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moreeen Member	10-Mar-2014 23:08        moreeen About Contact  Quote this Post!
x 0   x 0  Alert Admin	how come this forum cannot edit the words in the posting?! moreeen      ( Date: 10-Mar-2014 23:02) Posted: I saw yr post on NOL. Do you think NOL will rise ABOVE $1.02 this week before a retracement/correction starts?? Or do you think for this 1 to 2 weeks, NOL will rebound to at most $1.02  and then will correct back to 98 cts to $1?? alexsmith      ( Date: 10-Mar-2014 22:22) Posted: Current price is reasonable to position for mid-term/long-term. Good luck.
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moreeen Member	10-Mar-2014 23:02        moreeen About Contact  Quote this Post!
x 0   x 0  Alert Admin	I saw yr post on NOL. Do you think NOL will rise ABOVE $1.02 this week before a retracement/correction starts?? Or do you think for this 1 to 2 weeks, NOL will rebound to at most $1.02  and then will correct back to 98 cts to $1?? alexsmith      ( Date: 10-Mar-2014 22:22) Posted: Current price is reasonable to position for mid-term/long-term. Good luck.
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alexsmith Member	10-Mar-2014 22:22        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current price is reasonable to position for mid-term/long-term. Good luck.
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alexsmith Member	10-Mar-2014 22:17        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Most of today's trades are done in big volume. BB and house trader might have joined in the game to pump up the price.Following are some excerpt of today's big volume exchange. I include the timing as well. Price has recovered because NOL is not put into the SGX watch-list. Beside, there is an up call from Drewry as well as Bloomberg that believe NOL will turn to BLACK in this FQ14. I assume price might recovered at best at 2010's price, i.e. 2.00++. Regarding turning BLACK should be achievable since NOL's new fleets will be fully delivered in 2014 and most of expensive chartered will be returned back. FYI.   10th March 2014 Trades Time Type Last Done Chg Volume ('000) Change Total 16:39:11 Sell Down 1 0.015 149 5,042 14:56:35 Sell Down 1.005 0.02 180 4,316 14:56:24 Sell Down 1.005 0.02 480 4,136 13:19:08 Buy Up 1.005 0.02 200 2,834 13:16:23 Buy Up 1 0.015 300 2,383 12:37:35 Sell Down 0.995 0.01 135 1,993 11:08:47 Buy Up 0.995 0.01 116 1,286 11:07:18 Buy Up 0.995 0.01 200 1,118
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ascend88 Master	10-Mar-2014 17:06        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	indeed.....closed 1$ and still ahve small change... hahaha.... after all the trashing.... Lucky03      ( Date: 10-Mar-2014 17:05) Posted: Not bad. $1.05 ascend88      ( Date: 10-Mar-2014 16:55) Posted: hope the 1$.....can hold...
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Lucky03 Elite	10-Mar-2014 17:05        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not bad. $1.05 ascend88      ( Date: 10-Mar-2014 16:55) Posted: hope the 1$.....can hold.... spore1      ( Date: 10-Mar-2014 16:33) Posted: immediate resistance is $1.02. It will nd a v high vol to conquer $1.02. Next will b $1.07. is always gd to secure profi
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ascend88 Master	10-Mar-2014 16:55        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hope the 1$.....can hold.... spore1      ( Date: 10-Mar-2014 16:33) Posted: immediate resistance is $1.02. It will nd a v high vol to conquer $1.02. Next will b $1.07. is always gd to secure profit spore1      ( Date: 06-Mar-2014 08:18) Posted: seems holding up well at 95 cents. it may move up.
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spore1 Supreme	10-Mar-2014 16:33        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	immediate resistance is $1.02. It will nd a v high vol to conquer $1.02. Next will b $1.07. is always gd to secure profit spore1      ( Date: 06-Mar-2014 08:18) Posted: seems holding up well at 95 cents. it may move up. New123      ( Date: 08-Jan-2014 10:55) Posted: Started to move up. Looking gd to clear $1.11and go higher. http://sporeonlines.blogspot.sg/2014/01/nol.html
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moreeen Member	10-Mar-2014 16:13        moreeen About Contact  Quote this Post!
x 0   x 0  Alert Admin	what is the next resistance for NOL currently?   is it $1.02?
