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26-Oct-2013 14:00

Neptune Orient L Rg / NOL

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http://www.joc.com/maritime-news/international-freight-shipping/ocean-carrier-rate-revision-roundup-oct-25_20131025.html

Ocean Carrier Rate Revision Roundup for Oct. 25

JOC Staff | Oct 25, 2013 4:06PM EDT

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Major container lines have announced planned rate increases for a variety of trades, as detailed below, slated to take effect in November and December.

Asia-Europe

United Arab Shipping Co. intends to boost rates for shipments from the Mediterranean to Asia by $200 per 20-foot-equivalent unit, effective Nov. 1. On the same date, the carrier hopes to increase rates in its trade from the Mediterranean and Black Sea to the Middle East and Indian subcontinent by $200 per 20-foot container and $300 per 40-foot container.

CMA CGM plans to raise rates in its trade from India, Pakistan and Sri Lanka to North Europe, the Mediterranean, Baltic, Black Sea and North Africa, as well as Central America, the Caribbean and Latin America, by $300 per 20-foot container and $600 per 40-foot container, starting Dec. 1.

In the reverse direction, Maersk Line plans to implement a rate hike for shipments from the Mediterranean to the Middle East, India and Indian subcontinent by $200 per 20-foot container and $300 per 40-foot container, effective Nov. 4.

Starting Nov. 15, CMA CGM intends to boost rates on its IPAK service for shipments from North Europe, the U.K. and Nordic countries to India, Pakistan, Sri Lanka and Egypt?s Port Said. The hike will be $150 per 20-foot container and $300 per 40-foot container.

Intra-Asia

Two carriers hope to implement rate increases on Nov. 1:

CMA CGM will attempt to raise rates in its trade from Asia to Mauritius by $200 per TEU. The container line will also increase rates on shipments from all Asian ports, excluding Japan, to Sri Lanka, Pakistan and West India by $100 per TEU.
Hapag-Lloyd plans to boost rates in its trade from East Asia, excluding Japan, to the Persian Gulf, by $500 per TEU, and to the Indian subcontinent by $100 per TEU.
Asia-Africa

Cosco Container Lines plans to increase rates on shipments from the Far East to South Africa by $300 per TEU, starting Nov. 1.

On Nov. 15, CMA CGM aims to hike rates on trade from India and the United Arab Emirates to East Africa by $500 per TEU.

Asia-Latin America

Effective Nov. 1, Hamburg Süd and its subsidiary Aliança intend to increase rates in its trade from Asia to South America?s east coast by $650 per 20-foot container, $1,000 per 20-foot and 40-foot refrigerated container and $1,300 per 40-foot standard and high-cube and 40-foot non-operated reefer container.

Beginning Nov. 9, Hamburg Süd and Aliança will also try to hike rates in its trade from Asia to the west coast of South America and Central America, and Mexico by $1,000 per 20-foot container, $1,500 per 40-foot non-operated reefer container and $2,000 per 40-foot standard and high-cube container and 40-foot reefer container.

Similarly, Cosco hopes to increase rates on shipments from the Far East to South America?s east coast by $750 per 20-foot container and $1,500 per 40-foot and 40-foot high-cube container, beginning Nov. 15.

Asia-Australia

Hapag-Lloyd intends to raise rates on shipments from Northeast Asia to Australia by $300 per TEU, starting Nov. 17.

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24-Oct-2013 17:52

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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Collect and keep when forgotten and sell when they are remembered once again.

TTChoing ( Date: 24-Oct-2013 17:48) Posted:

I think IPCO being send to the forgotten palace...--

Rosesyrup ( Date: 24-Oct-2013 14:50) Posted:

Gone....Volume only 2000 lots. Think we are trapped for good. Anyone still in this counter

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24-Oct-2013 17:47

Neptune Orient L Rg / NOL

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Result coming out 30 Oct, next wed.

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23-Oct-2013 23:55

Neptune Orient L Rg / NOL

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Eurozone recovery will mean more trade which will help freight rate which will in turn help shipping firm such as NOL.

Lucky03 ( Date: 23-Oct-2013 19:16) Posted:

Interesting read - http://www.maritime-executive.com/magazine/Inside-the-Box-Trade-2013-10-15/

Inside the Box Trade
Container lines have been sailing on a sea of red ink lately, yet they continue to order new vessels. What gives?
BY JACK O'CONNELL
October 15, 2013

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23-Oct-2013 23:47

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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If one is looking at no less than 30% return, holding 4-5 mths is worth it.

