Huvitavam osa vast siin tabelis ja Q4 hinnad raportist.
Euronavi-il tulemused väljas, eps -0,11.
Huvitavam osa vast siin tabelis ja Q4 hinnad raportist.
Huvitavam osa vast siin tabelis ja Q4 hinnad raportist.
q4
VLCC- 60 900 USD 60% -ga
Suezmaxi laevad 27 300 USD millest bronn 48%
VLCC- 60 900 USD 60% -ga
Suezmaxi laevad 27 300 USD millest bronn 48%
Euronav Hollandi foorumist ka pärl.
Laevandus on ja jääb alati ettearvamatuks.
Mõistlikud inimesed ei osta laevandusega seotud aktsiaid.
Laevandus on ja jääb alati ettearvamatuks.
Mõistlikud inimesed ei osta laevandusega seotud aktsiaid.
Nagu ikka, 0.00 uued info kirjad väljas:
https://www.hellenicshippingnews.com/wp-content/uploads/2019/11/Weber-Weekly-45-19.pdf
https://www.hellenicshippingnews.com/wp-content/uploads/2019/11/TMR-2019-11-08-Not-Sold-for-Scrap.pdf
Hetkel ei oma laevanduse firmasid, küll aga tuleb ette kauplemist ;)
https://www.hellenicshippingnews.com/wp-content/uploads/2019/11/Weber-Weekly-45-19.pdf
https://www.hellenicshippingnews.com/wp-content/uploads/2019/11/TMR-2019-11-08-Not-Sold-for-Scrap.pdf
Hetkel ei oma laevanduse firmasid, küll aga tuleb ette kauplemist ;)
DSSI jäi alla, mis huvitav, siis üks scrubber ca 3,25M ja paigaldus võtab aega 50-60 päeva.
TNK tulemused väljas, väga palju toimus, võla edasi lükkamine , 1:8 tagurpidi splitt 25 nov ja täna tuleb veel investorite päeva üritus.
TNK upgrade buy ja +9% pre hind 2,6$
Aastaga alates postituste algust 30.10.2018 on aktsia tõusnud üle 100%, maksis siis 1,03$.
2 upgrade oli ka
Teekay Tankers upgraded two notches to Buy from Underperform at BofA/Merrill. BofA/Merrill analyst Ken Hoexter issued a double-upgrade on Teekay Tankers to Buy from Underperform with a price target of $3, up from $2. Despite the 83% run-up in the stock price since October, the analyst contends that shares can "re-rate higher" with crude tanker markets current being in the "early stages of a robust recovery" and given the company's "attractive operating leverage" to rate inflections. Hoexter adds that Teekay's mid-sized vessels will also benefit from an improving crude tanker market, with the current tanker demand expected at 6% FY20 that should "materially outpace muted fleet supply growth of 1-2%." Read more at: https://thefly.com/landingPageNews.php?id=2995203
Read more at:
https://thefly.com/landingPageNews.php?id=2995203
Teekay Tankers upgraded two notches to Buy from Underperform at BofA/Merrill. BofA/Merrill analyst Ken Hoexter issued a double-upgrade on Teekay Tankers to Buy from Underperform with a price target of $3, up from $2. Despite the 83% run-up in the stock price since October, the analyst contends that shares can "re-rate higher" with crude tanker markets current being in the "early stages of a robust recovery" and given the company's "attractive operating leverage" to rate inflections. Hoexter adds that Teekay's mid-sized vessels will also benefit from an improving crude tanker market, with the current tanker demand expected at 6% FY20 that should "materially outpace muted fleet supply growth of 1-2%." Read more at: https://thefly.com/landingPageNews.php?id=2995203
Read more at:
https://thefly.com/landingPageNews.php?id=2995203
Ja see on taas hea näide analüütikute analüüsi võimest, kas keegi ütles põhjas, kui aktsia maksis 1$, et on hea ostu koht :) See analüütik oskab näiteks öelda, millal osta, aga kuhu jäi tipu hinnang müük (sell) https://www.tipranks.com/analysts/ken-hoexter
Need on geniaalsed vennad. Ma usun, et sellise töö eest saab korralikku palka.
