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NOL
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sgng123
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25-Apr-2014 01:03
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Actually it is 5X 9K, i recorded last dec 13 update of nol fleet and compare to latest update. Total of 5X 9K and 1X 14K new ship added so only left like 1X9K and 2X14K ( 1 chartered to MOL). So relax charter ships are returned in 1Q for sure only thing is how many are returned, most likely in the range of 7-9 charters returned. Most of the 9K ships are actually already built in 2013 but are postpone to delivery this year.
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ascend88
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24-Apr-2014 20:03
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Yes .. Hold on tight tight ... Time to pump it all up
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pseudo
Member |
24-Apr-2014 18:09
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Just for info 2 x 9000teu came online in 2014 to a total of 11x 9000teu vessels. They are Nol' s biggest US flag vessel serving transpacific routes http://www.nol.com.sg/wps/portal/nol/aboutus/ourbrands/apl/aplfleet APL Sentosa the last 14k teu should already be deployed on Loop 7 in March http://www.fleetmon.com/newsroom/2014/3122/g6-further-capacity-increases-far-east-europe-serv/
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sgng123
Supreme |
24-Apr-2014 17:21
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smrt jumped by 20% today and most transportation stocks going up. Temasek might start privatisation of transportation stockssince all drop to historical low price and there is no need for them to be listed as all the fund / rights are mostly based off temasek/GIC credit rating than their own. SIA, SMRT, NOL watch out for those 3 our national carriers in the air/sea/land. Temasek got a habit of privatise state owned asset when global economy going to recover, hold fast and tight, wait for news. |
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sgng123
Supreme |
24-Apr-2014 16:22
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clear 1.03 block now at 1.035. ship 1q result might beat market expectation but again not going in till benefit of fleet renewal became more clear. |
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ascend88
Master |
24-Apr-2014 15:59
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next should touch 1.05...
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sgng123
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24-Apr-2014 15:35
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break 1.025, at point of posting now at 1.03. any good news. |
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Lucky03
Elite |
24-Apr-2014 06:19
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News
Hapag-Lloyd major shareholder reignites NOL speculation Hamburg: Such is the perceived need for rapid fleet build up and consolidation in container shipping that the lead shareholder of Hapag-Lloyd, fresh from merging with Chile?s CSAV, is already talking up the idea of joining forces with another line, with Singapore?s NOL mentioned. Hapag-Lloyd?s merger with CSAV makes it the fourth largest containerline in the world, but still some distance behind the top three. Lead Hapag-Lloyd shareholder Klaus-Michael Kuehne told German media that he wanted to add another partner to the merged entity. He mentioned NOL, saying its Singapore location tied with Hapag?s Hamburg base with give it very strong bases in Asia and Europe. NOL has been linked with Hapag-Lloyd repeatedly since 2008. Attention is now turning to Hamburg?s other containerline, Hamburg Sud, with speculation that it might be courted to join forces with Hapag-Lloyd and CSAV. [23/04/14] |
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Lucky03
Elite |
24-Apr-2014 01:09
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Trans-Atlantic Auto, Parts Trade on Strong Growth Track
Trans-Atlantic In the mature and stable, some would say boring, trans-Atlantic trade, one category of containerized shipments is booming. The volume growth of U.S. auto exports and auto parts imports ranks first among the top five commodities shipped. MORE » |
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Lucky03
Elite |
23-Apr-2014 19:48
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I like the look of the charts shaping up. $1.005 holding up well. | ||||
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Lucky03
Elite |
22-Apr-2014 23:48
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Interesting ! | ||||
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sgng123
Supreme |
22-Apr-2014 23:13
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don count on rate rebound, high chance it gonna stay rangebound at 2013 level but would stabilise due to capacity management by the mega alliances. Route to profit is cost cutting and more cost cutting, better still to sell off all non core asset and focus squarely on port to port transportation. Hapag llord big shareholder want the combined merger of CSAV and Hapag Llord to partner with NOL maybe create the third largest carrier to squeeze out CMA lol. He must be dreaming big but he hold like 28% of HapagLlord stake. Hope lot of carriers mergers and take over happen this year, at least got a theme to trade shippingstocks. |
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Lucky03
Elite |
22-Apr-2014 18:11
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Good that NOL re-captures $1.005 price point where it should form the base for now. Not sure if the news below is good but at least not worst. Can't get the details and no idea of last year's Contract level when it was set at May 1 but the Shanghai Containerized Freight Index
chart shows that it was worst at May and Oct 2913. P3 Carriers Extend Trans-Atlantic Rates at 2013 Contract Levels, For Now 21 Apr 2014 Container ships are running full on the westbound trans-Atlantic as shippers scramble to complete their annual contract negotiations with carriers at a time when the new P3 Network and other expanding alliances have not yet finalized their new service schedules. |
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sgng123
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22-Apr-2014 09:30
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noticed that volume is very low when ship undergoing selling compare to when it going up. Signs of short covering but big investors still not convinced yet ship is turning the corner so it the waiting game till market is convinced that ship is returning to sustained profitability due to aggressive cost cutting. Patience is Key here for those still holding out.
