Znanac! Ovo mi se ćini pre dugim preslagivanjem kapitala!
PBZ i ZABA jesu dugog daha ali ih jedna tankerska neće povući niti potopiti. Neznam zašto je već dva mjeseca, kada se sjećam mojih zadnjih postova, o TNPL , relativna letargija u brodarstvu, tj. plovidbi. Imaju dupla dna ali nemaju zainterasiranih ljudi u, neznam, kokurenciji ili širem kapitalizmu. Vrijede kolko vrijede ali ih nekako kontinentalne banke ne puštaju s uzice. tu je stvar već nekako u sferi politikanata pa ću ovdje prestati jer ne želim vas tim svim svojim idejama i špekulacijama. Molim RAZLOGE za letargiju.
Tko god!
Doći će sve na svoje ,samo polako!!!!
Ali to polako ,neće biti “polako”, več će biti munjevito!!!!
” ali ih nekako kontinentalne banke ne puštaju s uzice ”
” RAZLOG za letargiju”
Možda je za banke u ovom trenutku pre dobro poslovanje u kreditnom sektoru, pa ih trenutno ne intersira dioničiki,čuvaju ga za neka druga vremena.
Sjetimo se članka u Poslovnom o Long-Term Outlook [/b]
NEW YORK (AP) — Shares of major oil tanker operators edged higher Thursday after an analyst issued a bullish long-term report on three of the sector’s top companies.
Shares of Overseas Shipholding Group Inc. increased $1.93, or 3.6 percent, to $55.69 in late morning trading on the New York Stock Exchange. Teekay Shipping Corp. rose 81 cents, or 2.1 percent, to $38.64 on the NYSE. General Maritime Corp. gained 78 cents, or 2.5 percent, to $31.97.
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Bank of America analyst Philippe Lanier said in a research note that asset values of Overseas Shipholding, Teekay and General Maritime face very little material weakness in the years to come, citing shipyard orders that are booked one year ahead of typical timetables, shipping rates that continue to rise and tight fleet numbers despite attempts to increase capacity.
“We reiterate our long held positive view for the sector,” Lanier wrote.
Risks to the sector include global oil demands, shipping accidents and acts of terrorism, he added.
Other active stocks in the sector on Thursday included industry leader Frontline Ltd., which rose $1.58, or 5 percent, to 32.90; Knightsbridge Tankers Ltd., up 63 cents, or 2.9 percent, to $22.43 on the Nasdaq; and Ship Finance Ltd., which rose 38 cents, or 2.3 percent, to $16.78 on the NYSE. Shares of Omi Corp. added 30 cents to $19.35.
I evo sa Reutersa, razlog zašto je FRO išao 11,50%
Investment bank bullish on tanker sector outlook
NEW YORK, June 15 (Reuters) – The oil tanker sector has defied some bearish forecasts, and its outlook is expected to be robust for the rest of this year, said Omar Nokta, a shipping analyst with Dahlman Rose & Co on Thursday,
The bullish prediction follows the investment banker’s upgrade of the tanker outlook, based on stronger-than-expected tanker rates so far this year.
Dahlman Rose upgraded four tanker companies – Frontline Ltd. (FRO.OL: Quote, Profile, Research), Overseas Shipholding (OSG.N: Quote, Profile, Research), Tsakos Energy Navigation (TNP.N: Quote, Profile, Research) and Nordic American Tanker (NAT.N: Quote, Profile, Research) to Buy ratings from Hold, and maintained the Buy ratings for OMI (OMI.N: Quote, Profile, Research), Teekay (TK.N: Quote, Profile, Research) and Teekay LNG (TGP.N: Quote, Profile, Research).
Some analysts predicted last year that tanker rates would fall in 2006, with new vessel supply overwhelming demand.
“We are already in the weak season for tanker rates, but the rates have remained firm,” Nokta said.
“The rates may dip slightly ahead of winter, but the overall market sentiment (for this year) is firm,” he said.
So far, the number of new ships joining the active fleet has been easily absorbed, Nokta said.
Strong rates are supported by high oil prices and high refinery utilization rates in the United States.
Oil shippers are paying more for ship charters even though the tanker rates were lower than last year
Ima li netko informaciju o dividendi,tj. kad je skupstina
Moram primjetiti, i privući pažnju novinara Poslovnog koji je usporedio FROntline sa našom Tankerskom neka malo baci pogled zadnjih dana…..izgleda da kapital ponovo ulazi u tankerske dionice koje su bile pozitivne i u minusima indexa početkom tjedna, također danas FRO skoro 7% up (u zadnjih 5 dana cca 20%), čak su dionice bulkera dodale po 6% EXM i DRYS .
Na ATPL se pojavila jača kupnja gdje se ponuda na kupnji sa 1000 dionica povečala na preko 3000 većinom iznad 700.
Jadroplov na ovim razinama i usporedbi sa svim tržištima uključujući azijska je extremno potcijenjen, nažalost sa zadnje sjednice HFP-a nije bilo nikakvih vijesti, što unosi nervozu u male ulagače.
Ispravka Frontline u zadnjih 5dana preko 10%……a u zadnjih dva tjedna skoro 20%…
Približava se kolovoz, i ako se smjer tržišta okrene možda će biti prekasno za ulazak po dividendu.
jučer uz crvenilo američkih indexa tankerski i bulk segment rastu.
afromaxi u mediteranu idu preko 40 000$
BDI u snažnom porastu (također važno za TNPL ako njihovi brodovi rade na period ili spot ugovorima)
Bit će još jedna uspješna godina za TNPL
Zna li netko okvirno kada bi trebao biti ex dividend day ?
u USA indexi opet u laganom crvenilu, a brodarske dionice se zelene, sada predvode iz suhog segmenta DRYS i EXM sa 5,7 i 6%.
Mislim da su JDPL i TNPL najpotcjenjenije dionice našeg tržišta.
Što se tiče mogućeg ex – dividend day-a to znaju samo u Tankerskoj, ja očekujem da će biti kao kod ATPL sa datumom same skupštine. Očekujem skok od 20% nakon vijesti o dividendi u par dana……također ovisno o veličini. Vani firme koje ne planiraju veće investicije isplačuju čak do 14% div.
Znas li kada ce skupstina ? Naime, pratim TNPL vec neko vrijeme (pokazatelje, nemam nikakav inside info, zato me zanimaju ti datumi, bar okvirno), uskoro ce mi sjest nesto vise love na racun, pa bi volio ulovit TNPL na vrijeme.