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Lucky03 Elite	27-Nov-2013 22:58        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wonder when will APL be able to reach the same level of efficiency such that NOL will be more competitive and have a better chance of turning around sooner than later. Container ships reached their destination ports around the world on time 81.2 percent of the time in September, a small increase of 0.4 percentage point from August, according to the latest Global Liner Performance report from SeaIntel Maritime Analysis. ?This is a very positive development as schedule reliability has declined for five consecutive months, from March to July this year, but has now improved for the past two months since we reached the bottom in July,? Alan Murphy, chief operating officer and partner at SeaIntel Maritime Analysis, said in announcing the results. The improvement also was seen in the delivery of individual containers to their destinations, which SeaIntel tracks in partnership with INTTRA. The global on-time delivery of containers improved to 65.7 percent for the month, up 2.2 percentage points from 63.5 percent in August. Maersk Line and Hamburg Süd retained the top spots in the global performance ranking for the third consecutive month, with a global schedule reliability of 89.3 percent and 84.4 percent, respectively. Yang Ming was the third most reliable carrier in September, with ships arriving on schedule 83.9 percent of the time. Carriers improved reliability in two out of three large head-haul trade lanes from Asia month-over-month in September, according to the report. The trans-Pacific and Asia-to-Mediterranean routes improved scheduled reliability by 2 percent and 4 percent, respectively, while the Asia-to-North Europe trade lane witnessed a 2 percent decline in performance. Notably, the results from Drewry Maritime Research?s recently published Carrier Performance Insight report conflict with SeaIntel?s conclusions. Drewry found that ship and container reliability in the third quarter of 2013 to be "disappointing.?
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Lucky03 Elite	27-Nov-2013 22:46        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Logistics Confidence Index Hits Record High JOC Staff | Nov 25, 2013 3:52PM EST The Stifel Nicolaus Logistics Confidence Index, a monthly survey of international shippers and forwarders in the Europe-based air and ocean freight trade lanes, climbed 2.5 points in November to a record high 57.1. Stifel Logistics Confidence Index: Total freight (air and ocean). The index, developed by Stifel Nicolaus Transportation & Logistics Research Group, has remained above 50 ? the threshold signifying growth in cargo volumes vs. deceleration ? since February. November?s reading was 20.4 percent higher than last year?s 47.4 reading and 4.4 percent higher than last month?s 54.6. The report pointed toward improving economic conditions in Europe as the probable cause for the ?strong? increase in the overall index, although it noted that overcapacity and low growth levels continued to be ?challenging? for forwarders. Despite ?significant volatility in underlying ocean rates,? the overall sea freight index climbed 3.3 points from October to 57.9 in November. The index registered strong increases in most lanes, except the U.S.-Europe trade, which increased only 0.2 points to 54.3. The report showed that sea forwarders were mixed on all lanes covered for the next six months, although the index declined 0.1 points to 62.0 in November. Notably, 42.3 percent of the survey respondents indicated they don't believe ocean freight rates have bottomed out. The overall air freight index increased 1.6 points month-over-month to 56.3 in November, and was up 10.4 points from November 2012. It represented the first time since the index began in March 2012 that it has climbed into ?expansion territory,? according to the report. Monthly air freight volume increased in all lanes except the U.S.-Europe route. In terms of expectations for the next six months, the index increased 0.4 points to 61.6 in November. The report concluded that air and sea forwarders were facing continuing challenges in the U.S.-Europe trade because of the weak European economy and the partial shutdown of the U.S. government in October. Regarding the six month outlook, the overall index remained relatively flat, increasing only 0.1 point to 61.8.
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ascend88 Master	27-Nov-2013 22:29        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bdi up up up
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ascend88 Master	26-Nov-2013 21:35        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big ship set sail
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Lucky03 Elite	26-Nov-2013 21:32        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore is a proxy to world trade. PUBLISHED NOVEMBER 26, 2013 Singapore factory output up 8% in Oct SINGAPORE'S manufacturing sector expanded 8 per cent in October compared to a year ago, as a 22.8 per cent jump in electronics output helped to offset a 2.3 per cent contraction in the biomedical manufacturing cluster SINGAPORE'S manufacturing sector expanded 8 per cent in October compared to a year ago, as a 22.8 per cent jump in electronics output helped to offset a 2.3 per cent contraction in the biomedical manufacturing cluster. Excluding the volatile biomedical sector, industrial production would have grown an even stronger 10.4 per cent year-on-year. The 17 economists polled by Bloomberg before the Singapore Economic Development Board (EDB) released the numbers on Tuesday had a median forecast of 9.3 per cent growth. They were expecting industrial output to rise at a robust pace, given last month's stronger-than-expected non-oil domestic exports data.
