Tag Archives: BWLPG-NO

Private Network: All-time-high, Portfolio changes, US LPG update

...

Read more as a member.
Log In Register
Posted in Private Nework | Tagged , , | Leave a comment

LPG Shipping (BUY): Do Not Liquidate Palatable Growth (34-page report)

Recent chatter on the street is that the cyclical VLGC expansion has been cancelled for 2018. Shares fell 8% today and are down 16% since our March sector report. Thus, it would be prudent to reiterate why we believe 3Q...

Read more as a Gersemi Member member.
Log In Register
Posted in LPG shipping, shipping | Tagged , , , , , | Leave a comment

LPG Shipping: Imminent Seasonal & Cyclical Upside (31-page report)

We see the cycle turning to expansion in 2018 as supply growth turn negative and annualized demand growth continues around 10%. We also see signs of seasonal factors materializing, including more US LPG available for export, a rising price differential...

Read more as a Gersemi Member member.
Log In Register
Posted in LPG shipping, shipping, VLGC | Tagged , , , , , , | 10 Comments

2018: Firing on all Cylinders (26-page report)

Never before have we been so optimistic across all sub-segments of the shipping/oil service sectors simultaneously as we now are for 2018. All segments have either just entered the expansionary phase of the business cycle, or will experience the inflection...

Read more as a Gersemi Member member.
Log In Register
Posted in _Public, dry bulk, LNG carriers, LPG shipping, Oil services, oil tankers, rig, shipping, VLGC | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment