BDI – Indikator budućnosti

Naslovnica Forum Tržište kapitala Hrvatska BDI – Indikator budućnosti

Forum namijenjen svim temama vezanim za dionice, obveznice i druge vrijednosne papire te trgovanje istima u Hrvatskoj.

Draga ekipo, počela su izlaziti izvješća brodara vani, pa idemo lagano provjeriti kako oni posluju, kako bi mogli izvesti zaključke za našeg dragulja ATPL. Idemo prvo s najslicnijom kompanijom, DSX iliti Diana shipping. Oni imaju slicnu flotu, pa sam je zato i stavio. rezultati su ovakvi:  With respect to our financial results for the first quarter of 2020, Diana Shipping reported a net loss of US$102.8 million and a net loss attributed to common stockholders of US$104.3 million, including a US$93.1 million impairment loss. This compares to net income of US$3.0 million and net income attributed to common stockholders of US$1.5 million in the first quarter of 2019, including a US$4.8 million impairment loss. Time charter revenues were US$43.8 million for the first quarter of 2020 compared to US$60.3 million for the same period of 2019. This was primarily due to decreased average time charter rates, as well as the sale of one vessel in the first quarter of 2020 and 6 vessels in 2019.

Dakle, nemojte se odmah uplasiti, jer impairment znaci da je gubitak nastao zbog smanjenja vrijednosti imovine, što nije cash. Svejedno, oni su izgubili u 1Q oko 11 mil $. Prihod je isto tako podosta pao. E sad, zašto je ovo zanimljivo? Ako se sjecate kada sam pisao, a sto je moderator obrisao (sam bog zna iz kojeg razloga, osim što valjda ima dionicu pa mu takva vijest ne ide na mlin) kako vas ATPL laže i krade povecanjem vrijednosti imovine tj. brodova, kako bi nabio prihode i prikazao dobit u 4Q. E sad, ne samo da će taj porast morati izbrisati, nego ga dodatno napucati pa će i gubitak biti astronomski.

 

Da ne bi bilo da su samo oni iskazali nizu vrijednost brodova, ovako izvjesce je izbacio GNK: Thank you John, for the first quarter of 2020, the company recorded a net loss of $120.4 million with $2.87 basic and diluted loss per share excluding a $112.8 million in non-cash vessel impairment charges and a $0.5 million loss on sale of vessels, the adjusted net loss for the quarter was $7.1 million.

 

Dakle, i oni su umanjili vrijednost imovine.

 

Uglavnom decki; bit ce opaka banana.

Ali tu dobrim vijestima nije kraj. Morao sam sa ženom u shopping, pa da nastavimo. Kako nemam volje racunati koliki će gubitak biti po brodu, odnosno NAV, izracunat cemo ga posredno preko Diana shippinga. Znaci, ovi su smanjili vrijednost svoje flote za 10%, pa se slicno moze napraviti i za ATPL. Kazem slicno, jer DSX ima i capove, pa cu vrijednost ATPL-ovih brodova smanjiti za svega 5%. Dakle, ATPL bi trebala smanjiti vrijednost imovine za 65 mil kuna + 60 mil šta su nepotrebno podignuli. Dakle, gubitak bi samo od toga trebao biti oko 130 mil kuna. E sad, ima jos lijepih vijesti. Dakle, oni ne samo da ih je to pogodilo, nego imaju ove godine i vracanje 200 mil. kuna glavnice. Znaci, na ovako niske vozarine, pandemiju i nemoguce niskim cijenama brodova, oni se na novo moraju zaduživati u nikad gore vrijeme. Šta mislite po kojoj će to kamati ići? Ako ih budu uopce financirali. Uglavnom, bit ce jako tesko.

 

I samo jos jednom da se prisjetimo rijeci maratonca, da ignorirate ove šta znaju, i samo nastavite skušati ove koji pojma nemaju. Tako se najviše postiže. Sjecam se i ostale ekipe koja je spominjala nekakve multinickove, a vidi vraga, sad tih nickova više nigdje nema. Maca popapala jezik. Pozdrav ekipi

Bdi +4.9% 427


Freight futures am update


Capesize up ~9%
Panamax up ~3%

Life all comes down to a few moments. This is one of them.

ode malo BDI gore (iako nema veze s ATPL jer ga gura cape) i odmah ovi udaraju po asku kao da sutra ne postoji, a istodobno se gubici samo gomilaju na računu…

https://finance.yahoo.com/quotes/gogl%2Csalt%2Cnmm%2Cnm%2Csb%2Csblk%2Cship%2Cdrys%2Cdsx%2Cegle%2Cesea%2Cgnk/view/v1?ltr=1&bypass=true&guccounter=1

Life all comes down to a few moments. This is one of them.

pa ide danas i BDI malo gore, baš ostatak brodovlja (ako je ovo ta tema): 

Baltic Dry Index Rises 4.91% to 427 Capesize +20.09% to $2,875 Panamax -0.78% to $4,056 Supramax 58k tons +1.19% to $5,012 Handysize +2.38% to $2,233

BudFox3, 18.05.2020. u 16:26

https://finance.yahoo.com/quotes/gogl%2Csalt%2Cnmm%2Cnm%2Csb%2Csblk%2Cship%2Cdrys%2Cdsx%2Cegle%2Cesea%2Cgnk/view/v1?ltr=1&bypass=true&guccounter=1

 

fino rastu, ali fino su i padali zadnjih tjedana. puno vise od nasih brodara.

uskoro možda postane i još gore, baš prava panika :))

rakam, 18.05.2020. u 17:34

uskoro možda postane i još gore, baš prava panika :))


Capesize +20% to $3,462 today


 

Cape +14.1 %

Bdi +5.3% 477

Freight futures am update


Capesize up ~8%
Panamax up ~5%


 

GOGL: NO Oslo


 


+5.28%

Life all comes down to a few moments. This is one of them.

cemu stavljati taj am update kad su poznati real change. panamax i supre svaki +1.9% danas

Vani se brodari polako bude u zelenjavi

 

https://finance.yahoo.com/quotes/gogl%2Csalt%2Cnmm%2Cnm%2Csb%2Csblk%2Cship%2Cdrys%2Cdsx%2Cegle%2Cesea%2Cgnk/view/v1?ltr=1&bypass=true

 

https://www.finviz.com/screener.ashx?v=111&f=ind_marineshipping&o=-change

 

 

 

 

 

 

Life all comes down to a few moments. This is one of them.

BudFox3, 20.05.2020. u 18:48

Vani se brodari polako bude u zelenjavi

 

https://finance.yahoo.com/quotes/gogl%2Csalt%2Cnmm%2Cnm%2Csb%2Csblk%2Cship%2Cdrys%2Cdsx%2Cegle%2Cesea%2Cgnk/view/v1?ltr=1&bypass=true

 

https://www.finviz.com/screener.ashx?v=111&f=ind_marineshipping&o=-change

 

 

 

 

 

 

FFA danas, očito miran dan, ali i nastavak neizvjesnosti za skeptike:

Capesize flat Panamax up ~1%

 

Baltic Dry Index Rises 3.56% to 494


Capesize +6.2% to $4,196


Panamax +3.41% to $4,270


Supramax 58k tons +1.51% to $5,257


Handysize +3.22% to $2,406

Life all comes down to a few moments. This is one of them.

Baltic Dry Index Rises 0.81% to 498 Capesize -1.33% to $4,140 Panamax +2.62% to $4,382 Supramax 58k tons +1.77% to $5,350 Handysize +4.78% to $2,521

Life all comes down to a few moments. This is one of them.

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