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Lucky03 Elite	16-Apr-2014 21:48        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Industrial Production in U.S. Increases More Than Forecast By Shobhana Chandra April 16, 2014 9:23 AM EDT Industrial production rose more than forecast in March after a February gain that was twice as big as previously estimated, indicating U.S. factories recovered after a weather-depressed start to the year. Output at factories, mines and utilities climbed 0.7 percent after a revised 1.2 percent increase the prior month, figures from the Federal Reserve showed today in Washington. The median forecast in a Bloomberg survey of economists called for a 0.5 percent rise. Manufacturing, which makes up 75 percent of total production, grew 0.5 percent after surging 1.4 percent. The figures follow recent data showing stronger retail sales and increasing employment that indicate the economy was gaining momentum as temperatures warmed. A pickup in corporate investment and further improvement in overseas markets would complement demand for motor vehicles and provide an additional boost for U.S. producers. ?Manufacturing wasn?t immune to the weather effect, so we?ll continue to see some bounce back in the next few months,? Ryan Sweet, senior economist at Moody?s Analytics Inc. in West Chester, Pennsylvania, said before the report. ?It?s similar to what we?re seeing in the rest of the economy. Underlying demand is improving.? Another report today showed home construction rebounded less than forecast in March and building permits declined. Housing starts climbed 2.8 percent to a 946,000 annualized rate, according to the Commerce Department. The median forecast in a Bloomberg survey called for 970,000 starts. Stock-index futures held earlier gains after the figures and as Yahoo! Inc. earnings topped estimates. Standard & Poor?s 500 Index futures expiring in June added 0.5 percent to 1,848 at 9:19 a.m. in New York. Economists? Estimates Industrial production estimates of the 79 economists surveyed by Bloomberg ranged from no change to an increase of 1 percent after a previously reported 0.6 percent increase. Manufacturing (IPMGCHNG) accounts for about 12 percent of the economy. Utility output rose 1 percent after a 0.3 percent drop the previous month. Mining production, which includes oil drilling, increased 1.5 percent last month. The report is consistent with data from the Institute for Supply Management that showed manufacturing accelerated in March, driven by production and orders. Business-equipment production advanced 0.5 percent after a 2 percent surge in February today?s Fed report showed. Output of construction materials rose 0.2 percent after rising 1 percent. Production of computers and electronic products also increased. Consumer Goods Consumer goods production rose 0.7 percent, led by appliances, furniture and carpeting. The output of motor vehicles and parts decreased 0.8 percent after soaring 6.9 percent a month earlier, according to today?s report. Excluding autos and parts, industrial production increased 0.8 percent last month after a 0.9 percent gain. Vehicle sales at Ford Motor Co. (F), Chrysler Group LLC and Toyota Motor Corp. beat analysts? estimates in March as a pickup in consumer confidence and warmer weather encouraged Americans to return to auto dealers and shopping malls. Cars and light trucks sold last month at the fastest pace since May 2007, data from Ward?s Automotive Group showed. Aluminum Demand The auto sector will probably remain a mainstay for manufacturers. Alcoa Inc. posted a higher-than-projected profit as demand from American automakers helped offset a flood of aluminum from China that?s driving down prices across the industry. ?The opportunity in auto is tremendous,? Chairman and Chief Executive Officer Klaus Kleinfeld said in a telephone interview on April 8. Kleinfeld told analysts on a conference call that Alcoa?s sales of auto sheet will rise to $1.3 billion in 2018 from $330 million this year. He sees demand growth driven by developments such as Ford?s new lightweight aluminum-bodied F-150 pickup truck. Household demand is improving as the winter chill fades and employment rises. Private payrolls climbed to 116.1 million in March, and have made up all the jobs lost as a result of the recession. Warmer weather helped lift retail sales in March by 1.1 percent, the biggest gain since September 2012, figures showed earlier this week. Capacity utilization, which measures the amount of a plant that is in use, rose to 79.2 percent, the highest since June 2008, from a revised 78.8 percent the prior month, today?s data showed. To contact the reporter on this story: Shobhana Chandra at [email protected] To contact the editor responsible for this story: Carlos Torres at [email protected] Vince Golle
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sgng123 Supreme	16-Apr-2014 16:05        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The blood letting would continue Temasek need to split more shortist throat and as they used our CPF money as base unlimited supply of cheap fund. Moreever NOl is the kind of team up of US and Singapore trading interest, once NOl cost restructuring completed and management get a better grip of future profit sustainabilty then divesting of terminal and logistic would come follow by big bang take over. IT is way cheaper to take ship private compared to Olam which cost billions. It would be like a big shock to shortist to wake up one day to find they lose all their investment in 1 single trade engineered by temasek lol. Up to date the privitisation wind continues, property reit are getting bail out as they unable to pay out suck generous dividend once interest hike up. Companies with huge debt guarantee by state soveign fund also possible tgt for takeover as they need to reassure banks their loan is safe and no heart attack on market share capitalisation dropping. I see transportation stocks like SMRT, NOL, Tigerair and SIA all possible tgt of takeover by temasek/ GIC due to huge debt taken to renew fleet for better efficiency cost control which take longer time to realise profit growth. darthiliator      ( Date: 16-Apr-2014 00:50) Posted: haha actually i also dun think there will be a takeover. Most probably bankers will enter but not to the extend of a take over. Regardless of the current economy or the state of the company. The nature of NOL is cyclical, and the fact that it' s at such low price currently is very attractive to bankers. As for the state of the company, it is still decided by the shipping industry on the whole. But temasek is currently on a shortist killing spree, first was olam, than noble, than  capitaland.  Very very  very hard to say what they are planning for NOL
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Lucky03 Elite	16-Apr-2014 02:12        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOL should give some positive showing come May 14.
