SamuderaShipping    Last:0.96    -0.015

SAMUDERA SHIPPING LINE LTD

container freight rate index for china' s port is moving higher as well

Containerized Freight Index - Price - Chart - Historical Data - News

ssw518      ( Date: 06-Nov-2024 08:15) Posted: Rates likely to go higher after election in US as the change in import tax  is unlikely to take place immediately, there will be prepaeration work required while more will be rushing to stock up before the change. With CNY coming within 3 months, Dec traffic should be tight as well. my view   Asdfgh101      ( Date: 05-Nov-2024 21:36) Posted: https://www.cohesionfreight.com.cn/market-update-2/

 

Rates likely to go higher after election in US as the change in import tax 
is unlikely to take place immediately, there will be prepaeration work required
while more will be rushing to stock up before the change.
With CNY coming within 3 months, Dec traffic should be tight as well.
my view
 

Asdfgh101      ( Date: 05-Nov-2024 21:36) Posted: https://www.cohesionfreight.com.cn/market-update-2/

 

https://www.cohesionfreight.com.cn/market-update-2/

 

Shortsell Position report for week ending  25 Oct

S56

SAMUDERA SHIPPING LINE LTD

2,562,100

538,038,199

SGD

2,113,732.50

0.48

ssw518      ( Date: 25-Oct-2024 16:43) Posted: sorry is 18 Oct ssw518      ( Date: 25-Oct-2024 16:36) Posted: Shortsell Position report for week ending 17 Oct S56 SAMUDERA SHIPPING LINE LTD 2,509,000 538,038,199 SGD 2,069,925.00 0.47

 

Wait for weekend boom 😂

wehuattogether88      ( Date: 01-Nov-2024 14:08) Posted: Freight rate might shoot up again if Iran retaliates and fire their rockets at Israel

 

Nice. Close 82.5 up 3.5c.......

 

Freight rate might shoot up again if Iran retaliates
and fire their rockets at Israel

 

3Q : 486 x 287 = 139 428
1H : 433 x 221 + 446 x 239 = 202 287

A guide which i looked at for now, next is keep track on frieght rate 
rest is for to you compute and decide buy / sell / hold
 

 

Very positive result.

1) More cargo handled in Q3 (486) compared to both Q1 (433) and Q2 (446)
2) Higher average frieght clocked in Q3 (287) compared to Both Q1 (221) and Q2 (239)
3) Bulk and Tanker quite flat Q1 (464), Q2 (634) Q3 (561) with some days undergo docking
4) Logistic does better than Q2 but lower than Q1, flat as well but already better than entire 2023 as at Q3

note that this counter is consider as heavily shorted (public float) base on short position 2 weeks ago.
likely to see full year to clock EPS at around 8 to 11 US cents (1H is 3.99) if Q4 comes in on the low side like Q1
Note sure why shortist aim this counters but above 1 dollars seems to make more sense

Maybe tomorrow short sell will start panic buy, let' s see

General Announcement::1st Half 2024 BUSINESS UPDATE
General Announcement::3RD QUARTER 2024 BUSINESS UPDATE
 

 

Positive but flat results...should be a guaranteed $0.10 in dividends next year...share price should drop a bit followed by a push back up to $1.00 after CNY 2025...accumulate if it drops to cash value $0.70

 

https://links.sgx.com/1.0.0/corporate-announcements/N76NXFJFORAMJJKP/823551_3Q%202024%20%20Business%20Update.pdf

 

 

I am new in this forum so hello to everyone, but I had been following SAMU for quite sometime. 2H 2023 average freight down to US$ 1,300 vs 2H 2024 as high as US$ 5900. Hopefully they will release good news before this weekend.

 

What will samu profit guidance be later? Really polarising day today with hkl doing asset recycling and aztec global dropping so much

 

Hope good results then can buy more for year end dividends

 

All these are immaterial as there is CFD as well...most impt the results speak for itself on 30 Oct...from personal exp as long as results release is later than previous year than results are usually below expectations

 

sorry is 18 Oct

ssw518      ( Date: 25-Oct-2024 16:36) Posted: Shortsell Position report for week ending 17 Oct S56 SAMUDERA SHIPPING LINE LTD 2,509,000 538,038,199 SGD 2,069,925.00 0.47 ssw518      ( Date: 18-Oct-2024 07:45) Posted: Shortsell Position report for week ending 11 Oct S56 SAMUDERA SHIPPING LINE LTD 2,391,400 538,038,199 SGD 2,020,733.00 0.44 Shortsell Position report for week ending 4 Oct S56 SAMUDERA SHIPPING LINE LTD 2,432,200 538,038,199 SGD 2,091,692.00 0.45

 

Shortsell Position report for week ending 17 Oct

S56

SAMUDERA SHIPPING LINE LTD

2,509,000

538,038,199

SGD

2,069,925.00

0.47

ssw518      ( Date: 18-Oct-2024 07:45) Posted: Shortsell Position report for week ending 11 Oct S56 SAMUDERA SHIPPING LINE LTD 2,391,400 538,038,199 SGD 2,020,733.00 0.44 Shortsell Position report for week ending 4 Oct S56 SAMUDERA SHIPPING LINE LTD 2,432,200 538,038,199 SGD 2,091,692.00 0.45 ssw518      ( Date: 15-Oct-2024 08:49) Posted: Looks like this short BB quite persistent after shorting 2+kk in the week  on 4 Oct. Not sure if they had cover back. for short sell report  MAS SPRS Public Portal countdown 15 days to 30 Oct Let' s how low this guy can push down, collect some if you can hold at least 3 week. Let see what the company will do with the huge cash and the addition SGD 4 cent eps keep from 1H. I am expecting higher revenue since capacity increase after receiving 1 container ship on 4 Aug. vested dyodd

 

Maersk raises profit outlook on strong market
looks like insider started collecting
can target 0.92 and 0.98 base on Phillip' s technical call
yesterday closing turn both short and long term
from bear to bull  which is very positive
dyodd

 

Shipping freight rate might shoot up again if Israel really attack Irans installation.
This counter very price sensitive to this.

 

all waiting for engine to start?
strong buy Q at 0.82 with 360k 
might jump if start to shift upwards
Port reits already moved higher,
let' s see if shipping line follow thru.

ssw518      ( Date: 18-Oct-2024 10:05) Posted: China Industrial Production came in better (5.4%) and higher than estimate (4.6%) FYI