El PP global de azvalor comenzó mas tarde y creo que lleva minimo un 20% de bolsa española cuando el fondo ont no lleva nada de bolsa española. En el caso de Cobas el pp global y el seleccion son identicos, empezaron en momentos diferentes pero la cartera es la misma, las diferencias puedes ser minimas debido a la diferencia en comisiones y la propia operativa de compra venta en ambos pero nada mas.
Aquí dejo un análisis de shipping, por si le viene bien a alguien. Saludos
De ser así la página de Aryzta estaría equivocada, para mi que se han equivocado de lunes...
Supply
The continued severity of the market conditions has made owners dig deep into the oversupply of capacity. BIMCO now expects 19m DWT of crude oil tanker capacity to be demolished – up from 13m DWT in May – and 2.5m DWT of oil product tanker capacity is to leave the fleet, up from 1.5m DWT in May.
During the first six months of 2018, 13.1m DWT of crude oil tanker capacity has been demolished, a level equal to the total for the preceding 40 months. A change in that trend now seems to have developed, however, as only one VLCC was broken up in July, and little more that 1m DWT was taken away in total. BIMCO expects that there will be a cooling in demolition activity in the final six months of 2018, as the market is likely to deliver somewhat higher freight rates on the back of increased demand in the second half of the year.
Although scrap steel prices are high right now, returning about USD 17m to a VLCC owner when scrapping, this isn’t the deciding factor – freight rates and earnings are.
The slowdown in demolition interest appeared among oil product tankers one month earlier, and no oil product tankers left the fleet in June. BIMCO expects to see the 2017 demolition total exceeded soon and that 2018 will reach a six-year-high level of oil product tanker demolitions, despite the pace of it slowing down recently. During the first seven months, 1.8m DWT of oil product tanker capacity has left the fleet.
Fleet growth year to date has been muted by the massive demolition activity. The crude oil tanker fleet was 0.2% smaller by early August than it was at the start of the year. The oil product tanker fleet has grown 1.7% in the first seven months of 2018.
Our fleet growth forecast for the full year of 2018 is at 0.8% for the crude oil sector and 2.4% for the oil products sector.
Freedom is driven by determination
Gracias,
Pues tiene que haberse equivocado el artículo
Hola a todos
Llevo una pregunta relacionada a la fiscalias del cobas international (que creo valga para todos los fondos cobas)
Es Cobas que se encarga de comunicar a hacienda todos los años las posiciones de los inversores con ellos si? O sea como hacen Los otros brokers /comercializadoras, y el inversor no tiene que declarar nada.
Gracias y un saludo
El petroleo acaba de romper la barrera psicológica de los 80$ marcando asi maximos de 2 años(al menos). A ver que hace el shipping.
Por cierto aqui en centroeuropea ya se acabaron las mangas cortas. Ayer tormenton y hoy máximas de 16. Con que empeore un poco encenderá las calefacciones(petroleo/gas)