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10-Jun-2014 17:17

Gallant Venture / batam is a crown jews for gallant

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sell down? long term uptrend.

TuaPekGong9413 ( Date: 10-Jun-2014 17:15) Posted:

So funnnnnnnny........So much fighting in the end today only up 0.05.......if tmr decide to sell down then all in vain

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10-Jun-2014 16:57

Neptune Orient L Rg / NOL

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I am not comparing any about operation, balance sheet or anything between this company since 2 are totally different companies. But just want to point that Temasek also can abandoned their loss making subsidiary and the loss making subsidiary share price can also drop drop drop, then gonna sold out with cheap price

famouspinky ( Date: 10-Jun-2014 15:22) Posted:

Chartered is manufacturing. Comparing apple with banana will make u stomach pain

earlybird14 ( Date: 10-Jun-2014 15:17) Posted:

like chartered semi con, never die. just drop and drop and drop then gonna sold by temasek at the end.

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10-Jun-2014 15:17

Neptune Orient L Rg / NOL

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like chartered semi con, never die. just drop and drop and drop then gonna sold by temasek at the end.

HongLimPark ( Date: 10-Jun-2014 15:05) Posted:

Got Temasek backing. Won' t die one.

famouspinky ( Date: 10-Jun-2014 14:53) Posted:

Bigger market share = more orders

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10-Jun-2014 14:13

Neptune Orient L Rg / NOL

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Maersk made 1 billion, NOL lose 295million in 2013.

based on current situation, if NOL can make 400 million, Maersk can make 3 to 5 billion. Then they will build another 30 tripple E 18000 TEU container vessels to flood the market with this 3 to 5 billion profit.

No room for NOL to survive

famouspinky ( Date: 10-Jun-2014 14:00) Posted:

Maersk also lose money in the last 3y.only profit recently. 400 mil profit when number 1 gets 1bil is not bad lol.

earlybird14 ( Date: 10-Jun-2014 13:43) Posted:

In fact, after reading so many positive new in economic, NOL still making loss, you shall worry more.

P3 are making profit with the global economic growth. What kind of economic growth holders would like to expect to ensure NOL to make profit?

Look back to the history chart, when NOL earned profit 400million in 2010 3Q, NOL only shoot to 2 dollar, that time, NOL was low debt and market was so positive the container shipping market was back.

However, after that, 3 years running huge loss, were we in bad economic in past 3 years? No really.

P3 are making profit now and are not willing to hike rate but looking for even deeply cost cutting programme, even though NOL finally break even (seem like very tough), can NOL shoot to 2 dollar? No really, the most, 1.2 to 1.3. The holders are betting 1.2 to 1.3 but facing the huge risk that NOL may continue making loss and trigger the selling pressure due to debt issue which will surface out soon.

When NOL is making 295 million loss(exclude the gain from head quarter sales), Maersk is making 1 billion profit in 2013. If you expect NOL making 400 million profit, I believe Maersk can make 3 to 5 billion profit. Will the shipping market allow this happen? Answer is not. The shipping freight rate is flat for 2 years between 900 to 1200 as shown in chart http://www1.chineseshipping.com.cn/en/indices/scfi.jsp.

P3 have accepted the fact that this will be the shipping freight rate in next few years, therefore, they are looking for further cost cutting with the basis of this freight rate and work from here to explore higher profit. However, NOL holders here are looking the other way to expect something which the market leaders(P3, not me) believe will never happen.

NOL giants vessels have been delivered all as per today date. The coming financial result will be the last hope for the holders. If NOL still fail and freight rate still at this level, what will holders expect????

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10-Jun-2014 13:43

Neptune Orient L Rg / NOL

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Lucky03 ( Date: 10-Jun-2014 00:20) Posted:

Not to forget that India is experiencing euphoria now with the new PM Modi on board while Indonesia is enjoying robust export growth and Philippine is also witnessing strong recovery. Even Spore is terminal is seeing strong growth in cargo traffic at PSA terminal. I may be overly optimistic but I believe they are facts which can be read on mass media.

NOL is really hopeless if they can't turn around soon after 3 years of aggressive cost cutting and reorganization plus the setup of G6. Anyway, if they can't make it on their own, then they will be better off letting others take over them and do the job.

Lucky03 ( Date: 10-Jun-2014 00:15) Posted:

We see US economy continue to stay stronger with sign of going stronger promoting FED to review QE program and possibly raising interest rate next year while Europe is seeing sign of recovery albeit fragile that promoted them to lower interest rates further and considering similar to QE type of Programme. Japan is stabilizing and emerging from decade old recession and deflation. China is struggling to find its footing while hovering around 7.4% - 7.6% growth rate. While the govt is acting tough to say that's good enough, that's obviously not true an hence there are early signs that they are taking measures to revive the growth engine. If they succeed without stroking inflation, we will have all pistons of the global engine firing in concert !

