Ova tema, kao i tema ATPL, je prepuna zanimljivih analiza iz kojih zbilja možeš mnogo toga naučiti o ovom sektoru. Stvarno je teško ne biti zahvalan svima onima koji su mukotrpno stjecali znanje i ovdje ga nesebicno dijele. Kad samo pomislim da ovaj odmah ujutro, nekad i dan radnije, stavi Cape i Panamax futurese, pa ovaj ode do foruma i u podne postavi BCI, a u 1 objavi cijeli BDI index, i to za sve 4 sastavnice tog indexa, prođu me trnci. Najžalosnije je što i na drugim temema nema tako dubokoumnih rasprava i analiza pa i da tamo možemo nešto naučiti kao ovdje. Keep up the good work boys
Pa zakaj onda tu stalno visiš kad je sve ispod tvoje razine?
Koje razine? 5x objava BDI-a od 5 različitih osoba, koje onda međusobno dijele palac gore jer misle da netko za to gives a fu.ck, ti nazivas nekom razinom!!!???
Ovo je najbitniji dan u 2019. ….. bez konkurencije
Partial Trade Deal US/CHINA + QE4
The United States and China have reached a partial trade agreement during the high-level meeting on Friday, according to Bloomberg’s sources.
US President Donald Trump hinted earlier that fresh progress has been made in the stalled negotiations between Washington and Beijing, saying that “good things” are happening.
The negotiations were restarted yesterday and are expected to conclude later today with a meeting between the US leader and Chinese Vice Premier Liu He.
https://www.teletrader.com/us-china-reach-partial-trade-deal-report/news/details/49840633?internal=1
Trump: ‘Substantial phase one deal’ was reached
Structural agricultural segments are included in a bilateral agreement with China, United States President Donald Trump said on Friday. He claimed the two sides have passed “phase one” and that the deal is “substantial” but that it would be drafted in “up to five weeks.” The arrangement has covered transparency in foreign exchange policy, in his words.
Trump said the area of financial services “is almost complete” and that there was “progress” regarding technology transfers. Speaking in the White House after a meeting with China’s Vice Premier Liu He, he asserted the segment would be further worked on in “phase two” and that the talks would start immediately.
The government in Beijing agreed to buy agricultural products from the US at a rate of $40 billion to $50 billion, the president stated.
Ovo si trebao boldat: "willing to cooperate with the U.S. on the trade balance, market access and investor protection". Nema niti jednog pitanja koji su puno važniji Trumpu za sporazum
Dokazano da sam boldao pravi dio: “Liu is set to meet US President Donald Trump on Friday for trade negotiations.”
Ok. Pogrijesio sam i izgubio 400$. Za sad. Tj nesto manje jer sam imao i long nesto kupljeno za svaki slucaj ako se ovako odigra. Trump spasava svoju guzicu i to mu je vaznije od sporazuma. Ali do sad ga nikad nisam uspio procitati, pa očito nisam ni ovaj put. You win some you lose some
According to President Trump a few moments ago, today’s deal includes China having agreed to purchase $40 – $50 billion of US agricultural products. To put this into context, Trump has stated the prior annual record for Chinese purchases of US agricultural products was $16 billion (we are not able to confirm this). Trump has also stated that US farmers should “buy more land and get bigger tractors” and that this $40 – $50 billion purchase is “the largest order in the history of agriculture by far”.
The above all sounds wonderful for the dry bulk market, but time will tell if all goes to plan. Trump has conceded that this is only an agreement in principle — and again no written deal has been completed. We will be continuing to monitor all related developments and will be publishing additional updates. For now, there is great potential that US soybean exports and other grain exports will find tremendous support.
AJMO PROMATRAT
🍾😁👋✌😎
Kockice su se poslozile da sa sporazumom usa-china te smanjenom ponudom a jos vecom potraznjom imamo “perfekt storm” ali u pozitivnom smislu nakon one negativne u prvom kvartalu kad se sve moguce i nemoguce urotilo protiv brodara…To je tako u zivotu,sto te ne slomi to te jos vise ojaca.Na kraju krajeva i trzisna cijena dionica nakon odredenih ekstrema kao u primjeru atpl od ponora do zvijezda pa natrag se iznivelira na fer valuaciju koja je sa ovim prosjekom vozarina poprilicno visa od sadasnje na burzi.
The United States and China have reached a partial trade agreement during the high-level meeting on Friday, according to Bloomberg’s sources.
US President Donald Trump hinted earlier that fresh progress has been made in the stalled negotiations between Washington and Beijing, saying that “good things” are happening.
The negotiations were restarted yesterday and are expected to conclude later today with a meeting between the US leader and Chinese Vice Premier Liu He.
https://www.teletrader.com/us-china-reach-partial-trade-deal-report/news/details/49840633?internal=1 [teletrader.com]
ovu vjest svi dugo čekamo s nestrpljenjem, a s obzirom da je glavnina dogovorenog vezana uz izvoz poljoprivrednih proizvoda žitarica u Kinu, indeksi u segmentu rasutog tereta trebali bi u narednom razdoblju znatno porasti. Vjerujem kako će kod naših brodara koji posluju u segmentu rasutog tereta već ovaj 3 kvartal pokazati znatno bolje prihode no tu moramo biti oprezni s očekivanjima s obzirom da brodari prijevoz ugovaraju i po ugovorima na određeni rok tako da bi tek naredni kvartali trebali doći do snažnijeg izražaja s prihodima, a time i ostvarenoj dobiti. Kolika će ona biti vidjet ćemo , ali od Atlanske plovidbe možemo dosta očekivati, jer kompanija posluje stabilno, riješila je refinanciranje kredita u pravom razdoblju, tako da se vjerojatno može očekivati i novo ulaganje u vidu povećanja flote. Mislim da ne treba odbaciti niti Uljanik plovidbu bez obzira na njenu trenutnu situaciju. kod Jadroplova vidjet ćemo kako će najavljene aktivnosti utjecati na cijenu dionice.