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ascend88 Master	10-Mar-2014 14:30        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vol steady....slow and steady....
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Lucky03 Elite	10-Mar-2014 14:25        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just last week that many are making strong statements that NOL will break 98.5 which it did and then asking for 95 which it exceeded to drop to 94 and then started asking for 91 and some were looking at 78.5 as suggested by the short sell recommendation. The recommendation reversed its call suddenly when some brokerages such as Citibank started making BUY Call and Drewry analysts posted positive assessment on JOC and the THE EDGE have a reasonable positive coverage whereby NOL senior executives indicated that they have seen between than expected performance most recently. The transaction pattern over the last 1 week indicated accumulation and last 2 days upward movements are unlikely the result of retail purchases. Expected the momentum to continue and possibly pick up some speed. Let's see if it will try to break above 1.10. dhalinx      ( Date: 10-Mar-2014 14:08) Posted: So many Buaya around. Sigh.
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dhalinx Member	10-Mar-2014 14:08        dhalinx About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	So many Buaya around. Sigh.
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Lucky03 Elite	10-Mar-2014 13:55        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hope no one heeded the call to sell short 0.985. It was hardly profitable unless you are a trader or remisiers who enjoy very low comm Lucky03      ( Date: 08-Mar-2014 08:38) Posted: And ended with a caveat that their institutional research has a fundamental BUY with TP of $1.20 ! The monthly corporate review that I received continues to list NOL as their top pick for shipping sector with a BUY call. kemper      ( Date: 08-Mar-2014 02:20) Posted: actually that person from UOBkayhian that made this earlier call is very strange, he/she call for a SELL and give a very low ridiculous target of 78.5 cts but then a few days later reversed and he/she call to cover back the shorts at 95 cts.
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Lucky03 Elite	08-Mar-2014 23:30        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	APL is topping the chart. Data in real time key to savings The future of shipping lies in having the technological expertise to measure vessel performance in order to achieve optimal fuel efficiencies and support regulatory demands. Given the increasing fuel costs and environmental pressures on compliance, freight rates are now very close to operating costs, leading to razor-thin margins, and, in many cases, operating losses. It is not surprising that given the confluence of business conditions in the maritime industry, companies are finding themselves in troubled waters and many facing extinction unless vessel management is accompanied by a more intelligent approach to achieving operational efficiencies. It is only a few years ago, in part spurred by fuel price hikes and regulations, that the industry woke up to the importance of energy-efficient solutions that also help environmental compliance. Operators have started to appreciate intelligent data management systems on real-time platforms and integrated performance monitoring to expedite operational efficiency and downsize the operational costs of a vessel. There is a wise saying in Buddhism: "what you are is what you have been" but "what you will be, is based on what you do now". Buddha lived around 500 BC, hence if we think that performance management is a new concept, we are definitely wrong. A ship's performance is calculated by the efficient running of its machinery, hull, propellers, in line with overall safety and emission control. Good planning, speed management techniques and smart routing are being adopted by the crew to get closer to the ideal performance of a vessel's operations. Practical and accessible technology is helping ship's crews to monitor and align the core key performance indicators (KPIs) of vessels, and overall operations. Monitoring vessel performance is about identifying an accurate operational baseline to help crew make informed decisions to achieve optimum vessel efficiency. The data collected is compared against the performance benchmark of similar ships of similar age across the shipowner's fleet or across vessels in a comparable class. Benchmarking allows owners to compare and contrast performance over a period of time in order to achieve better results. Real time data can provide insights into the impact of hull performance, propeller friction, antifouling, engine loading and vessel trimming to achieve optimum voyage performance. These and many other readings are measured in the context of the prevailing weather conditions and sea state and also, crucially, against vast amounts of historic data that Eniram has collected over some years. This vast data store has been compiled from 5m signals per day, produced during thousands of ocean-going hours, on 100 plus vessels of different types, allowing operators to benchmark their efficiency against the average or peak performance of other vessels and fleets. Where performance isn't up to scratch, Eniram's software delivers guidance for the adjustments that need to be made to instruments, speed and fuel use in