GOGL -Vi er i startgropen i en supersyklus (4)
Lager nok en ny tråd, da forumet ikke takler store tråder.
Her er link til den forrige tråden:
https://finansavisen.no/forum/thread/146399/view
Her er link til den forrige tråden:
https://finansavisen.no/forum/thread/146399/view
Golden Goat
21.11.2022 kl 11:11
7300
Se lilleguttens analyser så forstår du hvor mye lit du skal legge i disse kursmålene. :)
bulb
21.11.2022 kl 13:03
7077
Nybestilling av 10 newcastlemax ikke bra, men leveringstidspunkt er bedre.
Delivery of the vessels is due across 2025 and 2026. VesselsValue lists the price of each unit at $64m.
https://splash247.com/bocimar-orders-10-newcastlemaxes-at-beihai/
Delivery of the vessels is due across 2025 and 2026. VesselsValue lists the price of each unit at $64m.
https://splash247.com/bocimar-orders-10-newcastlemaxes-at-beihai/
ørnen
21.11.2022 kl 13:04
7089
Du bør spørre den forgylte geita om ikke han kan komme med en bedre analyse, så får vi se hva som dukker opp! Geita har jo for vane å hause Gogl til krampen tar han, med liten evne til å se totalbildet.
gogl er en dødt case så lenge Kina holder fast på dagens C politikk:
China has locked down a major transportation hub in the south, as the country grapples with its largest nationwide Covid outbreak since April.In recent days, China had begun to ease its harsh Covid restrictions, which had crippled local and international businesses for months. But, experts are worried that Beijing’s resolve to reopen the country may weaken now as cases rise once again.
gogl er en dødt case så lenge Kina holder fast på dagens C politikk:
China has locked down a major transportation hub in the south, as the country grapples with its largest nationwide Covid outbreak since April.In recent days, China had begun to ease its harsh Covid restrictions, which had crippled local and international businesses for months. But, experts are worried that Beijing’s resolve to reopen the country may weaken now as cases rise once again.
DividendYield
21.11.2022 kl 13:05
7090
Nå vet jeg ikke hva lillegutt kursmål er, men det ser ikke ut som Petter haugens sky is the limit kursmål blir nådd med det første heller 🤔
Vampyren
21.11.2022 kl 13:16
7040
Oslo (Infront TDN Direkt): Sparebank 1 Markets nedgraderer 2020 Bulker til nøytral fra kjøp og nedjusterer kursmålet til 85 fra 135, ifølge en analyse mandag.
Videre nedjusterer meglerhuset kursmålet på Golden Ocean til 78 kroner pr aksje, fra tidligere 85 kroner, og gjentar en salgsanbefaling.
Sparebank 1 Markets skriver at begge aksjene handles høyere relativt til langsiktige rater enn de historisk har gjort.
Meglerhuset ser videre nedside i jernmalmvolumene, gitt tilstanden til den kinesiske byggesektoren.
Som et resultat nedjusteres capesize-rateestimatene for 2023 fra 20.000 dollar pr dag til 18.000 dollar pr dag, som fortsatt er betydelig høyere enn nåværende 2023 capesize-rater indikert av FFA-kurven på 12.100 dollar pr dag.
"Vårt inntrykk er at markedet satser på at Kina om kort tid går vekk fra sin null-covid-politikk, med en påfølgende økning i etterspørselen etter råvarer. Vi sliter imidlertid med å bruke dette som et utgangspunkt ettersom en brå slutt på den strenge politikken kan skape en stor 'exit-bølge' av nye smittetilfeller, som kan overbelaste helsesystemet, og selv om Kina skulle åpne igjen raskt, er vi ikke sikre på at problemene i byggesektoren ville være løst", heter i oppdateringen.
Videre nedjusterer meglerhuset kursmålet på Golden Ocean til 78 kroner pr aksje, fra tidligere 85 kroner, og gjentar en salgsanbefaling.
Sparebank 1 Markets skriver at begge aksjene handles høyere relativt til langsiktige rater enn de historisk har gjort.
Meglerhuset ser videre nedside i jernmalmvolumene, gitt tilstanden til den kinesiske byggesektoren.
Som et resultat nedjusteres capesize-rateestimatene for 2023 fra 20.000 dollar pr dag til 18.000 dollar pr dag, som fortsatt er betydelig høyere enn nåværende 2023 capesize-rater indikert av FFA-kurven på 12.100 dollar pr dag.