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Solidsnake Member	26-Nov-2013 16:03        Solidsnake About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think oil px dropped, that's why. williamyeo      ( Date: 26-Nov-2013 11:45) Posted: NOL moving ???
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williamyeo Veteran	26-Nov-2013 11:45        williamyeo About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOL moving ???
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pineapple123 Member	26-Nov-2013 10:05        pineapple123 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	attempting to break 20D MA today.
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Lucky03 Elite	26-Nov-2013 00:31        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like size still matters. NOL expecting new fleets - 14 new vessels this year and 10 more scheduled in 2014 which will in increase NOL fleet size and becoming more cost effective as stated in Macquarie Research with an OUTPERFORM rating and TP of $1.35. Big Carriers Boost Market Share at Expense of Smaller Rivals JOC Staff | Nov 25, 2013 9:32AM EST The largest ocean carriers sharply increased their market share at the expense of their smaller rivals in the third quarter, according to Drewry Maritime Research. Maersk Line, the world?s largest carrier, increased traffic year-over-year by 9.5 percent, more than double the global average growth of 4.2 percent, while third-ranked CMA CGM?s traffic jumped 11 percent from the third quarter of 2012, the London-based consultancy said. Hapag-Lloyd?s cargo rose by 8.7 percent during the quarter, Cosco was up 7.8 percent and Hanjin, 5.8 percent. By contrast, ?K? Line?s traffic shrunk 6.3 percent from the third quarter of 2012, APL was down 5.4 percent and OOCL, 0.9 percent. Japanese carriers Mitsui O.S.K. Lines and NYK Line, which operate on the Asia-Europe and Asia-North America trade lanes, increased traffic by just 2.3 percent and 1.2 percent respectively. ?How much this is due to service differentiation, such as improved schedule reliability, is difficult to assess,? Drewry said. Price cutting may have played a part in the larger carriers? increased market shares, but this is not obvious, as all carriers reported lower average freight rates compared with a year earlier. Maersk?s average freight rate fell 12.2 percent, CMA CGM was down 9.6 percent, Hapag-Lloyd dropped 10.4 percent, OOCL declined 9.4 percent and APL slid 8.8 percent. Carriers with the biggest exposure to the Asia-Europe trade suffered the largest declines, but many north-south routes were ?not a bed of roses.? Drewry said comparisons between the third quarters of 2013 and 2012 must be treated with caution as the third quarter of last year was ?such an unusual period due to the absence of any peak season in the east-west trades.? Thus it could be that the fight between carriers this year was over lost market share rather than capturing an increased market share. The gap between the carriers narrowed in the first nine months of the year, but the big lines are still getting bigger at the expense of their smaller rivals. Maersk boosted traffic by 3.1 percent compared with the global average of 2.3 percent, while CMA CGM carried 7 percent more cargo and Cosco?s traffic improved 8.4 percent.
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Lucky03 Elite	25-Nov-2013 22:11        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I share the same thought. They swing quarter to quarter on hindsight. Many of them are so young that they don't even have enough experience to make the right judgement. Often very theoretical and follow the herd. When the demand kicks in plus the measures already in place to rein in cost and increase efficiency, it will just shoot off. Not even surprise doubling within a year !
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sgng123 Supreme	25-Nov-2013 15:05        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	don trust the brokerage house rating, they change tones whenever it benefit them. now they are accumulating ship but no one want to sell so no choice but to spread rumour hoping peep fall for it,
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Lucky03 Elite	24-Nov-2013 13:47        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If Daily Short Sell report on SGX is to be trusted for what it is intended to reveal, someone has been shorting almost daily at 1.045. Do these people really believe there is money to be made shorting NOL, unless they believe the investment house analyst that set NOL TP at $0.95.
