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ynnek1267 Master	14-May-2013 17:46        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Congrat to you, you didn't buy. Wahahahahaha!!!!!!!!!!! Coming quarters will be worse only. Wahahahahahaha!!!!!!!!!! ruanlai      ( Date: 14-May-2013 17:23) Posted: NOL 1st Qtr Result Gross Profit $115millions compared to last qtr ($36millions)loss Net Profit $76millions compared to last qtr ($252millions) loss   Tomorrow will jump at least 10cents.......Too bad never dare to buy today...so sad....hope still can get it at 1.09
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halleluyah Supreme	14-May-2013 17:29        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually is still making loss of US$124m after  deducting the sales of the building. ruanlai      ( Date: 14-May-2013 17:23) Posted: NOL 1st Qtr Result Gross Profit $115millions compared to last qtr ($36millions)loss Net Profit $76millions compared to last qtr ($252millions) loss   Tomorrow will jump at least 10cents.......Too bad never dare to buy today...so sad....hope still can get it at 1.09
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ruanlai Elite	14-May-2013 17:23        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	NOL 1st Qtr Result Gross Profit $115millions compared to last qtr ($36millions)loss Net Profit $76millions compared to last qtr ($252millions) loss   Tomorrow will jump at least 10cents.......Too bad never dare to buy today...so sad....hope still can get it at 1.09
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sgng123 Supreme	13-May-2013 17:18        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Weak china industrial data weaken share price a bit before tomorrow result. Tough time for global economy in 2Q but if US economy shows resilence and rebound strongly then all is good again since 3Q and 4Q is normally good for growth.
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sgng123 Supreme	11-May-2013 20:51        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the fuel cost reduction is nice and hope next Tues bunker recovery cost is good in NOL result.
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sgng123 Supreme	11-May-2013 20:36        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hyundai got hit cos they never undergoing  cost cutting plus container shipping only part of their business, the ship building and bulk shipping dragged them down lol. but Q412 loss is like 890M, they made a very big improvement reducing loss by almost 800M.
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pseudo Member	11-May-2013 13:41        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hyundai merchant marine a G6 members posted a Q1 loss of 89M. Bunker expenditure was down 17% vs Q4 last year
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matrixxx Senior	11-May-2013 12:23        matrixxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	Its okie to do so becos in sg beach, there is so far no Tsunami sgng123      ( Date: 10-May-2013 23:32) Posted: It can go both ways with market crashing when stock market become overheated with no real improvement to world economy and central bank forced to raise interest rate and stop QE. OR world economy finally pick up steam and recovered for good thus the laggard stocks in STI would pick up very fast and recover to valuation. It is either bull market followed by a great depression or a bull market followed by a mild correction. Dangerous play in STI defensive stocks in either ways due to over valuation as stocks were bought up due to dividend reason but actual profit margin did not warrant it. The scenario is like  playing in the beach  without knowing when  the tsunamis is coming.
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sgng123 Supreme	11-May-2013 11:28        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	US market hit another high last nite with S& P beaching new height and soon hit the 1667 peak projected to be hit at end year. Last year it is fear of Euro breakup that caused lot of panic selling, now it had become the opposite Greed is taking over, people don want to miss the bull rally. In the US laggard stocks are playing catch up namely the trade dependent, consumer related stock, in Singapore banks are playing catch up too they very close to their historical high. when banks done with their catchup with STI, hope transportation stocks would follow suit SIA is creeping up slowly while NOL still lag behind.
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sgng123 Supreme	10-May-2013 23:32        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It can go both ways with market crashing when stock market become overheated with no real improvement to world economy and central bank forced to raise interest rate and stop QE. OR world economy finally pick up steam and recovered for good thus the laggard stocks in STI would pick up very fast and recover to valuation. It is either bull market followed by a great depression or a bull market followed by a mild correction. Dangerous play in STI defensive stocks in either ways due to over valuation as stocks were bought up due to dividend reason but actual profit margin did not warrant it. The scenario is like  playing in the beach  without knowing when  the tsunamis is coming.
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halleluyah Supreme	10-May-2013 23:13        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah tis time the run up is vry uneven. Only the big blue chips/defensive counter eg telco r flying high whereas the mid/small caps r quite flat. If the US life support(QE) n raise int then the mkt will fall hard...most likely next yr. sgng123      ( Date: 10-May-2013 20:59) Posted: Currently very strong undercurrent of bull market, it just waiting for chance to erupt. US market at historical high but still got room for 10-15% upside due to higher companies profit compared to bull market 5 years ago. This is going to be one crazy run as central banks round the world destroy bond yield by buying up bond with printed money, leaving those insurance, pension investment trust etc switching to stocks which are cheap for now. Defensive low beta stock like Singtel, Starhub, M1, Singpost, SPH , ST eng all hitting or exceed their historical high with no major improvement to their base line, only reason people buy them up cos of dividend. lot of hot money moving from bond to stocks, for nol to soar need a solid 1Q13 result to ignite the fire else would continue to remain in recession price zone. I am waiting for that share price catalyst result to punt else it hand off, 4 more days to go. Singapore banks all close to their historical high in 2007, when they exceed it then we might see STI at 4000 yearend. This is one strange market with high beta and low beta stocks  at both end of spectrum, don know whether it is a real bull run or false one hard choice. halleluyah      ( Date: 10-May-2013 18:22) Posted: Go in after US mkt correction n flw by all other mkts then go in will b better as px is more  stabilize too. Lets watch how mkt going after 19 may
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sgng123 Supreme	10-May-2013 20:59        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Currently very strong undercurrent of bull market, it just waiting for chance to erupt. US market at historical high but still got room for 10-15% upside due to higher companies profit compared to bull market 5 years ago. This is going to be one crazy run as central banks round the world destroy bond yield by buying up bond with printed money, leaving those insurance, pension investment trust etc switching to stocks which are cheap for now. Defensive low beta stock like Singtel, Starhub, M1, Singpost, SPH , ST eng all hitting or exceed their historical high with no major improvement to their base line, only reason people buy them up cos of dividend. lot of hot money moving from bond to stocks, for nol to soar need a solid 1Q13 result to ignite the fire else would continue to remain in recession price zone. I am waiting for that share price catalyst result to punt else it hand off, 4 more days to go. Singapore banks all close to their historical high in 2007, when they exceed it then we might see STI at 4000 yearend. This is one strange market with high beta and low beta stocks  at both end of spectrum, don know whether it is a real bull run or false one hard choice. halleluyah      ( Date: 10-May-2013 18:22) Posted: Go in after US mkt correction n flw by all other mkts then go in will b better as px is more  stabilize too. Lets watch how mkt going after 19 may. sgng123      ( Date: 10-May-2013 17:52) Posted: In short just don do anything till next wed, either punting or shorting.
