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NOL
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CSH123
Member |
07-Jun-2013 18:19
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a very gung ho play by the mkt indeed..2 or 3x p/b by the pennies, sti super underperform..long or short(mkt) is in everyone's mind this weekend..i guesd:) | ||||
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sgng123
Supreme |
06-Jun-2013 09:58
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rot continue today with sti approaching 3200, bank/telcom/property taking the brunt of hit. Almost at the end of week, this week is very bad for investors holding thought to be safe stocks. | ||||
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sgng123
Supreme |
06-Jun-2013 00:08
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US market -150+ Dow Jones 15000+ currently follow Asia/Europe 1% plus decline. Tomorrow hope asia markets stabilised before Friday US jobs report else gona be another 50+ drop day. These day market is very brutal compared to 4Q when it is more quiet and peaceful, heavy unloading of blue chips by FM operations. | ||||
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sgng123
Supreme |
05-Jun-2013 23:38
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I was waiting for chance to punt NOL but currently market sentiment not good, correction of defensive/yield plays not over yet. Ship should be ok with temasek holding it from the back but cannot said the same for STI blue chip, might see STI tumbling close to 3000 level before the rot finally stop. Overvaluation of defensive/yield plays cause this kind of collapse in index in the matter of days, down like 200 points maybe another 200 more to go pray hard for those still holding to defensive/yield plays. Might see a very big swing in share price, resulting in blood letting for investors holding defensive/yield stocks. I put a sell very early last week in the forum to dump every defensive/yield play before this collapse happen, hope all are safe. For those dare devil shortists, singtel, singpost, st eng, starhub, M1 all ripe for another 10-25% dip but take care of FM covering their short.
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Aberdeen123
Senior |
05-Jun-2013 14:21
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run shaw run. | ||||
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CSH123
Member |
05-Jun-2013 14:20
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GSS???:) | ||||
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halleluyah
Supreme |
05-Jun-2013 14:03
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Bro dun mind to share....at wat px r u accumulating liao?
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sgng123
Supreme |
05-Jun-2013 13:56
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Big sell off of blue chips send STI down 40+ today, heavy volume and lot of corrections before fed reserve meeting next week. Ship still sailing strong and maintain at 1.10, may see a slight rebound in share price later afternoon when buy in dip kick in and lift STI. | ||||
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sgng123
Supreme |
03-Jun-2013 19:55
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Maersk line adjusted July 1 Europe GRI from 750 to 1000 joining other carriers in lifting the current weak rate. Guess the lone wolf finally decided to rejoin the pack and stabilised the spot rate market. July 1 GRI would be another March 15 2012 GRI all over again, freight rate just enjoy a short dip in the low in Apr-May rebounding strongly in 3Q. Transpacific GRI 400-600 also on July1 so it is an overall GRI hike for both US and Europe, setting the stage for peak session in summer months. Hope global economy PMI pick up in june and improved then we should be seeing some improvement in NOL share price. Today ship standing strongly while market correcting, tomorrow would be similar more correction on the way till end of week when we should enjoy a market rebound due to buy on dip. | ||||
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sgng123
Supreme |
01-Jun-2013 11:10
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China PMI go up 50.8 stronger than what market expected 50.1. Dow Jones did a correction of 200 in the last 2 hours of trade before market close, but no issue as it is overdue for it. The selloff of defensive/yield plays might continue next week but at a slower pace, next week is exciting everyday got economy news out of china/US and the most important news is Friday US job data. This is funny lol now market don want a strong job data cos it might lead to fed reserve to taper QE3, good news = bad for market bad news = good for market. Global stock markets now had become a gigantic casino with massive influx of cheap money from QE and bond investors, as long the QE continue the music continue to play without regard to whether fundamental hold or not. Speculation is on the rise and exercise caution if u are moving into market, defensive/yield play theme is over for now just need to wait for the next theme of play from market. | ||||
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sgng123
Supreme |
31-May-2013 19:59
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Time for growth stocks to rule again since central banks all over the world trying to boost growth but consumers still holding up and when the dam burst, explosive growth result in explosive surge in nol lol. | ||||
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louis_leecs
Elite |
31-May-2013 16:24
Yells: "half cash" |
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Blue chip take over | ||||
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sgng123
Supreme |
31-May-2013 16:23
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Spot rate rebound by 22.46 for SCFI, guess the GRI for june might be having a effect after all but stay caution and run if any danger sensed. Danger time for punters due to huge spike in market movement without reason. | ||||
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Hawkeye
Master |
31-May-2013 15:53
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Strategy is still the same buy whatever you can afford now and hold till BB push up then follow the bulls and buy with Margin with the Bulls later to rally it till you are satisfied then dump everything when bull slows. Trading year in year out the same.
