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SAMUDERA SHIPPING LINE LTD Post Reply Rate topic
bryan2003 Member	28-Aug-2022 22:17        bryan2003 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Repost a good write-up from another shareholder. Quote Quote 1:  Referring to the historic financial report, Bani explained that the revenue target of USD 1 billion was realistic. &ldquo Earlier data explained that there would be  higher financial growth in the second half, compared to the first half,&rdquo he said.  Bani explained that Samudera enjoyed high demand from any shipping sector, including container shipping, dry bulk, and liquid bulk. Quote 2: 12 month Outlook. Freight rates are expected to remain higher than pre-pandemic levels due to  the lag in container vessel supply to meet demand. I am still holding some shares of Samudera Shipping, and I have been  interested to bridge the Bani optimism of the 2H to the current gloomy global shipping index (Drewry, SCFI).    Though management has guided that the freight rates  are  well supported by the contracted rates, I cannot help feeling apprehensive on the  spot rates for the regional markets that it operates, have these correct sharply  (after-all the spot rates  will have some influence over the contracted rates upon contracts renewal). I stumbled across these articles 24 Aug 2022 https://splash247.com/regional-liner-squ...g-nations/ Regional liner trades are being squeezed further  (with the impact of higher freight rates on consumer prices now five times stronger)  in many less well connected countries. Despite a year-on-year cellular fleet growth of 3.8% as of August 1, three trades have shown a significant reduction over the past 12 months, according to Alphaliner. The intra-Europe trade was the worst hit as the total capacity of cellular ships deployed in dedicated intra-European services was down 14.2% on August 1 compared to last year.   The two other regions with a reduced offering are  intra-Asia services, down by 10.3%, and all Africa-related services, which are down by 4.3% year-on-year, according to data from Alphaliner. The ongoing shift of tonnage to the bigger tradelanes  was hurting smaller and developing countries. 18 Aug 2022 https://theloadstar.com/namsung-orders-m...umes-soar/ Healthy freight rates for shipments to Singapore, Malaysia and Indonesia  have convinced South Korean intra-Asia carrier Namsung Shipping to order more containerships to meet  the rising demand. Namsung confirmed to The Loadstar today it had ordered a pair of 2,500 teu ships fitted with scrubbers from compatriot shipbuilder Hyundai Mipo Dockyard, costing $43m each. Currently, freight rates for shipments from South Korea to Singapore, Malaysia and Indonesia are averaging between $1,100 and $1,200 for a 20ft container &ndash   a nine-fold increase on pre-Covid levels. Somehow, I felt more at ease after reading, having the impression that the South East Asia feeder  markets (consists of about 75% revenue) current supply conditions is still  favourable to the demand, as such the spot rates do  not face the same sharp  correction as the global freights (For NOW) Insider buying - Bani, @April 2022 shareholding 3,272,000 27 May 2022 6,700 (0.745) 18 Aug 2022 15,300 (0.985) 19 Aug 2022 33,800 (1.03) 25 Aug 2022 49,000 (1.02) After 1H 2022 result release,  Bani bought 98,100 shares @1.02 More to come??? Noted  no insider purchase since YE2015. (as far as I can track) Just sharing VBs, beware of negative sentiment and the cyclical nature of this stock Unquote
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Steroid Member	28-Aug-2022 21:39        Steroid About Contact  Quote this Post!
x 0   x 0  Alert Admin	With an annualised EPS of 88c there is plenty of cushion. Just sit back and collect final div. I predict 23c. Any other prediction?
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ozone2002 Supreme	28-Aug-2022 19:02        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	From this report u can decide whether ur glass to be empty or full https://www.businesstimes.com.sg/transport/shipping-giant-cma-cgm-sees-softening-of-global-freight-rates?amp DuplexCH      ( Date: 21-Aug-2022 00:27) Posted: Your glass is half empty, mine is half full. Happy investing 👍 ozone2002      ( Date: 20-Aug-2022 17:38) Posted: 1.01        +0.03 bear market for Samudera 😅 more than 20% drop from high
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Steroid Member	26-Aug-2022 21:08        Steroid About Contact  Quote this Post!
x 0   x 0  Alert Admin	CEO is very quick to re-invest div. Other big shareholders may do the same. The share seems well supported at $1 at the moment GoldenPig      ( Date: 26-Aug-2022 17:53) Posted: The CEO bought another 49,000 shares at $1.02 yesterday.
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GoldenPig Veteran	26-Aug-2022 17:53        GoldenPig About Contact  Quote this Post!
x 0   x 0  Alert Admin	The CEO bought another 49,000 shares at $1.02 yesterday.
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Samudera Member	26-Aug-2022 15:58        Samudera About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another big drop in rates this week. Peak shipping rates is over. Don't be caught holding the stock at peak. Remember shipping is cyclical stock. If you get caught, you have to wait till the next cycle to cash out. https://en.sse.net.cn/indices/seafinew2.jsp Samudera      ( Date: 19-Aug-2022 16:46) Posted: Another drop https://en.sse.net.cn/indices/seafinew2.jsp Samudera      ( Date: 12-Aug-2022 16:03) Posted: Last week there was a big drop. This week another big drop. The index are updated every Friday afternoon https://en.sse.net.cn/indices/seafinew2.jsp
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TradeExpert Veteran	24-Aug-2022 15:46        TradeExpert About Contact  Quote this Post!
x 0   x 0  Alert Admin	Heading down towards $0.94.... Be Cautious... Also be careful of some app chat asking people to buy. This group is doing P& D tactics. Think they are stuck with the counter and desperately want to get out and sell. Retailer investors don' t get caught with this tactics. A safe buy will be near support level at around $0.95.  TradeExpert      ( Date: 24-Aug-2022 09:48) Posted: Support level at $0.95. Now trading at $1.02 and no strength. Likely to retract back to $0.9x before finding the next support level.
