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Belteshazzar Master	23-Dec-2013 09:23        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	getting cheaper temasek may consider taking it private' last time ,temasek paid $3
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sgng123 Supreme	22-Dec-2013 17:05        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	cimb is the worst brokerage house for stock coverage always do the wrong recom. Malaysia brokerage house suck big time don bother about them
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Lucky03 Elite	22-Dec-2013 13:08        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is 'outsized losses' and will it wipe out NOL profit for 2013 ? Ship Ahoy: NOL veers towards profits recovery in 2014 The worst may be over. According to CIMB, despite the likelihood of outsized losses in 4Q13 following a dramatic fall in spot rates over the past few months, the worst may be over for Neptune Orient Lines and a brighter year lies ahead in 2014. Here's more from CIMB: By end-2014, NOL would have completed the vast majority of its vessel charters that were entered into in the pre-GFC days. As a result, we believe the group will largely achieve its desired cost base next year, and we expect it to turn a small profit of less than 1% net margin. Despite expectations of better earnings in 2014, its near-term share price upside will likely be capped by the possibility of outsized losses in 4Q13. We recommend investors stay on the sidelines for now.
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sgng123 Supreme	21-Dec-2013 21:36        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	don need to worry so much, government had poured in US $4Billion to renew fleet to more competitive cost model. So now is the question  on how much transpacific trade can help ship to shed cost and improve profit margin since half of group revenue come from US. Last year is changing the fleet for asia - Europe this year it is the turn for transpacific. Expect further  5-8% reduction in operating cost.
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Lucky03 Elite	21-Dec-2013 16:45        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCFI: Shanghai-to-US Spot Rates Rise on GRI JOC Staff | Dec 20, 2013 1:15PM EST print Spot container rates from Asia to the U.S. East and West coasts measured by the Shanghai Containerized Freight Index rose in the week ending Dec. 20, in response to the first round of the two-stage rate increase proposed by the Transpacific Stabilization Agreement. Carriers such as Hapag-Lloyd, OOCL, US Lines and Cosco announced general rate increases of $200 per 40-foot container, effective Dec. 20.
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Lucky03 Elite	21-Dec-2013 16:43        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCFI: Asia-to-Europe Spot Container Rates Slip JOC Staff | Dec 20, 2013 12:21PM EST print Spot container rates from Asia to northern European and Mediterranean ports measured by the Shanghai Containerized Freight Index experienced declines of roughly $60 in the week ending Dec. 20, only one week after jumping more than $500 per 20-foot-equivalent unit in each lane last week. Carriers such as Mediterranean Shipping Co., Hapag-Lloyd, Maersk Line and CMA CGM had called for increases of between $750 and $775 per TEU.
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ascend88 Master	21-Dec-2013 14:15        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market is forward looking
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banana Member	21-Dec-2013 12:57        banana About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will be able to soon
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Lucky03 Elite	21-Dec-2013 12:50        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At least expecting NOL to be profitable for the full year and continue to see cost reduction and improving operating efficiency and cash management. Hope to will stay above 1.065 henceforth as that's when it cuts above its 20d and 50d MA while its 100d MA is above 1.075. sgng123      ( Date: 21-Dec-2013 11:26) Posted: US 3Q GDP revised upward from 3.6 to 4.1. If the economy continue it upward momentum , we could be in a bull market for shipping stocks in 2014 due to revived consumers demands from US . Ship fortune is heavily tied to US economy, when US good ship good. But don expect too much fron ship 4Q result since rate had been fixed to the low rate for the entire 013 contracts. What count is the  rate  ship get in next May contract renewal. Lucky03      ( Date: 20-Dec-2013 07:40) Posted: Let's hope that NOL does not disappoint us when announcing its full year result tentatively scheduled for 19 Feb 2014.
