.28% to $14,444
Supramax 58k tons -0.97% to $14,248
Handysize -0.21% to $10,000
💪✌😀🍾👍😁👌
Ajmo promatrat srijede
Koji potop šta je ovo?