Posted by Bgt 9963 > 2021-07-10 08:49 |

Post removed.Why?

Posted by sharonchong > 2021-07-10 16:21 | Report Abuse

Another glove story in making...?

航運1年獲利抵20年 專家曝下季運價趨勢

工商時報 數位編輯 2021.07.08

有航運分析師認為，今年航運業獲利超乎想像，航運商有機會達到年賺1,000億美元的目標，將彌補過去20年的虧損。圖／美聯社

由於需求提升、缺櫃及塞港等因素，帶動全球運價飆升，貨櫃、散裝航運業者營收長紅，被外界戲稱，十年不開張，一開張賺十年，有航運分析師認為，今年航運業獲利超乎想像，航運商有機會達到年賺1,000億美元（約新台幣2.8兆）的目標，將彌補過去20年的虧損，此外有專家認為，目前市場需求仍在高檔，下一季運價很難下跌，即使沒有上漲仍會保持目前的高水準。

Americanshipper報導，先前有許多專家認為運價將在下半年出現回檔，但事實證明，航運業行情仍相當火燙，費率不僅沒有下降，還持續上升，此外，英國海運諮詢機構Drewry的最新報告指出，「原先我們預估航運商一年能賺800億美元，但若運價持續上漲，有機會看到獲利1,000億美元的表現。」。

航運諮詢機構Vespucci Maritime執行長Lars Jensen表示，「目前航運業的狀況與過往的表現相反，從本質上來說，業者將在1年內彌補過去20年來的虧損。」

挪威運費報價平台Xeneta創辦人Patrik Berglund則說，「目前閒置噸位僅1％，與一年前的10％相比，我很難看到情況會在短期內好轉，且明年需求大於供應的狀況仍會持續，這對客戶來說是一個壞消息。」

標普全球普氏貨櫃貨運市場專家George Griffiths則表示：「我原本以為農曆新年過後費率會開始下降，但六個月後運價仍然很高，甚至還在增加，目前的需求來到前所未有的高點，對於下一季來說，我們認為費率即使沒有上漲也會保持現在的高檔，而且肯定不會從現在的水準下跌。」（中時新聞網 郭宜欣）

Posted by sharonchong > 2021-07-10 16:26 | Report Abuse

One single year performance better than 10 accumulate years before this! Reported the article above.

Maybulk still not too much movement compared to some of the Taiwan dry bulk companies that had moved more than 1000%... Is this a great chance for Malaysian investors..? Another glove story in making?

Posted by pingdan > 2021-07-10 16:48 | Report Abuse

The edge weekly also reported on the title “dry bulk and container freight rates set to stay elevated this year, say industry players”. Hope this will attract more fund come into Maybulk

Posted by KML889 > 2021-07-10 22:03 | Report Abuse

The day the local mainstream media start their mass coverage on sea freighters news, that's when i open bottles of Champagne

Posted by investsteady88 > 2021-07-11 01:04 | Report Abuse

entered at 0.70, go higher !! go go go

Posted by investsteady88 > 2021-07-11 01:13 | Report Abuse

baltic dry index is on uptrend, 5 year high now. lets wait for it to soar higher.

Posted by pingdan > 2021-07-11 18:00 | Report Abuse

Where got 5years high.. 11years high liao lo.. since june 2010

Posted by KML889 > 2021-07-11 19:48 | Report Abuse

Frankly, MBC hasn't actually moved that much since April when BDI was at 2800 points and she was 69 cents a piece. In short, plenty of catching up to do my dear MBC

Posted by Bgt 9963 > 2021-07-11 20:05 |

Post removed.Why?

Posted by KML889 > 2021-07-12 14:27 | Report Abuse

No luck so far

Posted by Power Ranger > 2021-07-12 15:14 | Report Abuse

Haha, the power of ming yuan. Wherever he goes the share koyak lo.

Posted by Jeffson87 > 2021-07-12 15:22 | Report Abuse

Walao eh.. Topup above 710..now dropped below 700 pula... Suay pui pui

Posted by Jeffson87 > 2021-07-12 15:25 | Report Abuse

Who's mingyuan?

Posted by Power Ranger > 2021-07-12 15:34 | Report Abuse

He call himself as technical sifu. Hahaha. Chinese we called 技术之父。

Posted by Power Ranger > 2021-07-12 15:35 | Report Abuse

My entry was at 56c and waiting for big money,. Niama see him came out lately to comment maybulk then everyfay koyak. wvrryday

Posted by KML889 > 2021-07-12 15:38 | Report Abuse

MBC, yyyyyyyyyyyyyy sinking but not sailing. ai..

Posted by Jeffson87 > 2021-07-12 15:52 | Report Abuse

MBC recently drop 5% daily... Bila mau naik... Shipping cost keep increasing, stock price decrease pula... Bilis bleeding liao

Posted by siulong1 > 2021-07-12 15:53 | Report Abuse

political news affect the market sentiment, sien ah!

Posted by pingdan > 2021-07-12 16:26 | Report Abuse

Happy day for shark.. 27k lot transacted at 0.69 while other pricr only a few thousand transacted. Obviously this have scared of alot of retailer sold off at 0.69

Posted by chillpills2020 > 2021-07-12 16:29 | Report Abuse

breathe everyone, shark shake out oni hahaha. Just hold till wawasan 2030 achieved

Posted by Jeffson87 > 2021-07-12 16:38 | Report Abuse

Everyday dropped few %... Compounded losses gao gao... Today shooting star?.. Zzz

Posted by KML889 > 2021-07-12 16:40 | Report Abuse

Keep adding to vaults until vomit blood.

