Evo pogleda Danish Shipping za brodare. Inace, zadnjih godina imali su negativna predvidjanja ali su u ovom izvjescu izuzetno bullish za dry bulk i tankere.

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Danas izasao EGLE report

Eagle Bulk Shipping Inc. Reports Results for the First Quarter of 2023

1Q Achieved TCE⁽¹⁾ of $12,917/day

Realized net income of $3.2 million, or $0.25 per basic share

• Adjusted net income⁽¹⁾ of $3.4 million, or $0.26 per basic share⁽¹⁾

Coverage position for the second quarter of 2023 is as follows:

• 65% of owned available days fixed at an average TCE of $16,030

Dry Bulk

Capesize: up ~5%

Panamax: flat

Mislim da danas nema BDI-a i vozarina.

Imamo novog kralja

Braemarscreen je danas zelen

https://www.braemarscreen.com/?fromweb=true

Freight Futures AM Update

Dry Bulk
Capesize: up ~4%
Panamax: up ~2%

FFA-ovi na Braemarscreen-u i danas zeleni

https://www.braemarscreen.com/?fromweb=true

BCI 5 T/C routes 180000 20807 1039
BPI 5 T/C routes 82500 13450 -62
BSI 10 T/C routes 58328 12072 19
BHSI 7 T/C routes 38200 11522 -83

BDI INDEX 1598 +40

Evo sam još ovo pa možda još ovo..hajde više di su te rakete?!

Quote from tenchi0110

https://twitter.com/2Bulkers/status/1655882635267256320/

Evo sam još ovo pa možda još ovo..hajde više di su te rakete?!

čekaj dok Putica počne drukati na Twitteru

Dry Bulk

Capesize: up ~5% (up 10% since Friday)

Panamax: up ~3% (up 5% since Friday)

Tankers

VLCC: up ~5% (up 5% since Friday)

Suezmax: up ~2% (up 2% since Friday)

Chinese #coal imports +88.8% YTD at 41mt in April💪

Kaže Joakim na twiteru....

Freight Futures AM Update

Dry Bulk
Capesize: up ~2%
Panamax: flat

Gogl - prvi kvartal u minusu...0.04 USD po dionici...

Ipak isplaćuju dividendu od 0.01 USD.

Ulrik Andersen, glavni izvršni direktor:

“Nakon razdoblja sezonske slabosti u prvom kvartalu, vozarine su se oporavile, a izgledi za ostatak godine su pozitivni, potaknuti postupnim oporavkom kineskog gospodarstva."

FFA vozarine danas rastu

BCI 5 T/C routes 180000 17767 -344

BPI 5 T/C routes 82500 11112 -231
BSI 10 T/C routes 58328 11931 -62
BHSI 7 T/C routes 38200 11050 -62

BDI INDEX 1402 -23

Freight Futures AM Update

Dry Bulk

Capesize: up ~3%

Panamax: up ~3%

SB-US (BUY/$7.10) Initiation: Seize the Opportunity

Safe Bulkers (SB US) is a NYSE-listed dry bulk company, with a fleet consisting of Panamax, Kamsarmax, Post-Panamax and Capesize vessels. Although the company is actively renewing its fleet, it has low leverage and a strong balance sheet, substantial dividend capacity, and the lowest EV/EBITDA multiples in our peer group going forward. We are very positive towards the dry bulk market for the next 2-3 years; where healthy demand growth – spurred on by firm demand from Asia, against very limited supply growth, could see fleet utilization increase from 87% in 2023E to 91% in 2026E. We initiate coverage with a BUY recommendation and a $7.10/sh target price (+99% from last close).

Dry Bulk Outlook                                     

Recommendation Percent

BUY 84%

HOLD 16%

SELL 0%