Latest Forum Topics /
SamuderaShipping
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Semb.ind.
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GoldenPig
Veteran |
31-Oct-2023 16:44
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It' s a good company that still made some profits during the last (& very long) down cycle, while many shipping companies went bankrupt. Made losses only in 1 or 2 years. And it always gives dividends to its shareholders so long as it made profits. But the profits were very low during the down cycle. Dividends were like 0.7c per year. Slightly better years, they gave 0.9c dividends.
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Samudera
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31-Oct-2023 16:22
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Looking at their announcements, my guess that 1 year contract with main liners probably was renewed in late 2q or early 3q. With main liners contributing bulk of the biz, my guess is we should see a big drop in earnings in 3q. Continuing to see profit drops into 2q next year before contracts are renewed.
Next year we have to see how shipping perform for they might have to renew their new contracts at a even lower price. Anyway, my guess is it is hard for Samudera's share price to perform if the company is going to report much lower profits for the next few quarters ( till 2q2024) due to lower contract value |
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TraderBen
Supreme |
31-Oct-2023 16:01
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knee jerked reaction. got 50 lots from 60 cents.. playing the dead cat bounce..
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Sgvale
Supreme |
31-Oct-2023 15:52
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Still got profit ma
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TraderBen
Supreme |
31-Oct-2023 15:42
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most of the sg stocks cannot keep long one.. after hitting high will slowly come down and back to sq one.. i can only name one or two that rises from ash one.. AEM, GEAR.. the rest all hit high and slow go down one..not like USA stocks like those big names can make a few hundred times and still going up until last year.. |
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Joelton
Supreme |
31-Oct-2023 15:11
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Samudera Shipping issues profit guidance for Q3, warns of fall in earnings
SAMUDERA Shipping : S56 -2.96% on Monday (Oct 30) issued a profit guidance for the third quarter ended Sep 30, 2023, saying that revenue and earnings &ldquo recorded a contraction&rdquo , compared to the year-ago period.
&ldquo This was primarily due to a decline in the general market demand, which resulted in lower container volume handled and freight rates year on year,&rdquo said the mainboard-listed company in a bourse filing.
The carrier, whose parent is Jakarta-listed Samudera Indonesia, added that the freight rate is likely to continue at its current level for the rest of the fiscal year.
For the second half-year ended Dec 31, 2022 &ndash which included its third-quarter results for FY2022 &ndash Samudera posted a 61.8 per cent increase in revenue to US$514.4 million, and a 63.6 per cent rise in profit to US$150.3 million.
Specific figures for the third quarter since FY2020 are not available, following the scrapping of compulsory quarterly reporting on the local bourse in 2020.
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GoldenPig
Veteran |
31-Oct-2023 14:44
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Yeah. Samudera Shipping is a good company but now is not the time to enter or add this counter. Shipping cycle is just past its peak. The sheer volume of container goods and the sky-high freight rates that made its earnings pop will not return in a hurry. As its earnings normalises downwards, I suspect the share price will continue to fall to 50c or less within a year, then likely drift to 30c levels in the next few years. Think it should not reach the 10c levels unless there is prolonged severe depression. Time to buy is when shipping cycle is at its trough, share price stabilised at 30c or below, and when everyone is very sian & shun this counter. 😂
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DuplexCH
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31-Oct-2023 13:11
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The heavy knife hits badly | ||||||||
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Samudera
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31-Oct-2023 09:46
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Some people still in delusion....
