Supramax er nå høyere enn Capesize!!!! og JIN +0,96%

noprofit
JIN 08.02.2021 kl 15:15 1536

Supramax opp 0,5% til 12.639
Thegoldenone
10.02.2021 kl 09:24 1054

Fra Mr Hanishdahl:

We believe the current lull in seasonal headwinds will abate, and see near-term downside to spot rates. That said, we are positive towards the outlook for dry bulk shipping against the lowest orderbook vs fleet on our record going back to the 1990s. With very limited demand growth needed to outpace supply growth, an expected post-COVID resurgence in coal and minor bulks during 2021E and a normalization of Brazilian iron ore exports during 2022E is more than enough to potentially catapult earnings, asset and share prices to decade-highs. We see our dry bulk asset price index +65% over the next two years, with our dry bulk share index potentially rising 129%.
tankardjr
10.02.2021 kl 01:20 1152

Vel jeg hørte at Asia er sterkt nå men samme det. News from hellenic shipping:







Home / Shipping News / Dry Bulk Market / Dry Bulk Fleet Down By 200 Units in 12 Months
Dry Bulk Fleet Down By 200 Units in 12 Months
in Dry Bulk Market,Hellenic Shipping News 09/02/2021

The dry bulk market could be set for a sustainable rebound in the coming months and years, if the existing fundamentals are maintained. In its latest weekly report, shipbroker Intermodal said that “2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbreak leading to lock-downs around the world, the continuation of the trade war between US and China, China’s coal ban from Australia, were just a few of them. On the other hand, 2020 also brought record stimulus packages globally, trillions of US Dollars, Euros and Renminbis that were thrown into the race to fight the recession that the corona-virus would bring otherwise. The shipowners and the shipping industry as a whole quickly adapted to the new standards and made the best out of the situation in the second half of last year. Furthermore, the stimulus combined with the newly emerged spending and consuming patterns and of course the COVID-19 vaccination programs around the globe are leading the way back to normality”.

Source: Intermodal

According to Mr. Theodore Ntalakos,, SnP Broker with Intermodal, “the dry bulk market entered 2021 on a high note supported by the broader inflection in commodity prices and increased congestion at discharging ports in China. China’s domestic thermal coal prices hit new record highs, while coal imports from all countries surged to record levels in December, lifting the annual total to its highest since 2013. In past years, Australia has been the country’s second-biggest supplier after Indonesia but the ban on Australian coal – keeping not less than 70 vessels stranded with coal outside China – has been particularly supportive for Panamax, Supramax, and Handysize bulkers, further aided by the rising coastal coal trade in China and alternative to Australia coal origins. Imports are likely to remain strong ahead of the Chinese New Year in mid-February on robust demand, while high utilisation at domestic suppliers is expected to soften high local prices just as colder than average temperatures fade and domestic coal output normalizes”.

Ntalakos added that “another factor to support Panamax and Supramax freight in 2021 is corn and soybean trade. Corn prices have hit multi-year highs on strong demand from China, which has been sourcing increasingly from the US in the context of the Phase 1 trade deal, while production prospects of major suppliers such as Ukraine and Argentina look weaker. US corn futures, a global benchmark, were trading 60% higher from a 10-year low seen in April 2020. The US, the world’s largest corn exporter, has seen its 2020-21 total commitments reaching record highs as buyers, again with China leading, rush to secure supplies amid tightening global corn stocks. What is more, Brazil soybean production for 2021 is projected at record high levels, pointing to another strong ECSA export season”.


Jeg sier bare DeepFuckingValue 😂
Redigert 10.02.2021 kl 01:25 Du må logge inn for å svare
mithra
10.02.2021 kl 00:05 1203

Dere må ikke ta helt av her. Longsitinbulk har helt korrekt påpekt at smax er en snitt rate for alle lasteområder. Når en veldig høy rate i Atlanterhavsområdet summeres med en lav rate i Sør-øst Asia , kan smax raten fortsatt se ganske imponerende ut. Men Jin opererer i dag bare i det lavere prisede Asia markedet.
Raten er ok og mye bedre enn i fjor på samme tid, men altså ikke så god som noen her gir inntrykk av.
Thegoldenone
09.02.2021 kl 15:52 1291

Tålmodighet Jin venner, tålmodighet. Hva med å se på dette som en mulighet til å hamstre flere aksjer mens den fremdeles er billig? Når folket innser at Supra rater er høyere enn cape kan det fort snu
Redigert 09.02.2021 kl 15:54 Du må logge inn for å svare
tankardjr
09.02.2021 kl 12:49 1363

Han som startet run i gme Gamestop hadde et Nick med navnet deepFuckingvalue. Han har misforstått det er Jinhui og ikke Gamestop som har dypfaensverdi....
noprofit
09.02.2021 kl 12:42 1367

Ja moroa bare fortsetter.

GOGL flyr opp mens ratene (Cape) går dramatisk ned :)

JIN stuper mens ratene går opp.....:(

Men det er jo alltid Markedet som vet best????

Pilteri
08.02.2021 kl 16:48 1474

Det er en luring som kjøper 5 aksjer på slutten hver dag slik at kursen gjør et byks. 5 aksjer er jo bare noen få kroner så med kurtsje på toppen må han ha et ganske kraftig kursmål ....
Skruen
08.02.2021 kl 16:15 1502

Bulken2 skrev Oppsiden er enorm.
Rart Jin er på så lavt nivå enda
Bulken2
08.02.2021 kl 16:13 1506

Oppsiden er enorm.