Latest Posts By earlybird14
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| 28-May-2014 17:01 |
China Fishery
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China Fishery - Low PE
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This imply the catch volume may be low which bring up the price. So it is uncertain. |
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| 28-May-2014 16:43 |
Neptune Orient L Rg
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NOL
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Alibaba would like to increase their asset to match with the IPO price that they are going to offer. Like Face book buy whatapps, just too rich and spend those hot money. May be to buy NOL and assigned all her Taobao shipment to NOL. Hahaha...
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| 28-May-2014 16:18 |
Neptune Orient L Rg
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NOL
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Good mindset. All the best to you.
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| 28-May-2014 16:10 |
Neptune Orient L Rg
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NOL
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agreed 50%. the other 50% is free fall to new low.
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| 28-May-2014 15:50 |
China Fishery
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China Fishery - Low PE
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Last 4 years, 2nd quarter result announced on 8 to 12 May without delaying. Now is 28 May. This is not a good sign of delaying report announcement. |
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| 28-May-2014 15:42 |
China Fishery
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China Fishery - Low PE
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http://www.fis.com/fis/worldnews/worldnews.asp?monthyear=& day=26& id=68702& l=e& special=& ndb=1%20target= The National Fisheries Society (SNP) issued a warning about the worrying decline in anchovy catch due to the sea warming and the current regulations harming its capture. The president of this organization, Elena Conterno, former head of the Ministry of Production (PRODUCE) requested a review to the current legislation. She argues that 2014 will be a difficult time for the pelagic resource capture although the ' severe' El Niñ o event does not take place this year. " There is a warming at present, it is clear, that for sure," indicated Conterno. According to the official, this situation affects the fishing activity " because it creates a disturbance to the ecosystem, and in the case of the anchovy it causes the species to be too much close to the coast, it makes it go southwards, and it also deepens it," RPP News reported. Conterno recalled that for this first season of the year the fishing quota was set at 2.5 million tonnes, of which until now only 530,000 tonnes have been fished. " At the rate we are moving, we will reach 1.9 million tonnes. The first season will be fair," she predicted. " We want clear rules and technical decisions," demanded SNP head, referring to Supreme Decree No. 005, issued on 25 August, 2012 by PRODUCE, which states that within the first 10 miles of the Peruvian sea it will only be caught for direct human consumption (DHC). " When this restriction was adopted it brought implications in the south and the fishing activity has been falling. In the case of the North, the problem will appear when the anchovy reaches the coast. Nowadays, the anchovy is between miles 5 and 10, when it arrives at mile 11, fishing is being carried out there," she stressed. Furthermore, the SNP highlighted the efforts of the Ministry to sustainably increase competitiveness of the productive sectors through the project of the National Plan of Productive Diversification. In this regard, from the association it has been indicated that the technical analysis of the plan is being performed and it consists of three axes:
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| 28-May-2014 13:56 |
Gallant Venture
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batam is a crown jews for gallant
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2nd day rally, hopefully, it can break 35 and move up day by day. long term potential stock. |
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| 28-May-2014 11:15 |
Gallant Venture
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batam is a crown jews for gallant
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http://www.enews163.com/2014/05/27/vietnamese-media-said-the-violence-led-to-60000-unemployed-local-9065.html Vietnamese media said the violence led to 60,000 unemployed localOther country risk or crisis is the opportunity of other country. Low cost Indonesia may be another choice. There were riot in batam but it is not as worse as Vietnam. |
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| 28-May-2014 11:07 |
Gallant Venture
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batam is a crown jews for gallant
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Hopefully they can bring in GM contract and bring more brands to Indonesia. So far, not US car in indonesia, it may cater another choice for indonesia since people there getting richer and new car brand and model may unlock more market and attract people to change their Toyota car.
