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发表于 3-6-2008 09:34 AM
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回复 1001# Mr.Business 的帖子
去年卖船，今年买船，意思是什么？
就是很多货要载？ |
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发表于 3-6-2008 09:36 AM
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回复 1002# 弹煮 的帖子
管理层去年卖船，今年也卖船。
24-04-2008: Maybulk sees three ship sales
KUALA LUMPUR: Shipping company Malaysian Bulk Carriers Bhd (Maybulk)has booked three ship sales so far this year and expects the year to continue to be good, riding on rising dry bulk prices, said its executive chairman Teo Joo Kim.
“The 2008 outlook for the shipping sector is still very good. Last year was a record because of the sale of vessels. We should be quite good this year. Whether we can outperform or have another record year, I can’t comment this point in time,” he said.
He added that last year was a strong year due to its huge profits from the sale of ships. “So far this year, we have booked in three sales of ships which will be reflected in the upcoming first quarter results that will be out sometime in May.”
Teo said the rationale for the sale was because the price was good, and the company had wanted to lock in profits rather than operate the ships. “We are always looking at buying and selling more ships", he added.
He said Maybulk was more inclined to sell its bulk carriers if the market continued to rise, adding that it now has 14 ships, with three of them tankers and 11 bulk carriers.
The Dry Bulk Index is now trading at 8,550, 52.39% up from January.
One of Maybulk’s controlling shareholders, Pacific Carriers Ltd, is a global shipping company that is in three main businesses: freight trading, brokerage and chartering, ship owning/management and feeder and breakbulk liner services. The Singaporean company held a 34.5% stake in Maybulk as at March 8.
The Employees Provident Fund (EPF) emerged as Maybulk’s substantial shareholder when it acquired 50.1 million shares on April 8 translating to a 5.02% stake. It now has a 5.31% stake, according to the most recent filing to Bursa.
[ 本帖最后由 Mr.Business 于 3-6-2008 09:48 AM 编辑 ] |
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发表于 3-6-2008 09:37 AM
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发表于 3-6-2008 09:58 AM
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回复 1004# 弹煮 的帖子
应该请四伯爽这些Kawan Maybulk来给看法的，我没有研究船运股，只是吹水。
我们知道Maybulk的管理层是很强的，而且熟悉世界船运走势。现在BDI这么高，为何管理层选择卖船，而不是买船呢？
Teo said the rationale for the sale was because the price was good, and the company had wanted to lock in profits rather than operate the ships. “We are always looking at buying and selling more ships", he added.
He said Maybulk was more inclined to sell its bulk carriers if the market continued to rise, adding that it now has 14 ships, with three of them tankers and 11 bulk carriers.
因为他们看BDI好，旧船可以卖个好价钱，所以快快卖。而当他们决定买船时，一定是BDI不好，大家都想卖船不想买船，所以船价便宜的时候。这才是有智慧的管理层的做法。
而散户们要不要买进，这就要看你个人想法了，我个人希望买价安全些，所以会等BDI大跌。BDI几时大跌，我不知道。
PS: 不知道我可有解答你的疑问？ |
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发表于 3-6-2008 10:19 AM
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回复 1005# Mr.Business 的帖子
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如果 BDI 好，那运输费也跟着提高 !!! 有多点船载货，自然也赚得多。。。除非管理层看透了 BDI 会大跌，那卖船才是明智的选择 !!! |
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发表于 3-6-2008 11:16 AM
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回复 1006# chengyk 的帖子
人家就是看准了BDI会跌，所以赶快卖船嘛 |
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发表于 3-6-2008 11:23 AM
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我会说管理层看现在BDI高，旧船可以卖个好价钱，所以快快卖。卖船需要时间，所以一定要选好时机。BDI会起一定也会跌，几时呢？ |
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发表于 4-6-2008 01:57 AM
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发表于 4-6-2008 08:26 AM
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03 June 2008
Baltic Dry Index (BDI) +45 11503
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 19125 | +205 | 9917 | +2 | 6273 | -44 | | SPOT 4 TCE AVG | (USD) | 227689 | +2503 | 79837 | +40 | 65596 | -461 | | YESTERDAY | (USD) | 225186 | | 79797 | | 66057 | | | YEAR AGO | (USD) | 96956 | | 46713 | | 42568 |
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发表于 4-6-2008 09:21 AM