order to fine-tune efficiency. Real time KPIs allow crews to concentrate on the important tasks including reducing reporting errors, promoting analytical observations and ensuring a superior level of transparency between the onboard crew and the onshore staff through real visibility and actions. Needless to say, unless all areas of a vessel are being operated efficiently, the vessel as a whole is not fit for optimum performance and this is where the individual vessel monitoring comes in. Moving ahead fleet performance can be monitored in real time allowing base lining and benchmarking of the operational performance of individual vessels. Different influencers of performance such as trim, sea state, squat, hull and propeller fouling, draught, speed, wind etc, are measured accurately in real time to minimise the limitations of these factors. An organisation achieves tremendous information to help them make wise commercial, technological and QHSE decisions. Monitoring the operational performance of a vessel and its efficiency gives transparent decision making capability into whether a vessel should continue to be operational or whether to invest in a newbuild - always bearing in mind the regulatory demands with regard to emission control. Strategic decision making on hull modifications, hull coating, dry- docking, propeller modifications and fuel saving measures implemented during dry dock can be gauged with extensive data collected in real time. Having said that, the ability to collect, analyse and act upon real-time data, taking account of all dynamic conditions, is the key. Operational excellence of a fleet depends on accurate real-time data without much human interface, transparency in data collection and analysis, and expertise of the crew in managing onboard execution and onshore follow-up. In a nutshell, data in real time is the key to maximum savings, which is based on continuous benchmarking and fine-tuning of influencing factors on an ongoing basis. Lucky03      ( Date: 08-Mar-2014 23:24) Posted: APL tops INTTRA data survey Parsippany: INTTRA, the world?s largest multi-carrier e-commerce network for ocean shipping, has announced the first results from its comprehensive ocean shipping information quality program, with APL, the boxline controlled by Neptune Orient Lines (NOL) topping the charts. The program?comprised of a monthly carrier scorecard, the INTTRA Insights Platform for Visibility, and INTTRA Ocean IQ professional service engagements?was created in conjunction with ocean carriers to provide them with a standardized measurement system for global shipment data completeness, accuracy and timeliness. The first published results revealed three carriers leading the way in providing the highest quality data: Singapore?s APL was in top place, Hamburg?s Hapag-Lloyd second and United Arab Shipping Company (UASC) in third spot. The rankings were derived from analysis into the shipment status events matched with the transport plans provided to shippers on the INTTRA network. This provides all carriers on INTTRA?s global e-commerce platform with a full view into data quality using completeness of information, as well as data measured from specific event milestones, regions and ports/terminals. [06/03/14]
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Lucky03 Elite	08-Mar-2014 23:24        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	APL tops INTTRA data survey Parsippany: INTTRA, the world?s largest multi-carrier e-commerce network for ocean shipping, has announced the first results from its comprehensive ocean shipping information quality program, with APL, the boxline controlled by Neptune Orient Lines (NOL) topping the charts. The program?comprised of a monthly carrier scorecard, the INTTRA Insights Platform for Visibility, and INTTRA Ocean IQ professional service engagements?was created in conjunction with ocean carriers to provide them with a standardized measurement system for global shipment data completeness, accuracy and timeliness. The first published results revealed three carriers leading the way in providing the highest quality data: Singapore?s APL was in top place, Hamburg?s Hapag-Lloyd second and United Arab Shipping Company (UASC) in third spot. The rankings were derived from analysis into the shipment status events matched with the transport plans provided to shippers on the INTTRA network. This provides all carriers on INTTRA?s global e-commerce platform with a full view into data quality using completeness of information, as well as data measured from specific event milestones, regions and ports/terminals. [06/03/14]
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Lucky03 Elite	08-Mar-2014 09:47        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Europe economy continues to recover. [WASHINGTON] Moody's raised its credit outlook for the Netherlands and Belgium on Friday, elevating both to stable from negative as the eurozone economy improves. The Netherlands kept its top-level Aaa rating, while Belgium was three levels down at Aa3. Moody's said the Netherlands outlook improved because it was less likely to be called on to help fund rescues of weaker eurozone countries, including troubled Italy and Spain. It also said there were signs that the country's own domestic problems, such as weak growth and high household debt, have peaked "and are likely to evolve in a positive direction." In addition, Moody's said, the country's fiscal situation has stabilized.
