Latest Posts By Lucky03
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| 11-Jan-2014 10:35 |
Neptune Orient L Rg
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NOL
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Me too :) I plan to load all the way to $0.99 which is the the target price for those who call for 'sell' rating but I seriously doubt that. Floor is likely $1.045 which has been tested a few rounds lately.
While I'll not go so far as to research and compute the actual demand and supply, I can see that while new ships are being delivered, old ones are being taken off and the balance will tilt. New ships taper off as order already slowed down as we can read for ship builders in China such as Cosco and YZJ and the Chinese govt trying to engineer a scale down in this sector. In the meantime, the old ships will continue to be taken off either due to old age or simply inefficient or part of the plan to manage supply. As we all know, thighs will always go to the excess end of the balance and when the demand picks up at the same time as global trade recovers with Euro crisis effectively resolved, the good old days of freight rate hitting about US$10k may return. It is not sirprising to see NOL returning to its $3+ range albeit for a short period before the cycle starts all over again. Well, that's why they are called cyclical stocks :)
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| 11-Jan-2014 08:57 |
Neptune Orient L Rg
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NOL
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UOBKH in its Jan Corporate Guide recommended Overweight on Shipping and their Top Pick is NOL. | ||||
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| 09-Jan-2014 20:12 |
Neptune Orient L Rg
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NOL
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If the improved sentiment translate into consumption and hence I increased trade, utilization and freight rate will improve.
PUBLISHED JANUARY 09, 2014 Eurozone business, consumer confidence best since July 2011 PRINT |EMAIL THIS ARTICLE Eurozone business and consumer confidence in December rose to levels last seen in July 2011 as the economy recovers from a hugely damaging recession, official data showed Thursday - PHOTO: BLOOMBERG [BRUSSELS] Eurozone business and consumer confidence in December rose to levels last seen in July 2011 as the economy recovers from a hugely damaging recession, official data showed Thursday. The European Commission said its Economic Sentiment Indicator (ESI) for the eurozone rose 1.6 points to 100, with the wider 28-nation European Union up 1.4 points to 103.5. "Sentiment in the euro area is thus back to its long-term average for the first time since July 2011," the Commission said in a statement. The "marked improvement" covered a broad range, from the consumer to services, retail, construction and to a lesser extent, industry, it said. |
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| 09-Jan-2014 20:08 |
Neptune Orient L Rg
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NOL
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Same :)
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| 07-Jan-2014 23:39 |
Neptune Orient L Rg
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NOL
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I agree with the Business Reports on CNA tonight that it may be time to look at cyclical stocks such as shipping, commodity and airlines. I suppose property counters will be worth watching later of the year if indeed the correction licks in. Some have already corrected quite a fair bit. Property companies will then be adding to their land bank again. | ||||
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| 07-Jan-2014 23:25 |
Neptune Orient L Rg
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NOL
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Managed to add a bit more over the last few days :)
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| 07-Jan-2014 22:17 |
Neptune Orient L Rg
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NOL
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Should resume recovery after the brief correction.
PUBLISHED JANUARY 07, 2014 S'pore port's container throughput hit high in 2013 BY MALMINDERJIT SINGH PRINT |EMAIL THIS ARTICLE DESPITE another sluggish year for the shipping sector, advance estimates show that Singapore's container throughput last year grew 2.9 per cent to reach a record high of 32.6 million TEUs for the year, Minister for Transport Lui Tuck Yew disclosed on Tuesday. This growth was, however, insufficient for Singapore to reclaim the "world's busiest container port" title from China's Shanghai port, which has bumped Singapore off pole position since 2010. Official data released on Friday indicated that the port of Shanghai managed a total container throughput of 33.6 million TEUs last year, up 3.4 per cent from the previous year. But Singapore is still ranked among the busiest ports in the world by vessel arrival tonnage. This hit 2.33 billion gross tons (GT) last year, up 3.2 per cent from 2012, said Mr Lui at a reception hosted by the Singapore Maritime Foundation (SMF) on Tuesday. |
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| 04-Jan-2014 01:15 |
Neptune Orient L Rg
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NOL
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Why short when I'm queuing to buy from 1.09 to 1.045 ?
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| 03-Jan-2014 20:14 |
Neptune Orient L Rg
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NOL
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Q progressively to 1.045.
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| 03-Jan-2014 18:36 |
Neptune Orient L Rg
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NOL
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Certainly good sign. Started collecting again. Will collect more if it drops more.
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| 03-Jan-2014 18:35 |
Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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I'm in. | ||||
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| 02-Jan-2014 22:42 |
Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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I thought of entering at 3.35 | ||||
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| 02-Jan-2014 14:41 |
Neptune Orient L Rg
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Yep. Thanks :) I exited from 1.085 - 1.135. Hope to have a chance to re-enter after the pause below 1.09 again.
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| 02-Jan-2014 13:50 |
Neptune Orient L Rg
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NOL
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The blog was quite timely on the likelihood of retracement.
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| 02-Jan-2014 00:23 |
Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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The article seems to suggest that soybean financing will not be sustainable. If so, will domestic soybean stabilises given that soybean financing is the cause for oversupply and hence lower domestic soybean price and consequently price pressure on end consumer product pricing. I cannot comprehend why Wilmar can't use domestic soybean although it traditionally imports from international market for its production. I'm sure any shrewd businessman will have the wisdom and initiative to adapt to market force.
If Wilmar falls below $3, it will be good to collect for mid to long term return. Wilmar can't be relying solely on China market for its survival. It is a global player and it has more than just palm oil business. It's sugar business should be seeing better performance as its investment is paying off. I'm not vested yet but keen to do so. Alternative is Noble Group.
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| 01-Jan-2014 23:04 |
Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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The article seems to suggest that soybean financing will not be sustainable. If so, will domestic soybean stabilises given that soybean financing is the cause for oversupply and hence lower domestic soybean price and consequently price pressure on end consumer product pricing. I cannwhich is not helping Wilmar which imports from international market for its production.
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| 01-Jan-2014 20:59 |
Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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Wilmar has invested and expended its network over the last few years as the global economy went into tailspin. If the world economy final emerges from recession in 2014, Wilmar may see its high of $7+ again. However, it may go slow for the time being. | ||||
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| 01-Jan-2014 20:55 |
Neptune Orient L Rg
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NOL
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Fairly confident of NOL turning around this year. However, it will not be a straight line but punctuated by corrections along the way. Will have to execute some trading along the way for better return.
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| 01-Jan-2014 15:52 |
Neptune Orient L Rg
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NOL
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Is the following statement below by JOC true and the capacity will actually be released into market, held back or simply to replace the older ships that are more inefficient and hence phased out such that overall capacity may not increased as much but more cost effective now and helpful for improving bottomline ? Thought that was what being highlighted in some of the earlier articles in JOC. Guess they do published articles by different reporter and analyst and they may not agree with each other.
Alphaliner: New Container Ship Deliveries to Drive Record Capacity in 2014 JOC Staff | Dec 31, 2013 10:30AM EST Seventeen of the Top 20 container carriers worldwide are expecting deliveries of new ships in the next 12 months, which could make 2014 a record-breaking year for capacity... |
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| 01-Jan-2014 15:43 |
Neptune Orient L Rg
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NOL
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The last time NOL has a run of about 7 white candle stick bars was around the brief rally in Jan 2013. It has about 7 white candle sticks since it rised from 1.06 and stochastic nearing similar high of near 90 when it may encounter some resistance. If so, it may probably take a short breather to 1.08-1.09. Will be a good opportunity to pick up some if it happens for a longer term recovery. | ||||
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