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发表于 12-7-2008 11:20 AM
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发表于 12-7-2008 11:28 AM
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发表于 12-7-2008 09:15 PM
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发表于 15-7-2008 08:52 PM
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15 July 2008
Baltic Dry Index (BDI) -31 9150
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 13200 | +51 | 9378 | -150 | 5474 | -22 | | SPOT 4 TCE AVG | (USD) | 155519 | +407 | 75421 | -1224 | 57237 | -233 | | YESTERDAY | (USD) | 155112 | | 76645 | | 57470 | | | YEAR AGO | (USD) | 97892 | | 58644 | | 45915 |
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发表于 18-7-2008 08:36 AM
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17 July 2008
Baltic Dry Index (BDI) -33 9059
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 13336 | +117 | 8983 | -198 | 5423 | -28 | | SPOT 4 TCE AVG | (USD) | 155645 | +811 | 72238 | -1584 | 56707 | -291 | | YESTERDAY | (USD) | 154834 | | 73822 | | 56998 | | | YEAR AGO | (USD) | 93967 | | 57618 | | 46584 |
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发表于 19-7-2008 02:10 PM
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Saturday July 19, 2008
Dry bulk rates to drop further as China closes mills
NEWS ANALYSIS
By SHARIDAN M. ALI
THE gradual downward trend of dry bulk freight rates is expected to continue as China, the world’s biggest iron ore importer, will cut import of the commodity with the completion of the Olympics projects.
Also, steel mills in Beijing have been asked to halt operations for 60 days starting yesterday to reduce pollution during the games next month.
OSK Research in a recent report said: “While Beijing has a small percentage of the nation’s steel mills, factories in the neighbouring provinces of Hebei, Shanxi and Shandong make up some 30% of China’s total steel production.
“Even partial closure of these factories to reduce pollution could have a serious impact on iron ore demand and therefore the demand for dry bulk shipping.”
In mid-June, Chinese ports were ordered to clear excess iron ore stocks that had clogged operations, due to concerns that the excess cargo might flood the domestic market and hurt freight rates.
The Baltic Dry Index (BDI), after reaching a peak of 11,793 points on May 20, had slumped by 23.2% to 9,059 points on July 17. It was 6,462 points on Jan 18.
The BDI, managed by the Baltic Exchange in London, reflects the dry bulk shipping rates. It is an assessment of the price of moving the major raw materials by sea.
The index covers Supramax, Panamax, and Capesize dry bulk carriers carrying a range of commodities, including coal, iron ore and grain.
Last year, the BDI climbed gradually by 161.6% from 4,219 points on Feb 1 to 11,039 points on Nov 13.
From early last year to mid-July this year, the BDI seemed to have gone through a cycle.
If it is cyclical, following the gradual decrease since May, the BDI should be picking up in the fourth quarter.
OSK Research Sdn Bhd associate director Chris Eng expected the BDI to trend down gradually before rising again in October.
“Then again, it has remained very resilient at 9,000 points while we had earlier expected a fall to 7,000 points.
“The resolution of iron ore price negotiations could also mean that more iron ore is bought (by China) from Australia compared with Brazil leading to lower tonne-mile demand (therefore cheaper rates).
“In any case, the BDI usually takes a break in May or June and surges again in September. We feel that the BDI will stabilise but will not slump. Even if the BDI falls to 6,000 points, that is still a very profitable level for dry bulk ship owners.”
He said Malaysian Bulk Carriers Bhd (Maybulk), a premier dry bulk vessel owner, should see increased profits if rates stabilised.
“But, given its strong net cash position, a drop in rates will likely lead to a drop in ship prices, which means the ideal time to expand for Maybulk,” he said.
A relatively new player in the market, Hubline Bhd is currently enjoying good returns from its dry bulk segment.
