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pseudo Member	10-May-2013 15:08        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	500m is accumulated saving for whole year 2012 lar... 45% is on bunker expense (10% off less fuel) PSS may not achieved to full extent like last year... Bunker surcharge is same as last year nothing to shout about. 80% of transpacific trade u mean. Asia Europe mostly on spot sgng123      ( Date: 10-May-2013 14:18) Posted: Did the brokerage house take into consideration of the successful implementation of the 500M cost saving  and Bunker surcharge + CNY PSS into valuation. Lot of brokerage houses prediction often not up to date and either over negative or positive, not giving investors/punters correct view. So just take the brokerage recommendation with a pitch of salt, just for reference I prefer global trade data as guide which is pointing to a strengthening US economy which meant better transpacific trade. Spot rate currently not a good indicator for stock price movement as it can be easily influenced by forwarders shorting it or carriers forced GRI plus 80% of world trade is not linked to spot rate index. Price of crude oil, US/China trade data more reliable source of future guide.
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sgng123 Supreme	10-May-2013 14:18        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Did the brokerage house take into consideration of the successful implementation of the 500M cost saving  and Bunker surcharge + CNY PSS into valuation. Lot of brokerage houses prediction often not up to date and either over negative or positive, not giving investors/punters correct view. So just take the brokerage recommendation with a pitch of salt, just for reference I prefer global trade data as guide which is pointing to a strengthening US economy which meant better transpacific trade. Spot rate currently not a good indicator for stock price movement as it can be easily influenced by forwarders shorting it or carriers forced GRI plus 80% of world trade is not linked to spot rate index. Price of crude oil, US/China trade data more reliable source of future guide.
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Octavia Supreme	10-May-2013 12:07        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	CS has pre-earnings preview, with the house maintaining its UnderPerform Call with $0.95 TP. Note that NOL is scheduled to release its 1Q13 results next Tuesday, with house expecting a pre-ex loss of $41m. This excludes a US$195 m gain on its HQ building sale. House anticipate slightly improved performance with a growth of 2% in liner volumes and 1% in rates, which should combine with a doubling of logistics contributions and 12%+ declines in bunker prices to support performance, although this is expected to NOL’s eighth pre-ex loss in the last nine reporting seasons. Overall, continue to take a dim view of the liner segment and – while NOL should enjoy better rates on its key T/Pac route once contracts reset from the end of this month, the current spot erosion is likely to limit these, while other lanes remain pressured. Continue to view NOL as over-valued relative to its rates of return and vulnerable to the anticipated deterioration of freight rates in the face of excess supply.
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sgng123 Supreme	10-May-2013 11:07        sgng123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	In Singapore we are overpaying for everything cos everything is imported. The only thing that is not overpay is our salary as the government artificially hold down pay increment for 10 years to boost growth. Now they start to realise what a big mistake it is and try to reverse course by trying to get employer to boost pay through reducing foreign labour and share the pain for 3 years with a 40% share in pay increment. Do you think employers so stupid after 3 years their profit margin would decline due to higher labour cost. That is why it is always not a good ideas to try to manipulate human related issue like birth rate, pay , love etc. Guess they never learn from earlier 70 LKY mistake of stop at 2 birth control policy. Come GE2016, it going to be very interesting since more young people would get chance to vote and maybe down another 1-3 GRC to speed up reform in Singapore domestic policy.
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dippyboy Member	10-May-2013 00:57        dippyboy About Contact  Quote this Post!   Yells: "Plsdoyourownhomework.Personalopinion,Disclaimerapplies."
x 0   x 0  Alert Admin	The concept is called intrinsic value. Overpay and theres no greater fool and you will be poor sucker,   no doubt about that. There is also a difference between profitable govt backed business and non-profitable ones. The latter wont be able to make any money for investors in the longer term and might lose alot. Short term, one have to be a good technician to punt on bb moves. In anycase technicians wont be looking at Nol in the near term either, cause there is an implicit govt put to the downside, even though theres lots of real downside risks to earnings to cause a valuation rerating .period.   CSH123      ( Date: 09-May-2013 12:00) Posted: Without trade, banks will no be able to function and countries cannot grow. Dippyboy mentioned buying things at cost..will everybody be able to do so realistically? Think..
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CSH123 Member	09-May-2013 12:02        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	your house is not at cost neither is ur car or ur glass of kopi
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CSH123 Member	09-May-2013 12:00        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Without trade, banks will no be able to function and countries cannot grow. Dippyboy mentioned buying things at cost..will everybody be able to do so realistically? Think..
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sgng123 Supreme	09-May-2013 11:52        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	By the way don go in yet if u are purely punting for profit cos 1Q13 result would greatly affected share price trading trend. For those holding gona be patient with NOL as need to assess the impact of the 500M cost saving on the margin in 1Q13. For now just sit back and enjoy the current bullish trading pattern.