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pseudo Member	10-May-2013 19:23        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thx for the insights bro. Much appreciated. Keep on posting.. sgng123      ( Date: 10-May-2013 18:33) Posted: lloydslist like to blow stuff when market don move in their projected direction but again it the analyst way of telling carriers not to get into another rate war. 4 alliances controlling container market namely Maersk, G6, MSC+CMA and China shipping group + Hanjin, very difficult to kill off each other since all 4 holding similar market share of 20%. Anyway new ships coming in the first half of year and eased later in 2nd half so difficult to raise GRI for now had to wait for 2nd half.
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sgng123 Supreme	10-May-2013 18:33        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	lloydslist like to blow stuff when market don move in their projected direction but again it the analyst way of telling carriers not to get into another rate war. 4 alliances controlling container market namely Maersk, G6, MSC+CMA and China shipping group + Hanjin, very difficult to kill off each other since all 4 holding similar market share of 20%. Anyway new ships coming in the first half of year and eased later in 2nd half so difficult to raise GRI for now had to wait for 2nd half.
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halleluyah Supreme	10-May-2013 18:22        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Go in after US mkt correction n flw by all other mkts then go in will b better as px is more  stabilize too. Lets watch how mkt going after 19 may. sgng123      ( Date: 10-May-2013 17:52) Posted: In short just don do anything till next wed, either punting or shorting.
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pseudo Member	10-May-2013 18:09        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	All out rate war Liao le. See lloydslist summit. Carriers are all blaming each other. Whilst seaintel has a view that the rate depression is on purpose.
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sgng123 Supreme	10-May-2013 17:52        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	In short just don do anything till next wed, either punting or shorting.
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sgng123 Supreme	10-May-2013 17:48        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	500M cost saving knock down operating cost by 5% and according to fiscal report 2012, the operating cost is slightly below average 2012 freight rate of US $2509 after the cost saving . 80% refer to world cargo, currently most of the container business don link contract to index due to huge swing and unstable nature. If all contracts is link to index, carriers would not let the current depress rate remain could just repeat last year GRI and pulled capacity. otherwise why Europe rate is so poor in NOL 3Q12 should shoot to 3000+ according to SCFI at that time. I checked out NOL previous fiscal results and found that their freight rate is based on seasonal demand basically rise in 2Q peak in 3Q weaken in 4Q recover in 1Q. How NOL would perform depend on what freight rate they got in 2Q, oil price and the various surcharges ( bunker, PSS etc). NOL building profit of 196M and reduced operating cost is more or less confirmed, surcharges and bunker price are the variable. That why I mentioned to stay out of this counter till next wed to be on the safe side.  Not to mentioned Fleet renewal also help to lower operating cost too, 50% completed in 2012 now just need to verify the result in 1Q13.
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pseudo Member	10-May-2013 17:43        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	2H2011? thats been long gone bro Octavia      ( Date: 10-May-2013 16:29) Posted: Nomura Equity Research says that despite the recent share price correction of Asian container stocks, it believes there is more downside to come, and now expects the sector to remain loss-making for the rest of the year. Nomura believes the 3Q11 peak season will disappoint, preventing carriers from pushing through crucial freight rate increases (peak-season surcharges or general rate hikes). “Thus, we expect the container sector to report full-year losses and signs are emerging that growth from the developed world could slow. Oil prices remain high and bunker surcharges would be insufficient to cover the bunker oil cost. We think 2012 is likely to see a return to profitability, but this is overshadowed by uncertainties in 2H11.” Nomura said the container shipping sector recovery is taking longer than expected.
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Octavia Supreme	10-May-2013 16:29        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Nomura Equity Research says that despite the recent share price correction of Asian container stocks, it believes there is more downside to come, and now expects the sector to remain loss-making for the rest of the year. Nomura believes the 3Q11 peak season will disappoint, preventing carriers from pushing through crucial freight rate increases (peak-season surcharges or general rate hikes). “Thus, we expect the container sector to report full-year losses and signs are emerging that growth from the developed world could slow. Oil prices remain high and bunker surcharges would be insufficient to cover the bunker oil cost. We think 2012 is likely to see a return to profitability, but this is overshadowed by uncertainties in 2H11.” Nomura said the container shipping sector recovery is taking longer than expected.
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