| Latest Forum Topics / Neptune Orient L Rg |
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sgng123
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12-Oct-2015 10:11
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NOL is major laggard now only like 0.73X P/B considered cheap if ship turnaround else limited stock rises. In 2004 Temasek try to privatise NOL through share offering S$2.80 per share ( outstanding share that time = 1.9Billion), that put NOL whole group asset at around S$5.3B, NOL net profit that time is around US350+ Mil. Consider the hard operating environment, US Fed QE asset inflating and future TPP trade benefit etc, the best bet would be stick to Temasek valuation in 2004 for potential asset unlocking through NOL sale. That explain why there are potential buyers but no deal due to asking price, TH know what the realistic value of NOL and don wanna to sell cheap. TH might attemp a second privatisation as it might get a better investors support this time round due to urgency of retail player to unlock value) hold too long lah lol). APLL divestment at last shareholder meeting get a resounding 99.98% approval rate lol. |
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mrwise
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12-Oct-2015 07:44
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May have good news coming soon...look out for big jump ahead!
The ship should be moving fast and stable this week..... |
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SSS111
Veteran |
12-Oct-2015 05:36
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TIME FOR LAGGARDS like NOL TO MOVE BIG TIME ANYTIME................... OPPORTUNITY AHEAD...BEFORE RESULTS JUMP UP......... |
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SSS111
Veteran |
10-Oct-2015 21:05
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U short , thaty why U said that................... Chances are more to good results and debts are settled with sale of logistics ...and charters
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earlybird14
Supreme |
10-Oct-2015 18:41
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result cannot be good. Don''t bet on it. Unload with good profit before result release. | ||||
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SSS111
Veteran |
10-Oct-2015 18:15
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1.40 ++ coming soom near results................ |
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SSS111
Veteran |
10-Oct-2015 17:40
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TEMASEK STOCK NO PROBLEM ONE LAH..................... |
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halleluyah
Supreme |
10-Oct-2015 17:37
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Bro, it had aredi run up frm 0.89 to 1.06...n rmb when others big lau sai time, tis bugger still quite steady hor....
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SSS111
Veteran |
10-Oct-2015 16:24
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TIME FOR LAGGARDS TO MOVE BIG TIME ANYTIME................... OPPORTUNITY AHEAD...BEFORE RESULTS JUMP UP..................... |
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sgng123
Supreme |
10-Oct-2015 13:20
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Just see if monday NOL keep pace with recent market rally, it seem to lag behind every major rally by 1 trading day. No retail interest as usual and house traders playing among themselves might explain for the big volume and erratic performance of NOL. |
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SSS111
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10-Oct-2015 04:30
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1.40 now is good enough......................later profit then sale ok............... |
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sgng123
Supreme |
09-Oct-2015 22:12
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of course no buyers at the moment, US gona raise rate and everyone are keeping cash on hand. However TH refuse to sell NOL cheap due to hidden assets still unlocked in APL portfolio, those port terminals assets high chance also difficult to dispose separately due to the sensitivity of US state asset and big business interest. So TH stuck with quality asset that it could not further spin off and it did not wanna to continue to subsidise major US/Japan importers. A few things could happen, Japanese might be pressured by US to take on the duty of supporting APL business and A deal might be reached between TH and Japanese for merger or acquistion. Another senario would be TH gona offer again the privatisation of NOL through delisting and continue the subsidising program with sweetener offering in term of trade through TPP from US/Japan. Currently TH is in hard spot, cannot continue to list NOL under current business model and no buyers in sight. Sooner or later a decision would be made when Ship turn around in 3Q. This is more or less on who is in the line to continue to subsidise US/Japan importers and shield them from commercial liner maersk/msc etc. National duty lah ...
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SSS111
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09-Oct-2015 19:34
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LOOK FORWARDE TO LONG TERM PROFITABILITY BETTER.................................. SO NAV IS $1.40 |
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SSS111
Veteran |
09-Oct-2015 19:28
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NO WORRIES ....WE TRUST TEMASEK ............................. |
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Lecithin
Member |
09-Oct-2015 18:09
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09 Oct 2015 01:15 CST DJ Temasek Hasn' t Received Bids In Sales Process For Its Stake in NOL - Source Hi, below is an article from Newswires. It seems no potential buyers for NOL at the moment. Do you think any miracle going forward in Nov when the result announce. Please enlighten and share further. Thanks.
By Costas Paris
COPENHAGEN--Singapore state-investment company Temasek Holdings Pte. Ltd. has so far failed to attract any serious bidders for its stake in shipping container unit Neptune Orient Lines Ltd. (NPTOY, N03.SG), according to a person familiar with the matter.
Temasek identified five or six potential bidders with the financial capacity to buy the unit, but so far price has been an obstacle to a bid, this person said.
It is unclear how much Temasek is asking for the unit. The Wall Street Journal reported in July that Temasek put on sale its 65% holding in NOL. The government-owned investor Thursday didn' t return requests for comment.
NOL' s market capitalization is 2.6 billion Singapore dollars (about $1.8 billion). NOL was founded in 1968 as Singapore' s national shipping line, part of the country' s effort to become a crucial stop on global trade routes. The 35% not owned by Temasek trades on the Singapore Stock Exchange
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sgng123
Supreme |
09-Oct-2015 16:59
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retail trader coverign their contra position lah, they too naive and think NOL would cheong all the way now they paying the school fee. NOL share price is controlled by TH and very difficult to make money off ah gong since TH don wanna any big share movement during waiting time for divestment. Can go to sleep till NOV since no point trading u just die to those BB. |
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fortunecat
Master |
09-Oct-2015 16:18
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not resting leh, chiong backwards |
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SSS111
Veteran |
09-Oct-2015 16:16
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ITS RESTING BEFORE NEXT WAVE............... |
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fortunecat
Master |
09-Oct-2015 16:03
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chiong wrong direction leh |
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SSS111
Veteran |
09-Oct-2015 15:53
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time to cheong 40cts ..................... |
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