"Vårt inntrykk er at markedet satser på at Kina om kort tid går vekk fra sin null-covid-politikk, med en påfølgende økning i etterspørselen etter råvarer. Vi sliter imidlertid med å bruke dette som et utgangspunkt ettersom en brå slutt på den strenge politikken kan skape en stor 'exit-bølge' av nye smittetilfeller, som kan overbelaste helsesystemet, og selv om Kina skulle åpne igjen raskt, er vi ikke sikre på at problemene i byggesektoren ville være løst", heter i oppdateringen.
hogan
21.11.2022 kl 15:26
6792
Det er bevilget store penger til grønn infrastruktur og dette skal ikke starte i 2025.
Når alt er klart i dagen engang i 2023 så står Gogl høyere.bulk er bull, rart at ingen analytikere nevner grønn infrastruktur. Alle holder kjeft om det, de gir jo ikke bort viktig informasjon gratis og med en veldig lav ordrebok pluss skraping tror jeg bulk blir veldig bra utover, overraskelsene kommer på oppsiden, alt negativt er priset inn. Hvis du skal kjøpe ørnen når det er skyfri himmel må du betale en del mer.
Hvem bryr seg om kursmål fra sparebanken på hjørnet
Når alt er klart i dagen engang i 2023 så står Gogl høyere.bulk er bull, rart at ingen analytikere nevner grønn infrastruktur. Alle holder kjeft om det, de gir jo ikke bort viktig informasjon gratis og med en veldig lav ordrebok pluss skraping tror jeg bulk blir veldig bra utover, overraskelsene kommer på oppsiden, alt negativt er priset inn. Hvis du skal kjøpe ørnen når det er skyfri himmel må du betale en del mer.
Hvem bryr seg om kursmål fra sparebanken på hjørnet
Redigert 21.11.2022 kl 15:27
Du må logge inn for å svare
DividendYield
21.11.2022 kl 16:27
6698
Ok, så alt negativt er priset inn i golden. Det var betryggende.
Enig i at kursmål i seg selv ikke trenger å være så interessant, men begrunnelsen bak kan det være en grunn til å se nærmere på. Det var også ganske kraftige nedjusteringer av kursmål.
Enig i at kursmål i seg selv ikke trenger å være så interessant, men begrunnelsen bak kan det være en grunn til å se nærmere på. Det var også ganske kraftige nedjusteringer av kursmål.
desirata
21.11.2022 kl 16:40
6742
Har merket tidligere at ved kurser rundt 80kr, kan en ikke gjøre feil. Gogl kommer til å gi utbytte på 20% eller deromkring på en slik kurs. Da har en kurs upside på toppen. Neste bulk syklus vil aksjen stige til 150kr igjen. Win - Win spør du meg
nman
22.11.2022 kl 08:37
6269
Tar for seg jernmalmutsiktene i Kina, konklusjonen:
Overall, the picture for steel demand outside of residential property is resilient, and if the outlook for the housing sector is improving, it could be a bullish signal for China’s iron ore imports in coming months.
https://www.hellenicshippingnews.com/iron-ores-bounce-may-be-based-on-more-than-just-china-hopes/
Overall, the picture for steel demand outside of residential property is resilient, and if the outlook for the housing sector is improving, it could be a bullish signal for China’s iron ore imports in coming months.
https://www.hellenicshippingnews.com/iron-ores-bounce-may-be-based-on-more-than-just-china-hopes/
Redigert 22.11.2022 kl 08:39
Du må logge inn for å svare
Vampyren
22.11.2022 kl 12:54
5969
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er ned 3,27 prosent til 9.057 dollar pr dag, ifølge The Baltic Exchange.
Vampyren
22.11.2022 kl 13:23
5903
11:29 Koronasmitten øker kraftig i Kina
De siste tre ukene er det registrert over 253.000 koronatilfeller i Kina, og antall nye tilfeller per dag er økende, opplyser kinesiske myndigheter.
Smitten har økt etter at myndighetene lempet på koronastrategien tidligere i november. I stedet for å stenge ned hele byer, har de satset på mer lokale nedstenginger.
Dessuten er karantenetiden for tilreisende redusert fra sju til fem dager.
(NTB)
De siste tre ukene er det registrert over 253.000 koronatilfeller i Kina, og antall nye tilfeller per dag er økende, opplyser kinesiske myndigheter.