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发表于 5-6-2008 08:29 AM
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04 June 2008
Baltic Dry Index (BDI) +120 11623
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 19488 | +363 | 9970 | +53 | 6288 | +15 | | SPOT 4 TCE AVG | (USD) | 231593 | +3904 | 80283 | +446 | 65747 | +151 | | YESTERDAY | (USD) | 227689 | | 79837 | | 65596 | | | YEAR AGO | (USD) | 94006 | | 47356 | | 42610 |
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发表于 6-6-2008 08:43 AM
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05 June 2008
Baltic Dry Index (BDI) +66 11689
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 19687 | +199 | 9986 | +16 | 6307 | +19 | | SPOT 4 TCE AVG | (USD) | 233988 | +2395 | 80444 | +161 | 65948 | +201 | | YESTERDAY | (USD) | 231593 | | 80283 | | 65747 | | | YEAR AGO | (USD) | 89377 | | 47150 | | 42575 |
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发表于 7-6-2008 11:54 AM
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有一点非常的不明白，bdi的起落会影响maybulk的股价，为何没人研究油价起对maybulk有什么impact？我观察了很久，都没发现到。有谁能告诉我 |
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发表于 7-6-2008 07:33 PM
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06 June 2008
Baltic Dry Index (BDI) -77 11612
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 19451 | -236 | 9950 | -36 | 6340 | +33 | | SPOT 4 TCE AVG | (USD) | 230818 | -3170 | 80189 | -255 | 66295 | +347 | | YESTERDAY | (USD) | 233988 | | 80444 | | 65948 | | | YEAR AGO | (USD) | 85700 | | 46096 | | 42449 |
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发表于 10-6-2008 08:44 AM
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09 June 2008
Baltic Dry Index (BDI) -78 11534
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 19253 | -198 | 9891 | -59 | 6350 | +10 | | SPOT 4 TCE AVG | (USD) | 228092 | -2726 | 79728 | -461 | 66395 | +100 | | YESTERDAY | (USD) | 230818 | | 80189 | | 66295 | | | YEAR AGO | (USD) | 84358 | | 45164 | | 42408 |
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发表于 10-6-2008 09:05 AM
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发表于 11-6-2008 08:31 AM
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10 June 2008
Baltic Dry Index (BDI) -125 11409
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 18880 | -373 | 9830 | -61 | 6377 | +27 | | SPOT 4 TCE AVG | (USD) | 223816 | -4276 | 79255 | -473 | 66675 | +280 | | YESTERDAY | (USD) | 228092 | | 79728 | | 66395 | | | YEAR AGO | (USD) | 80346 | | 44516 | | 42364 |
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发表于 12-6-2008 08:31 AM
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11 June 2008
Baltic Dry Index (BDI) -304 11105
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 18033 | -847 | 9673 | -157 | 6385 | +8 | | SPOT 4 TCE AVG | (USD) | 213176 | -10640 | 78027 | -1228 | 66759 | +84 | | YESTERDAY | (USD) | 223816 | | 79255 | | 66675 | | | YEAR AGO | (USD) | 75853 | | 44180 | | 42271 |
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发表于 12-6-2008 12:26 PM
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回复 1019# 小巴菲 的帖子
到了支撑点鸟，撑不住的话就要滑好一阵子咯~ |
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发表于 12-6-2008 07:25 PM
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原帖由 Mr.Business 于 3-6-2008 09:31 AM 发表 
我相信Maybulk的管理层是很了不起的。那大家可有考虑为何管理层去年卖船，今年也卖船呢？我想是他们看BDI好，船可以卖好价钱。而且我相信当他们计划买船时，一定是BDI不好，大家都想卖船，不想买船，船价便宜。管理层 ...
那么CEO卖股又代表什么？
| Company Name | : | MALAYSIAN BULK CARRIERS BERHAD | | Stock Name | : | MAYBULK | | Date Announced | : | 12/06/2008 |
| Type | : | Announcement | | Subject | : | Dealing in Securities of Malaysian Bulk Carriers Berhad ("MBC" Outside Closed Period |
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| | Contents | : | | Dealing in Securities of Malaysian Bulk Carriers Berhad ("MBC" Outside Closed Period |
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Announcement Details :
The Company wishes to announce that the following Director has given notice on his dealing in securities of MBC and the relevant details are as follows:-
| Name of Director | Date of Disposal | Number of Securities | Price Per Securities | % of the total issued share capital | Kuok Khoon Kuan
(Chief Executive Officer) | 11.6.2008 | 30,000 | RM3.86 | 0.003 |
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