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Lucky03 Elite	08-Mar-2014 09:46        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The next round of contracting period for transpacific shipping is May 1. The resumption of the work on the expansion of the Panama Canal should be favourable to transpacific shipping. The trans-Pacific ocean shipping market is by far North America?s largest trade lane, accounting for nearly 20 million 20-foot-equivalent container units in the U.S. trade alone in 2012. The market is dominated by imports by large retailers such as Wal-Mart, Target, Best Buy, Home Depot and Lowe?s, which, unlike in other markets, tend to contract directly with ocean carriers rather than through forwarders, as is typically the case in the Asia-Europe market. As a result of the one-year contracts that retailers and other large shippers typically sign as of May 1 each year, freight rates in the trans-Pacific eastbound trade tend to be less volatile than in Asia-Europe. Key developments in the trans-Pacific include the approaching 2015 expansion of the Panama Canal and its potentially huge impact on routing of Asia goods into North America, Canadian West Coast ports? growing success in attracting U.S.-bound cargo, and West Coast ports? expected response to these competitive challenges. Exports moving to those markets typically are lower-value commodities such as wastepaper and scrap that keep China?s manufacturing and packaging industries humming. Lucky03      ( Date: 07-Mar-2014 23:06) Posted: Alexsmith, thanks ! Drewry article is typically downbeat on the overall shipping industry. So, it is significant that 2 analysts from Drewry gave their endorsement of NOL's effort and expected it to turnaround this year and get even better in FY15. Their forecast for a better economy and hence better trade that will lead to higher freight rate are very positive for NOL. I totally overlook the port business generated by APL terminal. Indeed a hidden gem ! Didn't factor into my consideration when I decided to pick up NOL. I have read that many ports are reporting higher throughout and containers movements. Let's wait for the upcoming transpacific contracting event. No idea when is it but will find out. alexsmith      ( Date: 07-Mar-2014 22:06) Posted: Lucky, this is the news you requested. NOL Headed Back to Black Mike King, Special Correspondent | Mar 05, 2014 6:35PM EST NOL Group will return to profit this year by concentrating on its core Transpacific business and reaping the benefits of its sizeable port holdings, according to one equity analyst firm. NOL posted a full-year loss of $76 million in 2013, compared with a $412 million loss in 2012, in part due to the improve performance of APL, its container shipping business. Drewry Maritime Equity Research said NOL?s third consecutive annual loss in 2013 was triggered by weak freight rate market conditions and high fixed costs. However, the equity analyst now believes NOL is now in a better position to return to profitability due to its focus on the trans-Pacific trade ? from which 50 percent of its liner revenue is generated ? and ongoing efforts to lower its cost base. ?We expect both operating margins and return on equity to recover from historical lows in FY14 and continue on an upward trend in FY15,? said Drewry analyst Rahul Kapoor. ?NOL continues to cut its costs significantly and plans to move ahead in this direction in the coming years.? By focusing on the trans-Pacific trade NOL is also lowering its risk from Asia-Europe, according to Rajat Gupta, also an analyst at Drewry. ?U.S. economic data continues to surprise positively, raising market optimism on trade recovery,? she said. ?The upcoming trans-Pacific contracting is a key event for both freight and volume development and will in all earnest decide the company?s financial performance in FY14.? Drewry also rates APL Terminals as NOL?s ?hidden gem? due to it being clubbed under ?Liners? in financial statements even though it generated some 7 percent of total revenue last year and is ranked 15th on the list of global terminal operators. ?APL Terminals is a major source of income and value to the group,? Kapoor said. ?We argue that APL Terminals remains a hidden gem in NOL?s asset portfolio and an opportune divestment of terminal assets even while retaining control will potentially unlock and add tremendous value for shareholders.?