Smitten har økt etter at myndighetene lempet på koronastrategien tidligere i november. I stedet for å stenge ned hele byer, har de satset på mer lokale nedstenginger.
Dessuten er karantenetiden for tilreisende redusert fra sju til fem dager.
(NTB)
Realistoptimist
22.11.2022 kl 14:16
5842
Er vel bra at det er såpass med smitte, så kanskje de snart oppdager at det ikke blir så ille som de forestiller seg..
nman
22.11.2022 kl 18:43
5670
Til sammen dekket Citadel og MW inn ca 377k short i går.
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
Tipper at GOGL sitt tilbakekjøpsprogram gjør at shorterne ser begrenset «oppside» fra det nivået aksjekursen ligger på om dagen!
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
Tipper at GOGL sitt tilbakekjøpsprogram gjør at shorterne ser begrenset «oppside» fra det nivået aksjekursen ligger på om dagen!
nman
23.11.2022 kl 08:08
5579
Kina setter nye rekorder, både når det gjelder elektrisitetsproduksjon fra ren energi, og ifra kullkraft. Og til neste år kan kraftproduksjonen nå nye høyder.
LITTLETON, Colo Nov 23 (Reuters) - China is set to delight and depress climate trackers in equal measure in 2022 by setting new global records in both clean power utilisation and coal-fired electricity emissions.
China's electricity generation from solar power was up by more than 30% in January to October on the same period in 2021, while electricity from wind power jumped 25% to cement the country's status as by far the world's largest deployer of renewable energy, data from Ember shows.
But over the same period, China's use of coal to produce electricity also climbed to new highs, as did the associated emissions.
Indeed, if China's coal use follows traditional seasonal patterns and rises by roughly 30% in December from October's total, then full-year carbon dioxide emissions from coal-fired electricity production will top 4.5 billion tonnes in 2022.
https://www.reuters.com/business/energy/china-track-hit-new-clean-dirty-power-records-2022-maguire-2022-11-23/
LITTLETON, Colo Nov 23 (Reuters) - China is set to delight and depress climate trackers in equal measure in 2022 by setting new global records in both clean power utilisation and coal-fired electricity emissions.
China's electricity generation from solar power was up by more than 30% in January to October on the same period in 2021, while electricity from wind power jumped 25% to cement the country's status as by far the world's largest deployer of renewable energy, data from Ember shows.
But over the same period, China's use of coal to produce electricity also climbed to new highs, as did the associated emissions.
Indeed, if China's coal use follows traditional seasonal patterns and rises by roughly 30% in December from October's total, then full-year carbon dioxide emissions from coal-fired electricity production will top 4.5 billion tonnes in 2022.
https://www.reuters.com/business/energy/china-track-hit-new-clean-dirty-power-records-2022-maguire-2022-11-23/
nman
23.11.2022 kl 08:16
5789
Limited Ship Supply Growth Driven By New IMO Regulations To Help Shipping Freight Market Recover In Mid And Long Term.
In its latest analysis, S&P Global Market Intelligence, argues that a lack of newbuildings will limit tonnage supply during 2023, thus offering significant support in the freight rate market.
Key highlights from the analysis include:
• While freight rates are expected to return to the pre-pandemic level in 2023, limited active supply growth driven by regulations (demolitions and speed) will likely help the market to recover in 2024 onwards, according to S&P Global Market Intelligence.
…
• The Efficiency Existing Ship Index (EEXI) is a design requirement for existing ships. Many vessels will go for Engine Power Limitation (EPL), and maximum and operating speed are expected to be reduced.
• The Carbon Intensity Indicator (CII) regulation, which will be assessed yearly with stricter emission limits, will start to reduce sailing speed from 2024 and the impact may become significant in scrap activities from 2025 onwards with favorable age profile.
• The CII rating issue would incentivize higher demurrage to reduce idling time and prevent further upside risk in congestion in coming years. While a significant drop in freight rates with high bunker prices has already reduced sailing speed, EEXI-EPL will prevent potential speed recovery.
