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
24.11.2022 kl 11:46
8908
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
8871
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
8888
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
8863
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
8879
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
8911
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
8548
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
8218
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
8218
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
8227
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
8226
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
8284
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
8236
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
8111
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
7999
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
8015
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/
nman
25.11.2022 kl 15:38
7925
MW reduserte shorten med ca 200k i går. Citadel ned under 0.5%-grensen igjen.
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
Golden Goat
25.11.2022 kl 15:45
7901
Der fikk jeg kjøpt inn ferske aksjer ved å reinvestere utbyttepengene. Pleier å være dårlig signal at jeg kjøper, så bare å holde seg fast evt. selge nå. God helg!
DividendYield
25.11.2022 kl 16:53
7864
Golden Goat skrev Hvor er vampyren?
Hvorfor skriver Fjellbris bare når cape stiger og ikke når den faller?
Realistoptimist
25.11.2022 kl 17:05
7918
Jeg fulgte rådet ditt og solgte noe på slutten... og da pleier det å gå ned, så kanskje vi veier opp for hverandre over helga ;-P
nman
26.11.2022 kl 08:02
7431
På Nasdaq ble shorten redusert med drøyt 1.1 mill aksjer i første halvdel av november.
https://www.nasdaq.com/market-activity/stocks/gogl/short-interest
https://www.nasdaq.com/market-activity/stocks/gogl/short-interest
nman
27.11.2022 kl 08:06
6741
Shanghai hit by COVID protests as anger spreads across China.
Folket krever lettelser - så spørs det påvirker myndighetene på noen måte.
https://www.reuters.com/world/china/shanghai-hit-by-covid-protests-anger-spreads-across-china-2022-11-27/
Folket krever lettelser - så spørs det påvirker myndighetene på noen måte.
https://www.reuters.com/world/china/shanghai-hit-by-covid-protests-anger-spreads-across-china-2022-11-27/
JohnK
27.11.2022 kl 19:49
6248
Myndighetene prøver å komme seg på riktig side av historien, men kan bli vanskelig ettersom antallet smittede øker: https://www.globaltimes.cn/page/202211/1280574.shtml
Ganske sikker på at det ikke blir full lockdown nå, men lokale myndigheter vil ha problemer med å følge 20-punktplanen, noe artikkelen implisitt også anerkjenner. Derfor er det også fokus på vaksinering av eldre befolkning slik at det et større smitteutbrudd blir mindre farlig, men igjen, dette vil ikke kunne gjennomføres i tide.
Ganske sikker på at det ikke blir full lockdown nå, men lokale myndigheter vil ha problemer med å følge 20-punktplanen, noe artikkelen implisitt også anerkjenner. Derfor er det også fokus på vaksinering av eldre befolkning slik at det et større smitteutbrudd blir mindre farlig, men igjen, dette vil ikke kunne gjennomføres i tide.
nman
28.11.2022 kl 08:34
5802
Iron ore prices are gathering steam as confidence over the outlook for China’s steel demand increases, outweighing bearish factors such as potential winter production curbs and India lowering iron ore export taxes.
…
In addition to optimism that steel-intensive sectors such as construction and infrastructure will accelerate next year, there are some other bullish factors for iron ore and steel.
Iron ore inventories at Chinese ports dropped to 135.45 million tonnes in the week to Nov. 18 from 136 million the previous week.
More importantly, inventories are almost 10% below the level that prevailed at this time last year.
It’s also worth noting that inventories usually build heading into the northern winter as steel mills accumulate stock to boost production in the new year, when construction activity picks up.
Steel rebar inventories are also declining, slipping to 3.74 million tonnes in the week to Nov. 18.
Rebar stockpiles typically drop heading into winter and build early in the new year to meet expected higher demand.
The current level of rebar inventories are also low for this time of year, being 23% below the 4.85 million tonnes in the same week last year, and the 4.88 million at this point in 2020.
https://www.hellenicshippingnews.com/the-bulls-are-back-in-charge-of-iron-ore-prices/
…
In addition to optimism that steel-intensive sectors such as construction and infrastructure will accelerate next year, there are some other bullish factors for iron ore and steel.
Iron ore inventories at Chinese ports dropped to 135.45 million tonnes in the week to Nov. 18 from 136 million the previous week.
More importantly, inventories are almost 10% below the level that prevailed at this time last year.
It’s also worth noting that inventories usually build heading into the northern winter as steel mills accumulate stock to boost production in the new year, when construction activity picks up.
Steel rebar inventories are also declining, slipping to 3.74 million tonnes in the week to Nov. 18.
Rebar stockpiles typically drop heading into winter and build early in the new year to meet expected higher demand.