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CSH123 Member	09-May-2013 10:38        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	tell me which company isnt..even ocbc and f& n are dippyboy      ( Date: 09-May-2013 02:29) Posted: i wouldnt bet on govt support to invest in a business. look at all those semi conductor companies in the 90s during the tech push(jurong tech , chartered etc). stats chip is the only one left after lagging for so long.   It really depends on the price paid. eg, For a $1.1 company with like net 80c of debt owned by the banks on the balancesheet, its as good as being owned by the bank as in liquidation basis when assets is fetched at market prices, common share holders would be wiped out and bank will struggle to get back a dollar on a dollar. Now if you paid full $1.1 for such assets when it might fetch nil based on implicit hope of govt backing its really wishful thinking. The same dollar could be invested in a better business that earns money. Paying inflated full value for a huge indebted business is like buying a car from a bankrupt person and paying full price plus addition guarantee for the massive hire purchase when you dont need to.The bankrupt would be very happy to sell you his shit,   along with all the creditors obligation if its possible. but listed companies cant be sold so easily as theres not many suckers around except empire builders CEO. The reason is no sane businessman would be paying such inflated price for something only worth far less. They might consider a takeover if its 30c on a dollar cause thats whats the remaining valuable asset would be worth after deducting the debt.
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dippyboy Member	09-May-2013 02:29        dippyboy About Contact  Quote this Post!   Yells: "Plsdoyourownhomework.Personalopinion,Disclaimerapplies."
x 0   x 0  Alert Admin	i wouldnt bet on govt support to invest in a business. look at all those semi conductor companies in the 90s during the tech push(jurong tech , chartered etc). stats chip is the only one left after lagging for so long.   It really depends on the price paid. eg, For a $1.1 company with like net 80c of debt owned by the banks on the balancesheet, its as good as being owned by the bank as in liquidation basis when assets is fetched at market prices, common share holders would be wiped out and bank will struggle to get back a dollar on a dollar. Now if you paid full $1.1 for such assets when it might fetch nil based on implicit hope of govt backing its really wishful thinking. The same dollar could be invested in a better business that earns money. Paying inflated full value for a huge indebted business is like buying a car from a bankrupt person and paying full price plus addition guarantee for the massive hire purchase when you dont need to.The bankrupt would be very happy to sell you his shit,   along with all the creditors obligation if its possible. but listed companies cant be sold so easily as theres not many suckers around except empire builders CEO. The reason is no sane businessman would be paying such inflated price for something only worth far less. They might consider a takeover if its 30c on a dollar cause thats whats the remaining valuable asset would be worth after deducting the debt.
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sgng123 Supreme	09-May-2013 01:29        sgng123 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Maybe but Dow jones got like 15% more to go hitting 17000 maybe adjusted for inflation currently US stocks not so expensive due to higher earning reported. Lot of fund managers in shit hole they dug themselves by shorting stock praying for massive sell down. Once they started to cover their position it going to be fun but be aware this is a false bull run till US economy recovers for good and unemployment at US gone down below 6%. US economy bound back from deep shit every time, strongest economy in the world at least US companies is expert in cutting cost lol. The big correction would come when Fed reserve stopped QE3 and started to raise interest rate global, that is the signal to sell everything lol.
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CSH123 Member	08-May-2013 22:08        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do you why they said that? SSE still have 15% to play catch up and these jokers r using this lame excuse to bargain hunt to load up their positions in asia..7 mths.. shortist gonna be in trouble sgng123      ( Date: 08-May-2013 21:42) Posted: It gona be a roller coaster ride this year of snake. Now economists said today china trade data is kelong, saying china government made up the number by reporting higher number on their export/import cost lol. This is silly economists in US also said the same thing on Apr job data, it look like every economists are hell bent on screwing the economy than giving a correct  view based on actual data. Look like their financial backers are piling pressure on them to talk down global economy cos they had a big pile of short positions to cover lol the Sell in May and go away June strategy backfired badly. Now if the May US job data go up strongly it gona be Buy May ( Short cover) Buy June ( Short cover) lol
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sgng123 Supreme	08-May-2013 21:42        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It gona be a roller coaster ride this year of snake. Now economists said today china trade data is kelong, saying china government made up the number by reporting higher number on their export/import cost lol. This is silly economists in US also said the same thing on Apr job data, it look like every economists are hell bent on screwing the economy than giving a correct  view based on actual data. Look like their financial backers are piling pressure on them to talk down global economy cos they had a big pile of short positions to cover lol the Sell in May and go away June strategy backfired badly. Now if the May US job data go up strongly it gona be Buy May ( Short cover) Buy June ( Short cover) lol
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CSH123 Member	08-May-2013 21:32        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i didnt cut..saw it frm .98 to 2.3 and nw here..bought alot and smemre with margin which had since fully paid..will be ok coolsan      ( Date: 08-May-2013 17:37) Posted: went in @ $1.80 in yr 2010...price  keep going down .. cut loss around $1.4 + .Recently switch to this  counter again and picked up @ $1.18 then add another 10 lot at $1.15 ...set some fund aside  in case NOL call for right issue...then wait patiently .. hopefully not to have another financial crises ..   snooty      ( Date: 08-May-2013 15:05) Posted: At what price did u go in? I went in at 1.98.. boowoohoooo... luckily, its not a big part of my portfolio.. so just waiting patiently for the sleeping giant to wake up.. was even thinking whether i shd go in at this price to avg down.. hurhurhur.