According to Mr. Daejin Lee, Lead Shipping Analyst at S&P Global Market Intelligence: “Freight rates may return to the pre-pandemic level in 2023 with absence of congestion and weaker economic condition. However, limited active supply growth driven by regulations, which will lead to vessel demolitions and speed reduction, may help the market to recover in 2024 onwards. Since 95% of vessels in service are still using conventional fossil fuel, with IMO’s CII regulation, many vessels will end up scrapped earlier than normal historical lifespan of vessels, which will support freight market in the medium and long term.”
https://www.hellenicshippingnews.com/limited-ship-supply-growth-driven-by-new-imo-regulations-to-help-shipping-freight-market-recover-in-mid-and-long-term/
In its latest analysis, S&P Global Market Intelligence, argues that a lack of newbuildings will limit tonnage supply during 2023, thus offering significant support in the freight rate market.
Key highlights from the analysis include:
• While freight rates are expected to return to the pre-pandemic level in 2023, limited active supply growth driven by regulations (demolitions and speed) will likely help the market to recover in 2024 onwards, according to S&P Global Market Intelligence.
…
• The Efficiency Existing Ship Index (EEXI) is a design requirement for existing ships. Many vessels will go for Engine Power Limitation (EPL), and maximum and operating speed are expected to be reduced.
• The Carbon Intensity Indicator (CII) regulation, which will be assessed yearly with stricter emission limits, will start to reduce sailing speed from 2024 and the impact may become significant in scrap activities from 2025 onwards with favorable age profile.
• The CII rating issue would incentivize higher demurrage to reduce idling time and prevent further upside risk in congestion in coming years. While a significant drop in freight rates with high bunker prices has already reduced sailing speed, EEXI-EPL will prevent potential speed recovery.
According to Mr. Daejin Lee, Lead Shipping Analyst at S&P Global Market Intelligence: “Freight rates may return to the pre-pandemic level in 2023 with absence of congestion and weaker economic condition. However, limited active supply growth driven by regulations, which will lead to vessel demolitions and speed reduction, may help the market to recover in 2024 onwards. Since 95% of vessels in service are still using conventional fossil fuel, with IMO’s CII regulation, many vessels will end up scrapped earlier than normal historical lifespan of vessels, which will support freight market in the medium and long term.”
https://www.hellenicshippingnews.com/limited-ship-supply-growth-driven-by-new-imo-regulations-to-help-shipping-freight-market-recover-in-mid-and-long-term/
phantom1
23.11.2022 kl 09:40
5809
Even as stringent lockdowns, mass screenings and quarantine controls – hallmarks of zero-Covid – continue to weigh on people’s livelihoods while depleting local governments’ finances, most economists do not expect China to fully reopen until after the completion of its political reshuffling in March.
“In the face of the zero-Covid policy, all of the other policies [to boost the economy] are powerless,” said Lu Ting, chief China economist at Nomura, who projects a 4.3 per cent growth rate for the Chinese economy in 2023.
But Lu cautioned against blindly expecting a rapid economic recovery even if China does fully reopen towards the end of the first quarter.
“In the face of the zero-Covid policy, all of the other policies [to boost the economy] are powerless,” said Lu Ting, chief China economist at Nomura, who projects a 4.3 per cent growth rate for the Chinese economy in 2023.
But Lu cautioned against blindly expecting a rapid economic recovery even if China does fully reopen towards the end of the first quarter.
Golden Goat
23.11.2022 kl 10:02
5935
Stemmer det. Den gode nyheten vi fikk for et par uker siden var at gjenåpning mest sannsynlig vil skje i Mars 23 versus tidligere forventning om tidligst Sommer 23. Er overaskende for meg at folk blir 'skuffet' i etterkant av disse nyhetene at det faktisk var snakk om Mars og ikke 'nå'. Viktig for folk å lese mer enn bare overskrifter.
Realistoptimist
23.11.2022 kl 10:09
5944
Nordnet har ex-dag til 25.11 for utbytte. Dette må da være feil??
Golden Goat
23.11.2022 kl 10:43
5952
Declared currency: USD. Dividends payable to shares registered with Euronext VPS
will be distributed in NOK.
Last day including right: 24 November, 2022
Ex-date: 25 November, 2022
Record date: 28 November, 2022
Payment date: On or about 5 December, 2022. Due to the implementation of CSDR in
Norway, dividends payable on shares registered with Euronext VPS is expected to
be distributed to Euronext VPS shareholders on or about 7 December, 2022.
will be distributed in NOK.
