BCI 5 T/C routes 180000 6780 954
BPI 5 T/C routes 82500 16615 -609
BSI 10 T/C routes 58328 17743 -456
BHSI 7 T/C routes 38200 18304 -453
BDI Index 1302 +6
BCI 5 T/C routes 180000 6780 954
BPI 5 T/C routes 82500 16615 -609
BSI 10 T/C routes 58328 17743 -456
BHSI 7 T/C routes 38200 18304 -453
BDI Index 1302 +6
Capesize owners can withstand spot rate erosion
While the short-term outlook looks dismal, the longer term view is positive based on low fleet and solid demand growth fundamentals
As spot capesize rates fall to less than $6,000 per day, owners say they are able to manage the downturn and are adamant that a rebound is not far off https://lloydslist.maritimeintelligence.informa.com/LL1139636/Cape…ot-rate-erosion
BCI 5TC 6780 + 954
If the BDI can average more than 1,658 points this January, it will be ahead of January 2021 already. So perhaps this year won’t get going until we have all said gong hei fa cai. https://splash247.com/has-the-lockdo…d-for-dry-bulk/
“We’re optimistic about the outlook for 2022 and expect that the market will start to firm again after Chinese New Year in anticipation of two to three years of further strength. https://www.tradewindsnews.com/bulkers/taylor…ost/2-1-1158150
Tržišno raspoloženje posljednjih dana.........
Ako je jučer bio 16751, a danas 16783 onda ne može nikako biti - 7%
Jan 24
Panamax Index $16751: Jan 20100 Feb 19150 +1100 Mar 22500 +950 Q1 20750 +850 Q2 23750 +750 Q3 22250 +300 Q4 20350 +300 Cal22 21850 +600 Cal23 16450 +350 Cal24 13750 +150 Cal25 12800 +100
·Jan 24
Smax Index 10tc $19237: Jan 20650 unch Feb 20350 +700 Mar 22500 +550 Q1 21150 +400 Q2 23000 +850 Q3 22250 +650 Q4 20250 +500 Cal22 22000 +950 Cal23 16350 +150 Cal24 13700 unch Cal25 12700 unch
Pogledajte target price.............
Pogledajte vozarine i vrijednost brodova za 2023. i 2024.............. Živi bili, pa vidjeli...
Sljedeća dva tjedna su ključna.........
Shipping Weekly 4/2022
2022: Tanker's Freight Forecast https://www.breakwaveadvisors.com/insights/2022/…reight-forecast
Clarksons updated their ZIM models. They hold the $90 target steady.
2022e EPS from $13.18 to $28.96
Expecting full 50% dividend payout of income
Bidding Announcement of Supramax JIN HAO Starting price 12,500,000USD http://www.shipbid.net/English/PPXXDe…D00D98CAD2A9BDA
Setting the Stage for 2022 - Analyst Roundtable Webinar.
Capital Link Shipping Webinar Series - January 19, 2022
Strong soyabean trade to lend support to panamaxes
Brazil’s early harvest could be a boon to the panamax bulker segment in the coming weeks as export volumes are predicted to surpass last year’s record https://lloydslist.maritimeintelligence.informa.com/LL1139546/Stro…rt-to-panamaxes
Evo šta kaže Joakim
10k-per-day-Wednesday for Capes
Baltic Capesize index -7% to $10k/d
Brazil/China -7% to $7k/d
Feb FFA -6% to $11k/d
I expect that the market is close to the bottom (my forecast from Oct of $12k/d Q1 avg & $8k/d Q1 lows still looks good)
CROBEX breaches 2,200 points
Yesterday, CROBEX noted a steep increase of 6.1% YTD and breached 2,200-point mark, repeating the continuation of almost uninterrupted positive sentiment on the Zagreb Stock Exchange in 2021.
CROBEX was last seen above 2,200 point mark back in March 2017, after which followed a decrease and a stagnation period (also, an outbreak of the pandemic). The index plummeted to as low as 1,364.98 back in March, after which a recovery followed. Since the March 2020 bottom, the index increased by as much as 61.6%. After lockdowns, followed by pandemic, the market is fully recovered with index up by 9.3% compared to the beginning of 2020.
In the first day of 2022, we have noticed a very solid performance of many index heavy weights. To be specific, Končar, Atlantic Grupa, Podravka, Valamar Riviera, Ericsson Nikola Tesla and others.
When observing the index constituents in 2021, out of 21 constituents, 12 were in the green, while 9 were in the red. The important thing to notice is that all heavily weighted blue-chip companies closed 2021 in green. Of the top gainer, Atlantska Plovidba by far leads the list with an increase of 155% YoY in 2021.
Spot rates for Panamaxes (bulkers with capacity of 65,000-90,000 DWT) averaged $20,900 per day on Tuesday, 5% lower month on month, while rates for Supramaxes (45,000-60,000 DWT) averaged $20,500 per day, 25% lower month on month.
Month-on-month declines are to be expected, given seasonality, and on a positive note, rates in both of these segments are still sharply higher year to date on average versus the same period in 2021: Panamaxes by 77%, Supramaxes by 95%. https://www.freightwaves.com/news/tanker-bu…s-hold-near-top
BCI 5 T/C routes 180000 10913 -1277
BPI 5 T/C routes 82500 20011 -924
BSI 10 T/C routes 58328 20242 -261
BHSI 7 T/C routes 38200 20909 -310
BDI INDEX 1644 -87