Prema The Baltic Exchange, indeks Baltic Dry pao je za 1,2 posto na 1.317 bodova, piše TDN Direkt.
Capesize je jedini segment koji je doživio pad za 4,8 posto na 12.057 dolara.
Panamax +1,8 posto, na 13.862 dolara. Handysize i Supramax porasli za 1,0 posto, na 11.084, odnosno 0,5 posto, na 12.639. https://finansavisen.no/nyheter/shippi…-for-baltic-dry
The Atlantic gave an overall fragmented image with most of its submarkets moving sideways while general trend remained positive. North
America was perhaps the only submarket that had a clearly upward direction. The corresponding S1C_58 (USG trip Far East) and S4A_58 (USG
trip Skaw-Passero) gained on average a little over 5% week-on-week. On actual fixtures, the ‘Red Sakura’ (60,245 dwt, 2017) reportedly
secured a strong $30,000 daily for trip to the Far East with coal and the ‘Omishima Island’ got an equally rich $35,000 daily basis delivery New
Orleans for petcoke into WC Mexico. The South Atlantic, on the other hand, appeared to have reached its maximum potential, at least in the
short run, as rates have been virtually steady since last week. The ‘Adventurer’ (62,472 dwt, 2017) was fixed for a fronthaul trip at $16,000
daily plus $600,000 ballast bonus basis delivery Recalada. Moving on to the Continent, signs of a slight correction were noticed midweek,
however, the market was quick in showing resistance. The ‘Kanchana Naree’ (56,920 dwt, 2011) was reportedly fixed at $17,250 daily basis
delivery Rotterdam for a scrap run to Turkey. Further South, the ‘IVS Naruo’ (60,317 dwt, 2014) got $25,000 daily basis delivery Jorf Lasfar for a
trip via Spanish Mediterranean to China.
Ciklusi se u brodarstvu obično dijele na kratkoročne (Kitchinove cikluse) u trajanju
od tri do četiri godine i srednjoročne ili investicijske (Juglarove cikluse) trajanja oko deset
godina. Ta se podjela temelji na sličnosti ciklusa u brodarstvu s općim gospodarskim
ciklusima.
Brod nije jedinstven proizvod, pa prilikom tumačenja cikličkih promjena treba biti
usredotočen na vrstu i veličinu broda. Osim navedenog, postoje još neki čimbenici koje
brokeri na brodarskom tržištu trebaju uzeti u obzir. Presudan čimbenik jest da
brodarstvo nastoji biti tradicionalno i konzervativno u svojim stavovima i perspektivama.
To se naročito vidi kod vodećih brodara koji nastoje svoje stavove zadržati za sebe, pa
im problemi i nesposobnost ograničavaju uslugu na tržištu. Brodarstvo nije disciplinirana
industrija, daleko je od transparentne industrije, sa elementima tajnosti te je više vođeno
osjećajima nego čvrstim činjenicama.
Nepredvidivo cikličko kretanje tržišta ima još jednu dimenziju, a to je fenomen
poznat u psihologiji kao „ludilo mase“. Psiholog LeBon otkrio je da sposobnost ljudskog
bića opada kad se priključi grupi jer je sklon nekritički usvojiti zajednički stav. U grupi
čovjek često postaje sklon predimenzioniranju i iracionalnom mišljenju. Što je grupa
veća, čovjek je sve iracionalniji. Ljudi će „ u orkestru“ sa drugim iz svoje skupine učiniti
ono što sami nikada ne bi napravili. Ovakvo ponašanje zajedničko je različitim
skupinama poslovnih ljudi, pa tako i brodarima. Makar su tržišni konkurenti, oni
pripadaju istoj grupi, imaju iste probleme i razumiju se vrlo dobro, pa pomno prate i
zagledavaju jedan drugome u poslove. S posebnom pozornošću prate se uspješni
brodari - predvodnici.
Kad je tržište u konjukturi, vozarine visoke, prinosi stalni i stabilni, a profiti veliki,
brodari dobivaju snažan osjećaj pouzdanosti i sigurnosti. Najčešće predvodnici krenu
prvi u utrku investiranja, a zatim ih slijede ostali.
Cape -4,8% / 12.057 usd
U gornjem desnom kutu imate tražilicu za koju god dionicu želite. Forumaši krenu obično pol sata prije otvararanja burze, ali danas su poludjeli pogotovo na CTRM.
Na stranim forumima koje pratim krenulo je ludilo na brodarima.
može koji link da i mi osjetimo tu vibru?
ako je copy paste sa DRY BULK bez cenzure da se pozovemo na autorska prava?
