Posts by jasko

BDI +0,5% 1837 https://finansavisen.no/nyheter/shippi…r-rateoppgangen

Weekly Dry Time Charter Estimates, January 20 2021 https://www.hellenicshippingnews.com/weekly-dry-tim…anuary-20-2021/

Atlantska plovidba d.d. je 18. prosinca 2020. sklopila ugovor o povratnom leasingu (sell and lease back) na
rok od tri godine s američkom financijskom institucijom Northern Shipping Fund Management LLC, te tako
uspješno realizirala transakciju refinanciranja brodova AP Dubrava, AP Slano i AP Astarea.
Ovom transakcijom značajno je smanjen prosječni trošak financiranja za navedene brodove. https://eho.zse.hr/fileadmin/issu…068e85937f4.pdf

Quote from migra

Atlantska plovidba d.d. je 20. siječnja 2021. godine sklopila ugovor o povratnom leasingu (sell and lease

back) na rok od pet godina s kineskom financijskom institucijom Avic International Leasing CO., te tako

uspješno realizirala transakciju refinanciranja brodova AP Jadran i AP Argosy. https://eho.zse.hr/obavijesti-izdavatelja/view/35223

To su dobre vijesti, jer se radi o refinanciranju, a ne o prodaji.....https://www.hellenicshippingnews.com/new-world-of-s…-and-leaseback/

Atlantska plovidba d.d. je 20. siječnja 2021. godine sklopila ugovor o povratnom leasingu (sell and lease
back) na rok od pet godina s kineskom financijskom institucijom Avic International Leasing CO., te tako
uspješno realizirala transakciju refinanciranja brodova AP Jadran i AP Argosy. https://eho.zse.hr/obavijesti-izdavatelja/view/35223

Dry bulk shipping revs up after ‘extraordinarily bad decade’ https://www.freightwaves.com/news/dry-bulk-…HMvZzInM9CqZgc9

BDI + 3,5% 1828 Rekord za siječanj Supramax +1,3% 12310 https://finansavisen.no/nyheter/shippi…er-flere-aksjer

Complications and challenges

The main wave of BWT system installations is yet to come, says Olofsson. ‘Many owners rushed to have their IOPP renewals before the original implementation date of 8 September 2017 so they would effectively have a five-year grace period to install a system,’ he explains. ‘As a result, we should expect a demand peak in 2022.’ DNV GL believes as many as 15,000 BWTS will have to be installed at that time, he adds. ‘That is a lot of work. Even if we put our estimate at the lower end, assuming just 10,000 installations, this would still be equivalent to 192 system installations per week! All these systems need to be manufactured, purchased and installed.’

https://www.hellenicshippingnews.com/type-approved-…dely-available/

A cyclone is developing in the Timor Sea, expected to make landfall on Saturday

This is the second cyclone of the season to potentially hit the ironore rich Pilbara, but stronger at a cat 3

Could be negative for Capes.

Baltic Capesize index +5,8% to $25,557
Brazil/China +1% to $19,145

Jan FFA now +1% to $22,250
Feb FFA now +2% to $15,500

Oslo (TDN Direkt): Pareto Securities povisuje ciljne cijene nekoliko suhih rasutih dionica, gdje oni, između ostalog, podižu Golden Ocean Group na 55 s prethodnih 45 NOK po dionici, a 2020 Bulkers na 81 NOK po dionici. Pareto ponavlja preporuku za kupnju za obje tvrtke.

To proizlazi iz sektorskog izvještaja brokerske kuće u srijedu.

"Cijene roba rastu, a notorno nestabilno tržište suhih rasutih proizvoda vrlo je pozitivno počelo do 2021. godine sa stopama koje nismo vidjeli nekoliko godina", piše Pareto.

Brokeri ističu da i dalje očekuju nestabilnost, ali da podršku vide u knjizi niskog reda, fokusu na ESG i nedostatku mogućnosti financiranja.

Pareto ističe Golden Ocean Group i 2020 Bulkers kao kandidate za kupnju i ističe da su tvrtke u dobroj poziciji da mogu kapitalizirati poboljšano tržište, dok ostatak sektora drže na površini i opravdavaju ga boljim ulascima prema proljeću.

