Tag Archives: gnk-us
Dry Bulk Shipping: Enough Dry Powder Left for the Next Boom (78 page report)
As we stand in the seasonally weakest dry bulk market of the year, we cannot help notice that spot rates YTD are up 25%, 1y time charters are at 3y highs and that FFAs reflect the same. The only pieces...
GOGL (BUY, TP 12.5) 4Q17 review: Dividends Begin
Golden Ocean declared a $0.10 DPS for 4Q17, spot on our forecast but taking consensus by surprise. The numbers were roughly in-line with our estimates but above consensus. The share price reacted accordingly and ended the day +2.8% d/d in...
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...
Posted in _Public, dry bulk, LNG carriers, LPG shipping, Oil services, oil tankers, rig, shipping, VLGC
Tagged 2020-no, ALNG-NO, avance-no, BDRILL-NO, bulk-no, BWLPG-NO, DHT-US, dsx-us, egle-us, ESV-US, EURN-US, FLNG-NO, FRO-US, GLOG-US, gnk-us, gogl-us, LPG-US, NAT-US, NE-US, NODL-NO, RDC US, salt-us, sb-us, sblk-us, sbulk-no, ship-us, SOFF-NO, tnk-us
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Dry Bulk Sector Update (BUY): Risk/Reward Still Attractive
As we correctly pointed out in mid-April, share prices were likely to be impact from the falling iron ore prices in 2Q. A similar pattern is developing as this report hits the press, and is key to the way forward...
