COVACORO
COVACORO
EUR169,627
Assets under Management
Comments
Noch sind die Analysten skeptisch, während Branchen-Insider bereits kaufen und der Kurs kennt ohnehin momentan kein Halten mehr ... geduldige Anleger werden nun belohnt!
Pareto Securities: "Feeder charter rates have been flat or higher w/w continuously since mid-January and are up >50% since the bottom. How long this situation will persist is anyone’s guess but things in the container market are not as bleak as they looked a few months ago. Asset values are up some 10–15% YTD and Liners are increasingly willing to fix for longer durations (~1Y TCs). Beyond this, the feeder orderbook (7%) will be more than halved this year and from Q2’25, more vessels turn 25Y (avg. scrapping age) each quarter than will be delivered. ... We stick to HOLD, TP NOK 14."