| Latest Forum Topics / Neptune Orient L Rg |
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CLASS of 2014 IPO Code 40(x)
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moneycow
Elite |
21-Feb-2014 12:25
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why all this supposedly good stock is down on a good day where sti and hsi is so green.......... I am just wondering........sometimes, its some invincible hands at work.......... Creating a bear situation to create negative psychology to sell........... maybe those BB syndicates employ students on part time basis to sit in front of PC.... sell when its up, sell when its up...until some point....... holders will give up seeing in their own monitor it have no strength..one after another let go lower one after another.. When its low enough its action time - follow up action is to buy as much as possible before , they buy one lot one lot up , this time is to create a BUY mentality.... it goes up......... they sell of in big bulks make a kill......... My own imagination - just pondering what could be due to sign of good stocks doesn't move or fall...... and goes back up near day end...(disclaimer- may not hold truth, just speculating what could be behind the scene. ) :)
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spore1
Supreme |
21-Feb-2014 12:10
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may go further down to test 98 cents
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sgng123
Supreme |
21-Feb-2014 11:24
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today last of retail investors all sold off, gona be very quiet till next result in may. | ||||
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jj7007
Veteran |
21-Feb-2014 10:43
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who is the counter party you sold to?
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darthiliator
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21-Feb-2014 10:37
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Haha, I run away already. Maybe when close to May will look into it, chart wise it's rather dangerous. Fundamentally, it release bad report. But economically still damn confident in Ah kong's ship. Will re-visit somewhere around April end. Again to each his own, good luck and may everyone huat tua tua. |
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sgng123
Supreme |
21-Feb-2014 10:29
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Today kneel jack reaction to result released. Ship had slashed like US $1B off operating cost in 2 years time, this year maybe another 500 million so total cost saving slash might hit US $1.5B after fleet renewal completed. The transpacific freight rate was hit very badly in 2013 by US political shit and it sank to recession level on last year May contract renewal due to fear of US default and uncertainty. This year no such shit happening and business in US more confident that their business would pick up as shown in US PMI / housing / consumer confidence readings. In fact currently US economy is the best in the world and the most competitive even out shining china. Be patient and wait as usual, if u want fast fast in/out then ship is not for u. |
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Heero78
Veteran |
21-Feb-2014 10:22
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wat is confusing? the stock is lousy compared to other shipping stock such as Maersk...and its price tell all...ppl talked from 2012 until now still talking but its price tank below $1. talk some more, it will tank more... And i start to believe that there are some shortists in this forum...keep posting irrelevant good news of shipping to entice buy-in but in fact, outlook for shipping is not rosy, instead it is terrible. Just my 2 cents?no offence?.
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Lucky03
Elite |
21-Feb-2014 10:22
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Someone just took more than 1000 lots NOL in 1 trade. Can't be small fry. Lucky I got some at 0.99. Will go for mid-long term. | ||||
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darthiliator
Senior |
21-Feb-2014 09:55
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Still damn confident that it will produce good result this year, but they next report releases at May. From now till May many things can happen. | ||||
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darthiliator
Senior |
21-Feb-2014 09:21
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Damn confused, technically speaking if they didn't sell their building. The lost is $270 mil instead of just $70mil. I think for now I escape first. | ||||
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Octavia
Supreme |
21-Feb-2014 09:18