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TradeExpert Veteran	24-Aug-2022 09:48        TradeExpert About Contact  Quote this Post!
x 0   x 0  Alert Admin	Support level at $0.95. Now trading at $1.02 and no strength. Likely to retract back to $0.9x before finding the next support level.
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DuplexCH Senior	21-Aug-2022 00:27        DuplexCH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your glass is half empty, mine is half full. Happy investing 👍 ozone2002      ( Date: 20-Aug-2022 17:38) Posted: 1.01        +0.03 bear market for Samudera 😅 more than 20% drop from high ozone2002      ( Date: 10-Aug-2022 11:14) Posted: 1.05        -0.1 respect the chart gd luck dyodd
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ozone2002 Supreme	20-Aug-2022 17:38        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	1.01        +0.03 bear market for Samudera 😅 more than 20% drop from high ozone2002      ( Date: 10-Aug-2022 11:14) Posted: 1.05        -0.1 respect the chart gd luck dyodd ozone2002      ( Date: 05-Aug-2022 10:19) Posted: 1.18        -0.03 BBs pump and dump to unsuspecting retailers
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DuplexCH Senior	19-Aug-2022 23:23        DuplexCH About Contact  Quote this Post!
x 0   x 0  Alert Admin	👍 much appreciated GoldenPig      ( Date: 19-Aug-2022 22:45) Posted: You can download SGX Mobile app and set up your watchlist under Favourites menu. Very easy to see the latest announcements and corporate action etc for the companies you are watching.  DuplexCH      ( Date: 19-Aug-2022 22:24) Posted: Thank you👍
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GoldenPig Veteran	19-Aug-2022 22:45        GoldenPig About Contact  Quote this Post!
x 0   x 0  Alert Admin	You can download SGX Mobile app and set up your watchlist under Favourites menu. Very easy to see the latest announcements and corporate action etc for the companies you are watching.  DuplexCH      ( Date: 19-Aug-2022 22:24) Posted: Thank you👍 Everyday      ( Date: 19-Aug-2022 22:02) Posted: Sgx Co Announcement today  : https://links.sgx.com/1.0.0/corporate-announcements/A2QZWKFM0C48FZYT/0a8575479f855dc7710044b1354f69cf1ed3656def3fd7d9ff55e08bb369307
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DuplexCH Senior	19-Aug-2022 22:24        DuplexCH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you👍 Everyday      ( Date: 19-Aug-2022 22:02) Posted: Sgx Co Announcement today  : https://links.sgx.com/1.0.0/corporate-announcements/A2QZWKFM0C48FZYT/0a8575479f855dc7710044b1354f69cf1ed3656def3fd7d9ff55e08bb3693071 DuplexCH      ( Date: 19-Aug-2022 21:54) Posted: Just curious, from where u get such infos?
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Everyday Elite	19-Aug-2022 22:02        Everyday About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sgx Co Announcement today  : https://links.sgx.com/1.0.0/corporate-announcements/A2QZWKFM0C48FZYT/0a8575479f855dc7710044b1354f69cf1ed3656def3fd7d9ff55e08bb3693071 DuplexCH      ( Date: 19-Aug-2022 21:54) Posted: Just curious, from where u get such infos? spursfan      ( Date: 19-Aug-2022 17:51) Posted: ceo bought again today    33,800  Shares  (S$1.03 per share)
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DuplexCH Senior	19-Aug-2022 21:54        DuplexCH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just curious, from where u get such infos? spursfan      ( Date: 19-Aug-2022 17:51) Posted: ceo bought again today    33,800  Shares  (S$1.03 per share)
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GoldenPig Veteran	19-Aug-2022 17:58        GoldenPig About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also added today at $1.02. Used Samudera dividends to buy and compound the returns. 😆   spursfan      ( Date: 19-Aug-2022 17:51) Posted: ceo bought again today    33,800  Shares  (S$1.03 per share)
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spursfan Supreme	19-Aug-2022 17:51        spursfan About Contact  Quote this Post!
x 0   x 0  Alert Admin	ceo bought again today    33,800  Shares  (S$1.03 per share)
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Samudera Member	19-Aug-2022 16:46        Samudera About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another drop https://en.sse.net.cn/indices/seafinew2.jsp Samudera      ( Date: 12-Aug-2022 16:03) Posted: Last week there was a big drop. This week another big drop. The index are updated every Friday afternoon https://en.sse.net.cn/indices/seafinew2.jsp Samudera      ( Date: 11-Aug-2022 15:43) Posted: https://en.sse.net.cn/indices/seafinew2.jsp
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Steroid Member	19-Aug-2022 12:36        Steroid About Contact  Quote this Post!
x 0   x 0  Alert Admin	People re-investing div. Smart
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TheMatrix Elite	19-Aug-2022 09:53        TheMatrix About Contact  Quote this Post!
x 0   x 0  Alert Admin	The CEO going to give himself fat dividend. So he better accumulate more when the price is still dirt cheap. For those still haven't vested. Don't miss the price opportunity. GoldenPig      ( Date: 19-Aug-2022 08:57) Posted: CEO Bani Mulia bought 15,300 shares yesterday at $0.985. The last time he bought some shares, in May this year, the share price went up after his purchase and has not gone back below his purchase price.  Hmm... better not wait any longer if planning to enter or add.
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