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sgng123 Supreme	21-Dec-2013 11:26        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	US 3Q GDP revised upward from 3.6 to 4.1. If the economy continue it upward momentum , we could be in a bull market for shipping stocks in 2014 due to revived consumers demands from US . Ship fortune is heavily tied to US economy, when US good ship good. But don expect too much fron ship 4Q result since rate had been fixed to the low rate for the entire 013 contracts. What count is the  rate  ship get in next May contract renewal. Lucky03      ( Date: 20-Dec-2013 07:40) Posted: Let's hope that NOL does not disappoint us when announcing its full year result tentatively scheduled for 19 Feb 2014. Lucky03      ( Date: 20-Dec-2013 07:29) Posted: Thursday, 19th December 2013 Your daily insight into the shipping world Shipping confidence at three year high: Moore Stephens By Charlie Bartlett from London Moore Stephens surveys have found that overall confidence levels in the shipping industry are at their highest in over three years, buoyed by ?encouraging? freight rates. November 2013 saw the average confidence level rise to 6.1 out of 10, the highest since the 6.2 recorded in August 2010. However, increases were only demonstrated by owners, from an average of 5.8 in the August 2013 survey to 6.2 in November. Confidence among managers dropped from 6.2 to 6.1, and charterer confidence fell from 6.3 to 5.7. Respondents also showed a wavering of confidence in Asia, dropping from 6.1 to 5.9, compared with Europe, which exhibited a jump from 5.9 to 6.1, despite a previous survey in which one respondent remarked that ?the best people now are going to Singapore instead of coming to London.? Confidence in North America, meanwhile, increased dramatically from 6.0 to 6.6. ?There is, for the first time in a long while, a general feeling of optimism,? one respondent noted. ?The economic indicators, both small and large, all over the world, are pointing in the direction of recovery. We cannot expect it to reach the same levels as in 2007/2008, but a sustainable level of confidence is much better than skyrocketing markets because the higher you climb the lower you might fall.? Other positive observations from those surveyed included ?some good signs of?a growing global economy, including the US and the EU? ?[growth] in Asia, and in Brazil and Russia? and ?an increase in the use of gas as an alternative energy source, with many countries developing infrastructure and facilities to facilitate distribution.? More sceptical responses included concern regarding excess shipbuilding capacity ?which, coupled with the entry of new investors, will lead to a continuation in the current oversupply of tonnage and low rates?. One respondent wrote: ?We need to convince owners to stop building ships, especially tankers.? One respondent even claimed: ?All non-operator-owned container ships need to be removed from the market, so that oversupply can be corrected.? Moore Stephens shipping partner, Richard Greiner called the results ?A clear indication that [markets] are perceived to be improving?: ?The findings of this latest survey provide more good news for the shipping industry. It is now 15 months since we recorded a decline in shipping confidence. There is an old adage which says that confidence is contagious. If that is true, shipping certainly seems to have caught the bug.?
