EXM, GNK, DSX, EGLE
http://stocks.investopedia.com/stock-analysis/cotd/EXM20091021.aspx?partner=YahooSA

Moze mi netko dati usporedbu naših brodara u broju brodova na vrhu prije 2godine i danas.
I dali smatrate da su tada bili precjenjeni ili postoji mogućnost za neke nove najviše vrijednosti?

China’s economy expands by 8.9 pct in third quarter
http://www.chinamining.org/News/2009-10-23/1256260464d30125.html

Copper Gains in Shanghai, on Track for Best Week in Two Months
http://en.smm.cn/readnews.php?id=32818

Australian business leader urges early agreement of free trade with China
http://news.xinhuanet.com/english/2009-10/23/content_12306351.htm

Posted on Thu, October 22

Doug Mavrinac Bullish Dry Bulk (though bearish tankers)

From Tuesday’s note: "We are slightly reducing our 3Q09 and 4Q09 EPS estimates as the reduction in Chinese iron ore IMPORT demand resulting from rising commodity prices has negatively impacted dry bulk shipping demand, while the anticipated pick-up in developed economy commodity import demand has yet to fully materialize. We continue to believe the outlook for the dry bulk shipping market is attractive, as we expect improving industrial production in the developed economies to stimulate dry bulk shipping demand while shipyard deliveries continue to fall short of expectations."

He maintains:

Buy – DSX, EGLE, EXM, GNK, SB, TBSI, ULTR

Hold – DRYS

Doug Mavrinac Bearish Tankers (though bullish dry bulk)

From his Wednesday note: "We are reducing our 3Q09 EPS estimates as tanker charter rates during the quarter were weaker than anticipated with most tanker companies now expected to post even wider losses than reported for 2Q09, and consecutive quarterly losses for the first time since 2002. We remain concerned about the near-term outlook for the tanker market as the persistently high level of oil inventories are likely to continue to suppress tanker demand while additional shipyard deliveries are likely to add to the already oversupplied market."

He maintains:

Buy – DHT, GMR, ONAV, SFL

Hold – TK, TNP

Underperform – OSG, NAT, FRO

evo BDI prešao i 3000
BDIY:IND BALTIC DRY INDEX
Value
3,001.00
Change
84.000
% Change
2.880
High
3,001.00
Low
3,001.00
Open
3,001.00

Global crude steel production in September 2009
http://steelguru.com/
World crude steel production for the 66 countries reporting to the World Steel Association (worldsteel) was 107 million tonne in September 2009. This is 0.6% lower than September 2008. World total crude steel production month-on-month has continued to show a steady increase since April 2009.

China’s crude steel production for September 2009 was 50.7 million tonnes, 28.7% higher than September 2008.

Elsewhere in Asia, Japan produced 8.3 million tonnes of crude steel in September 2009, down by 18% compared to the same month last year. South Korea showed a decline of 2.4% from September 2008, producing 4.4 million tonnes of crude steel in September 2009.

In the EU, Germany’s crude steel production was 3.2 million tonnes in September 2009, a decrease of 21.7% from September 2008. France produced 1.3 million tonnes in September 2009, down by 15.3% from September 2008.

Turkey produced 2.1 million tonnes of crude steel in September 2009, 1.8% down from September 2008.

The US produced 5.4 million tonnes of crude steel in September 2009, a decrease of 31.4% compared to the same month last year.

Iran produced 0.9 million tonnes of crude steel in August 2009, 4% more than in September 2008.

Total crude steel production in the 66 reporting countries for the first nine months of 2009 was 866 million tonnes, a 16.4% decrease over the same period of 2008.

Može li netko dati viđenje razvoja situacije na TNPL? Uletio sam unutra možda čak i glavom bez obzira. Nisam puno cca 30 kom i cijena mi se činila ok prije neki dan ali danas kao da sam se istuširao hladnom vodom pa mi stvari izgledaju malo drugačije. Nekako se pribojavam da bi mogao ovdje ostati zarobljen dulje vrijeme.

koji si ti lik…bojis se 30 kom na tnpl a uletija si u hgs koja je pred stecajem,ha ha

Da ti budem iskren za HGSP manje brinem nego za TNPL!

@viribus
Ovdje ti se na loše trendove reagira smanjenom likvidnošću tj. nema baš nekih većih transakcija kad brodari idu down. Paničari su već odavno pobjegli, tako da ti je ovo definitivno dionica na duge staze i bez trejdera.