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Lucky03 Elite	23-Nov-2013 11:13        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The shippers will continue to struggle with the is discipline to withdraw excess capacity and stick to the discipline of the increase in rates until the demand is sustainable with real increase in international trade volumes. Well, in share investment, it is about assessing and buying into the future. Signs of recovery in Europe while US, China and Japan continue to transform their economies and enter into sustainable growth will be helpful. Singapore can sometimes act as a proxy given our port status and recent increase in manufacturing output augur well. SCFI: Asia-to-North Europe Lanes Give Up Nearly Half of Recent Rate Gains JOC Staff | Nov 22, 2013 5:04PM EST Shanghai Containerized Freight Index, North Europe, week ending Nov. 22, 2013 Spot container rates from Asia to northern European ports measured by the Shanghai Containerized Freight Index have given up much of the increases achieved around the Nov. 1 general rate increase. Both Mediterranean and northern European lanes have declined for three consecutive weeks, following jumps around the Nov. 1 GRI of between $700 and $800 per 20-foot-equivalent units. ?These declines are simply reflective of the ever present weak fundamentals on the Asia-Europe trade lane, and from discussions with major shippers, the market expectation is that 2014 will be an even more challenging year than 2013,? said Michael Rainsford, Freight trader for Morgan Stanley Commodities. ?The current 2013 year-to-date average on the Asia-Europe trade is $1,064 per-TEU and given weakening fundamentals into 2014, carriers could struggle to maintain this average next year, unless there is a considerable increase in discipline attributed to capacity withdrawals and rationalization of services.? Shanghai Containerized Freight Index, Mediterranean, week ending Nov. 22, 2013 The spot rate from Shanghai to northern European ports for the week ending Nov. 22 dropped 11.1 percent or $135 from the week before, down to $1,078 per TEU. The rate soared $753 per TEU three weeks ago, but it has now dropped $345 from that high. The SCFI rate to northern Europe for the week ending Nov. 22 is 0.1 percent below where it was at the same point in 2012, and 15.1 percent lower than at the beginning of 2013. The spot rate from Shanghai to Mediterranean ports fell 6.2 percent or $81 per TEU from the week before to $1,227 per TEU, according to the latest SCFI data issued by the Shanghai Shipping Exchange. Rates have eroded $272 in the last three weeks. Despite this decline, the SCFI to the Mediterranean is up 56.1 percent year-over-year and up 6.0 percent from Jan. 1. Asia-Europe Weekly Returns: A Review of the Last 12 Months ?This morning, the European Commission opened ?formal antitrust proceedings? against container shipping companies, highlighting that ?The commission has concerns that this practice may allow the companies to signal future price intentions to each other and may harm competition and customers.? This probably does not come as a shock to most market observers. The chart (right) highlights the extent to which the market is essentially ?broken.? The prevailing trend of rates is downwards, and there has not been a single weekly organic (non-GRI) increase in rates on the SCFI Asia-Europe for the whole of 2013. The chart below shows that over the last 52 weeks, 41 have been week-on-week declines, whilst only 11 weeks have delivered increases. This said, the average weekly increase is 35 percent as a result of aggressive GRIs, in comparison to the average weekly fall of 6.8 percent which is much more representative of underlying fundamentals,? Rainsford said. ?Eyes are now firmly on how the EU proceedings will impact the market in the short term. It is still unclear as to whether such proceedings increase the probability that carriers will not implement the mid-December planned GRI,? Rainsford added. Carriers have already begun announcing their next round of increases in Asia-Europe lanes. MSC, Hapag Lloyd and CMA CGM have announced increases of between $750 and $775, set for Dec. 15-16. ?This uncertainty and volatility in rates is helping nobody, and does not look like it will subside anytime soon.?
