Vozarine su zadnjih par dana porasle, ali futuresi naznačuju da će doći do korekcije vozarina vjerojatno sad do kraja godine, i takve vozarine će onda biti u cijeloj 2022.g.
Dakle, na BDI negdje oko 2600-2800 bodova.
Vidjet ćemo danas vozarine, ako opet porastu moguće da će rast nastaviti još neko vrijeme. Period pred kinesku novu godinu u pravilu je donosio pad vozarina, ali zbog ove covid pandemije sve se mijenja pa više niti to nije sigurno.
Vozarine se lijepo oporavljaju:
The Baltic Exchange Dry Index rose 4.8% to 3,018 on Tuesday, a peak since November 2nd, extending gains for a fourth straight session, driven by the capesize and panamax segments. The capesize index, which tracks iron ore and coal cargos of 150,000-tonnes, surged 8.2% to 4,483, its highest since October 28th; and the panamax index which tracks cargoes of about 60,000 to 70,000 tonnes of coal and grains, advanced 2.8% to over a two-week high at 2,811. Among smaller vessels, the supramax index added 13 points to 2,340, its highest in over three weeks. The Baltic Dry Index retreated 14.2% in November, the second straight month of declines, tracking a dip across vessels mainly attributed to factors such as easing shipping congestion, higher iron ore inventories in China and thin cargo flows out of the Pacific. . source: Baltic Exchange
Vozarine se lijepo oporavljaju:
The Baltic Exchange Dry Index rose 4.8% to 3,018 on Tuesday, a peak since November 2nd, extending gains for a fourth straight session, driven by the capesize and panamax segments. The capesize index, which tracks iron ore and coal cargos of 150,000-tonnes, surged 8.2% to 4,483, its highest since October 28th; and the panamax index which tracks cargoes of about 60,000 to 70,000 tonnes of coal and grains, advanced 2.8% to over a two-week high at 2,811. Among smaller vessels, the supramax index added 13 points to 2,340, its highest in over three weeks. The Baltic Dry Index retreated 14.2% in November, the second straight month of declines, tracking a dip across vessels mainly attributed to factors such as easing shipping congestion, higher iron ore inventories in China and thin cargo flows out of the Pacific. . source: Baltic Exchange
već par dana rastu, a najnovija predviđanja su da bi taj rast mogao potrajati bar do polovine 12.mjeseca..vidjet ćemo
Kazem, treba malo pripaziti jer se po svim projekcijama (čak i u vrijeme kad je Bdi bio na 5.500 bodova), vozarine opet početi padati i vjerojatno neće ići značajnije gore sljedeće godine.
Ove razine su za brodare jako dobre tako da nema ni potrebe za višim, a niti bi se mogle duže održati takvima (vidjeli smo kako je brzo otišlo sa 3.500 na 5.500, i onda se u par dana vratilo ispod 3.000 bodova).
Tako da tu nema nekih problema, jedino što neki odmah prosipaju po bidu čim vide i najmanji pad vozarina.
Tako da prodavači ne bi trebali prosipavati po bidu, a kupci pak trebaju biti malo oprezni što će biti kad vozarine okrenu.
Dakle status quo, a i ova cijena je sad vjerojatno negdje u ravnoteži s obzirom na sve to. Onih 340 je bilo uistinu malo prenisko čak i ako su vozarine bile padale.
Tako da ćemo vidjeti kud će se dalje.
BDI i dalje u plusu…
The Baltic Exchange Dry Index rose 1% to 3,047 on Wednesday, a peak since November 2nd, extending gains for a fifth straight session, driven by gains in the smaller vessel segments. The panamax index which tracks cargoes of about 60,000 to 70,000 tonnes of coal and grains, advanced 3.1% to a near three-week high at 2,897; and the supramax index added 34 points to 2,374, its highest in almost a month. Conversely, the capesize index, which tracks iron ore and coal cargos of 150,000-tonnes, fell 0.4% to 4,464, snapping a three-session streak of gains. . source: Baltic Exchange
Jučer vani sve u prosjeku +6,5%, čime su nadoknadili sav pad od prekjučer, a mi opet i dalje ostali u minusu od cca -5% (sa 420 na 400)?
ovde sve naopako,,,BDI raste več sedmicu dana a cijena atpl ne da stoji nego je pala umijesto da naraste?!?
ulagači na zse sve rade kontra ulagačke logike,,,
Da, vozarine već neko vrijeme rastu, a cijena dionice stagnira na 400 kn. Jučer su također bile u plusu
The Baltic Exchange Dry Index rose 2.2% to 3,115 on Thursday, a peak since November 2nd, extending gains for a sixth straight session, driven by gains across all vessel segments. The capesize index, which tracks iron ore and coal cargos of 150,000-tonnes, increased 1.6% to 4,534, its highest level since October 28th; and the panamax index which tracks cargoes of about 60,000 to 70,000 tonnes of coal and grains, advanced 4.6% to a three-week high at 3,030, Among smaller vessels, the supramax index added 28 points to its highest level in almost a month at 2,402. source: Baltic Exchange
Dobro je, Cape i danas +1,4% … sad je opet na razinama iz kraja 10.mj.
Dobro je, Cape i danas +1,4% … sad je opet na razinama iz kraja 10.mj.
Da, raste i dalje