Rosesyrup ( Date: 23-Oct-2013 23:22) Posted:

Haiz, seems like got to wait at least for 4-5months for the next bull run. Cui.

hmphie ( Date: 23-Oct-2013 23:11) Posted:

Most should have sold at the height of the Blumont 'crisis'. 剩下小猫几只。

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23-Oct-2013 19:16

Neptune Orient L Rg / NOL

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23-Oct-2013 12:12

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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Thought natural gas rather than oil ? IPCO also made some significant investment in real estate in US. It depends if they have invested in the right sector that is seeing recovery. It still has much at stake that its investment in some of the companies stabilizes.

Emptyhand ( Date: 23-Oct-2013 11:44) Posted:

Mr iso, your positive view on ipco is solely based on the oil business ?

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23-Oct-2013 00:06

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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So I'm the minority :)

Rosesyrup ( Date: 22-Oct-2013 23:54) Posted:

Wah hero. So volatile still dare to enter.

Lucky03 ( Date: 22-Oct-2013 23:15) Posted:

I bought more today

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22-Oct-2013 23:15

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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I bought more today

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17-Oct-2013 20:11

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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No hurry to pick up. Patiently queuing $0.022 and $0.021 after picking up some at $0.023 and $0.024.

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15-Oct-2013 18:36

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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Thanks for sharing. Undoubtedly there is some trading opportunity being presented. As some mentioned here, other than pinning some hope on the natural gas business, IPCO is a proxy to Blumont, Innopac and LionGold but probably carries less risk as the holding company. Understand risk abound esp when major shareholder can switch out and in like a trader than someone investing in the growth of a company.

cccx123 ( Date: 15-Oct-2013 17:24) Posted:

Yea, I sold ipco after realizing how dodgy it's management is. I rarely see SSH's on a management board selling and buying shares so freely before. This Edward does not exactly give me confidence. So took the chance to sell when the opportunity presented, thankfully the next day when there was a mini-rally to 2.6cents. The chaos here seems very reminiscent of the boardroom and shareholder battles in IPCO during the yesteryears. Certain scars are difficult to heal and without strong management guidance, it is very difficult to rebuild a once stock market 'darling'.

Hope to see you at HK again soon. Already hung my baskets at the 6.5-6.7cent level, near the 50 day MA. Waiting to collect now.

Good luck

Lucky03 ( Date: 15-Oct-2013 16:46) Posted:

Nice to hear from you here, cccx123 :) Yep, kind of feeling 'left out' and not many really keen to discuss the business aspects. Indeed very strong speculative fever. Guess that's what IPCO and the major shareholders are known for. Quite a pity if they did not follow up seriously on the natural gas development business.

Thanks for the tips on Rex and EMS, will look at them. Guess it won't be long that I'll return to Hankore... not too far away from the 60D MA support line :)

Cheers

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15-Oct-2013 16:46

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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cccx123 ( Date: 15-Oct-2013 15:48) Posted:

Lol.. You will do a lot better discussing stocks in other threads. This ipco thread is pathetic. People here seem more interested in attacking each other than actually discussing the stock. As for me, I have sold off all the ipco I bought at 2.4cents the next day at 2.5cents last week. Pumped the money into an oil and gas related counter but not ipco's kind that you seem to be looking for. You can try Rex, EMS maybe?

Lucky03 ( Date: 15-Oct-2013 15:10) Posted:

Other than IPCO, which other SGX listed company is exploring natural gas market ?

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15-Oct-2013 15:10

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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Other than IPCO, which other SGX listed company is exploring natural gas market ?

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13-Oct-2013 14:15

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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Innopac, Blumont, LionGold have many questions to answer while Asiaone and Ipco have uncomfortable shareholders relationship entanglement. I'm not sure if Ipco will be scot-free other than maybe having missed cashing in on Blumont shares to recognize the otherwise incredible profit and now probably having to write down the revalued profit already recognized. The NAV likely to halved or more to 4c or lower from 8c.

Despite the above, Ipco board members are apparently very experienced and shrewd business people who will move on to hunt again. Not sure how long that will take. I personally not convinced that they are competent to run serious businesses but I nevertheless took a leap of 'foolish faith' and bought into Ipco this round purely on the natural gas prospects. Hope they proved that they can run a serious business well and not playing around the M&A tricks too often.

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11-Oct-2013 15:11

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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Oil & Gas
IPCO had extensive experience in the turnkey construction of onshore and offshore oil and gas facilities. In Nigeria, IPCO has completed both Phase I and Phase II of the Calabar Oil Products Terminal and the Bonny Export Terminal. In Southern Thailand, IPCO through a joint venture installed a 210 km gas pipeline. Through subsidiaries, IPCO also has the rights to oil and natural gas exploitation and production in China, and supplies natural gas to the cities of Anlu, Dawu and Xiaochang in Hubei Province, PRC.

