Τα κέρδη ανά κοινή μετοχή ήταν 14,08 δολάρια για το σύνολο του έτους και 4,30 δολάρια για το τρίμηνο
Navios Partners
Αγγελική Φράγκου: Υπάρχει αβεβαιότητα για το μέλλον γενικότερα και όχι μόνο της ναυτιλίας
Κερδοφόρα συνεχίζει την πορεία της η Navios Partners και το 2023. Η Αγγελική Φράγκου, πρόεδρος και διευθύνουσα σύμβουλος της Navios Partners αναφέρει την ικανοποίησή της για τα αποτελέσματα του β’ τριμήνου του 2023, κατά το οποί τα έσοδα ανήλθαν στα 346,9 εκατ. δολάρια, καθαρά κέρδη 112,3 εκατ. δολάρια και τα καθαρά κέρδη ανά κοινή μονάδα ύψους 3,65 δολαρίων για το τρίμηνο.
Η Αγγελική Φράγκου σχολιάζοντας τα αποτελέσματα ανέλυσε τις συνθήκες της αγοράς:
“Το μακροοικονομικό περιβάλλον είναι...
Φράγκου: Σε εξέλιξη το ναυπηγικό πρόγραμμα της Navios Partners για 21 πλοία – Παρέλαβε το νεότευκτο φορτηγό «Navios Altair»
Σε πλήρη εξέλιξη έχει το ναυπηγικό της πρόγραμμα η εισηγμένη στην αμερικανική χρηματιστηριακή αγορά της Νέας Υόρκης Navios Partners συμφερόντων της Αγγελικής Φράγκου.
Όπως ανακοίνωσε η εταιρεία, παρέλαβε το φορτηγό πλοίο «Navios Altair», χωρητικότητας 182.115 dwt το οποίο ναυπηγήθηκε στις γιάρδες των ιαπωνικών ναυπηγείων Imabari.
Η εταιρεία έχει σε εξέλιξη ναυπηγικό πρόγραμμα για την κατασκευή 12 πλοίων μεταφοράς εμπορευματοκιβωτιών, έξι δεξαμενόπλοιων και τριών φορτηγών πλοίων.
Σύμφωνα με τα...
In search of shipping’s next supercycle: Are tankers next?
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There have been two historic shipping booms since the turn of the century. Could a third be around...
https://www.freightwaves.com/news/in-search-of-shippings-next-supercycle-are-tankers-next
Five years on Wall Street: Shipping’s exits, arrivals, whales and minnows
There were high hopes in the 2000s and even the 2010s that ocean shipping would evolve into something more than a niche trading and investing space on Wall Street.
The hope was that consolidation would whittle down the crowded field to a few large-cap whales with business models that worked across cycles and garnered the respect of larger investment funds. The reality over the past half-decade: Consolidation is coinciding with larger-cap shipping stocks going private. And the field of shipping...
Navios Partners pays over US$240 million to acquire new LNG dual fuel boxship pair
Navios Partners has decided to buy two new liquified natural gas (LNG) dual fuel 7,700 TEU container vessels for a total purchase price of US$241.2 million.
The two newbuildings can run on both LNG and conventional marine fuels.
Their delivery is expected to take place in the fourth quarter of 2024, with the closing of the transaction depending on the completion of the customary documentation.
At the same time, Navios Partners received a two-month option for two additional LNG dual-fuel container...
As liner stocks keep rising, other shipping shares are stalling
Mid-2020 to mid-2021 was a great stretch for ocean shipping stocks: Container and dry bulk shares rose by double and triple digits and even shares of embattled tanker owners posted gains.
That changed last fall. Shares of most container-ship leasing companies, crude tanker owners, product tanker owners and dry bulk owners are down since September.
But shares of container liner companies are proving to be the exception. They’ve recouped most of their autumn pullbacks and are gaining more ground...
https://www.freightwaves.com/news/liner-stock-prices-keep-rising-as-other-shipping-shares-stall
Shipping on Wall Street: Is it better to be a pure play or jack of all trades?
Should a public shipping company be a pure play — owning just tankers, containers, bulkers or gas carriers — or should it do as the traditional private family shipowners do, and own a mixed fleet?
The answer is important: It affects how attractive a shipping stock is to investors, and in the case of extreme rate troughs, it affects the chances a public company can avoid restructuring or insolvency.
Shipping’s pure-play-versus-mixed-fleet debate has been ongoing for more than a decade, and in...
How to make a billion when your ships are stuck at anchor
Ocean carrier Zim, by far the largest U.S.-listed shipping company by market cap, just blew away the profit forecasts. Again. But it’s not all smooth sailing.
The Israel-based shipping line (NYSE: ZIM) is particularly exposed to the trans-Pacific trade lane, where port congestion is now having an extremely negative effect on volumes. Ship scheduling data confirms significant and growing fallout to Zim’s trans-Pacific services in the fourth quarter.
On Wednesday, the company reported net income...
https://www.freightwaves.com/news/how-to-make-a-billion-when-your-ships-are-stuck-at-anchor
As shipping prospects rise, field of shipping stocks shrinks
A perennial complaint about shipping stocks is that there are way too many of them and they’re way too small. If only there were just a handful of large-cap consolidated shipowners in each category — tankers, dry bulk, containers, gas — not a hodgepodge of micro-caps.
The good news for ‘bigger and fewer’ proponents is that the number of shipping stocks is indeed shrinking. There has been only one shipping IPO in the last six years compared to numerous delistings.
The bad news is that the...
https://www.freightwaves.com/news/as-shipping-prospects-rise-field-of-shipping-stocks-shrinks