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Lucky03
Elite |
21-Apr-2014 22:55
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It took a while for NOL to break above $1.005. Indeed disappointing that it closed at $1 today. May see some price movement next few weeks as it approaches May 14 for its Q1 result where many are anxiously awaiting. Most can obtain info on the market demand, trade volume and freight rate but few can guess how much is the cost savings that NOL can further achieve. There are signs that more ships are being laid off and that should have helped to moderate the effective supply though supply generally still exceeding demand. | ||||
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sgng123
Supreme |
21-Apr-2014 21:48
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gotta wait for 1q result to see if ship turning corner as a result of cost saving from retired charters and deployment of more efficient ships. Global freight rate expected to remain low and no sign of improvement till 2016 so for ship to have upward movement is all boil down to the successful cost reduction from more efficient ships deployed and better load factor. G6 alliance trspacific trade route would address the load factor issue and now it really count down to how much cost savingcan ship squeeze from retired charters and maybe divestment of non core assest to further reduce fixed cost. Everything is all about cost cutting rather than global demand growth, Maesrk had shown us that u can make money even in low growth if u cut enough. |
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marubozu1688
Master |
21-Apr-2014 21:05
Yells: "Be humble in front of Mr. Market." |
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Still no life in NOL yet. http://mystocksinvesting.com/singapore-stocks/cosco-corp/singapore-shipping-stocks-still-no-life-yet/
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Lucky03
Elite |
21-Apr-2014 00:31
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NEWSMARKETSVIDEO WATCHLIST MENU
Manufacturing Gains in U.S. as China Stalls By Shobhana Chandra April 20, 2014 8:08 AM EDT 3 Comments Facebook Twitter LinkedIn Save Manufacturing in the U.S. Manufacturing will take center stage in the global economic watch this week, with the U.S. projected to fare better than the rest. Orders (CGNOXAI%) for American-made capital equipment such as computers and machinery probably climbed in March by the most in four months, economist forecast an April 24 report will show. In the euro zone, a report may indicate factories are growing at a steady pace in April, while similar figures out of China will probably signal factories in the world?s second-biggest economy are pulling back, though not as severely as in March. Elsewhere, German business confidence may have slipped in April, inflation in Australia at the start of 2014 probably approached the top of its central bank?s preferred range, and Brazil likely posted a current-account deficit in March. U.S. DURABLE GOODS -- Bookings for U.S. durable goods, those made to last at least three years, climbed 2 percent last month following a 2.2 percent gain in February, according to the median forecast of economists surveyed by Bloomberg. Orders for non-military capital equipment excluding airplanes, which are considered a proxy on the outlook for business investment in such things as computers and machinery, increased 1 percent, the most since November, the survey showed. -- ?The case for acceleration in investment remains strong,? Neil Dutta, head of U.S. economics at Renaissance Macro Research in New York, wrote in an April 17 note. ?When growth picks up, investment tends to rise some multiple of the overall growth rate. This is an important insight. Investment is cyclical. You cannot be optimistic on growth without expecting capital spending to rebound.? -- For Brett Ryan, an economist at Deutsche Bank Securities Inc. in New York, one of the most important investment drivers is that excess capacity, or the amount of unused factory space and equipment, is dwindling. The extent of potential being used at factories, mines and utilities in the U.S. reached 79.2 percent in March compared with an average 79.4 percent since 1980, the Federal Reserve reported last week. ?The fact that capacity utilization rose to a new, post-recession high in March is a strong positive for faster business investment in the medium term,? Ryan wrote in an April 17 note. CHINA MANUFACTURING -- A gauge of Chinese manufacturing probably rose in April to 48.3 from 48 a month earlier, according to the median estimate of economists surveyed by Bloomberg. Readings lower than 50 signal factories are contracting. The preliminary reading of the Purchasing Managers? Index from HSBC Holdings Plc and Markit Economics is due April 23. -- Why to expect some stabilization? Annette Beacher, head of Asia-Pacific research at TD Securities in Singapore, says the correlation between manufacturing in China and the price of iron ore is very strong. Recent gains in the metal?s price reflect improving demand as China factories steady. ?While ?correlation may not be causation,? we believe it is worth keeping an eye on,? Beacher said in a report. ?After falling another 8 percent in March to an average of just under $112/t (dry ton), the April iron ore price average so far is up 5 percent to just over $117/t.? EURO-AREA MANUFACTURING -- Euro-area manufacturing and services activity remained broadly unchanged in April. A survey of purchasing managers by Markit Economics will show the region?s preliminary April composite index was little changed at 53 compared with 53.1 the prior month, according to the median forecast in a Bloomberg survey before an April 23 report. A gauge of manufacturing output was probably unchanged at 53, while a measure of services activity climbed to 52.5 from 52.2 in March, according to the Bloomberg survey. Readings greater than 50 signal growth. -- ?The overall impression is that the euro-zone manufacturing sector is currently on a modest recovery path,? said Howard Archer, chief European economist in London for IHS Global Insight. ?It looks likely that industrial production saw reasonable, if unspectacular, growth across the euro zone in the first quarter and made a positive contribution? to growth. |
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sgng123
Supreme |
20-Apr-2014 10:39
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Look like some improvement in sentiment. But again NOL need to deal with the high debt level, they had to divest out their terminal and logistic business to return the financial back to the pink. Container shipping is getting commoditised due to the mega alliance and there is no point in providing customised 1 stop service with such low freight rate, better to divest all the terminals and logistic and focus squarely on port to port operation. This would also significant lower the high fixed cost associated with the port/logistic, plus reduced tax and ammortisaton cost. Lot of fat meat to cut off from ship non core asset. Staying to simple operation would focus effort to more efficient management of ship asset, going simple is beautiful. |
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Lucky03
Elite |
20-Apr-2014 01:30
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https://sg.finance.yahoo.com/q/ao?s=N03.SI Recommendation Trends Current Month Last Month Two Months Ago Three Months Ago Strong Buy 0 2 2 2 Buy 0 5 3 3 Hold 0 9 12 11 Underperform 0 4 4 4 Sell 0 0 1 2 |
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