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Aandeel Euronav BRU:EURN.BL, BE0003816338

  • 15,360 23 apr 2024 17:35
  • +0,060 (+0,39%) Dagrange 15,300 - 15,450
  • 25.364 Gem. (3M) 225K

Forum geopend voor Euronav

19.290 Posts
Pagina: «« 1 ... 337 338 339 340 341 ... 965 »» | Laatste | Omlaag ↓
  1. Mitchieboy 23 juli 2018 15:27
    Cosco Shipping Energy sounds profit warning
    But annual meeting hears of counter-cyclical response, including seizing golden LNG growth opportunities

    July 23rd, 2018 13:14 GMT
    by Geoff Garfield
    Published in TANKERS
    China’s state-owned tanker and LNG carrier group Cosco Shipping Energy Transportation (CSET) is braced for a sharp reversal in earnings.

    The company says it expects to lose CNY 210m ($30.94m) to CNY280m ($41.26m) in the first half of 2018 after being impacted by the tough crude oil shipping market.

    Cosco targets LES deal as Beijing gives blessing to takeover drive
    Read more
    Cosco Shipping Energy eyes LNG orders
    Read more
    The deficit compares with net income of CNY 851.6m in the same period a year ago, according to a statement to the Shanghai Stock Exchange.

    CSET blames a slowdown in oil import growth to countries including China, lower oil inventories, weaker freight rates and higher fuel prices.

    In a statement following the company’s annual general meeting recently, CSET referred to international crude transportation in 2018 “lingering at the bottom of the industry cycle.”

    Daily income of major ship types had fallen to an historical low.

    But in response to the severe market situation it was adopting a counter-cyclical development strategy, accelerating various “transformations” and completing its development into what it described as a full scale tanker transportation service provider.

    Simultaneously, it was seizing the “golden development period of LNG transportation”, actively exploring clean energy transportation such as methanol, ethanol and ethane, as well as entering the “blue ocean” of new energy transportation.

    CSET earlier this year said it would grow its LNG fleet after carding stronger than expected profits in 2017.

    That could include more LNG newbuildings as it aimed for a fleet of 38 such vessels by 2020.

    CSET, the former China Shipping Development Co, reported a profit of CNY 1.77bn for 2017, although this was down 8.17% from CNY 1.93bn year-on-year.
  2. Mitchieboy 31 juli 2018 09:32
    Morgan Stanley selects shipping stocks to skirt trade war

    A pair of LNG equities, two tanker owners and a container specialist make the bank's cut.
    July 30th, 2018 16:24 GMT
    by Andy Pierce
    Published in Finance

    Four Greek companies and Wall Street's largest crude tanker owner have been picked out by Morgan Stanley as the best bets for shipping investors looking to avoid the fallout from a trade war.

    Analyst Fotis Giannakoulis says maritime stocks are being weighed down by concerns around a trade tensions, which has created greater risk aversion in the commodity market.
    Scrubbers, LNG and compliance defined Posidonia

    For those looking for shelter, the analyst pointed at two companies controlled by Peter Livanos, with both GasLog and GasLog Partners making his five-strong list.

    Giannakoulis notes GasLog stock is down 25% from January highs but it has an extensive portfolio of long term contracts and the ability to grow.

    A long dropdown pipeline and high contract coverage were cited as factors supporting GasLog Partners.

    Euronav made the Morgan Stanley list due to liquidity in excess of $800m ahead of an anticipated cyclical rebound backed by increased Opec production and new IMO 2020 regulations.

    A second tanker owner, Tsakos Energy Navigation, was also singled out given a cash position almost equal to its market capitalization and high contract cover.

    Greek owner Costamare was the final name on the list despite the container sector potentially being directly impacted by trade restrictions.

    Giannakoulis says its extensive charter backlog with the strongest container liner operators offers strong operating cash flows and solid profitability.

  3. [verwijderd] 1 augustus 2018 19:00
    quote:

    TD_01 schreef op 1 augustus 2018 17:26:

    Naar aanloop vd cijfers terug naar boven?
    Nee, vanaf nu naar boven.
    Dan moeten de shorter een beetje coveren.
    Verschroten gaat verder, de olie prijs zakt (hoelang nog?) en olievoorraden moeten terug naar boven. De mijlkm's stijgen, dus geen reden meer voor verder zakken.
    Ze kunnen nog wat paniek zaaien, maar doe er dan uw voordeel mee.
  4. Risky bets 7 augustus 2018 12:28
    quote:

    Mitchieboy schreef op 4 augustus 2018 17:22:

    Risky, hoe zie je de 25% heffing op LNG voor EURN?
    Vraag vanuit china is niet zo dominant voor LNG en aanbod vanuit USA ook niet. Zal waarschijnlijk zo zijn dan USA meer gaat exporteren naar bijvoorbeeld zuid korea/japan en dat australie daar juist minder naar gaat exporteren, maar meer naar USA.

    GLNG is in mijn opinie, by far, het meest interessante LNG aandeel momenteel. TK op het moment ook bizar goedkoop.
19.290 Posts
Pagina: «« 1 ... 337 338 339 340 341 ... 965 »» | Laatste |Omhoog ↑

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