s******v
发帖数: 4495 | 1 就要开船了，已经上床的坐稳了
http://www.tradewindsnews.com/drycargo/333448/cape-rates-rise
Cape rates rise
A growing number of industry forecasters believe freight rates in the
capesize segment of the dry-bulk market are going to rise in the days and
weeks to come.
Observers note capes trading spot are currently seeing daily levels of
approximately $15,100, which represents a weekly gain of nearly 50%.
In the period market vessels fixed for a year are currently enjoying
averages of $28,000 per day and ships t... 阅读全帖 |
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s******v
发帖数: 4495 | 2 就要开船了，已经上床的坐稳了
http://www.tradewindsnews.com/drycargo/333448/cape-rates-rise
Cape rates rise
A growing number of industry forecasters believe freight rates in the
capesize segment of the dry-bulk market are going to rise in the days and
weeks to come.
Observers note capes trading spot are currently seeing daily levels of
approximately $15,100, which represents a weekly gain of nearly 50%.
In the period market vessels fixed for a year are currently enjoying
averages of $28,000 per day and ships t... 阅读全帖 |
|
c**i
发帖数: 6973 | 3 Cosco | Can Pay, Won’t; A big Chinese shipping firm takes shareholder value
to extremes. Economist,
Aug 27, 2011
http://www.economist.com/node/21526929
(Cosco "signed numerous long-term contracts a couple of years ago, when
rates were around $50,000 a day for a 'Capesize' vessel, four to five times
their current levels" in price)
Note:
(a) capesize
http://en.wikipedia.org/wiki/Capesize
(b) Neena Rai, Chinese Shipping Row Creates Wake: Cosco slammed on charges
it halted payments for charters; Moo... 阅读全帖 |
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h**********9
发帖数: 3252 | 4 Capesized ship spot rate is dropping like a rock, like 20% off overnight.
All DRYS's capesized ships are on fixed rate contracts though. |
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z*m
发帖数: 3227 | 5 第一财经
海运市场的景气与否和世界经济的波动密切相关，近期航运业重要经济指标——波罗的
海干散货指数出现单边快速杀跌，暗示全球经济活动有放缓趋势，贸易环境持续恶化。
世界贸易组织（WTO）去年10月便下调了对全球贸易增长的预期，预计2019年全球商品
贸易量增速将放缓至3.7%（前值4%）。WTO首席经济学家库普曼（Robert Koopman）表
示，目前真正的风险在于，贸易摩擦带来的政策不确定性，是否会蔓延到投资和消费者
行为上。
海运指数跌幅近六成
干散货商品往往被视作领先经济指标，因为它们往往在炼钢、发电等核心工业领域中发
挥重要作用。一般像粮食、铁矿石、煤炭等以散装的形式处理和运输的货物，作为初级
原材料，它们往往通过船只漂洋过海完成交接工作。
波罗的海干散货指数反映着世界几条主要航线的即期运费变化，Capesize（海岬型、好
望角型）、Panamax（巴拿马型）、Supramax（灵活型）三种船型权重各占比40%、30%
、30%。海岬型船只载重量超过10万吨，主要用于铁矿石和煤炭等工业物资的长途运输
，巴拿马型船只载重量在6-8万吨，主要运输谷物和糖等民生物资，灵活型船... 阅读全帖 |
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r*m
发帖数: 16380 | 6 Star Bulk Carriers Corp. (SBLK) swung to a better-than-expected fourth-
quarter profit as revenue grew on higher charter rates and fleet utilization.
The bottom line greatly benefited from a $21.6 million settlement gain
related to the termination of a chartered vessel that occurred in July 2009.
The dry-bulk shipper--which transports iron ore, coal and grain--has
reported mixed bottom-line results in recent quarters. Revenue had suffered
the first three quarters of 2010 from pressure on utiliza... 阅读全帖 |
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g**a
发帖数: 953 | 7 en 我研究了一段时间 总算搞清BDI里的三个船型不一样。capesize的租金恢复的最多
。其他都不明白。谢谢～
contract |
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s******v
发帖数: 4495 | 8 如何看BDI，这个BDI指数也不难，稍微花点时间就行了
http://www.dryships.com/pages/report.asp
这个干船最粗略的分法是，好望角/海峡/Capesize；巴拿马/Panamax；Supramax/
Handymax/Handysize，大家都学过世界地理，大概意思就明白了。其实还有更复杂的
Region分类，像Kamarmax, 是运铝土的
从这个图就能看出来，Capsize is most volatile，去年这个时候，17万吨级的
Capsize租金比7万吨级的Pananmax还要便宜，而最高点的时候，Capsize is about 4
times of Panamax.
