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China Industrial Production came in better (5.4%) and higher than estimate (4.6%)
FYI
FYI
Samudera Shipping Line Ltd (SGX: S56) (Current Price: S$0.830) &ndash TECHNICAL BUY Buy price: S$0.830 Stop loss: S$0.815 (-1.81%) Take profit 1: S$0.920 (+10.84%) Take profit 2: S$0.980 (+18.07%) (1): Samudera Shipping Line Ltd broke out of a range consolidation between S$0.790 and S$0.835, and found support upon a retest subsequently. This provides a potential bullish reversal signal. (3): The Moving Average Convergence Divergence (MACD) technical indicator displays increasing momentum and holds above the zero line, supporting the bullish reversal view. We expect the price to rise further towards Take profit level 1 at S$0.920, retesting the recent swing high resistance level formed at the start of October 2024. The price could head higher thereafter towards Take profit level 2 at S$0.980, which would fill a price gap at the end of July 2024. The expected timeline of the trade is 1-12 weeks from the date of report issuance
wehuattogether88 ( Date: 14-Oct-2024 10:51) Posted:
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It has been there every trading since then.
2x 500 lots (500 before 8.30am another 500 after 8.30 am everyday)
Looks like the shortist needs to press hard to cover position,
2 weeks of report reflecting short position above 2K lots.
volume is extremely low compared to last volume move when the 1k selling order appeared
at 0.905. Still there as of now...
everyday buyer are mostly intraday traders, most trades done in 5/10/20 lots swing up and down.
vested, suggest buy only if you can hold (2-3k shares with low comm broker),
even small amount can give you good return as price range gap is big (0.79-0.98).
dyodd
2x 500 lots (500 before 8.30am another 500 after 8.30 am everyday)
Looks like the shortist needs to press hard to cover position,
2 weeks of report reflecting short position above 2K lots.
volume is extremely low compared to last volume move when the 1k selling order appeared
at 0.905. Still there as of now...
everyday buyer are mostly intraday traders, most trades done in 5/10/20 lots swing up and down.
vested, suggest buy only if you can hold (2-3k shares with low comm broker),
even small amount can give you good return as price range gap is big (0.79-0.98).
dyodd
wehuattogether88 ( Date: 02-Oct-2024 13:45) Posted:
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Shortsell Position report for week ending 11 Oct
Shortsell Position report for week ending 4 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:
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not sure if anyone looking at it' s Balance Sheet.
cash 420+ million which is 0.78 base on 538m float.
long term + short term debt is 400m
recievable 100m
Plant / property / Equipment 500m
the two additional container ship is still out of picture
China is likely on it' s way to recovery
Interest rate cut otw though might not be as fast as projected by the market
only big concern I have is Middle East
Boss himself already holding 65%, plus SSH n institute should be ard 10-15%
leaveing 20-25% in the open market. 1H still profit with EPS about 5 singapore cents,
nevertheless very disappointing 1 cents div. Final div? My guess is at least 2 cents
depends on economy outlook and profit.
just my view, rest depends on BB, dyodd
vested
cash 420+ million which is 0.78 base on 538m float.
long term + short term debt is 400m
recievable 100m
Plant / property / Equipment 500m
the two additional container ship is still out of picture
China is likely on it' s way to recovery
Interest rate cut otw though might not be as fast as projected by the market
only big concern I have is Middle East
Boss himself already holding 65%, plus SSH n institute should be ard 10-15%
leaveing 20-25% in the open market. 1H still profit with EPS about 5 singapore cents,
nevertheless very disappointing 1 cents div. Final div? My guess is at least 2 cents
depends on economy outlook and profit.
just my view, rest depends on BB, dyodd
vested
ssw518 ( Date: 15-Oct-2024 08:49) Posted:
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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
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
For reference extracted from Phillip Secuities:
With the capital of Jakarta moving, I'm sure somehow Samu will be included and its revenue stable
Macro already 60, this one still underwater.
waiting and waiting.
waiting and waiting.
ssw518 ( Date: 04-Oct-2024 15:12) Posted:
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STRONG BUY when market open next Monday as correction seems over.
ssw518 ( Date: 04-Oct-2024 16:17) Posted:
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buyer incoming finally....
By now all should have read the news on the strike is over and dockworker
going back to port till 5 Jan 25 (80 days later) while waiting for deal to finalised.
if you notice, my comment below, President can call off the strike for 80 day
and Biden says the will not interfeer.... nothing was disclosed on the deal when ask
so finger cross
dyodd
going back to port till 5 Jan 25 (80 days later) while waiting for deal to finalised.
if you notice, my comment below, President can call off the strike for 80 day
and Biden says the will not interfeer.... nothing was disclosed on the deal when ask
so finger cross
dyodd
ssw518 ( Date: 03-Oct-2024 07:47) Posted:
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Samudera Shipping Line Ltd. engages in the transportation of containerized and non-containerized cargo. It operates through the following business segments: Container Shipping, Bulk and Tanker, and Agencies and Logistics. The Container Shipping segment includes feeder services for the transportation of containerized cargo between Singapore as a hub port and other outgoing spoke ports in Asia, as well as inter-region and intra-region container shipping services to end users. The Bulk and Tanker segment offers the transportation of special dry bulk, liquid, and gas cargo in the international and Indonesian domestic market. The Agencies and Logistics segment provides agency services in Bangkok, Port Klang, Penang, Mumbai, Kolkata, Chennai, and Dubai.