For the six months ended March 31, the group’s net profit hit RM35.1mil, an increase of RM20.4mil from the previous corresponding period.
http://biz.thestar.com.my/news/story.asp?file=/2008/7/19/business/21867124&sec=business |
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发表于 20-7-2008 07:52 PM
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18 July 2008
Baltic Dry Index (BDI) -47 9012
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 13411 | +75 | 8788 | -195 | 5392 | -31 | | SPOT 4 TCE AVG | (USD) | 156494 | +849 | 70686 | -1552 | 56376 | -331 | | YESTERDAY | (USD) | 155645 | | 72238 | | 56707 | | | YEAR AGO | (USD) | 95001 | | 57301 | | 46984 |
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发表于 21-7-2008 09:26 PM
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21 July 2008
Baltic Dry Index (BDI) -51 8961
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 13404 | -7 | 8662 | -126 | 5353 | -39 | | SPOT 4 TCE AVG | (USD) | 156591 | +97 | 69666 | -1020 | 55972 | -404 | | YESTERDAY | (USD) | 156494 | | 70686 | | 56376 | | | YEAR AGO | (USD) | 96706 | | 54545 | | 47325 |
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发表于 22-7-2008 08:53 PM
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22 July 2008
Baltic Dry Index (BDI) -57 8904
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 13449 | +45 | 8461 | -201 | 5318 | -35 | | SPOT 4 TCE AVG | (USD) | 156841 | +250 | 68040 | -1626 | 55607 | -365 | | YESTERDAY | (USD) | 156591 | | 69666 | | 55972 | | | YEAR AGO | (USD) | 98324 | | 57722 | | 47634 |
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发表于 28-7-2008 08:43 PM
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发表于 29-7-2008 08:32 AM
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28 July 2008
Baltic Dry Index (BDI) -124 8513
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 13192 | -225 | 7644 | -110 | 5091 | -64 | | SPOT 4 TCE AVG | (USD) | 152725 | -3189 | 61435 | -888 | 53235 | -663 | | YESTERDAY | (USD) | 155914 | | 62323 | | 53898 | | | YEAR AGO | (USD) | 102573 | | 59354 | | 49099 | |
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发表于 29-7-2008 05:09 PM
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只看bdi？没人看油价吗？我曾问过，油价对他没影响吗？ |
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发表于 29-7-2008 05:14 PM
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发表于 29-7-2008 05:14 PM
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Maybulk要倒霉了。。。
。。。高油價、高通脹、低增長，開始影響一些周期性行業，由亞洲出口到歐美的貨物減少，直接威脅到航運業，高盛發表研究報告，將中國遠洋（1919）[股價及相關新聞] 的評級定為沽出，並加入「確信沽售」名單，目標價16元，因預計航運市場有下跌風險。在高盛出報告後，中國遠洋昨日早段已應聲跌穿19元。
航運股未衰完
高盛睇淡反映運費的波羅的海指數，預計在09及10年會分別按年下跌40%及47%，即係話運費會大跌，令航運股盈利表現將受影響。由於早前好景吸引船公司大量訂購新船，市場的運載力將於2011年倍增，在供應增加的情況下，運費有下跌的風險，亦會對航運股帶來一定衝擊。高盛將中國遠洋的評級定為沽出，目標價僅16元，較現價有接近15%的下跌空間。。。。
http://cforum006.cari.com.my/vie ... page=23#pid46033463 |
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发表于 29-7-2008 05:17 PM
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回复 1136# Mr.Business 的帖子
那么EPF不是又要中招了??? |
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发表于 29-7-2008 05:21 PM
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回复 1137# 基金小子 的帖子
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看你是短期还是长期。股价跌是提供低价买进的机会，不是吗？月满而缺，潮起潮落，很正常的。。。 |
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发表于 29-7-2008 08:33 PM
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现在我存著子弹，打算买入少少来降低我买入的平均价。。。 |
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发表于 30-7-2008 11:04 AM
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今天有好价...卖掉了....
亏少少.....等看有什么时机么.... |
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发表于 30-7-2008 11:05 AM
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船运指数已经跌到很厉害了....
看来美国衰退对船运有很大的影响... |
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发表于 31-7-2008 08:37 AM
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30 July 2008
Baltic Dry Index (BDI) -46 8388
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 13077 | -55 | 7524 | -3 | 4953 | -71 | | SPOT 4 TCE AVG | (USD) | 150269 | -886 | 60466 | -30 | 51793 | -740 | | YESTERDAY | (USD) | 151155 | | 60496 | | 52533 | | | YEAR AGO | (USD) | 104760 | | 59293 | | 49267 |
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