The freight rate level is likely to continue for the rest of the financial year, the Indonesia-based, Singapore-listed shipper warns on Oct 30. https://www.theedgesingapore.com/news/results/samudera-shipping-says-3qfy2023-earnings-and-revenue-lower-y-o-y |
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erks69
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31-Oct-2023 09:30
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强 力 反 弹 ！ 欧 美 运 价 齐 上 扬 ， 最 大 涨 幅 达 三 成 ！ 2023-10-30 来 源 ： 海 运 网
受 全 球 集 装 箱 船 减 班 影 响 再 加 上 十 一 长 假 后 的 需 求 回 暖 多 条 航 线 近 日 出 现 爆 舱 其 中 又 以 美 航 线 最 为 热 门 上 海 航 运 交 易 所 周 五 (28日 )公 布 最 新 上 海 出 口 集 装 箱 运 价 指 数 (SCFI)本 周 出 现 强 劲 反 弹 并 重 返 千 点 大 关 来 到 1012.60点 上 涨 94.94点 涨 幅 达 10.35%实 现 连 三 涨 。 四 大 远 洋 航 线 全 面 上 涨 其 中 欧 线 因 此 前 跌 幅 过 大 本 周 反 弹 幅 度 加 大 暴 涨 188美 元 涨 幅 超 过 3成 美 西 涨 幅 逼 近 1成 。
最 新 公 布 的 SCFI运 价 指 数 中 :
远 东 到 欧 洲 运 价 为 769美 元 /TEU较 前 一 周 上 涨 188美 元 涨 幅 32.36%
远 东 到 地 中 海 运 价 为 1221美 元 /TEU较 前 一 周 上 涨 112美 元 涨 幅 10.1%
远 东 到 美 西 运 价 为 1916美 元 /FEU上 涨 170美 元 涨 幅 9.74%
远 东 到 美 东 运 价 为 2361美 元 /FEU较 前 一 周 上 涨 163美 元 涨 幅 7.42%。
另 外 远 东 到 波 斯 湾 、 澳 新 、 西 非 、 南 非 及 南 美 运 价 持 续 维 持 上 扬 表 现 。
近 洋 线 方 面 远 东 到 日 本 关 西 每 TEU较 前 一 周 小 幅 下 跌 1美 元 为 306美 元 远 东 到 日 本 关 东 每 TEU与 上 周 持 平 为 319美 元 远 东 到 东 南 亚 每 TEU较 前 一 周 上 涨 2美 元 为 187美 元 远 东 到 韩 国 每 TEU与 上 周 持 平 为 142美 元 。
欧 美 这 周 全 数 强 势 反 弹 主 要 是 因 为 船 公 司 技 术 性 舱 位 调 控 奏 效 加 上 欧 美 假 期 拉 货 所 致 而 承 运 商 在 需 求 最 旺 时 候 抽 船 也 使 得 欧 线 有 满 舱 迹 象 运 价 弹 升 幅 度 更 大 。
接 下 来 到 11月 中 前 仍 在 欧 美 铺 货 期 间 运 价 可 望 持 续 上 扬 预 期 11月 中 后 需 求 减 缓 运 价 将 会 回 落 。 不 过 船 公 司 舱 位 调 控 得 宜 价 格 即 使 回 档 但 仍 具 有 支 撑 且 从 12月 中 下 旬 到 农 历 春 节 期 间 还 有 一 波 需 求 产 生 也 可 能 出 现 再 次 涨 价 。
NCFI:欧 地 航 线 运 价 大 涨 综 合 指 数 涨 幅 扩 大
28日 宁 波 航 运 交 易 所 发 布 的 宁 波 出 口 集 装 箱 运 价 指 数 (NCFI)报 收 于 728.3点 较 上 周 上 涨 11.5%。 21条 航 线 中 有 17条 航 线 运 价 指 数 上 涨 4条 航 线 运 价 指 数 下 跌 。 &ldquo 海 上 丝 绸 之 路 &rdquo 沿 线 地 区 主 要 港 口 中 12个 港 口 运 价 指 数 上 涨 4个 港 口 运 价 指 数 下 跌 。
欧 地 航 线 :为 即 将 到 来 的 欧 线 长 协 签 约 季 做 准 备 班 轮 公 司 宣 布 推 涨 欧 地 航 线 11月 后 开 航 航 次 的 运 价 本 周 欧 地 航 线 运 价 大 幅 上 涨 。 欧 洲 航 线 运 价 指 数 为 493.5点 较 上 周 上 涨 40.6% 地 东 航 线 运 价 指 数 为 647.8点 较 上 周 上 涨 16.1% 地 西 航 线 运 价 指 数 为 762.8点 较 上 周 上 涨 20.7%。
北 美 航 线 :班 轮 公 司 持 续 控 制 可 用 运 力 主 动 推 涨 市 场 运 价 。 其 中 美 西 航 线 舱 位 更 为 紧 张 运 价 涨 幅 更 大 。 美 东 航 线 运 价 指 数 为 784.4点 较 上 周 上 涨 3.5% 美 西 航 线 运 价 指 数 为 1104.4点 较 上 周 上 涨 9.7%。
中 东 航 线 :航 线 整 体 舱 位 依 然 紧 张 本 周 市 场 订 舱 价 格 继 续 上 涨 但 涨 幅 较 前 两 周 有 所 收 窄 。 中 东 航 线 指 数 为 907.8点 较 上 周 上 涨 11.5%。
澳 新 航 线 :目 的 地 市 场 需 求 保 持 旺 盛 航 线 装 载 率 保 持 高 位 本 周 即 期 市 场 订 舱 价 格 大 幅 上 涨 。 澳 新 航 线 指 数 为 1338.8点 较 上 周 上 涨 20.9%。
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erks69
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31-Oct-2023 09:25
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0.635 趁 低 价 买 入 ， 股 票 不 是 几 天 的 工 作 ， 有 价 值 的 票 ， 短 暂 遇 上 业 积 差 ， 反 而 是 机 会 进 入 ， 待 恢 复 正 常 状 态 就 是 好 的 投 资 项 目 。 | ||||||||
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asco88
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30-Oct-2023 22:39
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with a profile name like Samudera, guess have to offer useful insights  just a loose extension thought...the likes of Uni-Asia susceptible, too?
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TraderBen
Supreme |
30-Oct-2023 21:22
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I will buy some
If it falls below 60 cents tmr |
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Samudera
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30-Oct-2023 19:41
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都 告 诉 你 了 ， 你 就 是 不 信 ....
https://links.sgx.com/1.0.0/corporate-announcements/7OZBAS89MVGM5MU5/2ce60f5b0b8009532e23772610c3afbfa2691d96aa0da4d8c18e1d43fb02bdf6
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erks69
