DRY BULK

Freight futures

Capesize down ~7%

Panamax down ~4%

Quote from gigic23

Safe Bulkers (BUY, TP USD8.1 (7.5)): In good shape

Following the Q1 results, we have updated our estimates to reflect company-specific events and recent market trends. Of note, the company’s focus on the balance sheet and redemption of preferred equity has improved our bottom-line forecast – and we find the company well positioned ahead of its upcoming newbuilding programme. Currently, its debt level roughly equates to the fleet’s scrap value, as we calculate a market-adjusted leverage of 39% and find the stock too heavily discounted at a current EV/GAV of 0.7x and P/NAV of 0.5x. We reiterate our BUY and have raised our target price to USD8.1 (7.5).

p.s. Ima li kakvih sličnosti....? Koliko je ovaj upside potencial?? Trenutačno 70,52%, poznata korelacija?,

Wall Street Analysts Predict a 25% Upside in Diana Shipping (DSX): Here's What You Should Know

Shares of Diana Shipping (DSX) have gained 28.1% over the past four weeks to close the last trading session at $6.25, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $7.83 indicates a potential upside of 25.3%.

The mean estimate comprises three short-term price targets with a standard deviation of $1.76. While the lowest estimate of $6 indicates a 4% decline from the current price level, the most optimistic analyst expects the stock to surge 52% to reach $9.50. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

https://finance.yahoo.com/news/wall-stre…-135501437.html

Samo objektivnosti radi treba podsjetiti na spin off koji je napravljen kod DSX a pa kada se već kretanje cijene neke dionice (što ne treba komentirati) uspoređuje sa DSX onda svakako treba uzeti u obzir.

Samo mala pomoć izdvojena su 3 starija panamaxa u novu kompaniju pa su postoneći dioničàri na svakih 10 dionica DSX dobil 1 dionicu nove kompanije.

U teoriji današnju cijenu dionice trebalo bi pomnožiti sa 1,1 da bi dobili cijenu dionice prije spin off.

Quote from tin

https://www.braemarscreen.com/

Je l to Kina kreće....

kreće, prema jugu........u Šangaju su vozarine za sve vrste brodova u minusu danas.......

Quote from hugh

Quote from tin

https://www.braemarscreen.com/

Je l to Kina kreće....

kreće, prema jugu........u Šangaju su vozarine za sve vrste brodova u minusu danas.......

Što mislite zbog čega su onda futuresi, u lijepom plusu, danas?

BCI 5TC 22126 +610

Preokret na vidiku..........                                                                                                                                                                                                                                                                                                                                                

Cape Jul FFA +9% to $36k/d

Quote from tin

Ne znam je li mantra ili ne ali čini mi se da bi uskoro mogli gledati znatno više vozarine u svim klasama...osobno očekujem rast supri i panamaxa ove godine do razine od oko 50 000 usd.

Neki već plove po 50000 usd.........

Freight futures am update

Capesize up ~3% (up ~1% from Fri)

Panamax up ~1% (flat from Fri)

BCI 5 T/C routes 180000 22126 610

BPI 5 T/C routes 82500 25860 -633
BSI 10 T/C routes 58328 30172 -342
BHSI 7 T/C routes 38200 29050 -474

BDI INDEX 2566 -5

DSX trenutno na 6,85
Not that it matters...

Quote from stipe_Cro

DSX trenutno na 6,85
Not that it matters...

S obzirom da ste uboli vrh ja se nadam da cu danasnje dno...sad je 6,38

Doesn't matter

Baltic Capesize index +10% to $24274

BDI INDEX 2633 (+67)

Nažalost, sve zahvaljujući BCI-u

Narudzbe vec lagano prema 2025 godini

June 1, 2022,

Dry bulk shipping company Safe Bulkers has entered into an agreement for the acquisition of two energy-efficient Kamsarmax class vessels as part of its fleet renewal strategy.

The company has ordered two 82,500 dwt dry bulk newbuilds from an undisclosed Chinese shipyard, scheduled for delivery within August 2024 and January 2025.

The vessels are designed to meet the Energy Efficiency Design Index (EEDI) Phase 3, greenhouse gas (GHG) emissions and NOx Tier III regulations.

Hearing talk of C5 fixtures significantly below yesterday's index. Volatility continues. The index could be red today

kaže Joakim da danas nema objave indexa ali da je čuo kako je index značajno ispod jučerašnjih vrijednosti........

U Kini su kejpovi pali 1224 dolara.

Smaxi im isto padaju, ali Pmax malo raste
indeks FDI -21 bod.

Google prevoditelj.............

Očekuje se veći skok na burzi za brodarsku tvrtku Fredriksen

Infront TDN Direkt

SEB podiže svoj cilj cijene tvrtke za suhi teret Zlatni ocean, gdje je John Fredriksen vlasnik trgovine, na NOK 180 po dionici, s NOK 120, i ponavlja preporuku za kupnju.

O tome svjedoči ažuriranje brokerske kuće u četvrtak.

Dionice Zlatnog oceana u petak su na 144,8 NOK. Do sada je ove godine porastao više od 88 posto.

Brokerska kuća očekuje povećanje udaljenosti plovidbe u sljedeće dvije godine kao rezultat zaokreta u trgovini kao odgovor na ruski rat u Ukrajini.

"U kombinaciji s najboljom strani ponude u novijoj povijesti, izgledima za povećanje obujma iz Brazila i oporavkom kineske proizvodnje čelika, vjerujemo da će stope na tržištu suhih rasutih tereta biti visoke najmanje tri godine", navodi se u izvješću. Venter mer børshopp for Fredriksen-rederi - E24 Aksjelive