你们如果看了DSX的report，他有条capsize船大概是09年卖了个长期4/5yr contract,
一天是50K/day，而其他的1yr contract，都是15K/day
有了这个数据，就要结合各个公司Fleet information，看他们都是什么类型的船，还
有是什么样的Contract，才能大概知道一些这个公司Earning potential |
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s******v
发帖数: 4495 | 9 sblk，有capesize船，2014年80%+是open，debt才83M，负债debt/cap比小，比他好的
都是做长期合同的，像nm，dsx |
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s******v
发帖数: 4495 | 10 如何看BDI，这个BDI指数也不难，稍微花点时间就行了
http://www.dryships.com/pages/report.asp
这个干船最粗略的分法是，好望角/海峡/Capesize；巴拿马/Panamax；Supramax/
Handymax/Handysize，大家都学过世界地理，大概意思就明白了。其实还有更复杂的
Region分类，像Kamarmax, 是运铝土的
从这个图就能看出来，Capsize is most volatile，去年这个时候，17万吨级的
Capsize租金比7万吨级的Pananmax还要便宜，而最高点的时候，Capsize is about 4
times of Panamax.
你们如果看了DSX的report，他有条capsize船大概是09年卖了个长期4/5yr contract,
一天是50K/day，而其他的1yr contract，都是15K/day
有了这个数据，就要结合各个公司Fleet information，看他们都是什么类型的船，还
有是什么样的Contract，才能大概知道一些这个公司Earning potential |
|
s******v
发帖数: 4495 | 11 sblk，有capesize船，2014年80%+是open，debt才83M，负债debt/cap比小，比他好的
都是做长期合同的，像nm，dsx |
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c********e
发帖数: 4283 | 12 http://seekingalpha.com/article/3835506-record-lows-baltic-dry-
Baltic Dry Index: the index provides "an assessment of the price of moving
the major raw materials by sea. Taking in 23 shipping routes measured on a
timecharter basis, the index covers Handysize, Supramax, Panamax, and
Capesize dry bulk carriers carrying a range of commodities including coal,
iron ore and grain." |
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z*m
发帖数: 3227 | 13 【 以下文字转载自 Military 讨论区 】
发信人: zlm (We will prevail), 信区: Military
标 题: 波罗的海指数半个月暴跌超40%
发信站: BBS 未名空间站 (Sat Feb 9 13:47:38 2019, 美东)
第一财经
海运市场的景气与否和世界经济的波动密切相关，近期航运业重要经济指标——波罗的
海干散货指数出现单边快速杀跌，暗示全球经济活动有放缓趋势，贸易环境持续恶化。
世界贸易组织（WTO）去年10月便下调了对全球贸易增长的预期，预计2019年全球商品
贸易量增速将放缓至3.7%（前值4%）。WTO首席经济学家库普曼（Robert Koopman）表
示，目前真正的风险在于，贸易摩擦带来的政策不确定性，是否会蔓延到投资和消费者
行为上。
海运指数跌幅近六成
干散货商品往往被视作领先经济指标，因为它们往往在炼钢、发电等核心工业领域中发
挥重要作用。一般像粮食、铁矿石、煤炭等以散装的形式处理和运输的货物，作为初级
原材料，它们往往通过船只漂洋过海完成交接工作。
波罗的海干散货指数反映着世界几条主要航线的即期运费变化，Capesi... 阅读全帖 |
|
y*****l
发帖数: 5997 | 14 是啊，到底了，买了点，船太垃圾了，大盘也太弱。
Pankaj Khanna, Chief Operating Officer of DryShips Inc. in an Interview
Discussing the Company Outlook
2 hours 40 minutes ago - Marketwire via Comtex
MarketwirePankaj Khanna, Chief Operating Officer of DryShips Inc. (NASDAQ:
DRYS), was interviewed by Barry Parker of Capital Link Shipping. The
interview focused on the DryShips strategy for its three business segments,
Drybulk, Tankers and UDW Drilling, and the sectors' outlook.
The interview is featured both as an audio fi... 阅读全帖 |
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