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30-Oct-2023 18:17
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http://info.shippingchina.com/bluenews/index/detail/id/210187.html | ||||||||
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erks69
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30-Oct-2023 07:21
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The three companies are all net cash companies. 1) Propnex The government will calculate the supply and demand of houses in Singapore, so it is impossible to make a big move. However, under China' s housing crackdown policy, there will be no big appreciation in the future, but only stable value preservation, so the company' s net profit will show a decline. 2) samuderashipp is just getting through this trough period. Indonesia is the largest economy in ASEAN and has great room for improvement in the future. This region, the Middle East, the Belt and Road Initiative, and China will drive up the economic exports of the entire Southeast Asia. I only have this one, and I personally like it. The company' s stocks are the smallest, only 500 million, and have the greatest upside potential. 3) Riverstone gloves&rsquo net profit declined, and Chinese companies joined the competition. Just a personal introduction and opinions. You should have better options. S56:68 Sen buy in |
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Everyday
Elite |
29-Oct-2023 16:56
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Part 2 on Samudera Shipping fr Investingnote. (Keep and open mind. DYODD) A Glimpse into the Future: The Shipping Landscape&zwnj Understanding the performance of Samudera Shipping Line Ltd requires a deep dive into the broader industry in which it operates. The company' s valuation, as evidenced by its consistently low multiple (which hasn' t surpassed 4 since 2021), underscores the market' s awareness of the industry' s cyclical nature. The company' s profitability, though currently strong, is closely tied to the freight rate, a notoriously volatile metric. Global container freight rate index from January 2019 to August 2023 (in U.S. dollars) The global container freight rate index, which covers the period from January 2019 to August 2023, provides valuable insights into these industry dynamics. This index is a good reflection of Samudera' s profitability trajectory. While the company has shown commendable profitability in the first half of 2023, much of this stability can be attributed to locked-in freight rates. However, maintaining this level of profitability in the long term will be challenging. Historical Gross Margin &zwnj This is not just due to a decline in the spot rate, but also because the future outlook for freight rates is not promising. Data from ASX Marine paints a telling picture. Currently, there are over 6,500 containerships in service worldwide, offering a total capacity of 26.39 million 20-foot equivalent units (TEUs). Yet, the landscape is poised for a significant change. Over the next two years, vessels currently on order are expected to add a staggering 7.48 million TEUs. This represents an almost 30% increase in capacity and is the largest order book of containerships ever documented. There' s a somewhat cheeky piece of investment wisdom that seems to defy conventional thinking: " Buy commodity stocks at high PE and sell at low PE." It might sound like we' ve thrown basic economics out the window. But here' s the catch: due to the cyclical nature of commodities, a high PE can often be the harbinger of an upswing, where prices are subdued but poised for growth. Conversely, a low PE, while seemingly attractive, might signal the zenith of the cycle, with prices ready to tumble. Strong Balance Sheet&zwnj &zwnj However, it' s worth noting that investing in the company might