kolega falco,
ima li štogod o tankerima ?
znaš i sam, nema tu puno filozofije, kad krenu dionice rasutih, ni tankeri neće ostati to sve gledati sa strane ….:)
našao sam komentar od prije 2 dana koji samo potkrepljuje moje razmišljanje o rastu brod.dionica (vozarina) , za sve imatelje /buduće kupce/i prodavatelje , malo je veći tekst , izdvajam najkraće:
With contraction in vessel supply and healthy demand growth, the dry bulk shipping market is expected to recover from 2017 onwards, according to the latest edition of the Dry Bulk Forecaster, published by global shipping consultancy Drewry
The consultancy has reported an impressive outlook for dry bulk demand coupled with a small orderbook of newbuilds as a percentage of the total fleet capacity will ensure a sustained recovery in the dry bulk market.
Earnings in the dry bulk market are expected to improve from 2017 with a narrowing supply-demand gap. Demand is projected to grow at a healthy pace of 3% while supply is expected to grow by about 1% from 2017, making the dry bulk segment an interesting market to invest in.
Drewry views the growth in demand originating from a rise in iron ore and thermal coal trade. Coal demand is expected to rise mainly from developing Asian countries including Vietnam, South Korea, Taiwan and China.
….
“The outlook for the dry bulk shipping market continues to be positive as the supply and demand gap continues to narrow. Charter rates are expected to improve for most of the dry bulk segments in 2017 with the steepest recovery expected in Capesize segment. Average charter rates are expected to rise from $8,000 per day in 2016 to $12,800 per day level in 2017 and will further improve from 2018,” commented Rahul Sharan, Drewry’s lead analyst for dry bulk shipping.
eto, nadam se da sam barem malo pomogao.
Falco..
Svjetski biznis portali i analiticari a da ne govorim o stranim forumima gdje ima ekipe koja trguje samo od Elliot TA do svih drugih pojedinaca od FA pa do onih starih kuka koji su na marketu od kada se mjeri BDI.
Svi su ne uvjereni nego sigurni te se klade u oporavak i to streloviti za 2017 i 2018 i inda odrzivost iste na duzi period… Ne vise ciklicki jer ovim krizim su mnogi propali te ciklicnost ivog sektora su bile stavke zbog orevise brodova na trzistu.
Toga sada vise nece biti… Tako gocore ljudi koji su ba ovom marketu jos id 1985 gidine kada sam ja citao erotiku.
Ja samo gore napisao svoje razloge… A njihove nisam i necu.. U svakom slucaju ceka nas sjajna 2017 godina a tko ne cjeruje progledat ce vrlo brzo.
Naravno da imam vise shipping dionica a najvise jadpl i atpl. .a nesto i stranih…. A nemam ih bezveze….osim toga na jednom nas brodaru nas ceka i privatizacija i jos mnogo toga dobrog u ovoj godini..
To nisam rekao ja nego vlada i uprava..
Eto… Ja sam upravo doplovio a moj otok..
Lagano se cijelu noc vozimo i slavimo nesto privatno.
Ja ne mogu bez mora. To mi je i srtuka a i to mi je u krvi.
@BearG
👍
@Bear, da generaliziramo: 2017 vrlo dobra, 2018 fenomenalna
koga interesira, vrlo korisno štivo gdje se mogu vidjeti projekcije i za 2017. :
https://dwcontent.affino.com/AcuCustom/Sitename/DAM/004/Dry_Bulk_Forecaster_Exec_Summary_TOC.pdf
Ništa to joka, to kod nas ne pali… Bakić nema brodare, prati malo DLKV sutra…
“But what is going to happen within 2017? Recent market research indicates that the expected growth of supply during 2017 will be lower than 2016, standing at about 1.5% – 1.8% and the final figure will depend mainly on the demolition activity, the slippage of new deliveries and cancellations, all of which are usually elastic to the freight market. In any case, the fleet orderbook is now much healthier standing at 11.2% of the world fleet, much lower than the about 20% of 1 year earlier.”
Vaš link …
Biti će ovo interesantna godina što se vozarina tiče, pošto trenutno stanje narudžbi novih brodova pada na povijesno niske razine.
daklem…nešto je splasnula euforija iz premarketa na brodarima….
bdi opet u crvenom…čeka se preokret…još uvijek….
s time da su i iz onog sitnog plusa danas panamaxi okrenuli u crveno….sutra su supre na redu?
što se tiče novih narudžbi…bilo ih je ohoho…narudžbe novih brodova padaju…a to znači da ih manje ide i u scraping…a to znači opet jako puno brodića…i jako male vozarine…