Evo i nastavka

Excited About Asia

“We’re trying to remind people that the growth story in Asia is still there,” said Kathryn Matthews, regional chief investment officer at Fidelity Investments, the world’s largest mutual-fund company. “All the fund managers here are excited about the prospects for Asia.”

BHP jumped 5.7 percent to A$36.80, extending a two-day, 12 percent surge. Rio Tinto Group, the world’s third-biggest mining company, gained 9.3 percent to A$118.50, its largest increase since Nov. 9.

The gains helped Australia’s benchmark gain 5 percent, rounding out a three-day, 13 percent rally. That’s the biggest three-day increase in its history, which dates back to 1992.

A gauge of six metals traded on the London Metal Exchange, including copper and nickel, jumped 2 percent yesterday, while crude oil prices surged 2.8 percent. Gold for immediate delivery yesterday rose 2.5 percent to $912.85 an ounce.

“Demand for commodities is going to stay very high, even if the U.S. slides into recession,” said Gabriel Gondard, who helps manage $10 billion at Societe Generale SA’s China fund venture. “China’s economic growth alone is sufficient to keep prices at high levels.

BDI indeks cijena brodarskog prijevoza rasutih tereta jučer je ponovo žestoko korigiran za dodatnih 4,77 posto čime se spustio na 53,88 posto svoje rekordne vrijednosti iz studenog prošle godine

jeli ovo razlog za zabrinutost, kada se govori o oporavku brodara , na njih očito nije djelovala opće panika investitora, nego i puno dublji problemi.

Veliki problemi na cijelom brodarskom tržištu- ali do 7.2.08!![cool] Zato i brodari u americi rastu posljednjih dana. Uzimaju se pozicije, pogoovo nakon objave Kine o rastu ekonomije. BDI je padao u strahu od slabljenja ekononije kine i nabave rasutog teretaI.iMHO

Nakon korigiranih siječanjskih vrijednosti brodova , ovo je moja gruba računica vrijednosti flote nekih brodara i njihovog NAV-a:

1.ATPL – flota 865 mil USD + avionski i hot.dio 145 mil USD = 1.010 mil USD (bez novogradnji)
NAV 2.775 kn (s novogradnjama metodom Toknezev + cca 1.400 kn)

2.JDPL – flota 315 mil USD
NAV (bez nekretnina) 910 ; korigirani za 50 kn manje

3.ULPL – flota 366 mil USD
NAV (bez nekretnina) 3.380 kn

Za JDPL dodaj još 115 kn po dionici Novca na računu i u blagajni.

Pošteno.

Uračunato , sa stanjem 30.09.07.

iz slobodne dalmacije od prije par dana:

Znači cjenovni potop svih brodara.[embarass]

moze li komentar iskusnijih kolega ;http://finance.yahoo.com/q?s=QMAR
+30%

nešto kao naša ZDNK-R-A
[lol]