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halleluyah Supreme	14-Jan-2014 10:04        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	i dun trust cimb...1yr ago let me hoot noble n lost chee kang....will go the opposite...hoot some yesterday to long. Guess bro Lucky also hoot arh....Cheers!!      Lucky03      ( Date: 13-Jan-2014 23:25) Posted: CIMB analyst cited NOL as top pick for shorting in the transportation sector today (perhaps accounting for the significantly higher volume of sell down today) while UOBKH listed NOL as top pick for transportation sector in its Jan corporate report last week. Who to believe ? Make your own judgement. Obviously one of them will be right :)
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Lucky03 Elite	14-Jan-2014 08:08        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More sign of Europe recovery. PUBLISHED JANUARY 14, 2014 Spanish growth picks up in Q4: minister PRINT |EMAIL THIS ARTICLE [MADRID] Spain's economy grew by about 0.3 per cent in the fourth quarter of 2013, faster than the 0.1 per cent seen in the previous quarter, Economy Minister Luis de Guindos said Monday. "The recovery is fragile but it is a recovery," he told a parliamentary hearing. The Spanish economy returned to growth in the three months to September, putting an end to a recession that lasted over two years, ravaged public finances and left one-in-four workers without a job. Spain's conservative government is forecasting a 1.3-per-cent economic contraction in 2013 and 0.7-per-cent growth in 2014, a pace considered by many analysts to be insufficient to lead to net job creation.
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Lucky03 Elite	13-Jan-2014 23:25        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CIMB analyst cited NOL as top pick for shorting in the transportation sector today (perhaps accounting for the significantly higher volume of sell down today) while UOBKH listed NOL as top pick for transportation sector in its Jan corporate report last week. Who to believe ? Make your own judgement. Obviously one of them will be right :)
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Lucky03 Elite	13-Jan-2014 23:15        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	For now, I may trade NOL on the band of 1.04-1.135 with it probably stretches to 0.99 on the downside and 1.18 to the upside until there is clearer sign to confirm a reversal of fate that we can ride the cyclical wave to see it hitting 1.33, 1.45 and above 1.80.
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Lucky03 Elite	13-Jan-2014 22:38        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The last time NOL ran up 6 white candlesticks moving from 1.045 to 1.135. It has since corrected back to 1.045 and conversely 6 black candlesticks. Due to seesaw back ? It has been bottoming out at 1.04 and rebounded from there over the last 1 yr. Let's see.
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Lucky03 Elite	13-Jan-2014 22:30        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Getting more and more signs of Euro recovery. Euro currency is also strengthening. If it indeed recover stronger than expected, which is usually the case as economist likes to be conservative to play safe and usually 'right' on hindsight, be ready for a major hockey stick swing up ! PUBLISHED JANUARY 13, 2014 OECD:Outlook better for major economies PRINT |EMAIL THIS ARTICLE [PARIS] The outlook for advanced economies is improving as momentum shifts up a gear in the crisis-weary euro zone, the OECD's monthly leading indicator showed on Monday. The Paris-based Organisation for Economic Cooperation and Development said its leading indicator covering 33 member countries pointed to growth firming, reaching its highest level since March 2011. The indicator, meant to flag early signals of turning points in economic activity, rose to 100.9 in November from 100.7 in October, moving further above the long-term average of 100. The euro area saw a "positive change in momentum", the OECD said, with its reading rising to 101.0 from 100.8 showing improvements in the outlooks for the three biggest economies - Germany, France and Italy. Meanwhile, growth continued to firm in the United States with the reading for the world's biggest economy rising to 101.0 from 100.9 in October. Likewise, the Japanese economy, boosted by a huge infusion of central bank stimulus last year, also saw an improvement with its reading reaching 101.4 after 101.2 in October. The outlook was more mixed for major emerging market economies with China seeing a "tentative positive change in momentum" as its reading ticked up to 99.4 from 99.3. In India, the OECD said growth was below trend with its indicator unchanged at 97.5 while growth was around its long-term trend in Russia at 99.6 for the third month in a row.-Reuters
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sgng123 Supreme	13-Jan-2014 22:26        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	House traders again trading on any economy news coming out of US, last Friday US job number disappointment so sell off to hedge lol. when Jan job number surprised on the upside and big revision to dec number due to bad weather, ship would shoot up. YoYo thing going around, not good for punting. Need NOl management to give ship boost to sustained profit to kick off the rise.
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alexsmith Member	13-Jan-2014 21:55        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Warren Buffett: ?Be Fearful When Others Are Greedy and Greedy When Others Are Fearful? It is time to load bullets when the seeds are cheap. Just need time to see them ripe. :p Agree?
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Solidsnake Member	13-Jan-2014 11:50        Solidsnake About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopeless counter for bull. You win. I give up.
