| Latest Forum Topics / Neptune Orient L Rg |
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SEMBMARINE - A NEW CHAPTER - DEMERGED
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MetalTrader3
Supreme |
29-Oct-2014 05:58
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Strategies listed are up to NOL mgmt/Biggest Shareholder, depending which NOL takes will reflect the results on market share price.
* NOL can choose to take action/ remain silent. But, the result will be real.
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MetalTrader3
Supreme |
29-Oct-2014 05:48
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Sad, but true.
The biggest shareholder of NOL is far in comparison to F&N (Dec 2013). F&N spilt into F&N and FCL are successful because F&N biggest shareholder heed advice and is more decisive.
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Lucky03
Elite |
29-Oct-2014 01:06
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NOL Mgmt is really 'amazing'. Since the news leak of possible sale of APL Logistic on 20 Aug. it has been silence while its share price dropped almost everyday for last 2 months from a high of $1.03 to current $0.805 ! NOL released a clarification that it is preliminary and NOL shareholders and prospective investors are therefore advised to exercise caution when dealing in NOL shares and its other securities. NOL will release further announcements if and when there are any material developments. 2 mths and yet no development !!!
In the meantime, the interested Korean logistic firm had already posted on Korean Stock Exchange of their interest in purchasing or strategic alliance with APL Logistic and yet NOL still remained silent ! The only other announcement is the share allocation to the general himself ?!! This is really disappointing. For any firm with some pride, they will not want to see its share price dropping every day. NOL Mgmt owes shareholders some updates and quick ! |
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MetalTrader3
Supreme |
28-Oct-2014 23:09
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Read again, Think again.
What do you see in a pot of water?
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Heero78
Veteran |
28-Oct-2014 18:16
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So far, still no concrete news on the apl logistic sale. Going to below 0.80 liao.  
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MetalTrader3
Supreme |
28-Oct-2014 17:34
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear NOL Mgmt & Shareholders,
NOL Fundemental - APL (Shipping) - APL TERMINALS - APL LOGISTICS (May Consider for Sales) 3 Strategies for NOL (Focusing on APL Logistics)~Estimated $800 Millions to 1 Billion 1) Up Strategy: Sell APL Logistics through IPO issuance [Result: Achieve Higher Combined Value & Flexibility to NOL & Shareholders] 2) Mid Strategy: Sell APL Logistics through Buyer [Result: Achieve Potential Mid Increase Combined Value to NOL & Shareholders] 3) Down Strategy: Delaying Sales of APL Logistics [Result: Mother Share enduring turbulent market to NOL & Shareholders] My Analysis: There is no reason not to sell APL Logistics in this turbulent market, when cash needed in shipping downturn economic period can almost half the debts & continue improving on the operations. Since APL Logistics only make up of around 16% of profits, however it can reduce nearly 40 to 50% of debts. Borrowing is not a wise option, and without APL Logistics: - Lesser Assets & Manpower to maintain - Can use 3rd Party Logistics without over reliance on APL Logistics for better cost rate |
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danger
Supreme |
28-Oct-2014 09:29
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FINANCE I KNOW YOU ARE BANNED AND LOSING ALOT OF MONEY NOW SO SORRY FOR YOU !!! YOUR LIFE IS SAD I TOLD YOU SO . 80.5C WANT TO BUY ? MAYBE CAN BUY A LITTLE NOW
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Belteshazzar
Master |
27-Oct-2014 10:09
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last time when below 1 u buy, always profit now different story... anybody short? |
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danger
Supreme |
27-Oct-2014 10:05
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finance where are you ? 81.5c selling .. you want to buy again ? SEE WHAT I TOLD YOU !! LISTEN TO THE PRO !!
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Lucky03
Elite |
27-Oct-2014 08:17
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G6 is definitely very active this year. Good for the major shipping lines to self regulate supply by canceling or suspending some routes as demand slacken. At lest that may help to alleviate pressure to lower freight rate.
