Det nye forumet finner du her

Tilbake til: Shipping
Innlegg av: ShippingAnalyst (05.12.17 22:35 ), lest 1025 ganger
Ticker: FLNG

LNG Carrier Sector Update: Earnings Surge To Three-Yea

http://gersemiresearch.com/2017/12/05/lng-carrier-sector-update-buy-earnings-surge-to-three-year-high/

The dynamics for LNG carriers have changed and the cyclical inflection point is definitively behind us as spot rates surge towards levels not seen in three years. We see utilization rising steadily towards the end of this decade, with corresponding improvements in earnings, vessel values and share prices. We reiterate our BUY recommendation on LNG carriers and highlight Flex LNG (TP 18) and GasLog (TP 22) as our top picks.

Estimate changes: Net supply YTD has been lower than our expectations, but we believe many of these vessels have slipped into 2018. We forecast supply growth of 7.1% (from 8.2%) in 2017E, 11.3% (10.9%) in 2018E and 8.0% (7.5%) in 2019E. Our demand forecast for 2017E is more or less unhanged at 13%, with 2018E at 14% (13%) and 2019E at 12% (15%). This increases the front-end of the utilization curve, with 2017E at 77% (76%) and 2018E at 80% (78%), representing spot rates (TFDE 160k cbm basis) of USD 46k/d (42k/d) and USD 52k/d (46k/d), respectively.

Key investment opportunities: We forecast avg. TCE across our peers at USD 62.7k/d in 4Q vs consensus at 49.8k/d. Thus, we expect a positive share price momentum from analyst’s upgrades ahead of next reporting season. Looking further, we expect a return to the USD 40s (TCE/d) in 1H18E due to demand seasonality and a surge of newbuildings hitting the water. Thus, we advise investor to stay long the sector and use any potential weakness in share prices to increase exposure ahead of significant upside towards the end of this decade. Our top picks remain Flex LNG and GasLog
Innlegg av: Ka'l (06.12.17 06:59 ), lest 594 ganger
Ticker: FLNG
Endret: 07.12.17 07:55

RE^1: LNG Carrier Sector Update: Earnings Surge To Three-Yea

Veldig bra og løfterikt innlegg for de som er inne long i FLNG og dessuten ALNG.
Men kursene gikk jo elendig i går.
K
Innlegg av: larserne (07.12.17 10:50 ), lest 439 ganger
Ticker: FLNG

RE^1: LNG Carrier Sector Update: Earnings Surge To Three-Yea

Ratene videre opp forrige uke!

LNG




SPOT MARKET (usd/day)

This week

Last week

Low 2017

High 2017


East of Suez 155-165'cbm 73,000.00 65,000.00 25,000.00 73,000.00
West of Suez 155-165'cbm 80,000.00 70,000.00 29,000.00 80,000.00
1 yr TC 155-165'cbm 55,000.00 55,000.00 31,000.00 55,000.00
Innlegg av: larserne (07.12.17 10:56 ), lest 436 ganger
Ticker: FLNG

RE^1: LNG Carrier Sector Update: Earnings Surge To Three-Yea

https://www.fearnleys.no/weekly_issue/view/728/3
Innlegg av: fjellmann1 (07.12.17 22:41 ), lest 377 ganger
Ticker: FLNG

RE^1: LNG Carrier Sector Update: Earnings Surge To Three-Yea

Noen nyheter i dag?
Innlegg av: Ka'l (08.12.17 11:20 ), lest 323 ganger
Ticker: FLNG
Endret: 08.12.17 11:23

RE^1: LNG Carrier Sector Update: Earnings Surge To Three-Yea

Uforståelig at den positive kursutviklingen for ALNG og FLNG skulle stoppe nå når ratene er gode og selskapene tjener penger, og trolig øker inntjeningen kommende måneder?
K
Innlegg av: Simo (08.12.17 23:12 ), lest 251 ganger
Ticker: FLNG

RE^2: LNG Carrier Sector Update: Earnings Surge To Three-Yea

https://www.ft.com/video/e24204e1-73b4-4611-b3e7-b2d740a2a247
Innlegg av: Ka'l (11.12.17 16:35 ), lest 144 ganger
Ticker: FLNG

RE^1: LNG Carrier Sector Update: Earnings Surge To Three-Yea

Ja nettopp! Vi ser at ALNG får en lett reprising i dag og da følger nok FLNG snart etter.
K
Innlegg av: Tændis (11.12.17 16:48 ), lest 135 ganger
Ticker: FLNG

RE^1: LNG Carrier Sector Update: Earnings Surge To Three-Yea

Grunnen til at ALNG går idag er Dovre effekten. Dvs Stig Myrseth tar den inn i portefølja si!