Last day including right: 24 November, 2022
Ex-date: 25 November, 2022
Record date: 28 November, 2022
Payment date: On or about 5 December, 2022. Due to the implementation of CSDR in
Norway, dividends payable on shares registered with Euronext VPS is expected to
be distributed to Euronext VPS shareholders on or about 7 December, 2022.
Golden Goat
23.11.2022 kl 10:44
6011
2 uker til reinvestering, blir en glede å forhøye antall aksjer inn mot 2023.
Realistoptimist
23.11.2022 kl 11:17
5972
Så de på Nasdaq må eie aksjen ikveld med andre ord, siden det er stengt der i morgen pga Thanksgiving.
nman
23.11.2022 kl 13:49
5998
Vietnam planlegger å øke kullforbruket de kommende årene.
Under the government's latest baseline scenario, coal would remain Vietnam's most important source of energy until 2030 with more than 36 gigawatts (GW) of installed capacity and up to 11 new coal-fired power plants to be built in coming years, up from about 21 GW in 2020 and 30 GW in 2025.
https://www.reuters.com/business/cop/vietnam-boosts-coal-use-plan-2030-g7-climate-offer-stalls-2022-11-23/
Under the government's latest baseline scenario, coal would remain Vietnam's most important source of energy until 2030 with more than 36 gigawatts (GW) of installed capacity and up to 11 new coal-fired power plants to be built in coming years, up from about 21 GW in 2020 and 30 GW in 2025.
https://www.reuters.com/business/cop/vietnam-boosts-coal-use-plan-2030-g7-climate-offer-stalls-2022-11-23/
Bulkman
23.11.2022 kl 17:28
5717
Du er tidlig ute alle dager som Baltic Dry eller Capesize går ned og annet negativt du kan melde. Men når det går opp, da er du fraværende...
https://www.finansavisen.no/nyheter/shipping/2022/11/23/7962906/capesizeratene-stiger-12-prosent?internal_source=sistenytt
https://www.finansavisen.no/nyheter/shipping/2022/11/23/7962906/capesizeratene-stiger-12-prosent?internal_source=sistenytt
nman
24.11.2022 kl 08:01
5266
BEIJING, Nov 23 (Reuters) - China will use timely cuts in banks' reserve requirement ratio (RRR), alongside other monetary policy tools, to keep liquidity reasonably ample, state media on Wednesday quoted a cabinet meeting as saying.
Hurt by COVID-19 restrictions and a sharp property downturn, China's economy has been struggling to get back on its feet, even after a flurry of policy measures this year to spur domestic demand.
…
The cabinet also called for speeding up investment and construction of major infrastructure projects, and called for stabilising and expanding consumption and vowed to support sound development of the platform economy, state media said.
To support the sluggish housing market, China will push forward the implementation of special loans for home delivery and encourage commercial banks to issue new loans, CCTV reported.
Deputy PBOC governor Pan Gongsheng said the bank would provide 200 billion yuan ($27.93 billion) in loans to six commercial banks for housing completions, state media Economic Daily said on Monday.
Three of China's biggest commercial banks have agreed to provide fundraising support to property developers, including industry giant Vanke, in a coordinated effort to support the country's embattled property sector.
On Wednesday, the PBOC issued a notice outlining 16 steps to support the property industry, including loan repayment extensions, in a major push to ease a liquidity crunch which has plagued the sector since mid-2020. Reuters reported last week on the rescue package, citing sources.
https://www.reuters.com/markets/asia/china-will-use-timely-rrr-cuts-keep-liquidity-ample-state-media-cites-cabinet-2022-11-23/
Hurt by COVID-19 restrictions and a sharp property downturn, China's economy has been struggling to get back on its feet, even after a flurry of policy measures this year to spur domestic demand.
…
The cabinet also called for speeding up investment and construction of major infrastructure projects, and called for stabilising and expanding consumption and vowed to support sound development of the platform economy, state media said.
To support the sluggish housing market, China will push forward the implementation of special loans for home delivery and encourage commercial banks to issue new loans, CCTV reported.
Deputy PBOC governor Pan Gongsheng said the bank would provide 200 billion yuan ($27.93 billion) in loans to six commercial banks for housing completions, state media Economic Daily said on Monday.
Three of China's biggest commercial banks have agreed to provide fundraising support to property developers, including industry giant Vanke, in a coordinated effort to support the country's embattled property sector.