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NOL reported a poor 4Q13 albeit in line with expectations, as its net loss deepened to US$137.2m from US$91.1m a year ago. Revenue dipped 7% y/y to US$2.3b, driven by an 8% decline in freight rates. For the full year, NOL?s revenue similarly declined by 7% to US$8.8b, while its net loss shrank sharply to US$76.3m from US$412.5m in FY12, aided by a one-off gain of US$200m from the sale of NOL Building during the year. Cost savings of US$470m for the year also led to an improvement in underlying performance, and helped to reduce operating cost per box by 8% y/y. While ongoing delivery of larger vessels to NOL?s fleet will the group improve its cost structure, overcapacity and depressed freight rates remain the key overhang on the sector. Management expects the challenging industry conditions to continue. Valuations at 1x P/B are not expensive, but the street sees little prospects for a near term earnings driven recovery. Latest broker ratings: Maybank-KE maintains Hold with TP $1 Deutsche maintains Hold with TP $1 HSBC maintains Underweight with TP $0.90 | ||||
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cccx123
Elite |
21-Feb-2014 09:04
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Neptune Orient Lines
It could have been worse NOL SP / NEPS.SI | HOLD - Maintained | S$1.01 - TP: S$1.10 Mkt.Cap: US$2,056.00m | Avg.Daily Vol: US$1.79m | Free Float: 30.00% Container Shipping | Author(s): Raymond YAP, CFA +60 (3) 2261 9072, Jian Bo GAN ▊ NOL?s full-year core net loss of US$305m was in line at 99% of our expectation, and could have been much worse if it had not cut US$470m from its costs last year, as it replaced expensive long-term charters with newly delivered ships. The annual loss shrank slightly from the US$362m in 2012, with the yoy drop in average freight rates almost wholly offsetting the cost savings. We fine-tune our forecasts, and introduce our FY16 numbers. Our call remains a Hold, but we reduce the target price slightly as we lower the target multiple from 1.1x CY14 P/BV to 1.05x, still based on the average since 2012. Highlights of FY13 NOL succeeded in reducing its unit costs by 7% in 2013, as it took delivery of 11 new ships (this excludes three new ships delivered but immediately chartered to MOL), which replaced eight older or smaller ships that were sold or scrapped, and the return of five expensive charter-ins. Unit costs also benefitted from the 8% yoy fall in bunker prices, but would have declined even more had NOL not experienced a 2.5% fall in volumes lifted. This had caused the headhaul utilisation to drop 2% pts yoy to 91% in 2013, as NOL?s average full-year capacity rose yoy by slightly less than 1%. However, the good work on the cost front was mostly consumed by the 7.6% yoy fall in average freight rates, with Asia-Europe, intra-Asia and transpacific rates all weaker compared to 2012. A profitable 2014 expected NOL saved US$970m in 2012-13, and we forecast another US$260m in savings this year as NOL will take delivery of eight ships (82,000 teu in total, excluding two 14,000 teu ships to be chartered to MOL) that will replace 20 expensive, fuel-inefficient charters (totalling 119,000 teu). Although global containership supply growth will exceed demand growth in 2014 by around 1% pt or less, the gap is much narrower than the 1.7% pts unfavourable gap in 2013. As such, we think freight rates may still rise marginally this year we assume a 2% yoy rate improvement for NOL, which will take NOL across to the black in 2014. More ship orders to come? With OOIL likely to order 16,000 teu ships, we think that NOL may also do the same for delivery in 2016-17, in order to improve the competitive position of the G6 alliance in the Asia-Europe trade. These are not yet in our model. |
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sgng123
Supreme |
21-Feb-2014 01:35
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No real investors buy when the profit announcement came out. Everyone is trying to speculate which stock had the greatest potential to go up when the economy pick up. Picking the winners amongst the laggards is very tough job, but one thing is for sure avoid all the safe safe bet stocks like telecom/property etc. Stocks that benefit from QE3 and not from economy growth offer the highest possible risk for downside. By the way when NOL bleed like crazy in 2009, share price cheong up to 2.40 even before 3Q10 pop to show a strong profit. This show that market would move before result just sit tight and wait for the big boys who got more tools at their hands to make the better analysis and put the bet. We just follow when tide came and unload fast fast. | ||||
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Lucky03
Elite |
21-Feb-2014 01:13
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matrixxx, you are right with 'In the final analysis, it is profits, real and imagined, that eventually drive the price of stocks.'
I'm not betting on hope but 'can imagine' its profit in FY14.