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Lucky03 Elite	16-Apr-2014 02:10        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maersk Line increases import rates from Asia to Central America   By Michele Labrut  from   Panama   The Danish shipping company Maersk Line will implement a general increase on rates for imports from Asia to Mexico and Central America from May 15, in order to maintain a sustainable level, the company said.   Thus, the 20 ft containers will pay a fee of $700 and 40 ft containers will apply a fee of $1,400, both per unit, once they enter the terminal. Just a month ago, in March, the liner announced an increase of $200 per teu, starting April 15, with the 20 ft container paying $500 while the increase in feu was $400, to $1,000. These increases are part of a tariff adjustment programme that the company implemented since early this year.
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Lucky03 Elite	16-Apr-2014 02:02        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drewry: Shippers Feel Capacity Cuts 04/14/2014 Shippers can expect more cargo to be &ldquo rolled&rdquo to later voyages as container lines continue to cut costs by slow-steaming and laying up vessels, Drewry Maritime Research said in its latest Container Insight Weekly. Drewry said slow-steaming and layups allowed carriers to limit effective capacity growth to 22 percent since 2008,...
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Lucky03 Elite	16-Apr-2014 02:00        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	PIERS: US Containerized Imports Rebound 14 Apr 2014 U.S. containerized import volume jumped 15.1 percent year-over-year in March 2014, the largest increase in 13 months, according to advance figures from PIERS, the data division of JOC Group Inc.
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Lucky03 Elite	16-Apr-2014 01:59        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Main Menu     Singapore container port handles more boxes in March   By Lee Hong Liang  from   Singapore   Singapore' s container port has handled higher box volumes in March both on a year-on-year and month-on-month basis, according to data from Maritime and Port Authority of Singapore (MPA). Singapore moved 2.83m teu of throughput in March, a rise of 7.2% over 2.64m teu handled in March 2013, MPA data showed. The port also registered a 17.4% jump in volumes compared to 2.41m teu of throughput in February this year. In the first three months of 2014, Singapore recorded a total throughput of 7.93m teu, an increase of 3.9% compared to the same period of last year. Singapore is the world' s second busiest container port with an annual throughput of 32.58m teu in 2013.
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darthiliator Senior	16-Apr-2014 00:50        darthiliator About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha actually i also dun think there will be a takeover. Most probably bankers will enter but not to the extend of a take over. Regardless of the current economy or the state of the company. The nature of NOL is cyclical, and the fact that it' s at such low price currently is very attractive to bankers. As for the state of the company, it is still decided by the shipping industry on the whole. But temasek is currently on a shortist killing spree, first was olam, than noble, than  capitaland.  Very very  very hard to say what they are planning for NOL
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Markie Senior	16-Apr-2014 00:17        Markie About Contact  Quote this Post!
x 0   x 0  Alert Admin	Perhaps it will be taken private I'm not sure but it is just an opinion so take it lightly with a pinch of salt
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Markie Senior	16-Apr-2014 00:12        Markie About Contact  Quote this Post!
x 0   x 0  Alert Admin	I'm not a shortist. I'm not vested in NOL. I m just commenting rationally about possibilities for NOL and my reasons why privatizing may be unlikely, at the moment. Given the spate of privatization recently, it is unlikely that another privatization by temasek would come soon. They don't have so much resources within a short period of time. They wouldn't want to strain their balance sheet and cash flow just because a company they own is attractively priced. Tbh, they own many companies and many of them are cheap too. Take for instance stats chippac and smrt. So, in other words, the only way this stock can propel in the near term is surprise earnings in its q1 results or commendable earnings by comparable global shipping firms such as evergreen, cosco, maersk. Of course, if u look long term, it will go up. What goes down must go up provided the industry improves. But when? And how long can you wait? darthiliator      ( Date: 15-Apr-2014 23:43) Posted: I think shortist really damn smart, they are right Temasek really no money to buy out NOL............So they  call water and bring down the  GANG!!!!!
