+2,8% DRYS

TANKERS:
Crude
The east of Suez VLCC market continued to disappoint owners, and the very low rates
that single hull vessels are willing to accept for MEG/East are particularly
distressing. In the Atlantic VLCC rates have leveled off, but the continuing steady
supply of vessels does not herald any likely improvements in this area. Suezmax rates
in WAF Atlantic showed a little more muscle after dipping into the low ws120s a few
days ago, and interest in this size increased. Suezmax rates in the Med/Bsea,
however…
Product
The softer trend already observed in the east of Suez market became more pronounced
this week. MR rates on the Spore/Japan route dropped 20 points to ws 215 basis 30,000
m/t. The market from the MEG was also affected, and LR1s MEG/Japan saw rates drop 20
ws points to ws 210 basis 55,000 m/t, whilst LR2s experienced a rate fall of 15 ws
points to ws 180 basis 75,000 m/t. Rates for MEG/UKC cargoes are at around usd 2.4
million, which is slightly softer than last week. The transatlantic market was …
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=1

DRY BULK:
Handy
Another bleak week for the Owners. All the rates have been pushed down, especially in
the Pacific. The back-haul voyages are heavily discounted, now they are worth well
below usd 30,000 which is usd 6000/7000 less than week ago. Bear in mind that in the
middle of October the same route paid over usd 74,000. Round Pacific trips are no
better offering rates in the low 30′ a day. USG to Continent rou…
Panamax
The BPI have fallen usd 6256 (11%) the last week. The week ended with a huge momentum
bringing chrts interest back on to period tonnage, a momentum that quickly
disappeared early this week. Pacific rounds are now hovering at abt usd 40,000/day
and backhaul at abt usd 35,000/day. TARV are at abt usd 60,000/day and fronthaul at
abt usd 67,000/day. In the FFA (pmax) market the name of the game has be…
Capesize
The free fall has stopped, but the market does not seem to agree whether this is
temporary or based on physical support. Considerable attention is given not only to
fundamental supply/demand factors, but also to an ever growing extent to global
financial developments. Brave players have booked short period 173,000-tonners in Far
East at an approx usd 15,000 premium to present spot market which is …
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=2

GAS:
This week has confirmed the large drop in the rates for VLGC. Two other vessels have
been fixed in the very low thirties for AG/Japan voyage. The product prices are also
dropping which stop most players to do anything except just covering outstanding
positions. The market West of Suez has seen some more activity both from West Africa
and Algeria. W…
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=3

NEWBUILDING:
This week we see the newbuilding activity picking up again with the main focus at the
Chinese builders. Close to all contracts reported are in the dry bulk segment, with
Chinese shipyard Yangfan Group securing 12 post-Panamax bulkers from four different
shipping companies. Yangfan, with more than 50 years of experience in the
shipbuilding industry,…
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=4

E ja mislim da je sad ovo dno. Sad samo strpljivo čekati dobre vijesti [thumbsup]

dobro zasto nitko od vas ne spominje onda Diana shipping. DSX. Oni su pali manje od Drys u ovoj korekciji ili neku drugu kompaniju

Pozdrav suborcima na JDPL!

Ma čitam nešto Kostolanyja, po ne znam ni ja koji put, kaže stari da kada okorjeli optimisti odjednom postanu pesimistično raspoloženi, treba ući na tržište!
Mislim da nas se to upravo događa i ovdje i na ATPL!

Živjeli!

to isto sam ja rekao na 710kn….ja sam pogrijesio (međutim mislim da nebi došli do ovdje da nema ovakve korekcije)….nadam se da si ti u pravu jer margini pušu za vratom…..hladni vjetar…nije ugodan [yawn]

Danas sam još dokupio JDPL i ATPL mislim da su obe po tehničkoj na dnu.

TA u ovom općem ludilu na našoj burzi…..TA mi je govorio i da KORF kupim po 170 prošli tjedan, što i jesam….danas zaključna cijena 150kn, najniža 145 [shocked] šta reć na takvo što….
jedina mogućnost rasta sutra ili drugi tjedan ja vidim u tome da fondovi počnu sa kupovinom jer ovako se ne mrdamo nigdje….

Kao sto sam rekao…u JDPL sam do daljnjeg, no skeptican sam da ce sutra biti bolje….
slijedeci tjedan bi se mogli oporaviti
predvidjam jos mali pad…pa ko ima para neka kupuje…
Brodari su i jucer u americi rasli, iako bi to moglo utjecati na danasnje trgovanje hrvatskim brodarima…nije
tako da sam zato skeptican za sutra….
ali
dao bog [pray]

Ma koga je briga šta će sutra bit, bitno je kad će se dogovorit rudari i kineske čeličane o cijeni, a to će bit uskoro. Da li će dionica do tad još malo past, to će bit dobro za one koji imaju para za dokup. Oni koji nemaju, pa zar ćemo se opterećivat dnevnim oscilacijama, ili ćemo gledat investirat na duže od jednog dana? [angry]

Jedino me TA i spasila baš u ovom ludilo,ali pogledaću baš TA za korf pa se javim