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China Sunsine Chemical Post Reply Rate topic
ssw518 Supreme	07-Nov-2024 08:01        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	container freight rate index for china' s port is moving higher as well Containerized Freight Index - Price - Chart - Historical Data - News ssw518      ( Date: 06-Nov-2024 08:15) Posted: Rates likely to go higher after election in US as the change in import tax  is unlikely to take place immediately, there will be prepaeration work required while more will be rushing to stock up before the change. With CNY coming within 3 months, Dec traffic should be tight as well. my view   Asdfgh101      ( Date: 05-Nov-2024 21:36) Posted: https://www.cohesionfreight.com.cn/market-update-2/
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ssw518 Supreme	06-Nov-2024 08:15        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rates likely to go higher after election in US as the change in import tax  is unlikely to take place immediately, there will be prepaeration work required while more will be rushing to stock up before the change. With CNY coming within 3 months, Dec traffic should be tight as well. my view   Asdfgh101      ( Date: 05-Nov-2024 21:36) Posted: https://www.cohesionfreight.com.cn/market-update-2/
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Asdfgh101 Member	05-Nov-2024 21:36        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.cohesionfreight.com.cn/market-update-2/
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ssw518 Supreme	03-Nov-2024 19:42        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortsell Position report for week ending  25 Oct S56 SAMUDERA SHIPPING LINE LTD 2,562,100 538,038,199 SGD 2,113,732.50 0.48 ssw518      ( Date: 25-Oct-2024 16:43) Posted: sorry is 18 Oct ssw518      ( Date: 25-Oct-2024 16:36) Posted: Shortsell Position report for week ending 17 Oct S56 SAMUDERA SHIPPING LINE LTD 2,509,000 538,038,199 SGD 2,069,925.00 0.47
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piscesmonkey Supreme	01-Nov-2024 17:49        piscesmonkey About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wait for weekend boom 😂 wehuattogether88      ( Date: 01-Nov-2024 14:08) Posted: Freight rate might shoot up again if Iran retaliates and fire their rockets at Israel
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kt3152 Supreme	01-Nov-2024 17:47        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nice. Close 82.5 up 3.5c.......
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wehuattogether88 Supreme	01-Nov-2024 14:08        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Freight rate might shoot up again if Iran retaliates and fire their rockets at Israel
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ssw518 Supreme	01-Nov-2024 08:57        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	3Q : 486 x 287 = 139 428 1H : 433 x 221 + 446 x 239 = 202 287 A guide which i looked at for now, next is keep track on frieght rate  rest is for to you compute and decide buy / sell / hold
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ssw518 Supreme	30-Oct-2024 20:13        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very positive result. 1) More cargo handled in Q3 (486) compared to both Q1 (433) and Q2 (446) 2) Higher average frieght clocked in Q3 (287) compared to Both Q1 (221) and Q2 (239) 3) Bulk and Tanker quite flat Q1 (464), Q2 (634) Q3 (561) with some days undergo docking 4) Logistic does better than Q2 but lower than Q1, flat as well but already better than entire 2023 as at Q3 note that this counter is consider as heavily shorted (public float) base on short position 2 weeks ago. likely to see full year to clock EPS at around 8 to 11 US cents (1H is 3.99) if Q4 comes in on the low side like Q1 Note sure why shortist aim this counters but above 1 dollars seems to make more sense Maybe tomorrow short sell will start panic buy, let' s see General Announcement::1st Half 2024 BUSINESS UPDATE General Announcement::3RD QUARTER 2024 BUSINESS UPDATE
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Asdfgh101 Member	30-Oct-2024 18:06        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Positive but flat results...should be a guaranteed $0.10 in dividends next year...share price should drop a bit followed by a push back up to $1.00 after CNY 2025...accumulate if it drops to cash value $0.70
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spursfan Supreme	30-Oct-2024 18:00        spursfan About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/1.0.0/corporate-announcements/N76NXFJFORAMJJKP/823551_3Q%202024%20%20Business%20Update.pdf
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daddysekito Member	30-Oct-2024 16:09        daddysekito About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am new in this forum so hello to everyone, but I had been following SAMU for quite sometime. 2H 2023 average freight down to US$ 1,300 vs 2H 2024 as high as US$ 5900. Hopefully they will release good news before this weekend.
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Asdfgh101 Member	30-Oct-2024 14:59        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What will samu profit guidance be later? Really polarising day today with hkl doing asset recycling and aztec global dropping so much
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wehuattogether88 Supreme	29-Oct-2024 11:03        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope good results then can buy more for year end dividends
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Asdfgh101 Member	28-Oct-2024 13:14        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	All these are immaterial as there is CFD as well...most impt the results speak for itself on 30 Oct...from personal exp as long as results release is later than previous year than results are usually below expectations
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ssw518 Supreme	25-Oct-2024 16:43        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	sorry is 18 Oct ssw518      ( Date: 25-Oct-2024 16:36) Posted: Shortsell Position report for week ending 17 Oct S56 SAMUDERA SHIPPING LINE LTD 2,509,000 538,038,199 SGD 2,069,925.00 0.47 ssw518      ( Date: 18-Oct-2024 07:45) Posted: Shortsell Position report for week ending 11 Oct S56 SAMUDERA SHIPPING LINE LTD 2,391,400 538,038,199 SGD 2,020,733.00 0.44 Shortsell Position report for week ending 4 Oct S56 SAMUDERA SHIPPING LINE LTD 2,432,200 538,038,199 SGD 2,091,692.00 0.45
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ssw518 Supreme	25-Oct-2024 16:36        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortsell Position report for week ending 17 Oct S56 SAMUDERA SHIPPING LINE LTD 2,509,000 538,038,199 SGD 2,069,925.00 0.47 ssw518      ( Date: 18-Oct-2024 07:45) Posted: Shortsell Position report for week ending 11 Oct S56 SAMUDERA SHIPPING LINE LTD 2,391,400 538,038,199 SGD 2,020,733.00 0.44 Shortsell Position report for week ending 4 Oct S56 SAMUDERA SHIPPING LINE LTD 2,432,200 538,038,199 SGD 2,091,692.00 0.45 ssw518      ( Date: 15-Oct-2024 08:49) Posted: Looks like this short BB quite persistent after shorting 2+kk in the week  on 4 Oct. Not sure if they had cover back. for short sell report  MAS SPRS Public Portal countdown 15 days to 30 Oct Let' s how low this guy can push down, collect some if you can hold at least 3 week. Let see what the company will do with the huge cash and the addition SGD 4 cent eps keep from 1H. I am expecting higher revenue since capacity increase after receiving 1 container ship on 4 Aug. vested dyodd
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ssw518 Supreme	22-Oct-2024 08:40        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maersk raises profit outlook on strong market looks like insider started collecting can target 0.92 and 0.98 base on Phillip' s technical call yesterday closing turn both short and long term from bear to bull  which is very positive dyodd
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wehuattogether88 Supreme	21-Oct-2024 16:44        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shipping freight rate might shoot up again if Israel really attack Irans installation. This counter very price sensitive to this.
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ssw518 Supreme	18-Oct-2024 14:25        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	all waiting for engine to start? strong buy Q at 0.82 with 360k  might jump if start to shift upwards Port reits already moved higher, let' s see if shipping line follow thru. ssw518      ( Date: 18-Oct-2024 10:05) Posted: China Industrial Production came in better (5.4%) and higher than estimate (4.6%) FYI
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