Krenuli su i Reddit forumaši https://www.reddit.com/r/CTRM/ Pogledajte Pre Market https://stocktwits.com/symbol/CTRM?ut…=www.finviz.com
Na stranim forumima koje pratim krenulo je ludilo na brodarima.
That didn’t last long: Iron ore futures back up, closing on recent highs, following the sharp drop in late January. Dalian iron ore futures up 3%+ in early Asia trading.
Display Morepozivam sve koji žele,imaju potrebu,hrabrosti,nemaju problema sa testiranje vl investitorske diplome,investitorske intuicije i spremni su na rezime da mi se pridruže u objavljivanju svojih očekivanja(targeta) kroz crni,srednji i najbolji scenarij,a može i samo jedan(srednji) kojeg očekuju za ovaj sektor odnosno dionicu ATPL.
nije nužno eleboriranje istih argumentima ali takvi targeti ipak imaju manju težinu od onih drugih.
svatko može izvući nekoliko argumenata u par riječi na čemu temelji svoja očekivanja.
bez obzira dali se netko odazove ili ne moji će biti objavljeni do ned 24.01.21.(22h)
za sada nema tuđih targeta pa ću ja otvoriti sezonu.
2021.
crni scenarij 250
srednji scenarij 300
najbolji scenarij 350
važna napomene da u 2022. očekujem inteziviranje tog rasta + dodatno intenziviranje ako bi podbacio u 2021.
kao očekavana posljedica još manje isporuka i dodatnog povečanja demanda u odnosu na 2021.
očekujem i pozivam najveće oponente koji su zagovornici pesimizma na atpl da se odluče sami sebi dati na vjerodostojnosti iznošenjem vlastitih targeta, u protivnom ih neću moći uzimati za komentatore koji i misle ono što pišu.
oni koji za sebe drže da su dobri poznavaoci sektora nebi smjeli imati problema sa time.
Moje procjene za 2021. godinu su slijedeće: minimalno ATPL - 700, JDPL - 50, ULPL - 200..................................... Živi bili, pa vidjeli.
Navios Maritime Partners L.P. NMM owns and operates dry cargo vessels in Asia, Europe, North America, and Australia. It offers seaborne transportation services for a range of dry cargo commodities, including iron ore, coal, grain, and fertilizers, as well as charters its vessels under medium to long-term charters.
The stock price has soared 48% in the past four weeks. The company has an expected earnings growth rate of more than 100% for the current year. The Zacks Consensus Estimate for the current year has improved 32.3% over the last 7 days.
Star Bulk Carriers Corp. SBLK is a shipping company engaged in the ocean transportation of dry bulk cargoes worldwide. Its vessels transport a range of major bulks, including iron ores, coal, and grains and minor bulks, such as bauxite, fertilizers and steel products.
The stock price has climbed 12.4% in the past four weeks. The company has an expected earnings growth rate of more than 100% for the current year. The Zacks Consensus Estimate for the current year has improved 20.2% over the last 7 days. https://finance.yahoo.com/news/5-stocks-…-133401328.html
Over the month leading up to CNY, Panamax rates typically fall by an average of $1,400/day, and in the month after the start of the holiday, they rise by an average of $1,600/day. https://www.breakwaveadvisors.com/insights/2021/…hinese-new-year
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Po ovome bi Panamaxi krajem 3. mjeseca trebali biti cca 15.000 usd
Over the month leading up to CNY, Panamax rates typically fall by an average of $1,400/day, and in the month after the start of the holiday, they rise by an average of $1,600/day. https://www.breakwaveadvisors.com/insights/2021/…hinese-new-year
Freight futures am update Capesize up ~3%
Panamax up ~3%
Baltic Dry Index Rises 0.45% to 1,333
Capesize -0.86% to $12,662
Panamax +2.27% to $13,624
Supramax 58k tons +0.41% to $12,583
Handysize +1.14% to $10,971
The decline of coal exports from Australia to China in 2020 is clear is damaging.
New homes of Aussie coal in 2020:Japan, SK and India.
Cape -0,9% / 12.662 usd
EEXI or Energy Efficiency Existing Ship Index is the next big thing in shipping and it's implications can be bigger than double hull or certainly IMO 2020. EEXI is similar to the vehicle emission rules, but just that its global in scope and applies to existing ships (new ships part of a EEDI system). No doubt a lot of owners with old inefficient ships will have a hard time adapting.
Shipowners have less than two years to decide if they want to slow down, invest in technology or scrap their vessels to meet upcoming rules. https://www.tradewindsnews.com/technology/qui…ance/2-1-954616
