第一周，部分船司降价，MSK降至3100美金，船司最终落地均值3400（折盘2400点）。 第二周,MSK开舱2900美金,目前船司报价均值折盘2300点。 消息面 相关新闻 6/30 卡塔尔外交部：加沙地带停火谈判尚未重启。当地时间6月30日，卡塔尔外交部发言人马吉德·安萨里表示，加沙地 带停火谈判尚未重启。相关各方正在进行接触，旨在尽快确定新一轮谈判的日程和方案。安萨里在当天举行的外交部记者 会上说，卡塔尔正在向有关方面施加压力，把停火谈判与向加沙地带提供人道主义援助脱钩。安萨里指责以色列阻止人道 主义援助进入加沙的行为导致当地人道主义灾难持续恶化。安萨里还表示，卡塔尔正在推动相关方就伊朗孩问题恢复谈 判,希望就该问题达成一项更全面的协议。 6/30 伊朗武装部队：已准备好应对任何新的侵略行为。 | | | | | | | 研究中心能化团队 | | 2025/7/1 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 合约 | | 昨日收盘价 | 涨跌 (%) | 基美 | 昨日成交量 | 昨日持仓量 | | 持仓变动 ...

Core Insights - ZIM Integrated Shipping Services Ltd. demonstrates a well-run business model with an asset-light operating strategy [1] - The company has made investments in LNG-powered ships, appealing to logistics companies focused on decarbonization [1] Company Overview - ZIM Integrated Shipping Services Ltd. is listed on NYSE under the ticker ZIM [1] - The company is recognized for its effective management and operational efficiency [1] Investment Focus - The company targets income-oriented individual investors who are building a solid dividend portfolio in sectors such as oil and gas, shipping, energy, and minerals [1]

Group 1 - The company is focused on closing the valuation gap through buybacks funded by asset sales, aiming to align stock trading closer to its $24 NAV [1] - A strong dividend policy is expected to support the stock's performance and valuation [1] Group 2 - The analyst has a long position in the shares of SBLK, indicating a positive outlook on the company's stock [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation [2]

The Iran-Israel war highlighted a critical flaw in shipping's satellite-based systems that makes the industry hauling 80% of global trade vulnerable to mass-jamming https://t.co/v3NwVuTbKz ...

LONDON, June 30, 2025 (GLOBE NEWSWIRE) -- Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) (NYSE: NVGS), the owner and operator of the world’s largest fleet of handysize liquefied gas carriers, announces today that that the Company has been added to the broad-market Russell 3000 Index (the “Russell 3000”) and the small-cap Russell 2000 Index (the “Russell 2000”), effective after the US market opens on June 30, as part of the 2025 Russell indexes reconstitution. The Russell 3000 ...

The Iran-Israel war highlighted a critical flaw in shipping's satellite-based systems that makes the industry hauling 80% of global trade vulnerable to mass-jamming. Read The Big Take: https://t.co/Dl3zBTGdly📷: Clare Louise Jackson/Shutterstock https://t.co/BXvfGleYui ...

Japan | Transportation Equity Research June 24, 2025 CALL Wednesday, June 25 – Global Shipping & Oil Webcast Webcast: After the Scare: Oil, Shipping & What Middle East Tensions Still Signal. After last week's flare-up in the Strait of Hormuz triggered a spike in energy volatility and tanker chatter, geopolitical risk premium has partially unwound following the ceasefire agreement between the US and Iran. But is this truly the end of the story, or just the calm before another storm? **Wednesday, June 25, at ...

The Iran-Israel war highlighted a critical flaw in shipping's satellite-based systems that makes the industry hauling 80% of global trade vulnerable to mass-jamming https://t.co/5TYIwS8Pt9 ...

Core Viewpoint - Dorian LPG is experiencing a recent decline in stock price, but has shown significant gains over the past month, outperforming the broader market and its sector [1][2]. Financial Performance - For the upcoming financial results, earnings are projected at $2.95 per share, reflecting a year-over-year increase of 29.96%, while revenue is expected to be $346.15 million, indicating a slight decrease of 1.07% from the previous year [2]. Analyst Estimates - Recent modifications to analyst estimates for Dorian LPG indicate a positive outlook, with upward revisions suggesting confidence in the company's operational performance and profit generation capabilities [3]. Stock Performance Correlation - Empirical research shows a direct correlation between revisions in estimates and stock price performance, suggesting that investors can benefit from tracking these changes [4]. Zacks Rank System - Dorian LPG currently holds a Zacks Rank of 1 (Strong Buy), with the consensus EPS estimate having increased by 23.43% over the past month, indicating strong potential for outperformance [5]. Valuation Metrics - The company is trading at a Forward P/E ratio of 8.56, which is lower than the industry average of 8.72, suggesting that Dorian LPG is undervalued compared to its peers [6]. Industry Context - The Transportation - Shipping industry, to which Dorian LPG belongs, is ranked 37 in the Zacks Industry Rank, placing it in the top 16% of over 250 industries, indicating strong overall industry performance [6][7].

China Weekly: May Mixed Growth, Softer Fiscal Condition; June Weaker Home Sales High frequency: weaker home sales in June, softer port activities 30-city property sales declined further to -9% YoY in the first 21 days of June from - 3% YoY in May. That in tier 1 cities slid to -4% YoY, tier 2 cities narrowed decline to - 12% YoY and tier 3 cities declined by -6% YoY. Port cargo throughput and container throughput growth both softened to -1% YoY and 2% YoY in the first 15 days (vs 4% YoY and 7% YoY in May). ...