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NOL
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sgng123
Supreme |
14-May-2015 21:05
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Just check into detail of NOL 1Q 15 result, they cut off capacity by 118K TEU which is roughly 15% of total capacity carried in 1Q14. Transpacific cargo dropped 20% in 1Q due to void sailing/ port congestion etc. High chance there would be cargo rollover to 2Q15 later on, since early May NOL hadcleared out all cargo caused by port congestion, now is back to business norm. Tomorrow would be interesting to see how BB react to this not so great nor too bad 1Q result. Glad that NOL management start to pay attention to liner efficiency rather than reliability, don want any more awards we want profit. |
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halleluyah
Supreme |
14-May-2015 19:30
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Lol....Habis kalau ada bini dengan anak....tak perlu makan??
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KAMAL0883
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14-May-2015 19:10
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halleluyah
Supreme |
14-May-2015 18:39
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Bang Kamal, kalau ada kerja...agak ada savings lah...
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KAMAL0883
Supreme |
14-May-2015 18:31
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Adik , mana ada wang ? : (
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halleluyah
Supreme |
14-May-2015 18:12
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can buy to ave down as yr px is too far away....
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KAMAL0883
Supreme |
14-May-2015 18:05
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Ruan Lai ( 乱 来 ) ....
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keepverylong
Member |
14-May-2015 18:04
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keep holding and waiting until it reach my buying price 210 :( |
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mrbean249
Senior |
14-May-2015 17:57
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wtf dont anyhow say pls
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sgng123
Supreme |
14-May-2015 17:50
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traditionally 1Q is the weakest due to off peak winter period, 2Q result would pick up follow by strong 3Q then start to weaken again in 4Q. Cycle rinse and repeat. DBS prediction of EBITUS$250+ mil hold still. NOL need to divest more asset to boost higher share price and lower operating expense. |
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haizzz
Senior |
14-May-2015 17:47
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Well a loss is a loss. Was cutting management salary a part of the cost cutting measures? That could have tilt it to positive...vested. |
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sgng123
Supreme |
14-May-2015 17:44
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Reason i mentioned in previous post, don post too high expectation cos due to US west coast labor strike, NOL would get shit. But luckily only lose like US$11mil with 20% drop in transpacific volume and 8% drop in freight rate. This is a relief result, i expect much worse. With West coast congestion getting clear, NOl would return to a more normal trade volume and maybe a mini rush of cargo to cover whatever is lost in 1Q due to labor strike. Freight rate would also recover due to back to normal business condition. Not to mention APLL divestment soon to be completed in 1 month time, US$11mil loss is chicken feed compare to the huge US$900+ mil profit. 2Q15 most likely a small profit and DBS prediction of 250M is most likely accurate. Stay cool and see tomorrow for more clue for trading opportunity |
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halleluyah
Supreme |
14-May-2015 17:43
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But aredi improved a lot liao frm ard 90% losses qoq....
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ruanlai
Elite |
14-May-2015 17:33
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NOL Group 1Q 2015 Results Highlights Logistics maintained Core EBIT of US$17m Liner achieved US$13m Core EBIT Group net loss of US$11m, narrowed by US$87m YoY &bull Revenue fell US$294m or 13% YoY on planned capacity cuts, void sailings and challenging freight rate environment &bull Lower revenue offset by cost management Core EBIT reversed from negative US$65m to positive US$30m &bull Revenue down US$293m or 15% YoY to US$1.6b, mainly due to 11% reduced headhaul capacity and 8% fall in Rev/FEU &bull Cost efficiencies and lower bunker costs offset lower revenue, Core EBIT improved from negative US$82m to positive US$13m &bull Revenue steady at US$406m despite headwinds from stronger US dollar &bull Shareholder approved divestment of Logistics business to Kintetsu World Express. Completion is expected by mid-2015 |
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stkoh78
Member |
14-May-2015 17:31
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NOL net loss of US$11m .. |
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BraveTree
Member |
14-May-2015 16:35
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Korea' s Hanjin Shipping has returned to profit in the first quarter thanks to a big improvement from its containerships. Net earnings to 31 March were KRW 22.9bn ($20.99m), against a loss of KRW 224.5bn in the same three months of 2014. Revenue rose to KRW 2.14 trillion from KRW 2.13 trillion last year, while operating profit was up at KRW 155bn, turning around a loss of KRW 66bn. |
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sgng123
Supreme |
14-May-2015 16:30
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retail trader all damn scared of later NOL 1Q result as last 4 years 1Q always come out with losses, thus all the selling in last 1 hour. Current freight rate is the new norm as a result of switching to larger modern ships and slow steaming. For NOL return to sustainable profit, no choice had to divest away all the value added asset such as APLL, port terminals, train etc. More divestment on the way as NOL streamlined it operation to purely ocean shipping, just gona hang on for more value unlocking. 1Q 15 result wait sucks as now all carriers reported profit and hope NOL don spoilt the show. Hanjin just reported profit of US$160mil for it container division but net profit only 28Mil due to losses from other divisions. |
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halleluyah
Supreme |
14-May-2015 16:22
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need ah kong to hoot it up then results will b gooood....cheers!!!
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halleluyah
Supreme |
14-May-2015 16:15
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mati liao...drown |
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themachine
Member |
14-May-2015 15:41
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http://www.seatrade-global.com/ Global shipping lines all in the black for q1...Will nol be a salted egg and buck the trend? | ||||
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