70 igjen før onsdag kl 16:25

Flott Volf. Heia Gogl!

Q1 blir lagt frem 31.05.2018. Er det noen som har oppfanget signaler om utbytte for inneværende kvartal.

:BALTIC DRY-INDEKSEN +2,0% TIL 1.306 POENG
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 2,0 prosent til 1.306 poeng, ifølge The Baltic Exchange mandag.
Baltic Dry +2,0%
Capesize +4,3%
Panamax -0,6%
Handysize -0,2%
Supramax +0,4%
Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar pr dag.
Dato BDI Capesize Panamax Handysize Supramax
23.04 1.306 16.437 10.286 9.100 10.995
20.04.18 1.281 15.766 10.347 9.121 10.951
19.04.18 1.201 13.665 10.485 9.147 10.893
18.04.18 1.124 11.620 10.670 9.188 10.845
17.04.18 1.052 9.688 10.862 9.194 10.790
16.04.18 1.025 9.001 10.914 9.198 10.738
13.04.18 1.014 8.811 10.849 9.227 10.685
12.04.18 993 8.362 10.722 9.263 10.671
11.04.18 979 8.065 10.640 9.322 10.690
10.04.18 974 7.950 10.595 9.342 10.733
09.04.18 952 7.352 10.559 9.366 10.846
06.04.18 948 7.156 10.574 9.442 10.959
05.04.18 953 7.051 10.789 9.462 11.093
04.04.18 977 7.211 11.223 9.515 11.270
03.04.18 1.016 7.747 11.688 9.546 11.400
29.03.18 1.055 8.339 12.011 9.577 11.547
28.03.18 1.080 8.694 12.214 9.543 11.767
27.03.18 1.117 9.305 12.471 9.511 12.016
26.03.18 1.126 9.304 12.656 9.472 12.163
23.03.18 1.122 9.064 12.753 9.416 12.238
22.03.18 1.117 8.880 12.797 9.377 12.307
21.03.18 1.117 8.825 12.902 9.311 12.356
20.03.18 1.122 8.956 12.968 9.252 12.351
19.03.18 1.136 9.330 13.013 9.239 12.308
16.03.18 1.143 9.600 12.993 9.227 12.247
15.03.18 1.150 9.869 12.995 9.207 12.119
14.03.18 1.169 10.461 13.027 9.148 11.953
13.03.18 1.179 10.810 13.025 9.084 11.780
12.03.18 1.192 11.206 13.034 9.058 11.654
09.03.18 1.201 11.554 12.960 8.991 11.574
08.03.18 1.197 11.669 12.763 8.936 11.476
07.03.18 1.191 11.797 12.463 8.813 11.359
06.03.18 1.212 12.516 12.267 8.758 11.257
05.03.18 1.210 12.651 12.055 8.675 11.158
02.03.18 1.207 12.609 12.038 8.613 11.116
01.03.18 1.196 12.395 12.074 8.512 10.984
HH, finans@tdn.no
TDN Direkt, +47 21 95 60 70

Siden tirsdag har Cape ratene steget ca. 100%. GOGL-kursen er opp 2,8% i samme tidsrom. Altså ratene(svigningene) i det korte bildet korrelerer nesten ikke med kursen.

Shares of shipping companies soared Tuesday, after Morgan Stanley upgraded several stocks and more than doubled a number of price targets, on the belief that the dry bulk market had bottomed and was on course to start making money.
Analyst Fotis Giannakoulis swung to overweight ratings from underweight on Star Bulk Carriers Corp. SBLK, +4.06%  and on Golden Ocean Group Ltd. GOGL, +1.93% and moved to overweight on Safe Bulkers Inc. SB, +1.27%  from equal weight.
He upgraded Genco Shipping & Trading Ltd. GNK, -3.05%  to equal weight from underweight. He placed an equal weight rating on Scorpio Bulkers Inc. SALT, +2.08% which was previously not rated.
“The dry bulk market has passed through its cyclical lows and is headed toward profitability” for a handful of reasons, Giannakoulis wrote in a note to clients.
Don’t miss: Shipping stocks soar as bears abandon ship.
See also: Shipping stocks run out of steam as ‘bubble’ concerns trip up bulls.

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Star Bulk’s stock closed up 16% on volume that was triple the full-day average, while Golden Ocean shares ran up 9.3% on volume that was more than double the daily average.
Shares of Safe Bulkers shot up 12%, Diana Shipping Inc. DSX, -0.13%  surged 2%, Genco Shipping rallied 9.2%, Scorpio Bulkers gained 2.2% and Navios Maritime Partners LP NMM, -0.55%  jumped 9.3%.
The following table shows the changes made to the stock price targets:
Company
New price target
Old price target
Upside to stock price target
Safe Bulkers
$3.00
$1.30
42%
Star Bulk Carriers
$15.00
$3.00
28%
Golden Ocean Group
$10.00
$2.50
23%
Diana Shipping
$5.50
$2.00
20%
Genco Shipping & Trading
$13.00
$5.00
7.6%
Scorpio Bulkers
$10.50
N/A
N/A
Navios Maritime Partners
$2.20
50 cents
4.3%
Morgan Stanley, FactSet
Giannakoulis cited several reasons for his more bullish outlook on dry bulk shippers:
1) Slowing fleet supply. Giannakoulis said he expects long-term fleet growth of only about 1%, as new ballast-water treatment regulations going into effect in September and the projected implementation of low-sulfur-emission regulations in 2020 keeps the scrapping of old ships at relatively high levels.
2) Strong commodity prices and high steel margins. Since last year, prices for Chinese steel and iron ore have soared 65% from the year before, while freight rates have remained at historic lows, Giannakoulis said. He expects shipping rates and vessel values will continue to move higher for at least another two years.
3) Growing Chinese infrastructure spending. Giannakoulis expects Chinese infrastructure demand, which represents about 25% of that country’s steel demand, to continue to grow as the government returns to traditional fixed-asset investments to stabilize demand. He said the pace of project approvals has been increasing, with infrastructure growth expected to reach 9% in 2017.
4) Increasing dependency of China’s steel industry on imported ore due to falling output and shutdown of induction furnaces that melt scrap. There has been a “very large” increase in iron ore inventories at Chinese ports, as a result of the continued closure of induction furnace capacity, Giannakoulis said. “We believe the closures of these sintering capacity/mines has reduced local miners’ ability to lift production, in turn forcing steel mills to get more iron ore from the seaborne market, driving inventories higher,” he wrote.






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