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Innlegg av: Elderlywoman (22.11.17 10:34 ), lest 1580 ganger
Ticker: GOGL

GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

Nordea Markets hever kursmålet på Golden Ocean-aksjen til 80 kroner fra tidligere 76 kroner og opprettholder kjøpsanbefalingen.

Det fremgår av en rapport fra meglerhuset onsdag, melder TDN Finans.

«Vi forventer at selskapet vil være i en posisjon til å betale bærekraftige utbytter fra tredje kvartal 2018 og fremover, og pensler inn 0,22 dollar pr aksje for 2018 og 0,42 dollar pr aksje for 2019», heter det i rapporten.

Ifølge nyhetsbyrået mener Nordea-analytikerne at Golden Ocean vi bli lønnsomme igjen neste år, etter fire utfordrende år med tap.

I går leverte det John Fredriksen-dominerte tørrbulk-rederiet et resultat etter skatt på 0,4 millioner dollar i 3. kvartal 2017, mot minus 26,7 millioner dollar i samme periode i fjor. Det ble også rapportert kraftig inntektsøkning og et driftsresultat 25 prosent bedre enn ventet.

J.P. Morgan gjør likevel ingen endringer på kursmålet. Analytikerne estimerer capesize rater på 18.000 dollar i fjerde kvartal, og betrakter verdsettelsen av Golden Ocean som attraktiv, samt beholder kursmålet på 11 dollar per aksje.


Verdt å nevne at Pareto har kursmål 90 som de opprettholder.
Innlegg av: Elderlywoman (22.11.17 12:18 ), lest 955 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

BALTIC CAPESIZE 4TC +1,8% TIL USD 21.404/DAG

Oslo (TDN Finans): Baltic capesize 4TC stiger 1,8 prosent til 21.404 dollar pr dag, melder Bloomberg News onsdag.
Baltic capesize 4TC rapporteres til en fast differanse som er 1.064 dollar lavere enn den nyere Baltic capesize 5TC-indeksen, som inngår i Baltic Dry-indeksen.
HH, finans@tdn.no
TDN Finans, +47 21 95 60 70
Innlegg av: Shippingballs (22.11.17 12:20 ), lest 951 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

Faen, nå er det fest altså! Og det er så deilig:)
Innlegg av: Gull i pungen (22.11.17 13:35 ), lest 882 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

Arctic Securities er blant dem som anbefaler investorene å putte pengene i Golden Ocean, og oppgir et kursmål på 11 dollar (91 kroner) etter at kvartalsresultatet ble kjent.
Innlegg av: Elderlywoman (22.11.17 13:43 ), lest 859 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

Kilde?
Innlegg av: Gull i pungen (22.11.17 14:10 ), lest 815 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

Står i dagens utgave av Finansavisen.
Innlegg av: komfan (22.11.17 20:09 ), lest 697 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

Mv Alexander Carl ble solgt til skrap denne uken. Vet ikke om det er en cape/newcastlemax eller en ombygd tanker, uansett en mindre på havet.
Innlegg av: Bassefix (23.11.17 07:52 ), lest 520 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

EWS COMMODITIES REPORT / ANALYSIS OIL & ENERGY WORLD ECONOMY STOCK MARKET NEWS





Home / Shipping News / Dry Bulk Market / Capesize Market to Rally Until at Least the First Quarter of 2018 Says Shipbroker
Capesize Market to Rally Until at Least the First Quarter of 2018 Says Shipbroker
in Dry Bulk Market,Hellenic Shipping News 23/11/2017


Despite a looming iron ore imports’ curb from China, shipbrokers like Cotzias Intermodal Shipping appear to be optimistic about the medium-term prospects of the Capesize market. In its latest report, the shipbroker did mention that “China consumes more than two-thirds of the global seaborne iron ore market and at the same time produces as much steel as the rest of the world combined. Beijing’s war on smog has concentrated on the country’s steelmaking hubs near the capital where mandated cuts of as much as 50% came into actual effect last month. The Chinese government announced that it would shut about a third, or around 1,000, of the country’s iron ore mines which struggle with average grades of only around 20% iron ore content”.

According to the shipbroker, “Chinese imports of high-quality iron ore fines and lump ore from Australia, Brazil and South Africa topped 100m tonnes for the first time in September, but plunged by 23% last month to 79.5m tonnes as steelmakers work through inventory amid lower production. Total shipments for the first ten months of the year is up 6.3% to 896m tonnes. Iron ore spot markets rose strongly again yesterday, the price for benchmark iron ore 62% fines, jumped by 1.4% to $63.47 a tonne, adding to the 1.7% gain achieved on Friday last week. As a result of the back-to-back gains, it now sits at the highest level since September 27”.
Mr. Christopher T. Whitty Commercial Manager with Cotzias Intermodal Shipping says that “we see strong positive signs that restrictions on steel production in China are now fully in force and are crimping iron ore demand from local mills. Chinese authorities have enforced steel production cuts between mid-November and mid-March 2018 in an attempt to improve air quality in northern Chinese provinces during winter. In general, there are concerns that against weakening demand from steel mills, the increase in China’s iron ore production might lead to less import appetite, weighing down on seaborne prices to a certain extent”.

However, according to Mr. Whitty, “in any case we have a positive outlook. Capesize rates, which since August have recovered to their strongest levels in three years, are likely to retain their underlying strength until at least the first quarter next year. Average earnings for Capesize ships, which typically haul around 180,000 tonnes of iron ore, are around $26,350 per day, compared with $8,208 per day last year. Overall iron ore cargo volumes also grew by 4 percent last year compared with 2 percent growth in the capesize fleet in 2016. Charter rates on key routes such as the Western Australia-China route fell to $7.64 per tonne on Wednesday last week against $8.31 per tonne the week before. Rates hit $8.98 per tonne on Oct. 17, the highest since November 2014. Freight rates on the route from Brazil to China slipped a bit to $18.25 per tonne on Wednesday, from $18.41 a week earlier. They marked $19.60 per tonne on Sept. 25, still the highest since November 2014. Looking at the big picture there is a strong momentum building up”, he concluded.
Nikos Roussanoglou, Hellenic Shipping News Worldwide
Innlegg av: Gull i pungen (23.11.17 10:13 ), lest 436 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

BULL NEWS!! :-)
Innlegg av: mdkInvest (23.11.17 12:13 ), lest 344 ganger
Ticker: GOGL

RE^1: GOGL - Nordea hever kursmål, JP Morgan opprettholder kjøp

På vej til at lave udbrud nu.

https://invst.ly/5x4lk

Og herefter søge imod sidste top 76 NOK

CAPE stiger 4,3% 22.317 USD - super godt !