TPNG je ok firma ali prateći njihova FI-a primjetila sam da su im troškovi brodova (osoblja i sve što u to spada) nekako preveliki, usudila bih se reći i prenapumpani. Ne znam čemu to i vjerujem da se na tome mora poraditi. Ovako dobijem dojam da to namjerno pumpaju kao da postoji neki nevidljivi način da dobit ispari kroz trošak.
Prihodi su sasvim OK ali tu neto dobit mora biti veća, premalo je to ili namjerno premalo. Proučite sami zadnjih par izvješća.
Post od forumaša sa ino foruma:
“Remember the tanker market is facing the strongest rate of the year, 166 tankers are going to mount scrubbers in Q4 and Trump has given an extra boost by banning Cosco.”
I još malo (nemam izvor, kopirano je sa foruma):
“The golden age of tank is back, with record high rates.
Several brokerage houses are making upgrades in the tanker sector after the largest rate jump in over ten years. Shipping analysts believe scarcity of new ships will keep the market strong for years to come.
– Even though the rates have risen, we still see that very few new buildings are booked. As long as it persists, it appears to be one of the best shipping cycles in a long time, “Cleaves Securities analyst Joakim Hannisdahl told E24. Tanker earnings have skyrocketed lately, not least for the largest vessel type (VLCC) where last week’s rate jump was the largest in more than ten years, according to the brokerage.
– What is happening now is classic – the spot rates go up dramatically, so the long charter parties (longer contracts) come up, says Hannisdahl.
– The next thing is that ship sellers are starting to ask for higher prices, so it will take some time for buyers to accept the higher prices, but with the earnings we are seeing now it is almost inevitable. Then the secondary values rise, which is the most important driver for stock prices, he says.”
BDTI 1,355.00 +97.00(+7.71%)
BCTI 604.00 +52.00(+9.42%)
Ima li tko objavu za danas?
Zasad i dalje od jucer 626.
Al po BDTI indeksu ovo ce preko 1000.
Nitko iz top10 ne prodaje. Sto cekaju mirovinci?
Kupovali nedavno po 70kn a sad se misle dok vani brodari rasturaju. Al srecom pojacavaju se volumeni.
Both Capesize and Panamax rates have turned higher in the last few days,
as demand for dry bulk has improved. Although no comparison to the
exploding tanker market, near-term prospects look promising.
Chart: Baltic Dry Index
Both Capesize and Panamax rates have turned higher in the last few days, as demand for dry bulk has improved. Although no comparison to the exploding tanker market, near-term prospects look promising.
Chart: Baltic Dry Index#shipping #drybulk $BDRY pic.twitter.com/RWMU7qMQ3v— Dry Bulk ETF (@DryBulkETF) October 9, 2019
Krenuo rast, a dokle će vidjet ćemo.
https://www.nat.bm/wp-content/uploads/2019/10/Weekly-freight-rates-111019.pdf
Ovako dobijem dojam da to namjerno pumpaju kao da postoji neki nevidljivi način da dobit ispari kroz trošak.
– tu morate biti oprezni jer su uprave u toj dionici sklone tvz. “kriminalnim radnjama”.
Ovako dobijem dojam da to namjerno pumpaju kao da postoji neki nevidljivi način da dobit ispari kroz trošak.
– tu morate biti oprezni jer su uprave u toj dionici sklone tvz. "kriminalnim radnjama".
[/quote]
@ Ivana, matična firma ne stoji najbajnije pa je svašta za očekivat, mada su do sad bili korektni, a tržište ih od njihovog starta stvarno nije (po)mazilo.
Ako mirovinci budu oprezniji i revniji sa čitanjem i razumijevanjem Izvješća, svima će nam pomoći (evo, za početak bi bila dobra jedna dividendica pod njihovim pritiskom).
Volili mi to ili ne – ipak je to zatvoreni (začarani) interesni krug, a za nas male, rezervirane su samo mrvice.
Realno, najviše vjerujem tržištu (sve oko firme će (kad bukne) biti sporedno), a kada mrvice postaju komadi ja ne želim gledati sa strane i zato sam u ovoj dionici – “in”!
Ovako dobijem dojam da to namjerno pumpaju kao da postoji neki nevidljivi način da dobit ispari kroz trošak.
– tu morate biti oprezni jer su uprave u toj dionici sklone tvz. "kriminalnim radnjama".
[/quote]
A u kojima nisu?
Mogli bi i MR tankeri uskoro potegnut bar do 30000 USD / day
Shipping just about any type of fuel this week has proven hugely expensive with rates for all tanker types soaring to levels not seen since before Lehman Brothers collapsed 11 years ago and VLCCs now entering record territory…
Latest spot rates show VLCCs being taken on subs for more than $30o,000 a day, with suezmaxes from West Africa to the US Gulf now above $120,000 a day and aframaxes trading at around $66,000 a day. LR and MR product tankers have seen solid upticks in earnings too this week.”