On Wednesday, the PBOC issued a notice outlining 16 steps to support the property industry, including loan repayment extensions, in a major push to ease a liquidity crunch which has plagued the sector since mid-2020. Reuters reported last week on the rescue package, citing sources.
https://www.reuters.com/markets/asia/china-will-use-timely-rrr-cuts-keep-liquidity-ample-state-media-cites-cabinet-2022-11-23/
nman
24.11.2022 kl 08:13
5263
Brazil’s 2023 corn exports could get big boost from China.
Brazilian corn exports could jump exponentially next year if farmers harvest a full crop and Chinese demand is strong, Brazil’s National Association of Grain Exporters said on Tuesday.
Brazil is poised to export 40 million tonnes to 50 million tonnes of corn next year, boosted by a new trade protocol with China and a potential bumper crop, said Sergio Mendes, director general of the group, known as Anec, in an interview.
Brazil could export as much as 5 million tonnes of corn to China alone in 2023, making it a key supplier to the country alongside the United States. China’s import demand is 18 million tonnes for the 2022/2023 cycle, according to the U.S. Department of Agriculture.
https://www.hellenicshippingnews.com/brazils-2023-corn-exports-could-get-big-boost-from-china/
Brazilian corn exports could jump exponentially next year if farmers harvest a full crop and Chinese demand is strong, Brazil’s National Association of Grain Exporters said on Tuesday.
Brazil is poised to export 40 million tonnes to 50 million tonnes of corn next year, boosted by a new trade protocol with China and a potential bumper crop, said Sergio Mendes, director general of the group, known as Anec, in an interview.
Brazil could export as much as 5 million tonnes of corn to China alone in 2023, making it a key supplier to the country alongside the United States. China’s import demand is 18 million tonnes for the 2022/2023 cycle, according to the U.S. Department of Agriculture.
https://www.hellenicshippingnews.com/brazils-2023-corn-exports-could-get-big-boost-from-china/
KJEPET
24.11.2022 kl 09:18
5281
Når alle mener ting vil bli veldig bra om noen måneder, men at man kan vente med å kjøpe pga CNY så kan det være et godt tidspunkt å kjøpe på. Å vente med å kjøpe til etter CNY har jeg hørt om før. Mange har gått på en smell der :-)
phantom1
24.11.2022 kl 10:45
5028
mest pga Argentina har værste på 20 år - tonnmilene veier hverandre opp siden de er nabo land. 15 mill tonn
“The sector is preparing for one of the worst Argentinian crop years in the last 20 years,” said Cristian Russo, an agronomist at the Rosario stock exchange. “Water reserves are like fuel for these crops, and we are starting the crop year with an empty tank.”
“The sector is preparing for one of the worst Argentinian crop years in the last 20 years,” said Cristian Russo, an agronomist at the Rosario stock exchange. “Water reserves are like fuel for these crops, and we are starting the crop year with an empty tank.”
Realistoptimist
24.11.2022 kl 11:19
5184
Sluttet på 86,6 i US i går, stengt idag... tror det ødela taktikken for noen i dag...
Golden Goat
24.11.2022 kl 11:46
9044
Og jeg som håpet på å få reinvestere under 90kr. Greit, flytter bare goalpost til 'under 100kr'. Blir økning bare litt færre aksjer for pengene...
phantom1
24.11.2022 kl 14:52
9007
KJEPET skrev BCI opp 13,6% i dag :-)
se ting i perspektiv...1000 dollar....er 35.000 dollar extra inntekt paa en 35 dagers pacific rundtur.......vi kom fra 90.000 dollar per dag....
KJEPET
24.11.2022 kl 15:25
9024
Ja, det er vi alle kjent med. Historiske tall ligger i chartene. Men det er fremtiden som gjelder på børs, og der er vi ferd med å legge en lang og ødeleggende pandemi bak oss. Og du kjenner sikkert til ordreboken i bulk og spesielt i storbulk :-). Alle vet at et marked vanligvis bygges igjen med overivrige redere når tidene er gode. Nå skjer det stikk motsatte. Ikke er det plass på verftene, fremtidens fuel er fortsatt i det blå, og nybygg er dyre sammenliknet med i S&P markedet. Bedre setup enn vi har nå, har vi kanskje aldri sett i bulk.
phantom1
24.11.2022 kl 15:39
8999
kommer bare ann paa ratene det og demand, congestion - sluttet 2 capere idag og paa spot her hos oss er 1000 opp ikke noe vi spretter champagne paa.
saa nettopp q3-4 2023 ble solgt Cape q3 16300 q4 15800 sold - saa ikke alle der ute deler samme syn. og YTD Cape er kun 16.000 - men vi faar se.
saa nettopp q3-4 2023 ble solgt Cape q3 16300 q4 15800 sold - saa ikke alle der ute deler samme syn. og YTD Cape er kun 16.000 - men vi faar se.
