Posts by jasko

Signal Dry Bulk Weekly Report https://www.breakwaveadvisors.com/insights/2022/…k-weekly-report

U sastav indeksa CROBEX® i CROBEXtr® uključuju se dionice sljedećih društava:

• ALPHA ADRIATIC d.d. (trgovinski simbol ULPL, ISIN HRULPLRA0002).

Redovna revizija indeksa CROBEX®, CROBEXtr®, CROBEX10®, CROBEX10tr®, CROBEXprime®, ADRIAprime©, CROBEXplus® i sektorskih indeksa provest će se nakon završetka trgovine dana 18. ožujka 2022. godine, a indeksi će se računati s novim sastavom počevši od 21. ožujka 2022. godine.

Freight futures am update

Capesize up ~3%

Panamax up ~3%

BCI 5 T/C routes 180000 18928 3207

BPI 5 T/C routes 82500 28744 1377

BSI 10 T/C routes 58328 31295 1233

BHSI 7 T/C routes 38200 27096 367

BDI INDEX 2558 +206

Baltic Capesize index +20% to $18928

Ajmo bacit oko na pokazatelje...........

BCI 5 T/C routes 180000 15721 1213

BPI 5 T/C routes 82500 27367 1254

BSI 10 T/C routes 58328 30062 1025

BHSI 7 T/C routes 38200 26729 315

BDI INDEX 2352 +117

BCI 5 T/C routes 180000 14508 948

BPI 5 T/C routes 82500 26113 1052

BSI 10 T/C routes 58328 29037 587

BHSI 7 T/C routes 38200 26414 440

BDI INDEX 2235 +87

Ako čovjek ne zna prema kojoj luci plovi, nijedan vjetar neće biti povoljan.

Freight futures am update

Capesize up ~6%

Panamax up ~5%

The Supramax segment was subjected to some rapid and profound
changes this week which come as a direct result of the war in
Ukraine. Simply put, with several Black Sea ports winding down their
operations or being under siege, cargo flows have been reversed
overnight, meaning that east bound trades from the Atlantic to the
Pacific which were traditionally considered as fronthauls are now
effectively becoming backhauls and vice versa. The newly created
inefficiencies tend to add tone-miles on the overall result, hence
strengthening the demand. Overall, the BSI 10 TCA gained 5.9% w-ow, hovering today at $28,450.

ZGSE:ULPL PE (Price to Earnings) Ratio Calculation

PE Ratio = ZGSE:ULPL Share Price ÷ EPS (both in HRK)

98 ÷ 194 = 0.5x

Lijepo za vidjeti.........                                                                                                                                                                                                                                                                                                                                                    

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

Full year 2021 results:

EPS: Kn194 (up from Kn176 in FY 2020).

Revenue: Kn138.0m (up 48% from FY 2020).

Net income: Kn106.1m (up 9.9% from FY 2020).

Profit margin: 77% (down from 104% in FY 2020). The decrease in margin was primarily driven by lower expenses.

Revenue was in line with analyst estimates.

Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.

Supramax 28450 + 2,6%

Freight futures am update

Capesize up ~5%

Panamax up ~5%

Braemar:”Following the drawdown in Capesize rates and bunker prices increasing in tandem, we have naturally seen a decline in average voyage speeds in the Capesize fleet since October.”