Core Viewpoint - Diana Shipping Inc. has entered into a time charter contract with Nippon Yusen Kabushiki Kaisha for its Kamsarmax dry bulk vessel, the m/v Leonidas P. C., with a gross charter rate of US$14,000 per day, expected to generate approximately US$4.93 million in gross revenue for the minimum charter period [1][2]. Group 1: Charter Agreement Details - The time charter contract is set for a period from September 24, 2025, until a minimum of September 15, 2026, and a maximum of November 15, 2026 [1]. - The gross charter rate is US$14,000 per day, with a 5.00% commission paid to third parties [1]. Group 2: Vessel and Fleet Information - The m/v Leonidas P. C. is a Kamsarmax dry bulk vessel with a deadweight tonnage (dwt) of 82,165, built in 2011 [2]. - Diana Shipping Inc. currently operates a fleet of 36 dry bulk vessels, including various classes such as Newcastlemax, Capesize, Post-Panamax, Kamsarmax, Panamax, and Ultramax [3]. - The combined carrying capacity of the fleet, excluding two new vessels yet to be delivered, is approximately 4.1 million dwt, with a weighted average age of 11.83 years [3]. Group 3: Company Overview - Diana Shipping Inc. specializes in the ownership and bareboat charter-in of dry bulk vessels, primarily engaging in short to medium-term time charters [4]. - The company transports a range of dry bulk cargoes, including iron ore, coal, and grain, along global shipping routes [4].

Core Viewpoint - Capital Clean Energy Carriers Corp. (CCEC) is undergoing a significant transition in its leadership and strategic direction, focusing on growth in the LNG and energy transition sectors [1][2]. Group 1: Leadership Changes - Seven directors were re-elected to serve until the 2026 Annual Meeting of Shareholders [7]. - Abel Rasterhoff retired from the Board of Directors after contributing since the company's Nasdaq listing in 2007 [1][7]. - Martin Houston was appointed to the Board as Rasterhoff's successor, bringing extensive experience in global LNG and energy markets [2][7]. Group 2: Company Overview - CCEC is an international shipping company specializing in gas carriage solutions, with a fleet of 15 high-specification vessels, including 12 LNG carriers and three Neo-Panamax container vessels [5]. - The company has 16 new-buildings under construction, which include six LNG carriers and six dual-fuel medium gas carriers, scheduled for delivery between Q1 2026 and Q3 2027 [5]. Group 3: Strategic Focus - The appointment of Martin Houston is expected to provide critical insights and support as CCEC accelerates its strategy around LNG and the energy transition [2]. - The company aims to leverage Houston's industry experience to pursue its growth ambitions in the evolving energy landscape [2].

Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from focusing solely on blue-chip companies to a more diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, indicating a broad interest in these sectors [1] - The comparative analysis between the US and Philippine markets has been a key aspect of the investment strategy, enhancing understanding and decision-making [1]

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Group 1 - The focus has shifted from primarily tech stocks to include offshore drilling, supply industry, and shipping sectors such as tankers, containers, and dry bulk [1] - There is an emerging interest in the fuel cell industry, which is still in its nascent stage [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]

Group 1 - The focus has shifted from primarily tech stocks to include offshore drilling, supply industry, and shipping sectors such as tankers, containers, and dry bulk [1] - There is an emerging interest in the fuel cell industry, which is still in its nascent stage [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]

Core Insights - Diana Shipping Inc. released its Environmental, Social and Governance (ESG) Report for the year ended December 31, 2024, detailing the company's policies and practices related to ESG commitments [1] - The company emphasizes its dedication to creating a sustainable and equitable maritime future, viewing its workforce as a key asset and competitive advantage [2] Company Overview - Diana Shipping Inc. is a global provider of shipping transportation services, focusing on the ownership and bareboat charter-in of dry bulk vessels [2] - The company's vessels primarily operate on short to medium-term time charters, transporting various dry bulk commodities such as iron ore, coal, and grain across global shipping routes [2]

Group 1 - The article discusses the author's experience in the logistics sector and stock investing, highlighting a focus on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The author mentions a shift in investment strategy since 2014, moving from traditional savings in banks and properties to stock market investments for portfolio diversification [1] - The author has been trading in the US market since 2020, gaining insights from Seeking Alpha and comparing analyses between the US and PH markets [1] Group 2 - The author has a diverse portfolio that includes investments in various industries and market cap sizes, with some stocks held for retirement and others for trading profits [1] - The article reflects the author's journey from initial investments in blue-chip companies to a broader range of holdings across different sectors [1]

Market Overview - U.S. stock futures are trending lower, indicating a cautious start to the trading week after major indexes closed at record highs [1][2] - The S&P 500 futures are down 0.3%, Dow Jones futures are also down 0.3%, and Nasdaq futures show a larger decrease of 0.4% [2] - European indexes have started the week lower, with Germany's DAX down 0.6%, France's CAC 40 down 0.5%, and London's FTSE 100 declining by 0.1% [3] Economic Data and Events - Key economic data to be released includes the August Personal Consumption Expenditures (PCE) price index, with consensus estimates predicting a 2.7% increase for the headline PCE and a 2.9% rise for the core PCE [4] - Provisional Purchasing Managers' Index (PMI) surveys for September are expected, with the U.S. S&P Manufacturing & Services PMI scheduled for Tuesday [5] - A looming deadline to prevent a U.S. government shutdown is also a concern for investors [5] Corporate Developments - President Trump's decision to impose a $100,000 one-time fee for new H-1B visas is expected to significantly impact technology and financial sectors, leading to lower shares for Indian IT companies like Tata Consultancy Services and Infosys [6] - FedEx Corporation shares advanced by 2.3% after reporting stronger-than-expected first-quarter fiscal 2026 adjusted earnings [7] - Lennar Corporation shares fell by 4.2% after missing third-quarter fiscal 2025 adjusted earnings estimates [7] - Newmont Corporation surged 4.3% following the sale of its stake in Orla Mining [7] - Brighthouse Financial Inc. experienced a significant jump of 27.2% amid advanced acquisition talks with Aquarian Holdings [7] - Apple Inc. shares jumped 3.2% driven by strong demand for the new iPhone 17, with preorders in China reportedly topping those of the iPhone 16 in just one minute [7] - Oracle Corporation gained 4% after reports of discussions with Meta Platforms for a multi-year cloud computing deal worth $20 billion [11] - Airline stocks, including British Airways owner IAG, Lufthansa, and Air France-KLM, are down following a cyberattack targeting major airports [11]

Group 1 - Nordic American Tankers Limited (NYSE:NAT) operates a fleet of Suezmax crude oil tankers and reported a Q2 2025 net loss of $0.9 million, a decline from a profit of $4.2 million in Q1 [1] - The company's net voyage revenue increased by 5.8% year-over-year to $40.15 million [1] - The average time charter equivalent (TCE) for the fleet rose to $26,880 per day from $24,714 in the previous quarter, with 14 out of 20 vessels operating in the spot market [1] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to NAT [2] - The article suggests that there are extremely undervalued AI stocks that could benefit from Trump-era tariffs and the onshoring trend [2]