Koja su predviđanja za kretanje cijene dionice za slijedećih 6 mjeseci?

S obzirom na vrlo dobar q1, te na fenomenalan q2 biti će to veliki skok.
Očekujem 50% u roku 4 mjeseca, a svima koji razmišljaju savjetujem da ne razmišljaju predugo.
Kad ovo krene neće stati, a tko se ukrcao se ukrcao

Mnogi analitičari smatraju da će se promet od oko 356 milijuna standardnih kontejnera (TEU) 2004. do 2014. godine udvostručiti. Takav trend je posljednjih godina doveo do zagušenja mnogih svjetskih pristaništa, stoga mnoge vlade razmišljaju o proširenju postojećih kapaciteta, te gradnji novih kontejnerskih luka. Nijemci su potvrdili izgradnju nove luke u Wilhemshavenu na sjeveru Njemačke, što je ujedno i jedan od najvećih projekata u toj zemlji. Osim njemačkih i druga svjetska pristaništa postaju uska grla poput Rotterdama, Antwerpena, Sothamptona, Singapura i južne Kalifornije.

.vecini od nas odgovara rast, al to ce polako, zdravo
polugodisnja dobit ce odradit svoje, a ovo je jedna od rijetkih dionica za koju mozemo reci da ce do kraja godine 99 % narast za 100 % ( samo da se brod ne nasuce)

Za capesize porasle vozarine čak 3% danas u time charteru,a za supramax u tjedan dana 2.7% i to na dugoročni time charter

Handysize na spotu i dalje raste[smiley8]

Kanpur(47,195 dwt, 17-May-2007, 13/29L, 1986-built) delivery Point Lisas 20-22 May, redelivery Med, $62,000 daily. (Charterer not reported)

Brod star 21 godinu zaključen na 62.000 usd dnevno…heeej!!!

Dry Bulk

JE Hyde Handymax Index
Friday 18 May 2007

JE HYDE SUPRAMAX INDEX 6632 (+0) 17 May 2007

17/5/07 16/5/07
ROUTE $ $
1 Black Sea to Far East 44,500 44,500
2 US Gulf to NCSA/Skaw-Passero 65,000 65,000
3 Far East to Atlantic 42,000 42,000
4 Australia/India (Pac round) 42,000 42,000
Average 4TCs 48,375 48,375

Basis: 50-52,000 dwt bulk carrier, maximum 10 years old, 25t cranes with grabs, 14k on 30t ifo no diesel at sea.

Dry Bulk

Period interest drives panamax record
Wednesday 16 May 2007

Dry Trade
HAVING hailed last week as the one when a two-and-a-half year record for the panamax market was beaten, it is difficult for a commentator to make out a case for the present week being anything special, writes Nigel Lowry in Athens.

In fact it has set out like any other week in recent memory for panamaxes. The index is going up — still.

Sailing past the end of 2004’s historic high mark of 6,110 points, by yesterday the Baltic Panamax Index had reached 6,330.

“There is plenty of interest for all types of business whether time charters, voyages or period business,” noted the Carriers man.

“The fact is we are probably finding it easier to fix periods than single voyages at the moment, but that goes for all sizes.”

Brokers say that some charterers are concerned to lock in tonnage rather than be caught in the event of a shortage, but often enough cite as the main reason aninterest in profitable re-letting of tonnage, whether to moderate exposure or simply cash in.

Rates of $60,000 or more continue to be seen for the odd panamax fixture out to the Far East or to the Mid-dle East Gulf, while transatlantic round trips are commanding as much as $55,000 a day.

Short periods are pulling in about $50,000 or more daily, say brokers, while a one-year deal can net as much as $47,000 daily, as seen in Worldlink’s charter of the panamax Beauty Donor reported this week.

And, for older panamaxes, it has been like the invention of Viagra.

The 21-year-old Yao Hai , for example, has just been booked for a trip via Brazil for China at $54,750 daily. Yao Hai indeed!

‘Honesty Ocean’ 1997 47240 dwt dely Pasir Gudang 23/26 May trip redel China $43000 daily – Winning
‘Cos Bonny’ 1996 46864 dwt dely Visakhaptnam 16/18 May trip redel China $46000 daily – AHT
‘Boontrika Naree’ 1990 27881 dwt dely Lagos spot trip via Brazil redel Black Sea $31000 daily – Bunge

Gdje je ovome kraj?