da, zgodno je gledati cikluse, i super kada bi tako to doista i bilo. sad se postavlja pitanje: kolike jesu potrebe kine/god i koliko je uvezla. ima tu milijun začkoljica tipa: platim 2 capea po x cijeni day rate-a, a 1 bi koštao po 0,7x cijeni, kupim ugljen koji ću skladištiti jer predviđam porast cijene ugljena a pad juana i možda porast shippnga (tako je bilo prošle godine), pa ti meni reci kakve je čarape imao bruce lee kad je upoznao lindu = kolike su stvarne zalihe/potrebe kine.

http://finance.yahoo.com/q?s=GOGL.OL

GOLDEN OCEAN
(Oslo: GOGL.OL)
Change: Up 0.45 (5.36%)

Shippers Soar on Earnings Beats, Surging BDI

Thursday, 12 November 2009

Dry bulk shipping stocks added to weekly gains on Wednesday. Back in September, China Ocean Shipping (Group) Co. researcher Kong Fanhua told Bloomberg the bulk shipping benchmark Baltic Dry Index could rally to 4,000 by the end of 2009. Calling what was then an 80% three-month run was a bold move, but so far Fanhua looks like a genius as the BDI has shot up by 65% since the September 29 report.

With a month and a half remaining before 2010, the 4,000 mark is well within reach, and recent reports from industry players has given investors even more to cheer about.

Yesterday, New York-based Genco Shipping & Trading is ahead by 8% after topping analysts’ expectations in the third quarter. The company’s profit dropped by -46% year-over-year, to $34 million or $1.09 a share. Genco said average daily rates were off by -22% compared to the same period last year, but Oppenheimer analyst Scott Burk told Reuters that actual dry bulk rates were nearly 20% above his forecast for Q3.

As a whole, the Dry Bulk Shipping Stocks Index is ahead by 3% today. However, it is still lagging the S&P 500 by -2.7% over the last month.

Over the last week, Safe Bulkers, Diana Shipping, and Genco are all ahead by more than 15%. Diana topped third-quarter expectations yesterday, though it also saw its net get cut in half to $28.7 million or 36 cents a share.

Over the last month, OceanFreight, Excel Maritime Carriers, and Star Bulk Carriers are among laggards, down by more than -10%.

As of the most recent 13F filings with the SEC, the latest of which are due by the fifteenth, Kirby, Navios Maritime Holdings, and DryShips were among Pro favorites within the sector. It will be interesting to see where the Pros added or trimmed stakes during the third quarter.

As of this writing, the Dry Bulk Shipping Stocks Index is one of the 50 top-yielding tickerspy Indexes, with components paying an average 1.9% dividend.
Investors can track the Dry Bulk Shipping Stocks Index for performance trends, Pro holding data, and a variety of other metrics at tickerspy.com.

izgleda da je krenulo vatreno krštenje,il mi se to samo čini,možda si utvaram,rekao bi ćirohito…

Nameće se samo jedno pitanje:

Koji član uprave danas prodaje a koji će sutra????????????????????????????????

Baltic Exchange Dry Index 3954 UP 206
BCI Baltic Exchange Capesize Index 6848 UP 456
BPI Baltic Exchange Panamax Index 3877 UP 90
BSI Baltic Exchange Supramax Index 2085 UP 64
BHSI Baltic Exchange Handysize Index 944 UP 26

BDI di si?

evo počela je navalija na kupnju.

Baltic Exchange Dry Index 3954 UP 206
BCI Baltic Exchange Capesize Index 6848 UP 456
BPI Baltic Exchange Panamax Index 3877 UP 90
BSI Baltic Exchange Supramax Index 2085 UP 64
BHSI Baltic Exchange Handysize Index 944 UP 26

ko prodaje ne znam, niti me je briga, a kako BDI raste sve me manje briga i za harač. [thumbsup]

Izgleda da svo brodovlje osim Atlanskog ide na istovar u Ploče.

Koje štopanje na ovoj jadnici, ali nestat će ubrzo municije.
I to sve uz ovakav rast BDI.

Samo je jedno pitanje koje se postavlja:

Koji član uprave danas prodaje, koji će sutra a koji prekosutra???????????????????????????

Ne štopa se već neko se prekrcava….. neki fond pajdi prekrcava kako bi pajdo mogao zaraditi, a onda će fond ponovo od njega kupovati po znatno višoj cijeni…….

komentar na BDI: mrak 🙂