More Asia-Europe, transpacific services to be cut over winter CONTAINER shipping lines, including Maersk and the G6 Alliance, are cancelling more services on the transpacific and Asia-Europe routes over the slack winter season. Sunday, 26.Oct.2014, 19:47 (GMT) More Asia-Europe, transpacific services to be cut over winter CONTAINER shipping lines, including Maersk and the G6 Alliance, are cancelling more services on the transpacific and Asia-Europe routes over the slack winter season. The Central China (CC2) service to the US west coast will be temporarily halted in response to "seasonal changes in market demand". The service is provided by G6 members APL, Hapag-Lloyd, HMM, MOL, NYK and OOCL. The last sailing of the service is scheduled for October 31. The alliance said all ports called by CC2 will be covered by other services, reported Lloyd's List. The CC2 is operated by four vessels with an average total capacity of 5,800 TEU. In total, there are 57 services that cover Asia and the North American west coast, although many of those stop at the west coast on their way to the east coast, South America and Caribbean, or they are pendulum services. The G6 Alliance is an operator on 14 of these services. The axing of these non-direct services leaves a total of 38 dedicated Asia-US west coast strings. The report estimates the service suspension will remove 1.6 per cent of capacity from the market. Last week, the G6 announced it would combine its NYE and SCE service heading from Asia to the North American east coast. This would remove 3.3 per cent of capacity on the transpacific east coast trade lane. Maersk Line is cancelling four sailings on the Asia-North Europe trade lane. The carrier said that due to a "predicted lack of demand", it would cancel four AE6 sailings scheduled for the fourth quarter. One of these cancellations will take place in October, two in November and the final one in December. The service is operated with vessels averaging 6,500 TEU in size. Extra calls will be added to either the AE2 or AE7 services over the period to cover customer requirements, the Danish line said. In September, the G6 Alliance announced it would cancel a sailing of its Asia-Europe Loop 7 service leaving Qingdao in mid-November. |
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Lucky03
Elite |
26-Oct-2014 10:46
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Shipping industry supply is not elastic. Rosy projection for 2020 may risk them starting to order more ships again. Hopefully forming of alliance will reduce overlap.
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Lucky03
Elite |
25-Oct-2014 21:53
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CONTAINER volumes handled by ports worldwide is forecast to increase to up to one billion TEU by the end of the decade, up from 623 million TEU in 2013.
Friday, 24.Oct.2014, 20:37 (GMT) Industry predicts global shipping volumes to hit billion TEU by 2020 CONTAINER volumes handled by ports worldwide is forecast to increase to up to one billion TEU by the end of the decade, up from 623 million TEU in 2013. Speaking at a seminar in London, Drewry Maritime research senior manager Dinesh Sharma said that exponential growth anticipated in Asia, and in particular China, will help drive throughput by an average 5.5 per cent, or 40 per cent in total, between now and 2020, reported Lloyd's List. To reach the one billion TEU mark during this period transhipment volumes are expected to contribute a large chunk to the total, increasing by 140 million TEU, or 83 per cent, from 175 million TEU at present to 320 million TEU. Mr Sharma said that Asia will continue to play a vital role in this volume growth with the demand for cargo continuing to grow from not just the region but also from a rising number of countries that rely on its export trade. Mr Sharma forecasts Asia's share in global traffic will increase from its current 56 per cent to as much as 65 per cent by 2020. Meanwhile, China, home to seven of the world's top 10 largest container ports, will increase its own share from its current 30 per cent to 40 per cent during this period. However, Mr Sharma warned that ports both big and small will come under increasing pressure to provide the necessary infrastructure to facilitate this rapid growth in demand, with particular regards to shipping lines upsizing vessels. Mr Sharma said this will not only require investment in larger cranes, longer berths and yard space, but also berth productivity and efficiency must be improved to meet the requirements of these larger ships. |
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Lucky03
Elite |
25-Oct-2014 00:08
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US economy has ?legs,? Welch says however, it could stumble
William B. Cassidy, Senior Editor | Oct 24, 2014 8:00AM EDT KANSAS CITY ? A stronger U.S. economy is filling trailers and containers faster than transportation companies can provide them, driving up transportation costs and intermodal and trucking rates, speakers said Thursday at the JOC Inland Distribution Conference in Kansas City, Missouri. A series of shortages ? from container chassis at ports to truck drivers at inland terminals ? is pushing costs higher in tandem with steadier, stronger U.S. economic expansion in 2014. Add to that higher regulatory and operating costs, and the pain is likely to get worse. Paradoxically, the U.S. economy is heading toward its best three consecutive quarters since 2004-2005, and potential gross domestic product growth of 2.7 percent in 2015, said James Welch, CEO of $4.9 billion less-than-truckload operator YRC Worldwide. The five-year economic expansion may be a long way from finished, Welch pointed out in his keynote speech at the JOC