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Lucky03 Elite	20-Dec-2013 07:40        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let's hope that NOL does not disappoint us when announcing its full year result tentatively scheduled for 19 Feb 2014. Lucky03      ( Date: 20-Dec-2013 07:29) Posted: Thursday, 19th December 2013 Your daily insight into the shipping world Shipping confidence at three year high: Moore Stephens By Charlie Bartlett from London Moore Stephens surveys have found that overall confidence levels in the shipping industry are at their highest in over three years, buoyed by ?encouraging? freight rates. November 2013 saw the average confidence level rise to 6.1 out of 10, the highest since the 6.2 recorded in August 2010. However, increases were only demonstrated by owners, from an average of 5.8 in the August 2013 survey to 6.2 in November. Confidence among managers dropped from 6.2 to 6.1, and charterer confidence fell from 6.3 to 5.7. Respondents also showed a wavering of confidence in Asia, dropping from 6.1 to 5.9, compared with Europe, which exhibited a jump from 5.9 to 6.1, despite a previous survey in which one respondent remarked that ?the best people now are going to Singapore instead of coming to London.? Confidence in North America, meanwhile, increased dramatically from 6.0 to 6.6. ?There is, for the first time in a long while, a general feeling of optimism,? one respondent noted. ?The economic indicators, both small and large, all over the world, are pointing in the direction of recovery. We cannot expect it to reach the same levels as in 2007/2008, but a sustainable level of confidence is much better than skyrocketing markets because the higher you climb the lower you might fall.? Other positive observations from those surveyed included ?some good signs of?a growing global economy, including the US and the EU? ?[growth] in Asia, and in Brazil and Russia? and ?an increase in the use of gas as an alternative energy source, with many countries developing infrastructure and facilities to facilitate distribution.? More sceptical responses included concern regarding excess shipbuilding capacity ?which, coupled with the entry of new investors, will lead to a continuation in the current oversupply of tonnage and low rates?. One respondent wrote: ?We need to convince owners to stop building ships, especially tankers.? One respondent even claimed: ?All non-operator-owned container ships need to be removed from the market, so that oversupply can be corrected.? Moore Stephens shipping partner, Richard Greiner called the results ?A clear indication that [markets] are perceived to be improving?: ?The findings of this latest survey provide more good news for the shipping industry. It is now 15 months since we recorded a decline in shipping confidence. There is an old adage which says that confidence is contagious. If that is true, shipping certainly seems to have caught the bug.?
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Lucky03 Elite	20-Dec-2013 07:29        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thursday, 19th December 2013 Your daily insight into the shipping world Shipping confidence at three year high: Moore Stephens By Charlie Bartlett from London Moore Stephens surveys have found that overall confidence levels in the shipping industry are at their highest in over three years, buoyed by ?encouraging? freight rates. November 2013 saw the average confidence level rise to 6.1 out of 10, the highest since the 6.2 recorded in August 2010. However, increases were only demonstrated by owners, from an average of 5.8 in the August 2013 survey to 6.2 in November. Confidence among managers dropped from 6.2 to 6.1, and charterer confidence fell from 6.3 to 5.7. Respondents also showed a wavering of confidence in Asia, dropping from 6.1 to 5.9, compared with Europe, which exhibited a jump from 5.9 to 6.1, despite a previous survey in which one respondent remarked that ?the best people now are going to Singapore instead of coming to London.? Confidence in North America, meanwhile, increased dramatically from 6.0 to 6.6. ?There is, for the first time in a long while, a general feeling of optimism,? one respondent noted. ?The economic indicators, both small and large, all over the world, are pointing in the direction of recovery. We cannot expect it to reach the same levels as in 2007/2008, but a sustainable level of confidence is much better than skyrocketing markets because the higher you climb the lower you might fall.? Other positive observations from those surveyed included ?some good signs of?a growing global economy, including the US and the EU? ?[growth] in Asia, and in Brazil and Russia? and ?an increase in the use of gas as an alternative energy source, with many countries developing infrastructure and facilities to facilitate distribution.? More sceptical responses included concern regarding excess shipbuilding capacity ?which, coupled with the entry of new investors, will lead to a continuation in the current oversupply of tonnage and low rates?. One respondent wrote: ?We need to convince owners to stop building ships, especially tankers.? One respondent even claimed: ?All non-operator-owned container ships need to be removed from the market, so that oversupply can be corrected.? Moore Stephens shipping partner, Richard Greiner called the results ?A clear indication that [markets] are perceived to be improving?: ?The findings of this latest survey provide more good news for the shipping industry. It is now 15 months since we recorded a decline in shipping confidence. There is an old adage which says that confidence is contagious. If that is true, shipping certainly seems to have caught the bug.?
