Posts by lebowski

https://www.caixinglobal.com/2021-10-22/chi…-101789931.html

In Guangzhou, the mortgage rate for first-home purchases declined 15 basis points to 5.85%, and in Shenzhen the rate was down 5 basis points to 5.10%, Beike’s data showed. Sales agents at several residential projects in Guangzhou interviewed by Caixin said this was a signal that the cooling housing market might soon warm up.

...

Senior officials including Vice Premier Liu He, central bank governor Yi Gang and Zou Lan, head of the central bank’s financial market department, have said risks to the financial system stemming from Evergrande can be contained.

Prikladno prikupljanje prije izlaska izvješća, pala brana na 830.

nalete, evo da pojednostavnimo, uzmemo 1.1.2021. i usporedimo DSX i ATPL.

Quote from brajakica

🇨🇳Drugovi su shvatili na tezi nacin kroz ostar pad GDPa u 3Q da je najstetnije biti bez struje. 😁

China thermal coal futures now above $300/ton.

Čini mi se da su prije tjedan-dva bili na $200/ton, strašno

Pa kupili su već Žito, ne vidim zašto bi Mlinar bio svaštarenje.

'Popped eyeballs and nosebleeds': capesize freight futures rocket | TradeWinds

TradeWinds asked derivatives traders to describe Tuesday's market boom — and they painted pictures with words

www.tradewindsnews.com

There were also rumours of a front-haul fixture of over $160,000 per day for a cargo from the Black Sea, although TradeWinds was unable to confirm this information.

As the trading day neared its end, word of four capesize cargoes being split into panamax-size stems in the Atlantic came to light.

Partiji su prioritet građani koji su platili stanove unaprijed, a stanovi nisu izgrađeni. Sljedeće na listi su banke. To će se spašavati na način da ih preuzmu firme u vlasništvu "županija", a loše plasmane banaka će sanirati država. Dakle, država neće direktno pomoći Evergrandea, možda čak i streljaju vlasnika, ali sanirat će posljedice Evergrandea i to već rade.

I svemu tome popušit će i vlasnici offshore bondova.

u novom Cleavesu kažu da bi vrijednost brodova u dry bulku trebala više pratiti vozarine.

https://www.cleaves.no/post/shipping-weekly-40-2021

Quote from looserst

Quote from lebowski

Danas brodari padaju opet zbog Evergrandea, i to zato što je građevinski dio Evergrandea prodan nekom drugom građevinaru. Po meni, to je vijest koja je trebala biti pozitivno protumačena, a svi je očito tumače kao nešto loše.

Neki link? Nisam do sada nasao evergrande kao razlog za danas. Spominje se pad cape spota, joakim pise o rain season u brazilu, smanjeni congestion u kini, onda ima tu nesto o prepolavljanju kontejner vozarina sta se cini kao neprovjereno i nebi trebalo na bulk...

Malo pretjeran pad bez velike vijesti ali nema svadjanja sa marketom

China Evergrande to raise $5 bln from property unit sale - Global Times

China Evergrande will sell a majority stake in its property management business for more than $5 billion, Chinese media said on Monday, a deal which would be…

www.reuters.com

Danas brodari padaju opet zbog Evergrandea, i to zato što je građevinski dio Evergrandea prodan nekom drugom građevinaru. Po meni, to je vijest koja je trebala biti pozitivno protumačena, a svi je očito tumače kao nešto loše.

It’s the real thing: Coke sources handy bulkers as container choices run dry - Splash247

Coca-Cola becomes the latest global mega brand to decide to switch from regular liner choices for crucial deliveries, instead opting to move just over 60,000…

splash247.com

Jel netko već stavio da se Coca Cola prebacuje s kontejnera na hendije?

Ovo nije vezano direktno uz dry bulk, ali je uz brodare. Prije par dana bio je neki nesrazmjer između rasta vozarina i cijena dionica brodara, a bit će da je ovo bio razlog:

Cost of Shipping Between China and U.S. Plunges - Caixin Global

www.caixinglobal.com

Multiple provinces across China are suspending factory production to ameliorate energy shortages or to meet the central government’s energy consumption control targets. As production restrictions began to be implemented, scalpers dumped their hoarded container spots, contributing to the price tumble, the source from the Shanghai shipping company said. He added that the scalpers had to rush to sell off the spots between Oct. 1 and Oct. 7 before the start of the seven-day Chinese National Day holiday which starts at the beginning of the month.

Dakle, kontejneraši su bili zaslužni zbog špekulacija, redukcija struje i dolaska praznika.

Ako ima još optimista, evo i lijepe vijesti:

How global supply chains are falling out of fashion

Fashion brands like Benetton are increasingly turning away from globe-spanning supply chains and low-cost manufacturing hubs in Asia, in a shift that could…

www.reuters.com

Mensečini sad kak se to raspliće, da će Partija pomoći na način da se Evergrande pusti da potone, a da se spase nedovršeni stanovi kroz preuzimanje tih projekata od strane firmi u vlasništvu lokalne vlasti. Isto tako, možda se pusti da Evergrande ne vrati bankama ništa, ali da Partija obešteti banke za te iznose kako ne bi došlo do veće krize. Naravno, bit će to začinjeno i s nekoliko streljanja na trgu.

2020 Bulkers

@2Bulkers

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14m

Today: 74,786 +5,773
MTD avg 53,365
YTD avg 30,094 vs 2020 YTD 11,754
FFA '21 balance 52,269

#capesize is in a historical squeeze these days, and Owners are not shy on offers. The #drybulk party continues.
#2020bulkers index vessels making 100,000+ USD/day #dividends #ironore

Na Cleavesu su napokon povećali cijene brodova, najveći skok kod Supri, 5 godina stara Supra skuplja od Panamaxa

Quote from brajakica

China market

concerns that a collapse at Evergrande could drive a global crisis have ebbed. Top 40 +0.66%.

Kad se gleda po sektorima, ne izgleda baš bajno

Varteks proda pola zemlje u Varaždinu, a promet 6000 kn. Nema ovdje više ni poštenih buregdžija. Otkako je trener otišao u epidemiologe, slabo igra Barcelona.

Quote from maratonac

Quote from lebowski

Gogl je na norveškoj burzi od 17.09. sa 99 pao na 86, a danas se vratio na 87.85.

ATPL je sa 492 prosjek 17.09 jučer došla do 494.

Što mi to znamo, a neuki Norvežani ne znaju?

Koja je uopće poanta ovog posta?

Pokazivanje superiornosti hrvatskih naprema norveškim ulagateljima. Up up up

Gogl je na norveškoj burzi od 17.09. sa 99 pao na 86, a danas se vratio na 87.85.

ATPL je sa 492 prosjek 17.09 jučer došla do 494.

Što mi to znamo, a neuki Norvežani ne znaju?