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sgng123
Supreme |
31-May-2013 11:08
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Growth stocks are all about future prospect for global economy, if data are pointing to improving picture in 2014/2015. FM would buy up stock 3-6 months in advance of everyone, late comers could only pick up the pricer stock and miss out the big capital gain. Trick is to enter at the correct time and exit when the BB exit, guarantee max return, difficult part is knowing when to enter and ability to hold. | ||||
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Rokawa
Member |
31-May-2013 10:30
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from experience its like when analyst say tp is higher, mr market spit and make it go down. when analyst say tp is lower, wonder what mr market react. |
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Octavia
Supreme |
31-May-2013 09:37
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NOL post 1QFY13 disappointing results, CS lower its FY13 and FY14 earnings estimates by 38% and 15% respectively. Volumes and freight rates continue to weaken in most trades routes as over-capacity persists CS estimates flat volumes for NOL in 2013, with rates up ~6%, largely on account of the revenue weighting that limited Transpacific contract improvements have. Contract setting season for the Transpacific trade lane is almost complete, and it appears that carriers have received ~US$50-100/FEU increase (30% of its proposed hikes). This has a major impact on NOL, which generates 40% of its revenue from this trade lane. CS currently have estimates which are above the street, but maintains UNDERPERFORM with TP of $0.95 for NOL. |
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sgng123
Supreme |
30-May-2013 23:10
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Tomorrow should be more of a rebounding day since STI made correction of up to 120 basically erasing this year gain. This year is one of the snake and ladder stocks jumping up and sink suddenly. Can get heart attack if trading after CNY, to summaries for 2nd half trading 1. US bond market getting heavy sell off, resulting in higher bond interest rate might take away fund from yield plays stocks since bond is always safer than stock. 2. Shifting of funds from defensive/yield play to cyclindal/growth , might be possible since US economy might pick off steam in 2nd half. But don go in yet till the big boys had thrown in the lot on NOL, need big volume transaction consistency for days before going in. 3. Currently Bull run is sponsored by QE3, once the plug is pulled off huge correction would follow so exercise caution when trading/shorting. 4. Overcapacity in container shipping peaked this year and eased off in 2014 and 2015, for those looking for fundamental fiscal result had to wait till 2014 to see a gradual improvement in profit. 5. Personnel TP if bull run spilled into growth stock 1.4X P/B $1.45-$1.50 after that if lucky might go into the 1.6X P/B range if bull go into overdrive mode. Lastly we are in a bull run fuelled by central banks all over the world, once the economy pick off time for us to run. Currently big funds are switching out of US bonds and into other assets, the share price for NOL can surge very fast and sink as fast too so be agile and nimble when trading/short. |
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sgng123
Supreme |
30-May-2013 10:40
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Heavy tanking of STI dropping 50+ within 2 hours of opening, banks/defensive/yield plays all got brutally hit. NOL ship still holding strong dropping only 0.01. Currently STI look like giving up all the gain it made this year, more selling of defensive/yield plays might stretch into end of week. Brutal session for lot of investors holding yield plays. | ||||
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sgng123
Supreme |
29-May-2013 23:30
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Defensive/ yield plays had basically gone overvalued P/B at like 3-4X, would likely return to more normal 2-2.5X so still got lot of fat to burn.
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