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Lucky03 Elite	20-Dec-2013 07:01        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	PUBLISHED DECEMBER 20, 2013 A merry, lucrative, 'best since crisis' Christmas for retailers in Europe PRINT |EMAIL THIS ARTICLE Dare to buy: Optimism in Spain, where consumer confidence last month reached its highest level since late 2011, has prompted retailers to hire 5 per cent more staff than last Christmas. - PHOTO: REUTERS [BERLIN] Retailers in Europe are predicting their best Christmas since the financial crisis, though optimism is laced with caution in the face of rising e-commerce and early discounting in a fragile economic recovery. Record unemployment and shrinking disposable incomes over the past few years have kept the brake on consumer spending, which generates about two thirds of gross domestic product. But retailers are drawing confidence from signs of improving shopper sentiment as they negotiate the key Christmas period. The average family budget for Christmas gifts across Europe should rise this year for the first time since 2008, gaining 0.7 per cent to about 450 euros (S$779), though it remains below pre-crisis levels, a survey by consultants Deloitte showed. The biggest gain is expected in Germany, with average spending up 6.7 per cent in Europe's biggest economy. Spanish families, despite unemployment still at 26 per cent, are forecast to lift festive spending by one per cent on last year, after a 4 per cent decline in 2012, but still-gloomy Greece, Italy and Portugal are expected to remain in negative territory. Subscribers, log in here to read the full story. If you do not have an account, subscribe here.
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Lucky03 Elite	20-Dec-2013 02:29        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bruce Barnard, Special Correspondent | Dec 17, 2013 11:07AM EST print Baltic ports, already the fastest growing European container hubs, are seeking to capitalize on new ocean carrier alliances to attract more cargo, according to Drewry Maritime Research.
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Lucky03 Elite	20-Dec-2013 02:28        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shippers Push for Carrier Concessions in Trans-Pacific JOC Staff | Dec 18, 2013 3:18PM EST print Believing the trans-Pacific eastbound market is in their favor headed into 2014 contract negotiations, shippers are sending requests for proposals from carriers seeking low rate levels and other concessions.
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Lucky03 Elite	20-Dec-2013 02:27        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drewry's Eastbound Trans-Pacific Rate Decline Stops JOC Staff | Dec 18, 2013 1:04PM EST print The Drewry benchmark rate for shipping from Hong Kong to Los Angeles remained unchanged in the week of Dec. 18, following three straight weeks of decline. This comes two days before an attempt by the member lines in the Transpacific Stabilization Agreement to launch the first of a two-stage rate increase. Carriers including Hapag Lloyd, OOCL, Cosco and U.S. Lines are adopting general rate increases of $200 per 40-foot container, effective Dec. 20 in the Asia-to-U.S. trade lane.
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Lucky03 Elite	20-Dec-2013 02:26        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Container Ship Scrapping Hits All-Time High Bruce Barnard, Special Correspondent | Dec 17, 2013 1:28PM EST print A record 450,000 TEUs of capacity is set to be deleted from the world container ship fleet in 2013 and the average age of ships scrapped has fallen to an all-time low of 22 years, according to industry analyst Alphaliner.
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sgng123 Supreme	19-Dec-2013 16:21        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	no big movement in stock market, guess bb all go away to enjoy Christmas and new year. quiet till Jan when market would start to heat up for 4q result.
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heisuke Member	19-Dec-2013 08:26        heisuke About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	http://www.bloomberg.com/news/2013-12-18/fed-cuts-qe-pace-to-75-billion-on-improved-job-market-outlook.html
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Lucky03 Elite	18-Dec-2013 22:54        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fed decision later. sgng123      ( Date: 18-Dec-2013 16:16) Posted: need to remove uncertainty over fed tapering issue. don keep dragging feet and come out with proper unwinding, the cloud over when to taper hurt market sentiment a lot. everyone holding out till coast clear. Lucky03      ( Date: 17-Dec-2013 22:09) Posted: The 20d MA is turning upwards while the 50d MA is flattened and turning up soon. Need NOL to close above 1.065 convincingly to confirm the positive trend. MACD is turning positive too.
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