KJEPET
24.11.2022 kl 15:54
9015
Enig. Congestion har stor påvirkning på ratene. Som du ser har køene avtatt sakte men sikkert i takt med synkende etterspørsel https://twitter.com/SteeLLuux/status/1592187287865294856/photo/1 (det ser enda verre ut i container).
Hva FFA sier om et år frem i tid sier lite om hva som vil skje. Får vi køer og etterspørsel igjen vil peak ratene går skyhøyt fremover pga CII. Da blir det mye gammel tonnasje som ikke kan være å sette opp marsjfarten, da de vil ha en begrensning på utslipp. Det blir veldig spennende å se hvor høyt ratene kommer til neste høst, men ikke minst høsten 2024. Spennende tider nå.
Hva FFA sier om et år frem i tid sier lite om hva som vil skje. Får vi køer og etterspørsel igjen vil peak ratene går skyhøyt fremover pga CII. Da blir det mye gammel tonnasje som ikke kan være å sette opp marsjfarten, da de vil ha en begrensning på utslipp. Det blir veldig spennende å se hvor høyt ratene kommer til neste høst, men ikke minst høsten 2024. Spennende tider nå.
Realistoptimist
24.11.2022 kl 15:59
9040
Golden Goat skrev Hvor er vampyren?
Vampyren er nok her og leser, men har ikke noe dårlig nytt å melde idag... men jeg setter pris på de negative nyhetene han kommer med også, for det er med på å gi et bedre bilde enn om alt bare males rosenrødt!
ørnen
25.11.2022 kl 05:13
8677
The dry bulk market is expected to remain in bearish territory for the next few months analysts claim. In its latest weekly report, shipbroker Allied said that “there has been a fair amount of distress noted in the dry bulk sector for some time now. For many, the feel is that this bearish period has come a little bit quicker and slightly harsher than initial projections would have shown
KJEPET
25.11.2022 kl 10:15
8347
China capen opp 43.4% i dag :-)
https://en.sse.net.cn/indices/fdinew2.jsp
Og malmprisene i China stiger også kraftig. Det foregår en stille oppmykning av COVID-restriksjonene slik jeg ser det.
http://www.dce.com.cn/DCE/Products/Industrial/Iron%20Ore/index.html
Og lagrene for andre metaller faller også bra nå.
https://twitter.com/Sino_Market/status/1596070439389757440
https://en.sse.net.cn/indices/fdinew2.jsp
Og malmprisene i China stiger også kraftig. Det foregår en stille oppmykning av COVID-restriksjonene slik jeg ser det.
http://www.dce.com.cn/DCE/Products/Industrial/Iron%20Ore/index.html
Og lagrene for andre metaller faller også bra nå.
https://twitter.com/Sino_Market/status/1596070439389757440
Redigert 25.11.2022 kl 10:21
Du må logge inn for å svare
Golden Goat
25.11.2022 kl 10:25
8347
Skulle akkuratt inn for å kommentere dette selv. Greit å se at vi benytter oss av nøyaktig samme avrundingsregler da... :)
kakarlss
25.11.2022 kl 10:40
8356
Hvor får du 43,4% på oppang i China på capen i fra? Jeg får en stigning på på 30,3%
KJEPET
25.11.2022 kl 10:45
8355
Dagens økning : 247.67
Dagens index: 818,23 - dagens økning 247,67 = 570,56 som var gårsdagens index
Så da blir matematikken
(247,67 / 570,56) * 100 = 43,4%
Dagens index: 818,23 - dagens økning 247,67 = 570,56 som var gårsdagens index
Så da blir matematikken
(247,67 / 570,56) * 100 = 43,4%
Redigert 25.11.2022 kl 10:49
Du må logge inn for å svare
Golden Goat
25.11.2022 kl 10:46
8413
For å regne prosentvis stigning tar du økning i telleren og det 'gamle' tallet i nevneren, for å få det gamle tallet må du subtrahere økningen fra det nye tallet:
3758/(12417-3758)*100
3758/(12417-3758)*100
The Godfather
25.11.2022 kl 11:06
8365
Stimuli
Oslo (Infront TDN Direkt): Den kinesiske sentralbanken kutter reservekravet til bankene med 25 basispunkter med effekt fra 5. desember.