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Lucky03
Elite |
21-Feb-2014 01:10
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Analysts at RS Platou Markets had been expecting a $250m loss from the company ?
NOL ends in the red Red ink running to almost $140m in the fourth quarter dragged Neptune Orient Lines to a loss in 2013. Ng Yat Chung, CEO of Neptune Orient Lines. Singapore?s flagship carrier logged an annual deficit of $76m, an improvement on the $412m reversal of 2012. Ng Yat Chung, chief executive of NOL, says a $200m gain from the sale of the company?s head quarters and $470m in cost savings aided the annual performance. ?Coupled with $504m saved in 2012, NOL had shed almost $1bn in costs over the past two years,? the executive said in a statement. ?The delivery of new tonnage in 2013 added to the over-capacity in the container shipping industry. Overall freight rates declined through the year, with the fourth quarter recording one of the lowest levels the industry has seen in the last three years,? he added. NOL notes its core operating profit climbed from $121m to $150m year-on-year helped by cost savings. Analysts at RS Platou Markets had been expecting a $250m loss from the company. Predictions for core operating profit for 2013 ran to $161m. For the fourth quarter red ink of $137m was more than double the loss recorded at the same stage in 2012 as revenue was cut by 7% to $2.33bn. |
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matrixxx
Senior |
21-Feb-2014 00:56
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Profits - The spine of every stock. The only way I know for anyone to succeed in his investments is for him to investigate before he invests. Therefore, in the end, it is earnings - profits and profit potential that moves stock, not emotions, like hope and greed. In the final analysis, it is profits, real and imagined, that eventually drive the price of stocks. So... Think again, do one really want to buy into a ever-loss making company, when in fact, he can actually spend his time to look for profitable companies with good potential price gain? |
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Lucky03
Elite |
21-Feb-2014 00:49
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PUBLISHED FEBRUARY 20, 2014 US economic activity gauge rises in January [WASHINGTON]A gauge of future US economic activity rose modestly in January, pointing to underlying strength in the economy despite a frigid winter's drag on economic growth. The Conference Board said on Thursday that its Leading Economic Index climbed 0.3 per cent to 99.5 last month. That followed December's revised reading that showed the index was flat from the prior month. Economists polled by Reuters had expected the index to gain 0.4 per cent in January. "Underlying economic conditions should continue to improve," said Ataman Ozyildirim, an economist at the private Conference Board. - Reuters |
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Lucky03
Elite |
21-Feb-2014 00:31
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PUBLISHED FEBRUARY 20, 2014
US factory activity growth hits nearly four-year high in Feb: Markit US manufacturing activity accelerated in February at its fastest pace in nearly four years due in part to growth in new orders, an industry report showed on Thursday - [NEW YORK]US manufacturing activity accelerated in February at its fastest pace in nearly four years due in part to growth in new orders, an industry report showed on Thursday. Financial data firm Markit said its "flash" or preliminary US Manufacturing Purchasing Managers Index rose to 56.7 in February, its highest since May 2010, compared to 53.7 in the final reading for January. Readings above 50 indicate expansion. The new orders component jumped to 58.8, the highest since May 2010, while output rose to 57.2 from 53.5 in January. "The flash manufacturing PMI provides the first indications that production has rebounded from the weather-related slowdown seen in January," Chris Williamson, Chief Economist at Markit said in a statement. |
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Lucky03
Elite |
21-Feb-2014 00:13
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Highly likely turning point for shipping industry.
Container Ship Fleet Growth Slowing, But Overcapacity Persists Ships & Shipbuilding The global container ship fleet this year is expected to grow at the slowest rate in a decade, but large and small shipping lines continue to order more new ships than the forecast growth of global container cargo can fill over the next two years, especially on the Asia-Europe trade. |
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Lucky03
Elite |
20-Feb-2014 23:36
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I'm queuing to pick up more at $0.985.
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