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CSH123 Member	08-May-2013 21:27        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks sifu sgng123      ( Date: 08-May-2013 17:56) Posted: Don worry too much guys. The government had pumped in US $4 billion for fleet renewal and another loan guarantee MTN US $1.5billion, so die die NOL management had to reverse course for NOL fiscal result  this year lol. otherwise PAP government would be screwed over by opposition   for wasting tax payer money on money losing business. That the main reason why the Ex SAF general replaced the CEO and started to do massive cost cutting and in the process burn down lot of bridges between charters and interested parties. Lot of fat in APL to be burned, maybe need further restructuring if financial result did not improve, more head cuttings.
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sgng123 Supreme	08-May-2013 17:56        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don worry too much guys. The government had pumped in US $4 billion for fleet renewal and another loan guarantee MTN US $1.5billion, so die die NOL management had to reverse course for NOL fiscal result  this year lol. otherwise PAP government would be screwed over by opposition   for wasting tax payer money on money losing business. That the main reason why the Ex SAF general replaced the CEO and started to do massive cost cutting and in the process burn down lot of bridges between charters and interested parties. Lot of fat in APL to be burned, maybe need further restructuring if financial result did not improve, more head cuttings.
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coolsan Member	08-May-2013 17:37        coolsan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	went in @ $1.80 in yr 2010...price  keep going down .. cut loss around $1.4 + .Recently switch to this  counter again and picked up @ $1.18 then add another 10 lot at $1.15 ...set some fund aside  in case NOL call for right issue...then wait patiently .. hopefully not to have another financial crises ..   snooty      ( Date: 08-May-2013 15:05) Posted: At what price did u go in? I went in at 1.98.. boowoohoooo... luckily, its not a big part of my portfolio.. so just waiting patiently for the sleeping giant to wake up.. was even thinking whether i shd go in at this price to avg down.. hurhurhur.. Tomique      ( Date: 08-May-2013 14:51) Posted: I won't wait for NOL to go $2.00 like before long time ago.   Would be happy with $1.50.   Hope it quickly move up by end of the year.
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Tomique Master	08-May-2013 16:03        Tomique About Contact  Quote this Post!
x 0   x 0  Alert Admin	I got in when it went down from $2 but I bought small amount so enabled me to buy a few more to average.   So my cost for 20 lots is only $1.26 which is below my budget of maximum   $50K for a counter.   So actually I could enter again now, but like to wait for some good news or bullishness of the counter before I buy. snooty      ( Date: 08-May-2013 15:05) Posted: At what price did u go in? I went in at 1.98.. boowoohoooo... luckily, its not a big part of my portfolio.. so just waiting patiently for the sleeping giant to wake up.. was even thinking whether i shd go in at this price to avg down.. hurhurhur.. Tomique      ( Date: 08-May-2013 14:51) Posted: I won't wait for NOL to go $2.00 like before long time ago.   Would be happy with $1.50.   Hope it quickly move up by end of the year.
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pseudo Member	08-May-2013 15:55        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully shipping is turning for the better and NOL would be flying high
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snooty Senior	08-May-2013 15:44        snooty About Contact  Quote this Post!
x 0   x 0  Alert Admin	do i always look back when i drive? Of course i do! need to know who is behind me sometimes.. u never know whats going to happen from behind.. prevention always better than cure..  haha.. CSH123      ( Date: 08-May-2013 15:15) Posted: u shld be forward looking in this instrument. whatever is past is past. Do u always look back when u drive?  snooty      ( Date: 08-May-2013 15:05) Posted: At what price did u go in? I went in at 1.98.. boowoohoooo... luckily, its not a big part of my portfolio.. so just waiting patiently for the sleeping giant to wake up.. was even thinking whether i shd go in at this price to avg down.. hurhurhur.
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