Posted by chillpills2020 > 2021-07-12 16:45 | Report Abuse

just stay on maybulk carrier, shark can bang boat but will get tired soon

Posted by Jeffson87 > 2021-07-12 17:00 | Report Abuse

MBC business too good. All ships overloaded. Can't speed off. Need those shaky leg to jump off ship then only can sail smoothly.. Haha

Posted by pingdan > 2021-07-12 17:18 | Report Abuse

Out of 95k transacted, 55k transacted at between 0.68 to 0.69.. look like the new support should be around this area

Posted by hng33 > 2021-07-12 18:14 | Report Abuse

Maybulk breakeven charter rate is USD 8676/day.

Posted by hng33 > 2021-07-12 18:15 | Report Abuse

Maybulk vessel utilisation rate now is at 98%

Posted by hng33 > 2021-07-12 19:00 | Report Abuse

bulk commodity is totally unaffected by total lockdown. Fleet utilization 98% + skyrocket charter rate in Q2 > USD 2500/day (100% increase compared to Q1 USD 1200/day) = windfall profit for Maybulk

Posted by sharonchong > 2021-07-13 08:14 | Report Abuse

No worries.. I think it's a good opportunity for us to collect..

Posted by Bgt 9963 > 2021-07-13 08:43 |

Post removed.Why?

Posted by sharonchong > 2021-07-13 08:54 | Report Abuse

For me, Maybulk is still one of the best counters to invest during this chaotic period in Malaysia.. Let's see, time will tell..

Posted by pingdan > 2021-07-13 09:20 | Report Abuse

BDI still at high point 3300 but share price have been discounted 12.65percent (from 0.79), shouldnt we as a investor happy? I guess alot of people kena cuci liao..

Posted by sharonchong > 2021-07-13 09:26 | Report Abuse

@pingdan Totally agree.. Added some at 685 and 69 yesterday.. Still maintain 1.20-1.50 target price in coming 1-2 quarters.

Posted by sharonchong > 2021-07-13 09:42 | Report Abuse

Just think carefully, while businesses and factories closed in many sectors in Malaysia, dry bulk ships are sailing freely on the oceans, and they are paid 5-6 times higher charter rate to do so with all the ships fully operate.. somemore the advance bookings are taken for months.. this will be a turnaround story for Maybulk, and the best financial year after such a long time (>10 years) so when people panic sell, what should we do? For me, I'm still holding and will add more if drops further..

Posted by sharonchong > 2021-07-13 09:49 | Report Abuse

In fact, we are quite lucky because not everyone sees this.. But sooner or later I believe funds will pour into Maybulk.. That's why it's the best time to position ourselves at the lows or during retreats..

Posted by hng33 > 2021-07-13 10:28 | Report Abuse

Maybulk earning is in USD, just look at exchange rate now 4.19.

Higher Fleet hire day + higher charter rate + higher exchange rate = windfall for maybulk

Posted by sharonchong > 2021-07-13 11:09 | Report Abuse

@hng33.. exactly, Maybulk is the best defensive counter to buy and hold during this chaotic time in Malaysia.. Great opportunity to buy at offer price..

Posted by hng33 > 2021-07-13 11:12 | Report Abuse

Maybulk is in dry commodity seaborn business, therefore, it can be used as proxy for iron ore/coal/steel price boom in china

Posted by hng33 > 2021-07-13 11:15 | Report Abuse

Total lock down or politic have nil impact on maybulk which is in seaborn international dry bulk business, earning 2x high charter rate, near full hire day with 98% vessel utilisation rate and earn strong USD currency.

Posted by Jeffson87 > 2021-07-13 11:34 | Report Abuse

When is next QR? Need some booster to the share price. Otherwise MBC making money but shareholder eating peanuts only

Posted by hng33 > 2021-07-13 12:36 | Report Abuse

Middle of next month will record maybulk Q2 result which encompass the begin surge in charter rate >USD25k/day vs. USD 12k/day in Q1.

Any surpass above cost is PURE profit. You will know the real huge impact on maybulk earning next month.

Posted by Jeffson87 > 2021-07-13 13:23 | Report Abuse

I think investors and traders more sensitive to PN, PH, BN, covid, etc
Just like previously I invested in MMC... QR good also can't fly..

Posted by sharonchong > 2021-07-13 14:29 | Report Abuse

@Jeffson87.. I believe Maybulk will fly.. Just the matter of time..

Posted by sharonchong > 2021-07-13 15:00 | Report Abuse

My target to earn 100%-150% won't change even though people selling down because I know all these are temporary.. I won't let go my share.. I know many have already sold.. but it's ok.. I know what I'm doing

Posted by hng33 > 2021-07-13 15:04 | Report Abuse

Those steel investor can use maybulk as alternative proxy for iron steel exposure. All local steel stock affected by MCO, whereas maybulk continue perform, capitalise on strong demand for iron steel price in China

Posted by Jeffson87 > 2021-07-13 16:24 | Report Abuse

Yes Sharon. I believed so. Just that short term wise, the price movement is really saddening... Stay strong. Stay safe.

Posted by chief999 > 2021-07-13 16:33 | Report Abuse

true follow sharon, wise words...

Posted by LaoTzeAhSir > 2021-07-13 22:18 | Report Abuse

seldom see hng33 being so desperate... must be trapped bigly.

Posted by LaoTzeAhSir > 2021-07-13 22:20 | Report Abuse

by looking at BDI and maybulk is like looking at fcpo price and malaysia plantation sector index. diverged. hopeless.