JAN 2014 Buy (TNK $2,83)
MAY 2014 Sell (TNK $2,70, vahepeal oli küll 3,75, aga mis siis sellest)
Ja peale seda pani hind muidugi kohe üles :)
JAN 2014 Buy (TNK $2,83)
MAY 2014 Sell (TNK $2,70, vahepeal oli küll 3,75, aga mis siis sellest)
Ja peale seda pani hind muidugi kohe üles :)
2.59$ pre tõus müüdi miinus 3% peale. Täiuslik sisse imemine.
So far in 2019,
40 Aframaxes/LR2s,
28 Suezmaxes
26 VLCCs have been ordered.
There have been no orders for Panamaxes/LR1s.
200 units ordered in 2017 and 155 in 2018
Of all segments, the Suezmax orderbook is the largest, at 10.1% in relationship to its current size. The VLCC orderbook is marginally lower, at 9.6%. Aframaxes/LR2s have 8.7% of the existing fleet on order, while the orderbook for MRs stands at 6.6%,
40 Aframaxes/LR2s,
28 Suezmaxes
26 VLCCs have been ordered.
There have been no orders for Panamaxes/LR1s.
200 units ordered in 2017 and 155 in 2018
Of all segments, the Suezmax orderbook is the largest, at 10.1% in relationship to its current size. The VLCC orderbook is marginally lower, at 9.6%. Aframaxes/LR2s have 8.7% of the existing fleet on order, while the orderbook for MRs stands at 6.6%,
Jäi silma, sobib inimesele, kes tahaksid veidi detailsemalt, samas lühidalt omada esmased teadmised tankeritest
https://www.euronav.com/media/65361/special-report-2017-eng.pdf
https://www.euronav.com/media/65361/special-report-2017-eng.pdf
uurisin ka kütuse kulusid, VLCC ca 100T/päev ja suezmax 57 ning afra 51.
uus kütus on 2 x kallim, kui vana kärakas, hetkel kuskil 35K peale läheb suezmaxi tasuvus ja 50K juures VLCC (lisandub 25K)
uus kütus on 2 x kallim, kui vana kärakas, hetkel kuskil 35K peale läheb suezmaxi tasuvus ja 50K juures VLCC (lisandub 25K)
NAT tulemused väljas, raport selline, et muud joga nii palju, et esimene EPS mida näen, näitab ka 9 kuu oma. Selle firma raportid on kõige jubedamad kiidu laulud, kui hea dividendi firma, kui head laevad (kõige vanemad).
AS OF THE DATE OF THIS REPORT, ABOUT 70% OF THE SPOT TRADING DAYS OF OUR FLEET FOR 4Q19 HAVE BEEN BOOKED AT AN AVERAGE TCE OF $34,000/DAY. SPOT RATES ARE CONTINUING ITS UPWARD
MOMENTUM. THE TIME CHARTER EQUIVALENT (TCE) FOR OUR SHIPS FOR THE THIRD QUARTER CAME IN
AT $15,900/DAY, WHICH WAS BETTER THAN BOTH THE SECOND QUARTER THIS YEAR AT $14,800/DAY AND
THE THIRD QUARTER LAST YEAR THAT SAW $12,000/DAY.
AS OF THE DATE OF THIS REPORT, ABOUT 70% OF THE SPOT TRADING DAYS OF OUR FLEET FOR 4Q19 HAVE BEEN BOOKED AT AN AVERAGE TCE OF $34,000/DAY. SPOT RATES ARE CONTINUING ITS UPWARD
MOMENTUM. THE TIME CHARTER EQUIVALENT (TCE) FOR OUR SHIPS FOR THE THIRD QUARTER CAME IN
AT $15,900/DAY, WHICH WAS BETTER THAN BOTH THE SECOND QUARTER THIS YEAR AT $14,800/DAY AND
THE THIRD QUARTER LAST YEAR THAT SAW $12,000/DAY.
LPG VLGC ettevõtted rallivad Norra börsil.