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| 28-May-2014 10:56 |
Gallant Venture
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batam is a crown jews for gallant
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Break out, can it break through the roof and say bye bye to resistance? highly undervalued company with 2.6billion annual revenue and 1.6 billion property asset which is never revised since 10 year ago after 10 year inflation. Just improve in the profit margin and recognise the value of the property asset and the situation between vietnam, china and phillippines go worse, Batam and Bintan will be the choice for setting up the new factories and Gallant Venture will be benefit from this dispute. At the same time try to improve their profit margin in automobile industry to be as profitable as Atlas International which is beling to Jardine C& C. Full of potential and undervalued stock. |
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| 28-May-2014 10:48 |
Neptune Orient L Rg
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NOL
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I never say doom day forecast on the shipping market, instead the shipping capacity is growing and expanding healthily according to the Global GDP. However, the new container vessel coming into the market will surpress the current freight rate and stay without booming like 2005 to 2008. You are the one spamming over optimisitic on the container shipping market and expect another similar boom like 2005 to 2008 to rescue NOL which is not going to happen. The present problem of NOL is same as ex temasek baby Chartered Semi Con. Semiconductor industry was still there and expanding during the time under control by Temasek, same problem facing for Chartered Semi Con, market over expanding, new players coming into the market. The company management is not able to compete with the competitors and at the end sold the whole company to competitor. Nothing is wrong to the shipping market, it is the market competitive issue. The loser has to be wiped out from the market, it is like sony, panosonic or etc Japanist electronic companies, Korean brand occupied the market and become the giant. Same thing happen in this industry, top3 occupied the market, more vessels are going to be delivered and squeezed NOL out from the top 10 list. http://www.alphaliner.com/top100/ Open your big eye and see properly. This chart is updated in May. All NOL new vessels are delivered but others are waiting for delivery. Hanjing, MOL, NYK Line, Hamburg, Yanming, UASC are going to overtake NOL. As per present heavy debt condition, they are not able to expand their vessels anymore. Those new vessels ordered by these 6 companies are all same or bigger capacity than what NOL has currently. Once all these new vessels are delivered, NOL will be squeezed to No.14 and market share may only 2.5%. NOL will not be the next SIA to be survive in her high competitve market but will be more toward Chartered Semi Con to be out from the market. Don' t just blindly believe this is Temasek baby and it will be taken care forever??? This is not for sgng123, you blindly believe it. This message is just another voice for other investors who consider to move into NOL or may be just move in and may consider to move out. Just think twice and nothing harm to read negative view and judge yourselves. Time may prove me wrong but it may prove me right too.
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| 28-May-2014 09:45 |
Gallant Venture
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batam is a crown jews for gallant
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facing resistance again 34cents. Break out please! |
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| 28-May-2014 09:37 |
Neptune Orient L Rg
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NOL
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Last long term shipping boom from 2005 to 2008 or 2009 is due to the China boom and become the world factory, raw material and energy flow from world to china by using container vessels and bulk carriers. Manufactured product from China to the world which create never ever and unexpected rapid boom in shipping history. All the gaps of rapid boom are filled and even over estimated the boom which create over capacity now. The world economic come into peace and may last for quite a long time. US and europe economy is recovering but the new vessels will continually be ordered and filled the gap. High debt and low competitive company like NOL will never have chance to recover. |
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| 27-May-2014 17:05 |
Neptune Orient L Rg
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NOL
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Container volume is increasing yearly. New delivery container vessel over filling the gap. If 2H14 economic booming( really??? China gov cooling the market, rumour of property bubble burst), it will only encourage top 3 retrofit their old vessels and fill the gap and order more new vessels.
NOL is so hopeless. Debt plus debt plus debt plus interest.
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| 27-May-2014 16:45 |
Gallant Venture
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batam is a crown jews for gallant
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Waiting for breakout. High volume is a good sign | ||||
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| 26-May-2014 16:55 |
Neptune Orient L Rg
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NOL
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Temasek holding also made mistake too and lose billion of dollars. If the business is within singapore, Temasek can influence government and set policy in favour for them in operation, like Keppel corp and Sembcorp Marine to employ thousand & thousand cheap labours from India, rebate and etc. But the business like NOL and Ex-Chartered Semi Con, Stat ChipPac, the companies are competing with global market, there are not such advantages for them. Maersk Line and top 3 are there. Although APL is top 8 now, but 2 years later once those even giant container vessels are delivered, APL will drop out from the top 10. Their so called efficient 8000 to 10000 TEU will be come common or obsolete since the top 10 are going to compete the same market with 12,000 to 18,000 TEU container vessels which are underconstruction or delivered since 2010. I really can' t even think and see any solution for NOL to survive when Top 3 are making profit now and Top 4 to Top 10 receive their even bigger and efficient container vessels. Just last year, Maesrk Line is making close to 1 billion USD and the first quarter is 400million, Just for this profit, it is the cost of 8 to 9 new 18000+ TEU container vessels which imply Maersk Line can pay off what they have ordered and may ordered more later if the container volume is still expanding and operating with current low freight rate which NOL is making loss. No chance for NOL.