The current level of rebar inventories are also low for this time of year, being 23% below the 4.85 million tonnes in the same week last year, and the 4.88 million at this point in 2020.
https://www.hellenicshippingnews.com/the-bulls-are-back-in-charge-of-iron-ore-prices/
ørnen
28.11.2022 kl 13:04
5423
Vaksinen som Kineserne bruker har liten eller ingen effekt. Den som brukes i vesten er ikke godkjent.
Gull i pungen
28.11.2022 kl 13:20
5596
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er opp 3,53 prosent til 13.845 dollar pr dag, ifølge The Baltic Exchange.
nman
28.11.2022 kl 15:05
5558
Det planlegges for at opp til 60 skip, med oppstart til sommeren, utelukkende skal frakte korn fra ukrainske havner til fattige land i Afrika.
https://splash247.com/grain-from-ukraine-scheme-launched-by-zelenskiy/
https://splash247.com/grain-from-ukraine-scheme-launched-by-zelenskiy/
KJEPET
28.11.2022 kl 15:55
5481
nman
28.11.2022 kl 16:08
5588
nman
29.11.2022 kl 07:42
5117
Det er i Asia det skjer tirsdag.
Kina har nå i lang tid praktisert nullaksept for coronavirus innenfor landets grenser. Hele samfunn stenges ned så fort det kommer melding om bare ett tilfelle.
Nå rapporterer lokale medier at representanter fra National Health Commission (NHC), National Administration of Disease Control and Prevention, samt det kinesiske senteret for sykdomskontroll og forebygging, vil holde pressekonferanse om coronatiltak klokken 3 lokal til, eller 08.00 norsk tid.
– Det er økende spekulasjoner om at det vil komme en nært forestående kunngjøring om slutt på null-covid-politikken, og det driver det positive sentimentet, sier makrostrateg Kiyong Seong i Societe Generale i Hong Kong til Bloomberg.
https://www.finansavisen.no/nyheter/finans/2022/11/29/7964258/mot-solid-opptur-pa-oslo-bors-etter-kina-spekulasjoner
Kina har nå i lang tid praktisert nullaksept for coronavirus innenfor landets grenser. Hele samfunn stenges ned så fort det kommer melding om bare ett tilfelle.
Nå rapporterer lokale medier at representanter fra National Health Commission (NHC), National Administration of Disease Control and Prevention, samt det kinesiske senteret for sykdomskontroll og forebygging, vil holde pressekonferanse om coronatiltak klokken 3 lokal til, eller 08.00 norsk tid.
– Det er økende spekulasjoner om at det vil komme en nært forestående kunngjøring om slutt på null-covid-politikken, og det driver det positive sentimentet, sier makrostrateg Kiyong Seong i Societe Generale i Hong Kong til Bloomberg.
https://www.finansavisen.no/nyheter/finans/2022/11/29/7964258/mot-solid-opptur-pa-oslo-bors-etter-kina-spekulasjoner
nman
29.11.2022 kl 07:47
5307
HONG KONG, Nov 29 (Reuters) - Chinese property developers' shares and bonds soared on Tuesday after regulators lifted a ban on equity refinancing for listed firms, the latest support measure for a cash-squeezed sector that has been a key pillar of the world's No. 2 economy.
The move will make it easier for developers to access fresh funding, analysts said, but reviving demand from homebuyers would remain challenging amid persisting COVID-19 curbs that have triggered rare street protests across many Chinese cities.
https://www.reuters.com/world/china/china-property-shares-surge-opening-up-equity-financing-option-2022-11-29/
The move will make it easier for developers to access fresh funding, analysts said, but reviving demand from homebuyers would remain challenging amid persisting COVID-19 curbs that have triggered rare street protests across many Chinese cities.
https://www.reuters.com/world/china/china-property-shares-surge-opening-up-equity-financing-option-2022-11-29/
nman
29.11.2022 kl 07:53
5337
…
Outside of the COVID-19 uncertainties, the picture looks brighter for iron ore, as China, the biggest buyer of the steel raw material, appears determined to revive its ailing property sector.
China's biggest commercial banks pledged at least $162 billion in new credit to property developers last week, the latest in a series of steps taken to restore confidence in the housing sector.
The question for the market is whether the efforts to stimulate the housing construction and infrastructure sectors will be enough to boost steel demand, or whether a slowing global economy will cut demand from areas such as manufacturing.
BULLISH SIGNALS
There are some other positive signals for iron ore, with China's port inventories below levels prevailing at the same time last year, even though they have been rising in recent weeks.
Stockpiles were 138 million tonnes in the seven days to Nov. 25, up from 135.45 million the prior week, but below the 150.9 million in the same week last year.
