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NOL
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sgng123
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17-May-2013 16:47
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Maersk reported 204M profit on better cost control, better than 1Q12 599M loss. Cost control key to profit, cannot depend on freight rate hike. NOL still got room to catch up on cost control to return profit. | ||||
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sgng123
Supreme |
17-May-2013 11:20
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Don bother too much currently this period of time lot of uncertainty, forwarders trying to short down freight rate and carriers trying to raise rate. Go watch movies since lot of block buster coming out this summer, don worry too much about NOL share price since basically supported by Temasek, would recover later in the year when the situation clam down. It is not 2009 recession period so don need to make a big fuss about it, hold on if u can take the stress or bank out and take a loss no need to create fear in this forum. | ||||
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ynnek1267
Master |
17-May-2013 10:44
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http://www1.chineseshipping.com.cn/en/indices/scfi.jsp This industry is hopeless lah. Someone still promoting since month ago. Post here months ago don't board this junk ship. Wahahahaha!!!!!!! SCFI is going to break down 1000 points this week. waiting. Wahahahahahahahahahaa. No below 80cents, no consider. Wahahahhahahahah!!!!!!!!!!! |
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pseudo
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17-May-2013 10:36
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GRI for Q2 is has all failed... Contract renewals doubtful. http://www.lloydslist.com/ll/sector/containers/article422795.ece Transpacific moving more to SPOT rate cargo mix. (FY12 audio briefing, Q& A) Transpacific rates tanked: http://www.joc.com/maritime-news/trade-lanes/trans-pacific/drewrys-trans-pacific-rate-falls-below-2000-mark_20130515.html Q2 going to be a bloodbath.
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Blanchard
Master |
17-May-2013 10:07
Yells: "Winners cry..... Losers smile....." |
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Saw this article in Undercurrent News yesterday... http://www.undercurrentnews.com/2013/05/16/shipping-rates-to-increase-on-routes-out-of-asia/ Of any relevance to NOL? |
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alexsmith
Member |
16-May-2013 21:25
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Will see financial improvement in Q2 and Q3 on new rate hikes. Hopefully GRI could hold. Thus even Q4 is deteriorating due to weak volumes, overall financial year will see a plus instead of minus. Moving forward, will see increase in bunker volume due to improving US economy. Plus will receive some more volumes from US military that is leaving Afghanistan. htttp://www.bloomberg.com/news/2013-05-13/leaving-afghanistan-is-a-7-billion-moving-task-for-u-s-.html FYI |
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sgng123
Supreme |
15-May-2013 23:10
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After reading Hapag Lloyd 1Q report, think NOL should just change it CEO to a german guy who would enact Germany style austerity measure on APL lol, maybe can cut up to 10% off the table rather than 5% by Singaporean ceo. | ||||
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sgng123
Supreme |
15-May-2013 22:40
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cos no one in the right mind would boost share price knowing it is actual the building profit that boost profit. By the way hapag Lloyd also similar result halving loss in 1Q yoy but the average freight up 4% and revenue up 3%. This indicate NOL might be giving customers some leg room before they joined the G6 service in transpacific. Lot of liner internal interest the army col Ng need to break up and return profit to shareholder, maybe should change all the transpacific head managers lol too many rats. | ||||
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alexsmith
Member |
15-May-2013 21:23
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Hi RuanLai, How u know GIC is buying up this counter?
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sgng123
Supreme |
15-May-2013 12:45
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Now lot of cursing in the analyst room, stock market rally with no visible improvement to economy and lot of fear about a melt UP lol. Melt UP meaning stock market would keep on raising for no reason and would not do a major correction for them to pick up cheap stock lol. The fear of missing out the bull rally is keeping US market breaking new height. In Singapore our STI is in hibernation mode, cannot move higher as most of STI component stocks are already priced highly with the exception of growth stocks. No growth how stock market can move up, lot of people expecting a crash soon but the market defy gravity for 5 months this year. Patience is wearing thin and with Japanese bond holders cashing out of bond and switching to stocks. This year gona be one with extreme movement in stock market unless US economy recovers strongly in 2Q. | ||||
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CSH123
Member |
15-May-2013 12:13
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The problem with Obama's administration is reporting at the wrong time | ||||
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Hawkeye
Master |
15-May-2013 10:38
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Shipping stock in asia will recover in 3Q.
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sgng123
Supreme |
15-May-2013 09:54
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No government support and u know from noble share price this morning, it tumble all the way to 1.05 might see 1.00 soon cos fund managers all running for exit and no one want to support commodities stock cos price are all falling. EU had conducted a surprise check on major oil firms for fixing the oil price in open market and if anything come out of it then u start to see a commodities rout. | ||||
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sgng123
Supreme |
15-May-2013 09:49
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Actually operating cost is going down very fast but it just bad luck freight rate is going down faster due to US spending cut fears in 1Q and oversupply situation in market. Currently NOL just had to hang on waiting for 2014 to come when supply of new ships eased and US economy recovered. In the mean time think temasek would go into market and provide support for share price if necessary. This again proved spot rate movement is not consistent with what actually happen in carriers freight rate since GRI since Jan till Feb but it fail to materialise into profit, Lot of leg room given to retailers in NOL case, discount etc.
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ruanlai
Elite |
15-May-2013 09:30
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GIC is buying up this counter....... | ||||
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gelu2279
Member |
15-May-2013 00:08
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last line of defense is maintaining volume share for NOL. but that has gone dow the drain.. let's hope its market wide trend. but if its market wide trend, its very worrying coz that means global economy still has not shown compelling signs of recovery but stocks gave the early May lull a miss this year! Smell danger.... |
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gelu2279
Member |
15-May-2013 00:04
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Core not looking good. Liner volume down 2% y/y vs. positive growth thruout 2012 (except Q4'12). Freight rate is flat to down vs. Q4'12 (should be higher considering the various peak surcharges in Q1??). Double whammy in liner offset by logistics growing at healthy 8% (nowhere close to 30% of business soon at this growth rate :) Liner margin at -5%, same as Q4'12. Cost efficiency not persistent? Logistics margin at 4%, -2pcts vs. Q4'12. Wonder why? Gave up on fright rate improvement to prop up the topline and was banking on sound cost management to provide the positive cashflow this year but Q1'13 looks disappointing. |
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sgng123
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14-May-2013 18:37
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had to see how market react but anyway this year another tough year for container shipping till 2014 where supply and demand balanced out. From the report, the operating cost dived further 2% from last year 5% reduction if not for the weak freight rate could achieve a better result.
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halleluyah
Supreme |
14-May-2013 18:17
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Profit is frm the sales of the building only if not LOSS US$124m.....See how mkt look at it tomolo.
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sgng123
Supreme |
14-May-2013 17:55
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that why I mention stay away till result out, although still earn profit but 2Q and 3Q would depend on whether a higher rate can be achieved in improved transpacific rate. | ||||
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