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oil price will benefit it' s bulk and tanker segment
Container segment, we really don' t know but now they have additional 2 more container ship
conpare to last reporting.
As for logistic, base on Sg import / export data, it should be at least stable.
anyway, last div was really sad for holders, eps was good but 1 cent div.
main reason or the sell down.
as for finiancial, still very strong with low debt.
Macropolo did quite well today, let' s see if BB wanna push.
Seems all eye looking at the direction of the 0.905 1m sell order, going lower or remove
holding my for the time, hopfully can see the 0.9xx by next reporting.
just sharing dyodd
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Peer Comparison
| Industry Peer | ROA (%) | ROE (%) | P/E | P/BV | EPS | DPS | Div Yield (%) | ||
|---|---|---|---|---|---|---|---|---|---|
|
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| Samudera Shipping Line Ltd | 11.36 | 18.37 | 6.19 | 0.63 | 0.25 | 0.03 | 2.32 | ||
| Marco Polo Marine Ltd. | 10.82 | 14.72 | 7.00 | 1.13 | 0.00 | 0.00 | 1.78 | ||
| Nordic Group Limited | 6.34 | 14.04 | 10.27 | 1.19 | 0.04 | 0.01 | 3.89 | ||
| Singapore Shipping Corporation Limited | 4.87 | 7.60 | 7.86 | 0.57 | 0.03 | 0.01 | 4.16 | ||
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oil price will benefit it' s bulk and tanker segment
Container segment, we really don' t know but now they have additional 2 more container ship
conpare to last reporting.
As for logistic, base on Sg import / export data, it should be at least stable.
anyway, last div was really sad for holders, eps was good but 1 cent div.
main reason or the sell down.
as for finiancial, still very strong with low debt.
Macropolo did quite well today, let' s see if BB wanna push.
Seems all eye looking at the direction of the 0.905 1m sell order, going lower or remove
holding my for the time, hopfully can see the 0.9xx by next reporting.
just sharing dyodd
Samu has always perform well in the past when there are chaos in the shipping route of the red sea, oil supply disruption as it can command the price that it charges in view of higher risk and timeliness.. Be patient, BBs would not be silly to do a one night stand... I can see that there are silent buy up and as long as you can hold, no worries. If cannot, sell and buy back.. It has cover back 0.845 and now it should move towards 88 first... I have vested long interest to at least 95 and above. It have to move to align with the rest of its peers in HK and China.. Be Patient once again:):)
Will Samudera move up again just like Seatrium because of oil price factors?
DYODD.
DYODD.
Good or bad for Samudera? you decide
Key note so far
- US government has no plan to get involve so far
- US monitoring price for potential price gouging,
- low / no plication to US economy
note that Biden can use federal law to inforce them to get back to work - 80 days
As for Price gouging, US can only control outgoing (export), as well as local shipping company.
Outside US, price surge is good, harder for China on cheap supply? Another way to hinder Russia war fund?
most likely this should last at least 1 week,
just my view
White House sides with union as US dockworker strike enters second day (channelnewsasia.com)
Key note so far
- US government has no plan to get involve so far
- US monitoring price for potential price gouging,
- low / no plication to US economy
note that Biden can use federal law to inforce them to get back to work - 80 days
As for Price gouging, US can only control outgoing (export), as well as local shipping company.
Outside US, price surge is good, harder for China on cheap supply? Another way to hinder Russia war fund?
most likely this should last at least 1 week,
just my view
White House sides with union as US dockworker strike enters second day (channelnewsasia.com)
Alignment ( Date: 02-Oct-2024 21:45) Posted:
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West coast ports and Asia exporters set to benefit at their expense.
The strike affects 36 ports along the East and Gulf coasts, ranging from Maine to Texas
Chan expects the strike could last up to two weeks
FYI
Why FedEx, UPS stand to benefit from port strike (yahoo.com)
Chan expects the strike could last up to two weeks
FYI
Why FedEx, UPS stand to benefit from port strike (yahoo.com)
quite supprising that closing volume is so low.
no shortist?
all long closed position?
Epic game from BB today, must respect one which such a huge limit.
Let' s see what happens to friegth rate when China comes back from golden week holiday.
no shortist?
all long closed position?
Epic game from BB today, must respect one which such a huge limit.
Let' s see what happens to friegth rate when China comes back from golden week holiday.
ssw518 ( Date: 02-Oct-2024 16:34) Posted:
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if you are buying, it forwards looks. if you sold don' t look back
Rate don' t shoot like oil px where there is a WTI to look at for immediate demand / supply
It will takes time to surface to surface and px to adjust accordingly if US stike continue
and normalised.
Not sure why the BB press down so hard,
Market float is ard 55x million, top 5 control near 70%
200+ million for rest of us.
let' s see and dyodd
I am still in the red
Rate don' t shoot like oil px where there is a WTI to look at for immediate demand / supply
It will takes time to surface to surface and px to adjust accordingly if US stike continue
and normalised.
Not sure why the BB press down so hard,
Market float is ard 55x million, top 5 control near 70%
200+ million for rest of us.
let' s see and dyodd
I am still in the red