Pareto vrši sljedeće prilagodbe:

-GOGL, povisuje ciljnu cijenu na 55 NOK s prethodno 45 NOK po dionici, ponavlja preporuku za kupnju.

-2020., Povisuje ciljnu cijenu na 81 NOK po dionici, ponavlja preporuku za kupnju.

-BELCO, povisuje ciljnu cijenu na 6,8 NOK sa 6,4 NOK po dionici, ponavlja preporuka zadržavanja.

-BULK, povisuje ciljnu cijenu na 12,5 sa prethodnih 12 dolara po dionici, ponavlja preporuka zadržavanja.

-DSX, povisuje ciljnu cijenu na 2,3 sa prethodno 1,5 dolara po dionici, ponavlja preporuka zadržavanja.

-SBLK, povisuje ciljnu cijenu na 12 sa prethodnih 9 dolara po dionici, ponavlja preporuku zadržavanja.

Martin Brennmoen martin.brennmoen@tdndirekt.com Infront TDN Direkt https://finansavisen.no/nyheter/shippi…grep-i-torrbulk

Orderbook is record low, demand growth will accelerate https://static1.squarespace.com/static/5a4d1d2…2021+Report.pdf

BDI + 1,5% 1766 https://finansavisen.no/nyheter/shippi…atene-har-snudd

Baltic Capesize-indeks + 2,6 prosent til 24.148 dollar pr dag

Open interest in CBOT corn and soybeans has surged in the new year, reaching a record 3.92M contracts as of Jan. 12.

Old record was 3.84M on June 19, 2018.

Indicative Dry Bulk Values (US$ million)
15 Jan 11 Dec ±% Min Avg Max
Capesize
180k dwt Resale 50.00 50.00 0.0% 34.5 46.4 53.3
180k dwt 5 year old 28.50 27.00 5.6% 23.0 30.0 37.3
170k dwt 10 year old 20.50 20.00 2.5% 12.0 20.8 26.0
150k dwt 15 year old 14.50 12.50 16.0% 6.5 12.7 16.5
Panamax
82k dwt Resale 30.50 30.00 1.7% 22.5 28.9 32.0
82k dwt 5 year old 24.00 23.00 4.3% 11.5 20.8 25.0
76k dwt 10 year old 15.50 13.50 14.8% 7.3 12.8 16.5
74k dwt 15 year old 8.75 8.50 2.9% 3.5 8.3 11.5
Supramax
62k dwt Resale 27.50 27.50 0.0% 19.0 26.2 29.0
58k dwt 5 year old 17.00 16.00 6.3% 11.0 16.2 18.5
56k dwt 10 year old 11.25 11.00 2.3% 6.0 11.7 14.5
52k dwt 15 year old 7.25 7.00 3.6% 3.5 7.6 10.5
Handysize
37k dwt Resale 21.50 21.50 0.0% 17.0 21.6 24.5
37k dwt 5 year old 15.25 15.00 1.7% 7.8 14.2 17.5
32k dwt 10 year old 8.75 8.50 2.9% 6.0 9.1 11.8
28k dwt 15 year old 5.75 5.50 4.5% 3.5 5.5 7.3 https://www.hellenicshippingnews.com/wp-content/upl…_compressed.pdf

Ironore futures soared above $170 as market sentiment was lifted by a better recovery in China and optimism over the US stimulus package, as well as China’s strong steel outlook. China’s GDP grew faster in the Q4 than the consensus forecast (6.5% vs 6.1%)

Temeljem članka 133. Pravila Zagrebačke burze, AD Plastik obavještava kako će se dana 26. 1. 2021.
godine održati sjednica Nadzornog odbora na kojoj će se razmatrati prijedlog odluke o isplati dividende iz
zadržane dobiti. https://eho.zse.hr/obavijesti-izdavatelja/view/35211

BDI - 0,8% 1740 https://finansavisen.no/nyheter/shippi…-for-baltic-dry

China has been rebuilding its pig herd, which was ravaged by the deadly African swine fever disease, with the pig population now approaching normal levels, according to state media.

Demand remains very strong, according to a manager with a soybean crusher in northern China.

“Imports in the New Year are expected to hit a new record high" https://www.hellenicshippingnews.com/chinas-2020-so…emand-recovers/