PUBLISHED JUNE 09, 2014
China c.bank cuts banks' reserve requirement ratio by 50 bps
PRINT |EMAIL THIS ARTICLE

China's central bank said it will cut the level of deposits that banks have to keep with it by 50 basis points for some lenders, a move aimed at freeing up more cash for loans to bolster flagging economic growth - PHOTO: REUTERS
[BEIJING] China's central bank said it will cut the level of deposits that banks have to keep with it by 50 basis points for some lenders, a move aimed at freeing up more cash for loans to bolster flagging economic growth.
The People's Bank of China said in a statement on its website that the reduction would be effective from June 16, and will apply to banks whose new loans to the farm sector last year exceeded 50 per cent of total new lending for 2014. It is also a requirement that outstanding loans to the farming sector exceeds 30 per cent of total outstanding loans.
The central bank said in a short statement that current liquidity in China's banking system was ample, and that the direction of the country's monetary policy had not changed.
Banks' reserve requirements are neither uniform or transparent in China. Smaller banks tend to have lower RRRs than major banks, which had an RRR of 20 per cent in 2012. - Reuters

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10-Jun-2014 13:11

Gallant Venture / batam is a crown jews for gallant

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38.... steady up. 40 cents is coming!!!

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09-Jun-2014 16:22

Neptune Orient L Rg / NOL

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Yes, this is the purpose that i post here. I am not shorting or buying NOL, just contribute my previous research on NOL to whoever need it.

Anyway, all the best to whoever vested, I can understand how hard to accept the fact that the invested stock go under water.

hem2998 ( Date: 09-Jun-2014 15:25) Posted:

negative and positive views help us make a proper decision.

appreciate both your views.

earlybird14 ( Date: 09-Jun-2014 15:10) Posted:

sng123 is knowledgeable. I just posted negative view which holders are not willing to know and. But it is to let new comers to think twice if they want to move in.

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09-Jun-2014 15:10

Neptune Orient L Rg / NOL

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sng123 is knowledgeable. I just posted negative view which holders are not willing to know and. But it is to let new comers to think twice if they want to move in.

hem2998 ( Date: 09-Jun-2014 14:51) Posted:

hi earlybird, you sound very knowledgeable and dn wish to dispute how badly run NOL is.

my only hope for NOL is M& A since its a Temasek company. -- nothing else.

earlybird14 ( Date: 09-Jun-2014 14:42) Posted:

Holders can hope whatever they wants. However, fact is NOL is positioned very bad in the industry. They can only adopt the plan which P3 had been adopted few years ago like order giant vessels. However, the further cost cutting plan implemented by P3 is not NOL can follow.

NYK(2.7%), Hapag-Lloyd(4.2%) and OOCL(2.8%) (from the TGA) and APL(3.2%), HMM(2.1%) and MOL (3.1%) so called G6 only owned 18.1% market share. All are lossing money and always only chase behind P3, no matter on rate hiking or new strategy implementation.

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09-Jun-2014 14:42

Neptune Orient L Rg / NOL

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Lucky03 ( Date: 09-Jun-2014 10:30) Posted:

Maybe the only option for NOL is to do an M&A then.

earlybird14 ( Date: 09-Jun-2014 10:28) Posted:

P3, total shipping volume are 40% of the market. Order book of new vessels keep growing. G6 can' t do anything on the 3 giants. The more profit the P3 can bring in, the more vessels they are going to order.

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09-Jun-2014 10:28

Neptune Orient L Rg / NOL

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Lucky03 ( Date: 08-Jun-2014 23:12) Posted:

WORLD SHIPPING

Maersk the Big Winner as Giant Shipping Alliance Approaches Liftoff

Cost control is paramount particularly in any business where the goods and services on offer are commodities or the industry so fragmented that owners have little pricing power. This is doubly so if the business is also capital intensive so sweating assets as hard as possible is essential for survival, let alone generating returns, through one business cycle and into another.
Saturday, 07.Jun.2014, 19:02 (GMT)
Cost control is paramount particularly in any business where the goods and services on offer are commodities or the industry so fragmented that owners have little pricing power. This is doubly so if the business is also capital intensive so sweating assets as hard as possible is essential for survival, let alone generating returns, through one business cycle and into another.
Container shipping is just such a case, hence the significance for A.P. Moeller MaerskMAERSK-B.KO +0.07% of regulatory approval for P3, a giant shipping alliance between the Danish group?s Maersk Line unit, France?s CMA CGM, and Swiss-based Mediterranean Shipping Co.
Chinese regulators are poised to give the green light to the tie-up between the world?s three biggest container operators this month, according to people familiar with the matter. The alliance got the nod from regulators in the U.S. a few months ago while the Europe regulator said it had no objections Wednesday.
P3 is set to start operations this fall, just a few months later than originally expected.
Maersk expects to save nearly $1 billion a year from sharing facilities and vessels with its partners on routes between Asia and Europe in combination with the entry into service of its new Triple-E cargo ships, the largest and most efficient ships of their kind which are capable of transporting up to 18,000 containers each.
In doing so, the shipping group would entrench its position as the leader in an industry grappling with low freight rates, amid sluggish growth in global trade, as well as high fuel costs.
?Maersk Line?s [operating profit] margin gap versus peers [rose] to 9.1 percentage points in the first quarter 2014, bolstering its ability to produce good returns while competitors break even or remain loss-making,? said Robert Joynson, an analyst at Macquarie in a recent note to clients.
The P3 plan has already led to change in the industry. German container shipper Hapag-Lloyd AG and its Chilean peer Compania Sud Americana de Vapores SAVAPORES.SN -0.04% completed their merger to create the world?s fourth-largest container-shipping company in terms of capacity in April, bulking up on America-Europe routes where P3 won?t operate.
More change may be on its way. ?You just can?t compete with the capacity and network efficiencies of the P3,? the owner of a small Greek container-shipping firm said, speaking on condition of anonymity. ?You have to buy bigger ships and combine your capacity with someone else to stay in the business, at least in the Europe-Asia trade.?

Source: Wall Street Journal
Read: 109 Times- Maersk, the Big Winner, Giant Shipping Alliance, -

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06-Jun-2014 16:06

China Fishery / China Fishery - Low PE

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Don' t invest blindly. Take note other posted news. This company has lose their core business which is Russia Pollock totally, their factory in Qing Dao has sold, the few hundred millions notes that they have issued in US with 9.75% interest are burnt off.

Copeinca acquisition doesn' t seem like helping them since the anchovy catch is lower and quota will be cut in next fishing season.

This stock will free fall soon

Isolator ( Date: 06-Jun-2014 15:35) Posted:

No sell how to charge up faster.... People who sell will buy back higher.... Enjoy...

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06-Jun-2014 15:25

China Fishery / China Fishery - Low PE

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seem like it is going to hit new low.

Good luck to all vested.

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06-Jun-2014 14:53

China Fishery / China Fishery - Low PE

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this vessel got no more fish.

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06-Jun-2014 09:17

Neptune Orient L Rg / NOL

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When the industry is in demand and uptrend, all companies in the industry will be benefit and profitable. This principle is simple and happen all around us. But once the demand is filled and supply are dominated the industry, the competition will benefit the consumers but the suppliers are going to be suffered. Suppliers must be out from the industry, otherwise, the competition will be last till somebody go down.

In singapore, it happen in Chartered Semi Con. In japan, it happen on sony and panasonic, in finland, it happen on Nokia, in Canada, it happen on Blackberry. Before that, we never heard about xiao mi, huaiwei, Lenova and etc, but they come in to the market and compete.

This is same as APL or NOL. They were used to be one of the market leader. But now, they are no. 8, 2 more year later, they are no.14. Once the rank is dropped out from the list, mean the company is slowly losing the market share and soon will be gone. NOL is moving to this direction.

Lucky03 ( Date: 06-Jun-2014 08:47) Posted:

Both have valid points. The fact is that there is over supply, the current low freight rate is here to stay and the competition will remain keen. Equally true is that all shipping lines are learning to live with the low freight rate and it can be profitable as proven by some such as Mersk. Cost containment is happening all around. Volume of trade is clearly rising too as most ports are reporting increase in turnover and facing over stretched infrastructure and need to expand and upgrade. The world economy is recovering and ECB has just given a shot to their recovery process and will adopt same QE mechanism. There are many M&A activities and Spore is right at the centre of it and there has been expressed interest citing NOL. NOL has been doing the right things but their results have been disappointing so far. We are investing with our own money and it will be to each of us how we assess the market and bet on the future based on informed decision. Nothing is guarantee for both sides of argument.

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06-Jun-2014 07:02

Neptune Orient L Rg / NOL

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All your post look great and expert. But the fact is all are not materialize and outdated.

the boom from 2005 to 2008, China GDP was more than 10% every year, BRIC countries all grew fast, European happily spent their pension and American enjoy their property boom. This created a unexpected huge surge in demand of all shipping sectors. Nobody expected it, therefore shipping cost surge to sky high. This will never happen again, don' t dream. What ahead nol will only be break even with small profit or big loss continually.