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11-Oct-2013 15:05

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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I buy into IPCO because of the management guidance to focus on its new found natural gas opportunities. This is definitely a high growth area and a form of green energy that is much needed by China to combat air pollution resulting from excessive charcoal usage.

Gas China 2013

--How to improve the infrastructure and network to meet the gas era

25?27, September, 2013 | Beijing

The gas consumption of China in 2012 has reached 147 bcm which makes China become one of the four largest gas consumption countries with America, Russia and Iran. However, the gas consumption only accounts for 4.6% in that of primary energy and the percentage is quite lower than 23.8% which is the average level of advanced countries. In the meanwhile, urbanization makes the population in the city larger and larger which will result in bigger demand for gas.

China announced the 12th five year development plan for natural gas on October 2012 which anticipates that the gas consumption will increase to 230 bcm and the penetration will be much higher in 2015. By then the domestic gas supply will exceed 260 bcm, including imported LNG and unconventional gas like CBM, shale gas and coal gas. Till the year 2015, the natural gas consumption will take 7.5% in the primary energy consumption.

In order to complete the target of the 12th five year plan, we should increase gas supply, accelerate the pipeline and LNG receiving terminal construction, promote storage facility construction, strengthen technology innovation and carry out the projects for cost-saving, substitution and energy efficiency-improving.

Gas China 2013 is themed as ?How to improve the infrastructure and network to meet the gas era? and aimed to meet the industry requirement and will have deep discussion about the industry development trend, international advanced experience, infrastructure construction, pricing system, storage facility, city gas pipeline operation and safety, downstream development and project investment. It can provide a face to face international networking platform for industry leaders and elites.

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09-Oct-2013 19:39

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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I entered 2.3c. NTA is 8c ? and profitable for last 2 or 3 yrs with spike in revenue from natural gas development last FY. I avoided Blumont and Asiaon. No proven fundamental, just anticipation. In case any scandal uncovered and the stock suspended again and if this happens, may be for much longer time. I have my doubt if their management has the experience to run the new outfit of a much larger and complex outfit spanning across the region with many regulatory constrains and taxation issues to grabble with, not to mention corporate governance and management oversight and control. Bottomline, risk is not worth taking though gains may be very attractive.

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09-Oct-2013 18:58

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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I just entered IPCO today. I like the natural gas development prospect.

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23-Sep-2013 09:21

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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I doubt there are many serious long term investors these days. Even funds mgrs, esp young ones who are pressed for quarter to quarter or even month to months return. Moreover, remisiers are turning traders as they can't survive on those miserable trades they are handling and lower commission charges. The lower commission charges also indirectly contributed to increased short term trading as the spread is good enough to cover. Bottomline, it is a bid casino and that's what SGX wants to see. This is a new World Order. Having said that, I still believe a mid to long term time horizon is valid so long as we pay attention to both FA and TA to guide us and in between, may have to conduct some short term trade to balance portfolio.

Sealteam6 ( Date: 23-Sep-2013 08:33) Posted:

Sad to say, when I return to this forum under teamseal6. I have noticed the quality drop of the content provided. Most will talk abt charts, if not will brag abt how much thy made or even how good thy r by punting on stks. Quality is replaced by quantity. I believed those previous 'sound' forum contributor have also noticed tis, that's y thy left it. Anyway, spore market has changed alot. Most are in plays are those controlled by syndicates. Pennies and distressed assets which are built on hot air. Funds are just leaving spore financial market through the years and not coming back. Just look at the stocks, thy are hitting lower highs through the years. Y? Bcos those funds that exited are not coming back to our small penny stk market.

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22-Sep-2013 23:18

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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Commodity companies structure is also quite complex as they tend to have many subsidiaries and associated companies with varying shareholdings. There are many announcement of acquisitions and disposals and not easy to assess the impact.

spathway ( Date: 22-Sep-2013 22:31) Posted:

Just start to look at the commodity stock recently. I am having the impression that commodity is going for a turnaround soon. Most of the Indonesia related commodities are shun because of Rupiah has weaken so much, while the company has still hold a substantial debt in USD. I will start to monitor these few stocks.

Lucky03 ( Date: 21-Sep-2013 14:06) Posted:

Looks like I got the economic of commodity player like Wilmar wrong as my opinion was that rising commodity prices will be good for Wilmar. Apparently not quite true according to Investor Central ? See the link below :

http://sg.finance.yahoo.com/news/wilmar-international-ltd-catch-second-080000620.html

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