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Lucky03 Elite	15-Apr-2014 23:58        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	兵 来 将 挡 ， 水 来 土 掩 darthiliator      ( Date: 15-Apr-2014 23:43) Posted: I think shortist really damn smart, they are right Temasek really no money to buy out NOL............So they  call water and bring down the  GANG!!!!!
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darthiliator Senior	15-Apr-2014 23:43        darthiliator About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think shortist really damn smart, they are right Temasek really no money to buy out NOL............So they  call water and bring down the  GANG!!!!!
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Lucky03 Elite	15-Apr-2014 23:39        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	lol :) darthiliator      ( Date: 15-Apr-2014 23:22) Posted: wow basically the mandate allows NOL to buy and sell shares with temasek or anything related to temasek without needing to seek approval and up  to a maximum of 5% NTA value. Currently the value is at US$95mil, but NTA can always go up........... wow i wonder why do they need to do that )  Let' s just put a scenario, if every temasek related banks takes up say 95million worth of shares. Throw in keppel, sembcorp, st, maybe global logistic.......Hmm there are like at least 10 companies from STI. To all shortist, may tua peh kong protect u. You are advice to seek the  help of allah, jesus, buddha, and santa claus as well.
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darthiliator Senior	15-Apr-2014 23:22        darthiliator About Contact  Quote this Post!
x 0   x 0  Alert Admin	wow basically the mandate allows NOL to buy and sell shares with temasek or anything related to temasek without needing to seek approval and up  to a maximum of 5% NTA value. Currently the value is at US$95mil, but NTA can always go up........... wow i wonder why do they need to do that )  Let' s just put a scenario, if every temasek related banks takes up say 95million worth of shares. Throw in keppel, sembcorp, st, maybe global logistic.......Hmm there are like at least 10 companies from STI. To all shortist, may tua peh kong protect u. You are advice to seek the  help of allah, jesus, buddha, and santa claus as well.
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Lucky03 Elite	15-Apr-2014 22:28        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When Singapore Govt invested into Citibank during the financial crisis, it was far from healthy or recovery mode. It is about value investing. Generally, the shipping industry may take longer to recover, it is also being acknowledged that the bigger boys are doing better due to their economy of scale and better cost saving baseline. NOL has largely executed the necessary cost restructuring while the world economy recovering well and trade expanding. There is good chance of NOL turning around this year or in 2015. 1 year horizon is a very short timeline for long term investors. It is about value investing. NOL NTA was last stated at US$0.80 at Group level and US$1.17 at Company level which will put it at S$1 and S$1.46 respectively. Tamesek already owns 68% so it won' t take much for it to take NOL private and restructure and unlock its values and assets and then placed put the shares to strategic long term investors.  Markie      ( Date: 15-Apr-2014 20:55) Posted: TBH, temasek dont have so much funds to keep buying out shares from minority shareholders. even if they have, TBH, its better putting the money somewhere else until the shipping industry improves. as of now, it doesnt seem so. sgng123      ( Date: 15-Apr-2014 19:57) Posted: bro we are jumping on privatisation and divesting wind, since currently lot of companies/soveign fund are bailing out their little brother / investment to reassure money loaned to them based on parent is safe and company share price would not sink. IT is like when u ever question the government for spending billions on national defence when u do not even see a financial report on their expenditure lol. IT is all national interest not about making profit as the service provided by shipping/airline accelerate trade growth just like having a active army deter any hostile countries from attacking us. IT a benefit noone see until something really bad happen. Olam got bailed out cos the group take out US9.2 B debt based on Temasek credit rating, if the banks bail out the group would collapse and in turn causing lot of bankrupt in the downstream. Not to say temasek also would suffer billions loss. Business is like that if u lose the confidence of banks then u finished so die die must cover up the shitty hole even had to use tax payers money. US also do that to protect the banks in the 2008 global rout , everyone doing that so don be surprised.