BW LPG tulemused väga tugevad ja juba tõstavad dividendi.
https://newsweb.oslobors.no/message/489871
AVANCE tulemused homme.
BW LPG tulemused väga tugevad ja juba tõstavad dividendi.
https://newsweb.oslobors.no/message/489871
AVANCE tulemused homme.
Anace oli päris head määrad lukus, 80% Q3 peast pannes.
Kuna seal aga on aktsiat lahjendatud, siis 100 siit niipea ei usu, kusjuures see pakkumine tehti suht halval ajal.
Kuna seal aga on aktsiat lahjendatud, siis 100 siit niipea ei usu, kusjuures see pakkumine tehti suht halval ajal.
Avance
1. The average time charter equivalent (TCE) rate calculated on a discharge-to-discharge basis was $44,295/day, up from $34,520/day in Q2 2019
2. Approx. 88% of Q4 ship days have been fixed at an average rate exceeding $50,000/day.
The freight markets remained firm in Q3 as the US LPG exports continued to grow, while the fleet growth continued at modest levels.
3.US Gulf and USEC VLGC exports were 8.5 million tons in Q3 2019, up from 8.3 million tons in Q2 2019 and 7.0 million in Q3 2018
4. Gaaside puhastuse süsteemist loodetakse saada kütuse kulu võitu 2-5K päevas.
1. The average time charter equivalent (TCE) rate calculated on a discharge-to-discharge basis was $44,295/day, up from $34,520/day in Q2 2019
2. Approx. 88% of Q4 ship days have been fixed at an average rate exceeding $50,000/day.
The freight markets remained firm in Q3 as the US LPG exports continued to grow, while the fleet growth continued at modest levels.
3.US Gulf and USEC VLGC exports were 8.5 million tons in Q3 2019, up from 8.3 million tons in Q2 2019 and 7.0 million in Q3 2018
4. Gaaside puhastuse süsteemist loodetakse saada kütuse kulu võitu 2-5K päevas.
Päris paljud on sillas hetke laeva tasu määradest, aga kes pole uudiseid lugenud, siis reaalselt paljud on Q3 pannud juba uue kütuse sisse süsteemide puhastamiseks ning paljuski on tõus tingitud sellest. Uus kütus on hinnalt 2x kallim, seal 550 juures tonn. Meenutuseks Euronav jutt aastast 2009 (ei paista nende määradega kasum just nii suur tulevat, kui analüütikud ootavad)
With bunker prices rising significantly since 2009, there has been a renewed emphasis on fuel conservation on the part of end users of tankers. All ships operate in the voyage market for someone, either the owner, or the operator/oil major or the trader to whom they have been time chartered. For a VLCC, daily consumption of bunkers could be up to 100 tonnes (sometimes even more) per day laden at full speed (15 knots), with a cost of US$60,000 at today’s bunker price ($600 per tonne) which represents the bulk of the voyage costs. This can be compared with the cost of time chartering a VLCC for one year at $18,000 per day or owners standard operating expenses of $12,000 per day (excluding any depreciation of the asset, amortisation of debt and interest cost).
If the gross daily return for a VLCC is US$78,000 per day, then, after voyage costs, the return to an operator of a time charter-in vessel is zero and for an owner operator only US$6,000 per day. Not enough to pay debt service or any other investment return.
With bunker prices rising significantly since 2009, there has been a renewed emphasis on fuel conservation on the part of end users of tankers. All ships operate in the voyage market for someone, either the owner, or the operator/oil major or the trader to whom they have been time chartered. For a VLCC, daily consumption of bunkers could be up to 100 tonnes (sometimes even more) per day laden at full speed (15 knots), with a cost of US$60,000 at today’s bunker price ($600 per tonne) which represents the bulk of the voyage costs. This can be compared with the cost of time chartering a VLCC for one year at $18,000 per day or owners standard operating expenses of $12,000 per day (excluding any depreciation of the asset, amortisation of debt and interest cost).
If the gross daily return for a VLCC is US$78,000 per day, then, after voyage costs, the return to an operator of a time charter-in vessel is zero and for an owner operator only US$6,000 per day. Not enough to pay debt service or any other investment return.