flyer: ” Po jučerašnjim zaključnim cijenama: ATPL-R-A P/E*P/BV = 115,74 JDPL-R-A P/E*P/BV = 34,13 ” P/BV treba zamijeniti s P/NAV. Onda ćeš dobiti prave rezultate. Ovako si zbunio ljude[smiley2][smiley1]
Ovo je samo on što Graham kaže…
Ekipa,
GRAIN TRADER
30084 dwt
built 1979 Brodosplit,
sold to Croatian buyers – 7m$
tko li je to?
flyer:
”
Po jučerašnjim zaključnim cijenama:
ATPL-R-A P/E*P/BV = 115,74
JDPL-R-A P/E*P/BV = 34,13
”
P/BV treba zamijeniti s P/NAV. Onda ćeš dobiti prave rezultate. Ovako si zbunio ljude[smiley2][smiley1]
Pa onda daj P/NAV da se ne zbunjuju ljudi!
Ekipa,
GRAIN TRADER
30084 dwt
built 1979 Brodosplit,
sold to Croatian buyers – 7m$
tko li je to?
Tipujem na LPLH sudeći po starosti broda.
Dry cargo fixtures
Tuesday 16 October 2007
TIME CHARTERS
Global Ocean (45,600 dwt, 14.25/31L, 1997-built) delivery Rio Grande prompt, redelivery Continent, $60,000 daily plus $900,000 ballast bonus. (The Rice Co USA)
Noa (43,590 dwt, 13/26L, 1985-built) delivery cannakale 27 Oct-5 Nov, redelivery Atlantic, 3-4 months, $55,000 daily. (Oldendorff Carriers)
Oluja (42,584 dwt, 14/28.5L, 1996-built) delivery Malaysia spot, redelivery China, $58,000 daily. (North China Lines)
Merlin (50,296 dwt, 14.5/26.9L, 2001-built) delivery worldwide 1 Nov-31 Jan, redelivery worldwide, 24Mnths, $53,000 daily. (WYLEX)
Sanko Phoenix (46,600 dwt, 1997-built) delivery Gibraltar spot, redelivery Spore/Jpn Rge, $66,750 daily. (Charterer not reported)
Protector (42,838 dwt, 13/23.5L, 1984-built) delivery Lagos 25-30 Oct, redelivery Black Sea, $49,000 daily. (Oldendorff Carriers)
Spar Topaz (39,072 dwt, 13.5/22L 13.5/20B, 1987-built) delivery Owendo 4 Oct, redelivery Continent, $51,000 daily. (Bunge)
Eastern Star (28,437 dwt, 13.9L(A), 1997-built) delivery worldwide 1 Nov-31 Jan, redelivery worldwide, 12 Mnths, $42,000 daily. (Korea Line)
Hanjin Bombay (27,327 dwt, 13/18.2L, 1995-built) delivery Singapore spot, redelivery Spore/Jpn Rge, $42,000 daily. (IHC Hong Kong)
flyer: ” Po jučerašnjim zaključnim cijenama: ATPL-R-A P/E*P/BV = 115,74 JDPL-R-A P/E*P/BV = 34,13 ” irelevantno za rastuće firme. tu ne igra value investing, barba graham i buffet ne pale. nabavite literaturu martin zweiga i william o’neila pa prostudirajte malo o growth investingu, canslim metodi itsl..[smiley1]
Itekako je relevantno. Možda nekom nije, ali meni je. Niski (u odnosu na ostale iz sektora) p/e i p/bv nekom možda ne znači ništa, no svako ima pravo na svoje mišljenje….
Santana (50,209 dwt, 14/30.2L 14/27.7B, 2001-built) delivery Kaohsiung 28 Oct, redelivery China, $70,000 daily. (Tongli)
Fatma Ana (42,842 dwt, 13/23L, 1985-built) delivery USG 17-19 Oct, redelivery Med, $80,000 daily. (Armada Switzerland)
Marybelle (42,552 dwt, 13/22L 13/20B, 1987-built) delivery Gibraltar Spot, redelivery worldwide, 5 Mnths, $50,500 daily. (Armada Switzerland)
budd: ” flyer: ” Po jučerašnjim zaključnim cijenama: ATPL-R-A P/E*P/BV = 115,74 JDPL-R-A P/E*P/BV = 34,13 ” P/BV treba zamijeniti s P/NAV. Onda ćeš dobiti prave rezultate. Ovako si zbunio ljude[smiley2][smiley1] ” Pa onda daj P/NAV da se ne zbunjuju ljudi!
Imam JDPL i ATPL pa evo komentara:
PODACI SE ODNOSE NA POVIJEST I BEZVRIJEDNI SU (AKO CES KUPOVATI NA TEMELJU TOGA), POGLEDAJ FI IZVJESCA ZA 6 MJESEC!
-JDPL KNJIZI USKLADE BRODOVA NA EQUITY I ZATO IMA PUNO BOLJI BV
-JDPL PRODAJU KNJIZI DIREKTNO NA EQUITY, BEZ KNJIZENJA U PL, AKO VEC SE RADE OVAKVE ANALIZE OVI ADJUSTMENTI SU NEOPHODNI (STAVITI PRODAJU BRODA U PL)
-ATPL NE RADI REVALORIZACIJU BRODOVA