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Lucky03 Elite	23-Nov-2013 10:54        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If the international trade improves and couple with many attempts by the shippers to increase the rates, NOL will ride the wave. SCFI: Shanghai-to-US Spot Container Rates Dip JOC Staff | Nov 22, 2013 5:06PM EST Shanghai Containerized Freight Index, U.S. West Coast, week ending Nov. 22, 2013 Spot container rates from Asia to the U.S. East and West coasts measured by the Shanghai Containerized Freight Index saw slight declines only one week after moving higher around a general rate increase recommended by the Transpacific Stabilization Agreement of $400 per 40-foot container in all Asia-U.S. lanes, set for Nov. 15. The spot rate from Shanghai to the U.S. West Coast slipped 1.9 percent, or $36, from the previous week to $1,849 per FEU, according to SCFI data issued by the Shanghai Shipping Exchange. Before last week?s increase, rates in this lane had declined for eight straight weeks. The spot rate in the week ending Nov. 22 is 11.5 percent below the level in the same week last year and 16.7 percent less than at the beginning of 2013. Shanghai Containerized Freight Index, U.S. East Coast, week ending Nov. 22, 2013 The spot rate to the U.S. East Coast edged down 1.0 percent, or $33 per FEU, to $3,151 in the week ending Nov. 22. Despite the drop, the current rate remains up 0.2 percent year-over-year, but is down 6.2 percent from Jan. 1. The member lines in the Transpacific Stabilization Agreement are now attempting a 2-stage rate increase, adopting general rate increases of $200 per 40-foot container, effective Dec. 20, 2013, and $300 per 40-foot container, beginning Jan. 15, 2014, for the Asia-to-U.S. trade lane.
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Lucky03 Elite	23-Nov-2013 10:24        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The trading yesterday saw good support with collection at 1.05. NOL has good chance of breaking above the 20D MA next week. pineapple123      ( Date: 23-Nov-2013 08:31) Posted: this counter needs to break the 20D MA. 20D MA is very strong resistance since 28/10. once it can break it, next target 1.075
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pineapple123 Member	23-Nov-2013 08:31        pineapple123 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	this counter needs to break the 20D MA. 20D MA is very strong resistance since 28/10. once it can break it, next target 1.075
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Lucky03 Elite	22-Nov-2013 07:30        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	PUBLISHED NOVEMBER 22, 2013 Greece boosts debt leeway chances with strong forecast Nation buoyed by bumper tourism season, progress in rebuilding finance Mr Staikouras: 'Achieving the revenue targets this year, in the sixth consecutive year of recession, is positive and allows for cautious but realistic optimism for next year.' - PHOTO: AP [ATHENS] Greece more than doubled its forecast for a budget surplus before interest payments this year, hinting at light at the end of the tunnel for its battered economy and boosting its chances of securing more leeway on its debts to the European Union and International Monetary Fund. After nearly going bankrupt and almost crashing out of the eurozone last year, Greece has been buoyed by more positive economic news in recent months, including a bumper season for tourism and progress in bringing its finances back on track. In a revised budget plan for 2014, Athens confirmed that it would emerge from a six-year recession with growth of 0.6 per cent next year. The economy has shrunk by nearly a quarter since 2008 as it grappled with a deep financial crisis.
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Lucky03 Elite	22-Nov-2013 01:13        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drewry's Eastbound Trans-Pacific Rate Jumps $250 JOC Staff | Nov 20, 2013 10:38AM Drewry Container Rate Benchmark, Nov 20, 2013 The Drewry benchmark rate for shipping from Hong Kong to Los Angeles jumped $250 per 40-foot-equivalent unit in the week of Nov. 20 to $1,986, a sign that a Transpacific Stabilization Agreement-recommended general rate increase has been at least partially successful. The TSA had suggested an increase of $400 per FEU, set for Nov. 15, and the $250 per FEU increase over last week indicates that the GRI recommended by the TSA was partially accepted by the market, Drewry said in this week?s release. Drewry expects some erosion in pricing in the coming weeks. The 14.4 percent jump was the first increase in this lane since the week of September 4, and rates had tumbled $350 per FEU in the interim. Despite the rise, the average spot freight rate in the week of Nov. 20 was still 9.4 percent below where it was a year ago, when it stood at $2,192 per FEU, and 10.3 percent, or $228 per FEU, below the rate of $2,213 per FEU at the beginning of 2013. According to SCFI data issued by the Shanghai Shipping Exchange, the spot rate from Shanghai to the U.S. West Coast rose 9.7 percent, or $167, in the week of Nov. 15 to $1,885 per FEU.
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sgng123 Supreme	19-Nov-2013 23:09        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maesrk, MSC and CMA top 3 players had join in the dec GRI increase 750, another gelong event as the big brothers want to gang up it their world. Container industry would recover when top 3 stop doing rate wars.
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Lucky03 Elite	18-Nov-2013 22:52        Lucky03 About Contact  Quote this Post!
x 2   x 0  Alert Admin	Just doing my bits to share some hopefully useful info. Cheers !
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