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Markie Senior	15-Apr-2014 20:55        Markie About Contact  Quote this Post!
x 0   x 0  Alert Admin	TBH, temasek dont have so much funds to keep buying out shares from minority shareholders. even if they have, TBH, its better putting the money somewhere else until the shipping industry improves. as of now, it doesnt seem so. sgng123      ( Date: 15-Apr-2014 19:57) Posted: bro we are jumping on privatisation and divesting wind, since currently lot of companies/soveign fund are bailing out their little brother / investment to reassure money loaned to them based on parent is safe and company share price would not sink. IT is like when u ever question the government for spending billions on national defence when u do not even see a financial report on their expenditure lol. IT is all national interest not about making profit as the service provided by shipping/airline accelerate trade growth just like having a active army deter any hostile countries from attacking us. IT a benefit noone see until something really bad happen. Olam got bailed out cos the group take out US9.2 B debt based on Temasek credit rating, if the banks bail out the group would collapse and in turn causing lot of bankrupt in the downstream. Not to say temasek also would suffer billions loss. Business is like that if u lose the confidence of banks then u finished so die die must cover up the shitty hole even had to use tax payers money. US also do that to protect the banks in the 2008 global rout , everyone doing that so don be surprised. veliscorin      ( Date: 15-Apr-2014 18:14) Posted: What has Wheelock got to do with NOL bro?
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sgng123 Supreme	15-Apr-2014 19:57        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	bro we are jumping on privatisation and divesting wind, since currently lot of companies/soveign fund are bailing out their little brother / investment to reassure money loaned to them based on parent is safe and company share price would not sink. IT is like when u ever question the government for spending billions on national defence when u do not even see a financial report on their expenditure lol. IT is all national interest not about making profit as the service provided by shipping/airline accelerate trade growth just like having a active army deter any hostile countries from attacking us. IT a benefit noone see until something really bad happen. Olam got bailed out cos the group take out US9.2 B debt based on Temasek credit rating, if the banks bail out the group would collapse and in turn causing lot of bankrupt in the downstream. Not to say temasek also would suffer billions loss. Business is like that if u lose the confidence of banks then u finished so die die must cover up the shitty hole even had to use tax payers money. US also do that to protect the banks in the 2008 global rout , everyone doing that so don be surprised. veliscorin      ( Date: 15-Apr-2014 18:14) Posted: What has Wheelock got to do with NOL bro?
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ascend88 Master	15-Apr-2014 19:39        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yah ... Ready for it to rocket sgng123      ( Date: 15-Apr-2014 17:42) Posted: Well yesterday capital land announce they shallowing up capital mall trust for $3.2B and both shoot up 15% and 25% each. IF NOL announced they going to sell off non core assest APL terminal and APL logistic then follow by a big bang Temasek privatisation, u can also see explosive upward surge in a single day, slaughtering whoever had not covered their short position lol. These bail out deal  by parent companies are sending very strong signals to shortist to cover their position or be slaughtered like pig, oi oi oi lol. By the way they are not paying cheaply, they seem determined to make it a done deal in 1 single offer by pushing to the upper limit of the purchase price eliminating any possible rival bidder. Fear is in the air but not fear of a meltdown it more of getting caught shorting in the wrong counter. Lot of blood flows in Olam surprise buyout deal, most likely we would see muddy water going bankrupt in a few more months down the route as they publically announce they going to short down olam meaning very big short  position not yet covered. Solidsnake      ( Date: 15-Apr-2014 16:55) Posted: I'm sorry but I felt like got say like never say. 'Slowly' is so overrated for this counter. Tell me something that's new and exciting. Hahahaha..
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Lucky03 Elite	15-Apr-2014 18:38        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	PUBLISHED APRIL 15, 2014 Eurozone' s trade surplus widens on rising exports in February PRINT |EMAIL THIS ARTICLE The eurozone' s trade surplus widened in February from a year earlier on rising exports with imports unchanged, the European Union' s statistics office Eurostat said on Tuesday - PHOTO: BLOOMBERG [BRUSSELS] The eurozone' s trade surplus widened in February from a year earlier on rising exports with imports unchanged, the European Union' s statistics office Eurostat said on Tuesday. Exports from the 18 countries using the euro increased by 3 per cent on the year after a 1 per cent rise in January, while imports were flat when compared with a year earlier, data showed. The annual data are non-seasonally adjusted. The foreign trade surplus of the 9.5 trillion euro economy rose to 13.6 billion euros (US$18.8 billion) in February, compared with a 9.8 billion euro surplus in the same period of 2013, and widened from a revised 0.8 billion euro surplus in January. On a seasonally adjusted basis, exports continued to rebound after steadily declining through October, November and December, and showed a 1.2 per cent increase on the month in February while imports edged up 0.6 per cent month-on-month.
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Lucky03 Elite	15-Apr-2014 18:20        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Building on sgng' point on the ' wind' of privatization. NOL is a potential candidate.  veliscorin      ( Date: 15-Apr-2014 18:14) Posted: What has Wheelock got to do with NOL bro?
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