Detail akcie ZIM ISS Rg diskuze

Podľa Vás, aký by mal prípadný mier medzi Izraelom a Hamasom vplyv na cenu ? https://www.seznamzpravy.cz/clanek/zahranicni-konec-valky-hamas-pristoupil-na-navrh-dohody-o-primeri-s-izraelem-251306#dop_ab_variant=1291700&dop_source_zone_name=zpravy.sznhp.box&source=hp&seq_no=1&utm_campaign=abtest246_ribbon_sluzeb_varAA&utm_medium=z-boxiku&utm_source=www.seznam.cz

Tahle akcie je teda nářez, ještě tu mám nevyřízené účty

Tady je otázka, jestli tohle lze Shirokovi započítat jako výsledek jeho Elliottovského čarování. Když kolem toho zvědavě kroužil někdy v květnu, byl to celkem debakl. Jenže za půl roku je to zase jinak. Dalo by se tvrdit, že jen lehce netrefil dno:)

Ne, že bych Vám to nepřál, ale na 15 USD by to mohlo skončit.

Jefferies raises its 2024 earnings estimates and PTs for shipping companies due to higher utilisation, higher capacity and a tighter supply/demand balance as a result of vessel re-routing away from the Red Sea "Freight rates have surged over the past three weeks, setting up a strong start to what had been viewed previously as a difficult year ahead," it says The broker upgrades Denmark's Maersk to "buy" from "hold" as it favours its exposure to the Asia-Europe market and discounted valuation, hiking its PT by 37.5% to DKK 16,500 It also ups its PT on Germany's Hapag-Lloyd by 20% to 150 euros and on Zim Integrated Shipping Services by 75% to $14, though sticks to its "hold" rating on both stocks citing premium valuation for the former and high-cost structure for the latter The broker says rates for the Asia-Europe route have risen to above $3,500/feu from $1,500/feu in mid-December, also noting a spillover effect onto other routes as well With operating costs for Maersk and Hapag-Lloyd at roughly $2,300/feu, this indicates meaningful free cash generation on affected routes, it adds Jefferies sees the disruptions persisting throughout Q1 2024 and gradually returning to normal Red Sea operations during the second half of the year While the current squeeze is likely to abate, the broker predicts rates to see a higher floor given the overall disruptions and now expects positive margins It raises its 2024 EBITDA forecasts for Maersk to $9.3 billion from $5.9 billion, for Hapag-Lloyd to 4 billion euros from 2.2 billion euros, and Zim Integrated Shipping Services to $0.9 billion from $0.6 billion

Dnes už dalších 10% nahoru nebude. Jestli jo tak odjíždím do Jemenu.

To jedem dnes potřetí 10% plus?

Mel jsem nastaven prodej 12,5USD včera se to prodalo. Výsledek červená nula (-40eur) Uvidíme dnes jestli jsem to měl posunout výš.

Zdá se, že jsem si pošetřil nervy :)