event. ?The economy, from where we sit, is moving along at a steady pace and, depending on world events, has a chance to keep going,? he said. U.S. GDP increased at a steaming 4.6 percent rate in the second quarter, following a 2.1 percent decline in the first quarter, largely attributed to extreme winter weather. The Commerce Department raised the quarterly gain upward from 4.2 percent last month. Projections for the second half of 2014 have U.S. GDP still expanding at 3 percent or higher, Welch said, and then dropping to between 2.4 and 2.8 percent in 2015. The National Association of Business Economists last month forecast 3 percent growth in the third quarter. ?I think we?re about halfway through the current expansion of the economy,? Welch said, noting that periods of economic recovery or expansion have grown longer since 1980, with the longest expansion on record lasting from March 1991 until March 2001. The U.S. is now in its 66th month of economic expansion, 54 months short of the 1990s record. To date, that expansion has been slow, which gives some economists reason to think it may last longer than usual. ?This economic expansion still has some legs to it,? Welch said. Even steady growth in the 2.5 to 3 percent range for the next few quarters would be a significant improvement over the previous five years. In that case, supply chains would likely run up against equipment and personnel shortages that can only be fixed at a cost. For example, Welch said trucking companies, including LTL carriers, are still replenishing their fleets with new equipment. ?Even though we?re starting to see LTL tractor counts come up, we?re still about 15 percent below the high in 2007,? he said at the JOC event. A steady diet of capital spending over several years is needed to replenish truck fleets and allow carriers to recapitalize their businesses, Welch said. ?We have 15,000 tractors and 63,000 trailers? at YRC Freight, he noted. ?You?re not able to replace them overnight.? That need to replace aging equipment is one factor driving up LTL rates and truckload rates, Welch said. ?We?ve not always seen a rational pricing environment, especially in LTL, but we?re certainly seeing it now because companies have got to replace their assets.? Higher rates and an influx of freight helped YRC Worldwide toward improved profitability in the third quarter. Last month, YRC Worldwide said its YRC Freight subsidiary increased tonnage per day 2.4 percent year-over-year in July and 0.8 percent in August. Revenue per hundredweight or LTL yield rose 2.8 and 3.3 percent in those months, the carrier said in a rare mid-quarter statement. That indicates YRC was able to raise pricing as demand increased. YRC Worldwide is expected to report third quarter earnings shortly. A shortage of qualified, experienced truck drivers remains the biggest check on trucking growth, however, even for LTL carriers that typically have less trouble hiring drivers than their truckload counterparts. ?It?s getting harder and harder to find qualified drivers,? Welch said. ?At some point in the supply chain distribution process, a truck is involved,?he said. ?This is going to be a big thing for all of us.? Contact William B. Cassidy at [email protected] and follow him on Twitter: @wbcassidy_joc. |
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Lucky03
Elite |
24-Oct-2014 23:38
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I don't remember ever calling a buy or sell on NOL or in fact any specific stock. I shared that I collect and hold and I'll track and monitor the market development closely. A week from now to Q3 result to be released next fri. No one can be absolutely sure, not even Warren Buffet over short term. The correction for NOL is not solely the fundamental of NOL but to a large part exaggerated by the wild market volatility. | ||||
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stkoh78
Member |
24-Oct-2014 20:42
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actually this sound lamb . Since APL logistics is the only division that is earning profit as compare to container shipping business that rack million of losses . I rather they close down their container business for good and depend on APL logistics business . |
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MetalTrader3
Supreme |
24-Oct-2014 17:24
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Relax & Chill~
Just like you taking a bite on a hamburger. Not everybody like hamburger but Not everybody like cheesefry :) My advise: NOL Management need to expedite sales of APL Logistics through IPO in this turbulent market. So that potential cash generated needed is put into reducing debt & improving operation in this crucial economic period. |
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danger
Supreme |
24-Oct-2014 17:14
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Tuapaosian...look carefully 1 guy using vulgarities only !!!! He lose money until cannot take it I told him to relax only
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BigCannonFairy
Master |
24-Oct-2014 17:09
Yells: "Slingless David" |
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Admin ====> > > > > The two guys below dirty the threads with their vuglarities. |
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finance
Member |
24-Oct-2014 17:08
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you are a retarded total loser balless lanpa moronic scum dog! you sucked my lanpa!
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danger
Supreme |
24-Oct-2014 17:02
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RELAX DUDE .. LOSE MONEY DON' T GET UPSET JUST LISTEN TO OTHERS FOR A CHANGE |
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