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Shortsell Position report for week ending 15 Nov
Seems like shortist is the main buyer from 0.82 to 0.84,
they don' t seems to queue but one mouth when seller stack up between that price.
the 1m sell queue had been there for 2 months long.
just sharing what i see, vested
dyodd
| S56 | SAMUDERA SHIPPING LINE LTD | 1,673,600 | 538,038,199 | SGD | 1,322,144.00 | 0.31 |
Seems like shortist is the main buyer from 0.82 to 0.84,
they don' t seems to queue but one mouth when seller stack up between that price.
the 1m sell queue had been there for 2 months long.
just sharing what i see, vested
dyodd
ssw518 ( Date: 22-Nov-2024 08:24) Posted:
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Base on short data,
1) short position climbed when US port strike in early oct and ended in 3 days for further negotiation within 80 days,
that' s when Biden walk out of white house office.
2) further escalate till before Samudera reports it' s 3Q business update
3) slowly moving lower after the updates that review positive perspective for FY result coming Feb
4) so far Q4 rates seems to stay above 1H average
5) 1 cents interim div from 5 cents eps for 1H
6) super strong cash in bank for 1H reported (pls check their report)
what to expect for coming FY report? really up to individual to dyodd
1) short position climbed when US port strike in early oct and ended in 3 days for further negotiation within 80 days,
that' s when Biden walk out of white house office.
2) further escalate till before Samudera reports it' s 3Q business update
3) slowly moving lower after the updates that review positive perspective for FY result coming Feb
4) so far Q4 rates seems to stay above 1H average
5) 1 cents interim div from 5 cents eps for 1H
6) super strong cash in bank for 1H reported (pls check their report)
what to expect for coming FY report? really up to individual to dyodd
Shortsell Position report for week ending 15 Nov
Shortsell Position report for week ending 8 Nov
| S56 | SAMUDERA SHIPPING LINE LTD | 2,190,100 | 538,038,199 | SGD | 1,784,931.50 | 0.41 |
| S56 | SAMUDERA SHIPPING LINE LTD | 2,284,500 | 538,038,199 | SGD | 1,884,712.50 | 0.42 |
ssw518 ( Date: 13-Nov-2024 08:14) Posted:
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A business update issued on 30 Oct this year. a little bit of optimism in growth. The previous year was a profit guidance (not good subsequently). Results announced in 3rd week Feb 2025. Until then, happy investing.
A lot of activities for both export and import.
In October, exports rose 10.25 per cent from a year earlier to $24.41 billion, far above a forecast rise of 3.84 per cent in the Reuters poll. The pace of growth was the fastest since January, 2023.
Meanwhile, imports surged 17.49 per cent on a yearly basis to $21.94 billion, the fastest pace since September 2022. The poll had predicted 7.10 per cent growth. Indonesia' s exports, imports beat forecasts, trade surplus less than expected - CNA
In October, exports rose 10.25 per cent from a year earlier to $24.41 billion, far above a forecast rise of 3.84 per cent in the Reuters poll. The pace of growth was the fastest since January, 2023.
Meanwhile, imports surged 17.49 per cent on a yearly basis to $21.94 billion, the fastest pace since September 2022. The poll had predicted 7.10 per cent growth. Indonesia' s exports, imports beat forecasts, trade surplus less than expected - CNA
| ssw518 ( Date: 15-Nov-2024 11:03) Posted: |
Interesting statement
The coming weeks will be telling, if shippers believe that tariffs could rise to levels that mean &ldquo the viability of their goods are affected&rdquo , then we can expect to see a spike in demand on the Pacific to both east and west coasts, notwithstanding the threat of a January strike on the US eastern seaboard.
The coming weeks will be telling, if shippers believe that tariffs could rise to levels that mean &ldquo the viability of their goods are affected&rdquo , then we can expect to see a spike in demand on the Pacific to both east and west coasts, notwithstanding the threat of a January strike on the US eastern seaboard.
| ssw518 ( Date: 14-Nov-2024 09:40) Posted: |
3Q review was on 30 Oct after market closed and some short position covered on that week
on the same day, price hit recent low of 0.79, now fighting to stay above 8.25.
rest is up to the market to decide.
on the same day, price hit recent low of 0.79, now fighting to stay above 8.25.
rest is up to the market to decide.
Shortsell Position report for week ending 1 Nov
| S56 | SAMUDERA SHIPPING LINE LTD | 2,534,700 | 538,038,199 | SGD | 2,091,127.50 | 0.47 |
ssw518 ( Date: 03-Nov-2024 19:42) Posted:
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close to zero volume today should be pushing up soon
likely to take some times for the short to cover position.
as there is wasn' t a substancial of seller for them to do so.
For now, a lot like me stuck from 0.85 and above.
Nevertheless as long as freight rate keep pointing north,
will just hold till i get my profit, for div payout during Full year result,
It has very high retained earning, just that we are at the mercy of the boss
on decide how much to give.
as there is wasn' t a substancial of seller for them to do so.
For now, a lot like me stuck from 0.85 and above.
Nevertheless as long as freight rate keep pointing north,
will just hold till i get my profit, for div payout during Full year result,
It has very high retained earning, just that we are at the mercy of the boss
on decide how much to give.
Asdfgh101 ( Date: 08-Nov-2024 15:09) Posted:
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Great stuff from u...I think there is squaring of CFD going on once done it should rally
25bps cut from Fed, now waiting for China, hope to see some support to spur the
consumer spending. Sweden drop 50bps
Indonesia' s plan seems to be aggressive with gdp target 8% from 2025-2028,
seeking 800 billion USD from new investment.
Base on analysis, tariff hike from US likely in 2H25, there is still a 6-7 months for exporter
to rush shipment into US, freight rate likely to stay high till than.
consumer spending. Sweden drop 50bps
Indonesia' s plan seems to be aggressive with gdp target 8% from 2025-2028,
seeking 800 billion USD from new investment.
Base on analysis, tariff hike from US likely in 2H25, there is still a 6-7 months for exporter
to rush shipment into US, freight rate likely to stay high till than.
China' s exports soar past forecast as factories front-run Trump tariff threat - CNA
ssw518 ( Date: 07-Nov-2024 08:01) Posted:
|
Nav 94.3 US cents vs 82.5 SG cents of yesterday closing.
With 5 sg cents eps and 1 sg cent div for 1H, Q3 better result updates,
freight rate moving higher, don' t see a reason why the price
should be suppress at this level.
Retain Ernings 439 million USD
Cash and Bank Balance 312 million USD
With 5 sg cents eps and 1 sg cent div for 1H, Q3 better result updates,
freight rate moving higher, don' t see a reason why the price
should be suppress at this level.
Retain Ernings 439 million USD
Cash and Bank Balance 312 million USD