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Lucky03 Elite	13-Jan-2014 07:16        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	PUBLISHED JANUARY 13, 2014 YEAR IN REVIEW: ELECTRONICS Better global demand seen boosting semicon sector Industry weaning off reliance on US, Europe as Asian markets strengthen BYLEE MEIXIAN [email protected] PRINT |EMAIL THIS ARTICLE Staying ahead: OCBC says Venture, its top pick among SGX-listed electronics firms, has made constant effort to move up the technological value chain. - PHOTO: BLOOMBERG [SINGAPORE] The old has gone, the new has come. After the global downturn that the semiconductor industry was mired in last year, 2014 looks set to be a rosier year for this cyclical sector, amid regained confidence that better global demand will bolster manufacturing in Singapore. Signs are indicating that the world economy is on a growth path. The International Monetary Fund has said that it would revise upward its global economic growth forecast of 3.6 per cent in 2014, compared to 2.9 per cent in 2013. "There is usually a strong correlation between global GDP and the integrated circuit (IC) market," Infineon Technologies Asia-Pacific president and managing director Andrew Chong told BT. "In the scenario that the global GDP would grow by 3.5 per cent in the following three years, gross output of the global IC market would grow about 10 per cent."
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Lucky03 Elite	13-Jan-2014 07:14        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More sign of stability and hopefully growth soon that will translate to improved global trade and hence freight rate benefiting cyclical stocks such as NOL. PUBLISHED JANUARY 13, 2014 Eurozone showing signs of return to normality Investors buying up once-risky assets again borrowing rates fall sharply PRINT |EMAIL THIS ARTICLE On the path to recovery: After fighting for its life for two years, the eurozone has seen the risk associated with it falling significantly. - PHOTO: BLOOMBERG [PARIS] The eurozone may be finally returning to some semblance of normality after years of debt crisis that brought fear to the world. It has been two years since the now 18-member currency bloc was fighting for its life and investors are again knocking on the eurozone's door, buying up assets deemed dangerous only months ago. The latest sign of this is on the bond markets, where the borrowing rates for countries that seemed on the verge of a precipice are back at levels last seen before the crisis. "The risk associated with the eurozone has reduced significantly in the past few months," said Christian Parisot, an economist at Paris-based investment bank Credit Agricole CIB.
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Lucky03 Elite	13-Jan-2014 00:16        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bunker fuel prices soften in 2013 By Lee Hong Liang from Singapore The trend of bunker fuel prices in the past 12 months has been a positive one for shipowners with prices softening after a high last February. This was especially welcome during a time when high fuel costs have been one of the key challenges for the shipping industry. In 2013, marine fuel prices have displayed a general downward trend, though shipowners would agree that fuel prices are still expensive today, made worse by sluggish freight rates failing to offset expenses. Exactly a year ago on 10 January 2013, the benchmark Singapore 380 cst bunker price was indicated at $638 per metric tonne (pmt), 5.7% higher compared to yesterday's indication of $601.50 pmt, according to data from Ship & Bunker. A look at the price trend last year showed a spike for Singapore 380 cst to $663.50 pmt in February. Since then, the market weakened with prices staying largely below $625 pmt since mid-April, but rather firmly above $600 pmt. Market volatility was also rather mild at an average of $25 spread for about the last three quarters of 2013. Singapore 380 cst opened this year with a price of $615.50 pmt, and the market has came down rather generously to $601.50 pmt yesterday. While the bunker market has softened, most owners are not expecting fuel costs to continue to come down in the foreseeable years ahead as the prices of crude oil are projected to stay firm. According to Moody's Investors Service's recent report, global oil development including oil sands and shale will be supported by high oil prices in 2014, though oversupply could bring prices down slightly from historically strong levels. ?Prices could fall if Chinese GDP growth slows significantly and Opec members go above targeted production of 30m barrels a day,? the ratings agency's report said. Meanwhile, Singapore-based bunker traders spoken to by Seatrade Global shared that bunker prices are expected to rise with fuel supplies tightening in the weeks leading to Chinese New Year. Every year, China would seek to soak up as much oil as possible over the few weeks ahead of the country's annual week-long holiday, with this year's period being 31 January to 6 February. Tight bunker fuel supplies are anticipated to hit the Asian market until after Chinese New Year, and prices would rise in tandem with the tight market.
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Lucky03 Elite	13-Jan-2014 00:10        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCFI: Shanghai-to-US Spot Rates Up for a Second Week JOC Staff | Jan 10, 2014 2:56PM EST print Spot container rates from Asia to the U.S. East and West coasts measured by the Shanghai Containerized Freight Index increased in the week ending Jan. 10, the second straight week of climbing rates and the third in the past four weeks.
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sgng123 Supreme	12-Jan-2014 00:24        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	stay caution and be rdy to jump in when earning prospect for ship improved due to better cost structure. 4q13 and 1q14 would be one to watch for improved cost structure. ship might recover in 2H 14 if demand pick up in US and freight rate recovered from 2013 lows. US economy now is the biggest wild card that would either raise or sink global economy, Friday job report disappointment no big job number just 74K jobs mostly due to 273K pp who had job stay at home due to very bad weather in US. Feb job report would give a clearer picture of US economy in 2014, US 4Q GDP also out on Feb and ship 4Q result too. Lot of market moving data for ship in Feb.
