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Fearnley Securities sees signs of the strained capesize segment having hit rock bottom, with rates now being lower than in smaller segments. "March should result in an imminent market upturn for the biggest ships," the shipbroker writes.
A cocktail comprised of oil prices, investments and the number of rigs in operation are factors behind Fearnley Securities' confidence that the offshore sector is headed for better times.
En cocktail bestående af olieprisen, investeringer og antallet af rigs i arbejde får Fearnley Securities til at tro på, at offshoresektoren kan se frem til bedre tider.
Tor Olav Trøim's new and much-discussed dry bulk operator Bulkers 2020 will be a winner when the new environmental regulations change the dry bulk sector in 2020, notes Fearnleys according to Finansavisen.
Maritime companies raised a much larger amount of capital on the stock markets in 2017 than in the year before, according to a calculation from Fearnley Securities, which finds that investors are preparing for an upcycle in 2019/2020.
The decline in container rates has now reached 25 percent since August on the crucial Asia-Europe trade. This development puts pressure on container carriers, not least Maersk Line. Fearnley lowers its expectations for the full-year 2018.
Clarksons Platou and Fearnley Securities are both praising tanker carrier DHT Holdings for its purchase of BW Group's VLCC fleet. With the transaction, the company goes from being on the defense to an active player in the consolidation in the tanker market, say the analysts.
Several of the major maritime analyst firms point to better days ahead for the container carriers. According to Norwegian Fearnley Securities, Maersk Line has left the worst behind after increasing rates and higher freight volumes in the last few months.
Analysts feel positive after Norden's interim report for the second quarter released Wednesday. Earnings from the carrier's dry bulk fleet were surprising, they note.
Analytikere positive efter Nordens regnskab for andet kvartal onsdag. Indtjeningen fra rederiets tørlastflåde overraskede, noteres det.
Rates on crude oil transports from the Middle East to the Far East seem to have peaked for now, says Fearnley, pointing to a softer rate level going forward.
Raterne for råolietransport fra Mellemøsten til Fjernøsten ser nu ud til at have toppet foreløbig, vurderer Fearnley og peger på et blødere rateniveau fremadrettet.
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