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Lucky03 Elite	08-Mar-2014 08:38        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	And ended with a caveat that their institutional research has a fundamental BUY with TP of $1.20 ! The monthly corporate review that I received continues to list NOL as their top pick for shipping sector with a BUY call. kemper      ( Date: 08-Mar-2014 02:20) Posted: actually that person from UOBkayhian that made this earlier call is very strange, he/she call for a SELL and give a very low ridiculous target of 78.5 cts but then a few days later reversed and he/she call to cover back the shorts at 95 cts. Lucky03      ( Date: 07-Mar-2014 17:44) Posted: UOBKH Neptune Orient Lines (NOL SP, N03) Take profit from previous technical SELL Last price: S$0.95 The stock was featured as a technical SELL when it opened at S$0.99 on 24 Feb 14 and 6 Feb 14. The stock did not stop out at S$1.03 and has since returned +4% on closing prices. Some profits could be taken off the table for the next selling opportunity, should a potential dead cat bounce fail to close above S$0.98 in the next few trading sessions. And that may increase the odds for further downside towards our target of S$0.785 subsequently. Our institutional research has a fundamental BUY with a target price of S$1.20
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kemper Member	08-Mar-2014 02:20        kemper About Contact  Quote this Post!
x 0   x 0  Alert Admin	actually that person from UOBkayhian that made this earlier call is very strange, he/she call for a SELL and give a very low ridiculous target of 78.5 cts but then a few days later reversed and he/she call to cover back the shorts at 95 cts. Lucky03      ( Date: 07-Mar-2014 17:44) Posted: UOBKH Neptune Orient Lines (NOL SP, N03) Take profit from previous technical SELL Last price: S$0.95 The stock was featured as a technical SELL when it opened at S$0.99 on 24 Feb 14 and 6 Feb 14. The stock did not stop out at S$1.03 and has since returned +4% on closing prices. Some profits could be taken off the table for the next selling opportunity, should a potential dead cat bounce fail to close above S$0.98 in the next few trading sessions. And that may increase the odds for further downside towards our target of S$0.785 subsequently. Our institutional research has a fundamental BUY with a target price of S$1.20. kemper      ( Date: 07-Mar-2014 16:58) Posted: From TA point of view, is it NOL must rise above 98 cts or must rise above 98.5 cts, then considered the UOBkayhian short-sell call is confirmed broken?!
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Lucky03 Elite	08-Mar-2014 01:26        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Whatever, I prefer to hold a mid-long term view with a fundamental approach than a technical approach with investing in NOL. kemper      ( Date: 08-Mar-2014 00:42) Posted: Today NOL closed above 98 cts so this means that UOBkayhian short-term short-sell call on NOL is confirmed broken since that article call for a short-term technical sell only if NOL is unable to close above 98 cts.   I have another question, what if for example if NOL were to drop marginally 1 cent on Mon to close at 97 cts on Mon or Tues, then from the TA point of view does this means that short-term short-sell call on NOL is still valid and NOL could fall to 90 cts or even below 90 cts???   Lucky03      ( Date: 07-Mar-2014 17:44) Posted: UOBKH Neptune Orient Lines (NOL SP, N03) Take profit from previous technical SELL Last price: S$0.95 The stock was featured as a technical SELL when it opened at S$0.99 on 24 Feb 14 and 6 Feb 14. The stock did not stop out at S$1.03 and has since returned +4% on closing prices. Some profits could be taken off the table for the next selling opportunity, should a potential dead cat bounce fail to close above S$0.98 in the next few trading sessions. And that may increase the odds for further downside towards our target of S$0.785 subsequently. Our institutional research has a fundamental BUY with a target price of S$1.20
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