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Lucky03 Elite	11-Jan-2014 14:58        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still can have money if patient to collect :) It is range bound till CNY and I suppose it may move more when nearer the result announcement on 19 Feb. I noticed that the price will drop if result going to be disappointing and good to buy after that as it will recover. If the price turns up nearing the result, then market is looking up for NOL ! Even fashion industry in Italy is recovering ! Italy fashion industry back to growth in 2014: trade bodies Italian fashion exports should spur the industry back to growth in 2014 after two years in decline, the national chamber of fashion says, as Milan prepares to kick off the first of its biannual menswear shows on Saturday. [MILAN] Italian fashion exports should spur the industry back to growth in 2014 after two years in decline, the national chamber of fashion says, as Milan prepares to kick off the first of its biannual menswear shows on Saturday. The birthplace of fashion icons from Giorgio Armani to Dolce and Gabbana should see turnover from clothing and accessories rise 5.4 per cent to 62.5 billion euros (US$85.45 billion) in 2014, according to the Camera Nazionale della Moda Italiana (CNMI). But CNMI says it is too soon to talk about a true bounce back to levels seen in 2010 and 2011, when the luxury industry was buoyed by fast growth in China and a resurgence in Europe and the United States. "The numbers are resoundingly positive, better than we expected... but one should always be wary," CNMI president Mario Boselli told Reuters.
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sgng123 Supreme	11-Jan-2014 12:23        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	might go higher if demand pick up due to better cost control. currently bb out and market dominated by house traders hedging on ship by selling down on major economy calendar date and buying back when news came out. nothing much for us to punt, just enjoy CNY no Ang bao money from ship ..
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Lucky03 Elite	11-Jan-2014 10:35        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Me too :) I plan to load all the way to $0.99 which is the the target price for those who call for 'sell' rating but I seriously doubt that. Floor is likely $1.045 which has been tested a few rounds lately. While I'll not go so far as to research and compute the actual demand and supply, I can see that while new ships are being delivered, old ones are being taken off and the balance will tilt. New ships taper off as order already slowed down as we can read for ship builders in China such as Cosco and YZJ and the Chinese govt trying to engineer a scale down in this sector. In the meantime, the old ships will continue to be taken off either due to old age or simply inefficient or part of the plan to manage supply. As we all know, thighs will always go to the excess end of the balance and when the demand picks up at the same time as global trade recovers with Euro crisis effectively resolved, the good old days of freight rate hitting about US$10k may return. It is not sirprising to see NOL returning to its $3+ range albeit for a short period before the cycle starts all over again. Well, that's why they are called cyclical stocks :) halleluyah      ( Date: 11-Jan-2014 09:18) Posted: Glad to hear tat. Loaded some yesterday matching close. All z best to all in tis ah kong's luxury ship. Lucky03      ( Date: 11-Jan-2014 08:57) Posted: UOBKH in its Jan Corporate Guide recommended Overweight on Shipping and their Top Pick is NOL.
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halleluyah Supreme	11-Jan-2014 09:18        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Glad to hear tat. Loaded some yesterday matching close. All z best to all in tis ah kong's luxury ship. Lucky03      ( Date: 11-Jan-2014 08:57) Posted: UOBKH in its Jan Corporate Guide recommended Overweight on Shipping and their Top Pick is NOL.
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Lucky03 Elite	11-Jan-2014 08:57        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOBKH in its Jan Corporate Guide recommended Overweight on Shipping and their Top Pick is NOL.
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sgng123 Supreme	11-Jan-2014 00:36        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ship need some time to finish up restructuring, now is moving into final phrase and in 2Q14 or 3Q14 would see the new reduced cost structure helping the group return to sustained profit. by the way don look too much into freight rate in 4Q13, it going to be like 2Q13 level. But 1Q14 look promising for now, Europe at US$1700+ 17 months high and next week another GRI on 15 Jan on both US/Europe trade lane but all these is for spot rate market. A high spot rate would help in getting better rate in contract renewal in May. Cross finger, hope after P3 formation container shipping industry leaders would take lead to address overcapacity issues. alexsmith      ( Date: 10-Jan-2014 19:24) Posted: Guys, Please beware of 4Q13 financial result which will be out on 19th Feb. There could be a blood shed. What I see there is no any improvement in the freight rate. Thus whole 2013 financial year would depend on the cost saving that could be achieved in 4Q. Currently whole company is still " earning" ~61million SGD as of 3Q13. Well for those who long for long term, this counter might give a good return in the next 1-3 years (~2016). Just keep in mind this counter is backed by gahmen. Thus the share price won't go until 0. Worse case scenario is that it is privatized, instead of public listed since it makes a lot of sense to privatize it at a super low cheap cost.Agree? For those who are longing for quick jackpot in the short term, I guess it will be a bit hard.  NB: Take your own risk in making the decision in trading: BUY IT/ SELL IT or don't do anything against it (status quo). :p
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