DryBulk shipping vessel values are rising further kaže Joakim...

Still, there is significant room for upside given high NB prices and strong earnings

BCI 5 T/C routes 180000 32581 -152

BPI 5 T/C routes 82500 29168 -377
BSI 10 T/C routes 58328 30224 -48
BHSI 7 T/C routes 38200 30004 -103

BDI INDEX 3085 -19

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NMM,NM,SB,SBLK,SHIP,DRYS,DSX,EGLE,ESEA,EXM,GNK,GOGL | Stock Prices | Quote Comparison - Yahoo Finance

View and compare NMM,NM,SB,SBLK,SHIP,DRYS,DSX,EGLE,ESEA,EXM,GNK,GOGL on Yahoo Finance.

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Venetian

GOGL na novom vrhu...svi ameri u zelenom kao i ffa.

Dobro je kineze stajala olimpijada i Lockdown skoro kao i 2020, a vozarine unatoc tome se drze na jako dobrim razinama

https://www.braemarscreen.com/

Glavni igrači u amera idu prema novim vrhovima GOGL imao rekordno zatvaranje DSX opet bježi našoj kraljici FFA capovi i Panamaxi jutros snažno u zelenom....danas bi i naši bulkeri mogli rasti pogotovo pred kraj ako BDI opet krene u zeleno.

Safe Bulkers (BUY, TP USD7.5 (6.6)): Excessive discount

We have updated our estimates ahead of the Q1 results to reflect our higher near-term rate forecasts. We also remain positive on H2 as we expect a recovery in Chinese demand and Brazilian long-haul volumes. We are now 4% below consensus on Q1e EBITDA. We reiterate our BUY and have raised our target price to USD7.5 (6.6) as we consider Safe Bulkers to be the most heavily discounted dry bulk stock in our peer group.

p.s. Zanimljive su neke usporedbe, korelacije i potencijali

Za sada FFA pojačavaju zelenilo s nagovještajem dodatnog rasta vozarina...GOGL u pre marketu za sada u plusu...vidjet će mo iza 12 sati capove.

Evo malo umjesto kolege Jaska da postam neka razmišljanja analitičara i ovotjedne brojeve.

C3 Tubarao to Qingdao t 34.875 $/ton 0.36
C5 West Australia to Qingdao 15.164 $/ton 0.105
C7 Bolivar to Rotterdam 15.100 $/ton 0.025 C17 26.035 $/ton 0.245
BCI 5TC 32754 173

Golden Ocean Group Limited (GOGL)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD

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14.71+0.88 (+6.36%)At close: May 16 04:00PM EDT

15.04 +0.33 (+2.24%)

Pre-Market: 06:59AM EDT

Pre market sugerira da bi GOGL već danas mogao preko 15 usd u četvrtak ide objava dididende i rezultata za Q1...po svemu sudeći nakon objave GOGL između 16 i 17 usd....prošlogodišnji vrh je bio ako se ne varam ,GOGL 12,08 usd.... a ATPL 574 kn.....JDPL 80 kn...ULPL 153 kn....to znači da bi GOGL ovajtjedan mogli gledati 35% do 40% iznad prošlogodišnjeg vrha uz 2,5 usd isplaćene dividende za 2021...što bi ukupno dalo 0ko 60% veću cijenu od prošlogodišnjeg vrha....podosta zaostajemo .

Bulker & Tanker markets continued their ordering period, down 60% & 90% respectively between YTD 2022 and YTD 2021.

Freight futures am update

Capesize up ~5%

Panamax up ~4%

BCI 5 T/C routes 180000 32754 173

BPI 5 T/C routes 82500 29290 122
BSI 10 T/C routes 58328 30194 -30
BHSI 7 T/C routes 38200 29930 -74

BDI INDEX 3095 +10

Quote from gigic23

Safe Bulkers (BUY, TP USD7.5 (6.6)): Excessive discount

We have updated our estimates ahead of the Q1 results to reflect our higher near-term rate forecasts. We also remain positive on H2 as we expect a recovery in Chinese demand and Brazilian long-haul volumes. We are now 4% below consensus on Q1e EBITDA. We reiterate our BUY and have raised our target price to USD7.5 (6.6) as we consider Safe Bulkers to be the most heavily discounted dry bulk stock in our peer group.

p.s. Zanimljive su neke usporedbe, korelacije i potencijali

ovo za Kinu i Brazil su najbolje vijesti što su se mogle dogoditi za brodare ......rast vozarina tek slijedi.......

Freight futures am update

Capesize up ~5%

Panamax up ~4%

#shipping #drybulk $BDRY

Quote from josip100

Freight futures am update

Capesize up ~5%

Panamax up ~4%

#shipping #drybulk $BDRY

Sljedećih dana bi mogli gledati značajniji rast BDI....po FFA capovi za 6.mj nadomak 40 000 usd a oni obično povlače i ostale klase za sobom.

Izgleda da rast nastavlja vani, kod nas trebaju svi parametri biti u plusu, jedno tjedan dana, tad krećemo 😀

Quote from Milo

Izgleda da rast nastavlja vani, kod nas trebaju svi parametri biti u plusu, jedno tjedan dana, tad krećemo 😀

Nakon prvih 25 minuta trgovanja.

Dry Bulk Newbuilding Review: The Spring Sentiment https://www.hellenicshippingnews.com/dry-bulk-newbu…ring-sentiment/

Ne znam koliko će se još dugo naši bulkeri odupirati očiglednom rastu vani.