Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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Will Oaktree Thank Their Lucky Stars for Reducing Its Stake in SBLK?
• Third consecutive positive adjusted net profit of USD 10.7m recorded in the second quarter of 2018.• About 60% of the available days in the third...
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Maritime Financial Insight - July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Will the Trade War Cast a Shadow on Star Bulk’s Earnings Momentum?
1. Executive Summary• Second consecutive positive adjusted net profit of USD 11.9m recorded in the first quarter of 2018, compared with adjusted...
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We’ve Got All the Breakouts We Want To Make Money in Shipping
So many ship stock charts said the same thing on breakouts last week. We couldn’t have asked for more. John-Paul Smith said so much by way of a...
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