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| 26-May-2014 16:35 |
Gallant Venture
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batam is a crown jews for gallant
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https://sg.finance.yahoo.com/news/gallant-venture-huge-land-bank-074621855.html Gallant Venture is a commercial developer, integrated master planner and manager for industrial parks and resorts in Batam and Bintan. Based on its annual report 2013, it has the backing of key shareholders such as Salim (74.5 percent) and Sembcorp Industries (12 percent). As of 30 April 14 closing price at $0.30, Gallant&rsquo s market cap is $1.45 billion. Notwithstanding its large market capitalization, there is no analyst coverage. There are some key factors which cause me to take a closer look at Gallant now. 1. Huge land bank in Bintan totaling 18,000 hectares Gallant has significant land bank in Bintan totaling approximately 18,000 hectares. According to Gallant&rsquo s company website, the land was acquired at a very attractive rate of $3 psm. With the recent interest coming into undervalued property stocks, Gallant may be worth a closer look. It recently caught my attention and may catch the market&rsquo s attention too. Although, I am not a property expert in assessing the worth of their land in Bintan, I would guess that it is likely to worth more than before. Its net asset value per share is approximately around $0.415. 2. Property development business to gain traction Gallant started to recognize land sales of $55.5 million contributing net margin of approximately $34.7 million in FY13. (FY13 net profit was $47.5 million). According to Gallant, three out of the five new hotels already under construction are scheduled to open in 2014. Another three additional hotels have announced to break ground in 2013. As these new properties come online, Gallant expects incremental revenues from their complementary lines of business, such as utilities, ferries and dormitory rentals. 3. Automotive sector &ndash full year contribution in FY14 As of July 2013, Gallant has increased its stake in PT Indomobil Sukses Internasional Tbk (&ldquo IMAS&rdquo ) to 71.49 percent. In 2013, IMAS&rsquo revenues exceeded S$2.45 billion and generated after-tax profit of almost S$79 million, contributing S$25.8 million profit to Gallant. Indonesia&rsquo s automotive sector has been on an uptrend over the last five years. Total annual vehicle sales have doubled in the last five years from approximately 600,000 units to approximately 1.2 million units in 2013. On the back of Indonesia&rsquo s increasing consumption power, management remains positive on the automotive sector. 4. Chart &ndash consolidation mode Based onChart 1 below, Gallant seems to be in a consolidation mode after reaching eight month high at $0.360 on 19 Feb 2014. Based on my personal observation, there seems to be some accumulation at current levels. Strong support: $0.290 &ndash 0.300 / 0.280 Resistance: $0.315 / 0.335 / 0.350 Risks 1. May stay undervalued for some time if there is no analyst / media coverage. It is not new that Gallant&rsquo s land bank is (very likely) undervalued in their books. However, what has changed is that they have started to recognize resorts land sales and have secured land sales contracts stretching till 2015. Thus, this seems to be a good step forward to monetize their land bank. Having said the above, if there is no analyst or media coverage, it may still take time for the market to recognize the initiatives that Gallant is doing. 2. Land sales &ndash lumpy in nature. As their land sales are lumpy in nature, quarterly results may not be a good gauge of company performance In addition to the above, there are likely to be other risks involved. As this is just a short introduction on Gallant, please visit the company&rsquo s website for more information. |
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| 26-May-2014 16:25 |
Neptune Orient L Rg
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NOL
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Instead of short covering, it look like a pump and dump to lure buyers in. |
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| 26-May-2014 10:54 |
Gallant Venture
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batam is a crown jews for gallant
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Alert admin.
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| 26-May-2014 10:39 |
Seatrium
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Sembmarine
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http://www.tankeroperator.com/news/two-fpso-conversions-for-total/5497.aspx 3 billion out of 4 billion is fpso construction, and 1 billion is for 7 years operation. Heard from market rumour said that Saipem is going to build the top side module in their Batam shipyard with the assistance from SMOE (belong to sembcorp marine) and the 2 tankers conversion will be awarded to Sembawang Shipyard (belong to sembcorp marine). how much out of 3 billion will go to semcorp marine will determine the share price of sembmar. All the best to all holders |
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