Det melder Reuters fredag.
Det gjennomsnittlige vektede snittet for finansinstitusjoner vil være 7,8 prosent etter kuttet. Ifølge sentralbanken vil kuttet frigjøre om lag 500 milliarder yuan i langsiktig likviditet. Sentralbanken opplyser også at de vil trappe opp implementering av en hensiktsmessig pengepolitikk.
Oslo (Infront TDN Direkt): Den kinesiske sentralbanken kutter reservekravet til bankene med 25 basispunkter med effekt fra 5. desember.
Det melder Reuters fredag.
Det gjennomsnittlige vektede snittet for finansinstitusjoner vil være 7,8 prosent etter kuttet. Ifølge sentralbanken vil kuttet frigjøre om lag 500 milliarder yuan i langsiktig likviditet. Sentralbanken opplyser også at de vil trappe opp implementering av en hensiktsmessig pengepolitikk.
Fjellbris
25.11.2022 kl 12:05
8240
25.11.2022 12:03:47
BULK: BALTIC CAPESIZE-INDEKS +16,50% TIL USD 13.373/DAG
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er opp 16,50 prosent til 13.373 dollar pr dag, ifølge The Baltic Exchange.
BULK: BALTIC CAPESIZE-INDEKS +16,50% TIL USD 13.373/DAG
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er opp 16,50 prosent til 13.373 dollar pr dag, ifølge The Baltic Exchange.
nman
25.11.2022 kl 14:25
8128
Bank of China agrees to provide credit lines totaling more than 600 bln yuan to 10 property developers.
BEIJING, Nov 25 (Reuters) - Bank of China Ltd (601988.SS) announced Friday that it had agreed to provide credit lines totaling more than 600 billion yuan ($83.8 billion) to 10 property developers, including Vanke and Country Garden.
The move came as China's state-owned banks took efforts to respond to Beijing's call to ease a liquidity crisis in the embattled property sector.
https://www.reuters.com/markets/asia/bank-china-agrees-provide-credit-lines-totaling-more-than-600-bln-yuan-10-2022-11-25/
BEIJING, Nov 25 (Reuters) - Bank of China Ltd (601988.SS) announced Friday that it had agreed to provide credit lines totaling more than 600 billion yuan ($83.8 billion) to 10 property developers, including Vanke and Country Garden.
The move came as China's state-owned banks took efforts to respond to Beijing's call to ease a liquidity crisis in the embattled property sector.
https://www.reuters.com/markets/asia/bank-china-agrees-provide-credit-lines-totaling-more-than-600-bln-yuan-10-2022-11-25/
nman
25.11.2022 kl 14:33
8144
BDI korrelerer med gravemaskinsalget i Kina!! :-)
Dette salget øker nå for første gang på 15 mnd.
One positive spin for dry bulk can be found in the local sales of excavators, something that has shown a remarkable correlation with the Baltic Dry Index over the past decade. A presentation from brokers Arrow earlier this week showed how excavator sales recently turned positive for the first time in 15 months.
Construction companies invest in heavy equipment, only if they anticipate a demand recovery, Burak Cetinok, Arrow’s head of research said, pointing out that despite all the depressing covid headlines infrastructure investments are up strongly this year, something that could be bolstered by the 16 measures Beijing has announced this month to help deal with the moribund property sector.
https://splash247.com/record-chinese-covid-cases-spark-concern/
Dette salget øker nå for første gang på 15 mnd.
One positive spin for dry bulk can be found in the local sales of excavators, something that has shown a remarkable correlation with the Baltic Dry Index over the past decade. A presentation from brokers Arrow earlier this week showed how excavator sales recently turned positive for the first time in 15 months.
Construction companies invest in heavy equipment, only if they anticipate a demand recovery, Burak Cetinok, Arrow’s head of research said, pointing out that despite all the depressing covid headlines infrastructure investments are up strongly this year, something that could be bolstered by the 16 measures Beijing has announced this month to help deal with the moribund property sector.
https://splash247.com/record-chinese-covid-cases-spark-concern/