DRY BULK

China's National Bureau of Statistics (NBS) Purchasing Manager's Index (PMI) for manufacturing landed in the expansionary territory in February, increasing to 52.6, according to a report released by the China Federation of Logistics and Purchasing (CFLP) on Wednesday.

The data, compiled by the NBS, showed the headline figure above the neutral 50, improving compared to last month's 50.1 to land above estimates and mark an overall growth in the sector.

Additionally, the official non-manufacturing PMI for the month landed at 56.3.

Vozarine u Kini i danas značajno rastu +8%

Ovako jak pmi trebao bi biti dovoljan za vozarine iznad 20k za nekoliko tjedana. Još nedostaje jači glavni pokretač a to je prijevoz rude iz Brazila koji je sezonski uvjetovan. A i to bi se moglo pojačati barem prema najavama

BNamericas - Brazil's Vale to boost output of high-qualit...

Steelmakers are demanding high-quality ore to help reduce emissions.

www.bnamericas.com

P.S.

Greškom otišlo na drugi topic pa ispravljam.

cape up 27.4%

Freight futures am update

Capesize up ~2%

Panamax down ~3%

bdi up 11%

pnmx up 6%

supre up 4.6%

Quote from Manu

cape up 27.4%

BDI 1099 (+109)

Weekly Dry Time Charter Estimates, March 01 2023

"Home sales by major developers rose in February for the first time in 20 months, aided by positive signs of demand in the steel sector," analysts from ANZ bank said in a note.

Transactions of construction steel products across the country totaled 204,025 tonnes on March 1, posting a week-on-week rise of 33.06%, data from consultancy Mysteel showed.

https://www.nasdaq.com/articles/dalian-iron-ore-rises-as-chinas-steel-hubs-lift-production-curbs

Moment of truth for drybulk coming soon. The National People’s Congress begins in Beijing on Sunday, 5 March. via Bloomberg

BDI 1145. SVe raste

edit: spor si stipice

BDI 1145 (+46)

edit: a ti pogrešan, tenchi

bdi up 4.2%

cape up 7.6%

pnmx up 2.7%

supre up 3.1%

handy up 3.4%

Supramaxes, especially geared ones, are hot property this week with rates the envy of all other bulk classes as strong demand in both basins propels earnings.

Geared dry bulk market ‘on fire’ - Splash247

Supramaxes, especially geared ones, are hot property this week with rates the envy of all other bulk classes as strong demand in both basins propels earnings.…

splash247.com

Cleaves 02 March 2023

Market: With Chinese New Year, which typically marks the seasonal low, firmly in our rear-view mirror, we have already seen positive signs in the market over the past couple of weeks as both FFAs, spot, and TC rates have seen gains. We also believe asset values found a floor a few weeks back, as expected. With very limited supply growth over the next 2-3 years combined with healthy demand for freight, we see demand growth outpacing supply growth in the dry bulk space from 2H23E. We forecast a new cyclical peak in 2H25E and see Capesize asset values potentially climb 28% over the next two years.

cape up 19.5%

BDI 1211 (+66)

zašto eagle toliko pada?.....EPS ispod očekivanja ili?......ma nemože bit da zbog EPS toliko pada?.....

Eagle Bulk Shipping (NYSE: EGLE ) izvijestio je o EPS-u u prvom tromjesečju od 2,76 USD, 0,25 USD lošije od procjene analitičara od 3,01 USD

al propast 10% je malo previse

Quote from hugh

zašto eagle toliko pada?.....EPS ispod očekivanja ili?......ma nemože bit da zbog EPS toliko pada?.......revenue nadmašili.....

Jedino sam ovo našao na finance yahoo od Zacksa

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