Iron ore inventories typically rise in the northern winter as steel mills build up stocks ahead of the peak steel demand period in the spring.
https://www.reuters.com/markets/commodities/iron-ore-shrugs-off-china-covid-woes-focuses-stimulus-russell-2022-11-29/
Outside of the COVID-19 uncertainties, the picture looks brighter for iron ore, as China, the biggest buyer of the steel raw material, appears determined to revive its ailing property sector.
China's biggest commercial banks pledged at least $162 billion in new credit to property developers last week, the latest in a series of steps taken to restore confidence in the housing sector.
The question for the market is whether the efforts to stimulate the housing construction and infrastructure sectors will be enough to boost steel demand, or whether a slowing global economy will cut demand from areas such as manufacturing.
BULLISH SIGNALS
There are some other positive signals for iron ore, with China's port inventories below levels prevailing at the same time last year, even though they have been rising in recent weeks.
Stockpiles were 138 million tonnes in the seven days to Nov. 25, up from 135.45 million the prior week, but below the 150.9 million in the same week last year.
Iron ore inventories typically rise in the northern winter as steel mills build up stocks ahead of the peak steel demand period in the spring.
https://www.reuters.com/markets/commodities/iron-ore-shrugs-off-china-covid-woes-focuses-stimulus-russell-2022-11-29/
nman
29.11.2022 kl 08:16
5346
Kina må sannsynligvis importere soya fra Brasil.
…
Meanwhile, in October the country materialized its lower soybean imports since 2014 and is now under pressure to replenish its inventories. The shortage has prompted Chinese authorities to consider allowing large-scale soybean meal imports, most likely from Brazil, following the country’s recent decision to open its markets to Brazilian corn imports. Consequently, soybean imports are forecasted to rise by 1.5m per month to 7.5m tons in November and to 9.5m tons in December”.
https://www.hellenicshippingnews.com/black-sea-region-could-add-further-support-to-the-dry-bulk-market-in-the-coming-months/
…
Meanwhile, in October the country materialized its lower soybean imports since 2014 and is now under pressure to replenish its inventories. The shortage has prompted Chinese authorities to consider allowing large-scale soybean meal imports, most likely from Brazil, following the country’s recent decision to open its markets to Brazilian corn imports. Consequently, soybean imports are forecasted to rise by 1.5m per month to 7.5m tons in November and to 9.5m tons in December”.
https://www.hellenicshippingnews.com/black-sea-region-could-add-further-support-to-the-dry-bulk-market-in-the-coming-months/
nman
29.11.2022 kl 15:49
4876
nman
30.11.2022 kl 09:35
4257
Iron ore futures climbed on Tuesday, with the Dalian benchmark hitting its highest in 23 weeks, propped up by top steel producer China’s moves to ramp up support for struggling property developers.
China’s securities regulator will allow China and Hong Kong-listed Chinese developers to sell additional shares to acquire real estate assets, replenish working capital, or repay debts, lifting a ban on such refinancing to help stabilise the economy.
The measures are the latest in a slew of steps taken to shore up the property sector that accounts for a sizeable portion of China’s steel demand, such as the 16 steps outlined by regulators to support the industry, and the fund-raising support that China’s biggest banks have agreed to provide.
“(Such) favourable policies have created a good financing environment for real estate companies,” Huatai Futures analysts said in a note.
Benchmark January iron ore on China’s Dalian Commodity Exchange DCIOcv1 ended daytime trade 2.3% higher at 770.50 yuan ($107.45) a tonne. Earlier in the session, it soared to 780.50 yuan, its highest since mid-June.
Dalian iron ore has rallied more than 25% this month following a sell-off in October that was driven by fears of continued weakness in China demand due to COVID-19 curbs and a liquidity crisis in the domestic real estate industry.
https://www.hellenicshippingnews.com/dalian-iron-ore-scales-23-week-peak-on-china-property-support/
China’s securities regulator will allow China and Hong Kong-listed Chinese developers to sell additional shares to acquire real estate assets, replenish working capital, or repay debts, lifting a ban on such refinancing to help stabilise the economy.
The measures are the latest in a slew of steps taken to shore up the property sector that accounts for a sizeable portion of China’s steel demand, such as the 16 steps outlined by regulators to support the industry, and the fund-raising support that China’s biggest banks have agreed to provide.
“(Such) favourable policies have created a good financing environment for real estate companies,” Huatai Futures analysts said in a note.
Benchmark January iron ore on China’s Dalian Commodity Exchange DCIOcv1 ended daytime trade 2.3% higher at 770.50 yuan ($107.45) a tonne. Earlier in the session, it soared to 780.50 yuan, its highest since mid-June.
Dalian iron ore has rallied more than 25% this month following a sell-off in October that was driven by fears of continued weakness in China demand due to COVID-19 curbs and a liquidity crisis in the domestic real estate industry.
https://www.hellenicshippingnews.com/dalian-iron-ore-scales-23-week-peak-on-china-property-support/