still hold merit, particularly given its robust balance sheet. A strong financial foundation can often buffer against industry volatility, offering potential long-term value to discerning investors. Read Also: The Resurgence of the Oil & Gas Sector: A Deep Dive into the Supercycle&zwnj &zwnj The company' s net cash position stands at S$125 million, which, when compared to its market cap of S$337 million, makes the stock look extremely cheap. It offered its investors a possible safety cushion and the high net cash position also highlights a near-zero risk of default. In addition, the price-to-book ratio of 0.47 also points to a potential undervaluation but note the historically, under &ldquo normal&rdquo freight rate, their Return on Equity is usually low, ranging from around 2% to 5%. Historical Return on Equity One of the hallmarks of a well-managed company is its approach to shareholder value. This company' s consistent dividend distribution, even during challenging fiscal periods, is a testament to its commitment. While the yields might hover in the low single-digit range, the consistency underscores a management&rsquo s commitment to shareholder returns. Historical Dividend Yield Lastly...&zwnj &zwnj While Samudera currently boasts a double-digit yield, investors should tread with caution and not bank solely on the expectation that this high dividend yield will persist. In our assessment, even though the company' s solid balance sheet provides a sturdy foundation for the share price, the days of high yields and soaring profitability might be numbered in the foreseeable future. However, given its financial strength, it' s prudent to keep Samudera on your watchlist. After all, since the shipping industry is volatile, there may well be a surprising positive wind of change (for shipping companies) on the horizon. &zwnj |
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RL16EGG
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28-Oct-2023 13:23
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Basically the world of shipping works like this, namely, china-transpacific and vice versa as well as china to europe and vice vera. Huge volumes of cargoes will be feedered down to the feeders like sam, pil, rcl and others. Thus, the feeders will not escape unscathed when oil prices surge as the wars escalate and usa-china relationship remains tense among other headwinds. But what if there is a pause in the wars, or at least 1 war suddenly? What if china-usa hold hands again lol ? May be USA may cut rate in 2024 to avert recession? It is anybody' s guess. My humble view.
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Everyday
Elite |
28-Oct-2023 12:28
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Agree.Thanks for your view. Mkt indeed is feeling negative. Just hope price will recover at least higher than now especially for those vested. Samudera' s business is mainly in Asia where there is no war so far. Oil and goods need tankers and cargo ships to transport to customers. The demand is always there. Time will tell.
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RL16EGG
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28-Oct-2023 11:44
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For me, it is neither a gem nor a value trap. The 2 wars are growing side by side among other headwinds like fed hike and weakening chinese economy. The transport sector is vulnerable to high oil prices hitting the bottomline. The falling/weak freight rates are not a good omen. Its noteworthy that 2021, 2022 were the heydays of shipping, thanks to covid. So the p/e, p/b etc are not a good reflection. Chart-wise, it tells the same story. Above my humble view.
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Historical Return on Equity