When you indicated my posts are shortsighted, do you really think about your 2 years posts in nol. Nothing is happen and your dream never come truth. STI is 3300, market is mercy enough and not punish this 3 years losing stock but it doesn' t mean that the day won' t come.

your post come from the over optimistic of global economic growth but none of them go into detail to really understand the operation conditions and environments. Nol is out from the competition, it is like sony and Panasonic out from electronic devices or Nokia and Motorola out from mobile phone market. Global market economic growth, demand on electronic devices and mobile phone are growing, but they basically lose in the battle of the market. Nol do the same.

The only reason for nol to be here is temasek which you believe that the mother will be behind forever. But don' t pull other in.

sgng123 ( Date: 05-Jun-2014 21:46) Posted:

who care about ur post all not up to date and very short sighted. Earlier European central bank ECB had acted and lower interest rate to negative for bank deposit which meant bank had to pay if they deposited their money in central bank. ECB head mentioned in post meeting post that they are preparing for bond like buying similiar to what US FED are doing. European QE coming soon. US FED QE3 boosted price of properties and yield stocks like telecom and banks, guess what european QE would do. Top3 carriers are all European based and soon the Ang Moh money from Europe would come down to Asia to snap up cheap cheap bargain growth stock. Do you even understand the relationship between industrial raw material like iron ore, steel etc which noble is involved in, they are used for making electronic product consumer based stuff which are usually made in China then exported over to the US/Europe, Bulk shipping would benefit and so would container shipping it is a product cycle too bad container shipping is at the tail end of the cycle had to wait a awhile. Global economists and banks all made their prediction that world economies would be recovering this year and next, trade would expand but not explosive. Under capacity issue would lingers but would be even out in 2016, so many dickheads had been predicting the container doomday from 2008 till now and all fail horrible. SHIP STILL STAND AND SHORTIST HEAD WOULD ROLL LOL. YOU ARE THE SHORTIST, STOP DENY EVERYONE IN FORUM AND OWN UP LOL, GO COVER YOUR SHIT HOLE BEFORE IT BLOW UP IN UR FACE. Irritating for someone to keep spreading fear in forum, might as well bans him for doing it since it mislead and caused unnecessary panic for those investors. Always stay positive and life still go on.

earlybird14 ( Date: 05-Jun-2014 16:28) Posted:

wrong post in long thread.

http://www1.chineseshipping.com.cn/en/indices/scfi.jsp

This is the fact which tell everything if container shipping market recovery. Anwer is no, overcapacity can fill up all the expected recovery.

Furthermore, raw material recovery will boost bulk carrier instead of container shipping.

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05-Jun-2014 16:28

Neptune Orient L Rg / NOL

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sgng123 ( Date: 05-Jun-2014 16:22) Posted:

Global demand for industrial raw material recovering as seen by Noble share price recovery. Currently it is recovering to the 1.50 range, now just need China PMI to go back to expansion mod in June/Jul then can be sure of global demand for imported good would strengthen in the 2H 14. This should bore well for ship share price as stock market move like 6 - 9 months in advance of the actual improvement in financial result. Same as i always said in the past 2 years, endure and hang on for investor, punters just wait for BB action then we go in for the kill. Now is football time and massive loss of sleep next week.

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05-Jun-2014 16:00

Gallant Venture / batam is a crown jews for gallant

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contra, die early, especially buy today. long run in uptrend.

risktaker ( Date: 05-Jun-2014 15:51) Posted:

I am buying.... cannot contra though.... huat ah....

earlybird14 ( Date: 05-Jun-2014 15:32) Posted:

This is just a start, expect this stock will have rally for 1 years and hit 70cents and above.

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05-Jun-2014 15:32

Gallant Venture / batam is a crown jews for gallant

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This is just a start, expect this stock will have rally for 1 years and hit 70cents and above.

rabbitfoot ( Date: 05-Jun-2014 15:12) Posted:

company has started their roadshows after a two year lull. They had done their HK roadshow last week and would be embarking on U.S, Japan, KL & Singapore in June / July.

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05-Jun-2014 15:09

Neptune Orient L Rg / NOL

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Dead ship, sinking slowly. people still interested in it with the only reason, ' Temasek' '

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05-Jun-2014 15:03

Gallant Venture / batam is a crown jews for gallant

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37! new high.

up without news. big pump with good news later. break 40cents first, 70cents later., typical pump pump style

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