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2381-2400 of 2835
This one drawing weak holders out, someone collecting cheaply. Will have upside actions soon
Hi Bro, Well explanation! I also believe it will up. PE only 2.25 the parent company anytime privatise it with PE 4-5. The bookings for the logistics also full of this year.
GoldenPig ( Date: 19-May-2022 08:45) Posted:
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Dow dropped by over 1000 pts last night, triggered by weak retail earnings.
In a way, I am pleased by the drop. Consumers' response to high inflation and increasing interest rates will hopefully start to stop/bring down high inflation. Firstly, nobody wants to pay higher and higher prices.
Secondly, demand and thus high earnings by Samudera will be more sustainable if inflation is brought under control. Runaway inflation will eventually kill all demand and businesses. Bringing down inflation will no doubt reduce growth. But even if there is no further growth in demand, or there is slight drop in demand, there is enough sustainable demand for Samudera to continue to make handsome profits. What investors would want is the ' continue' part.
And the sooner the US markets drop to levels low enough to reduce inflation, the sooner we get over the pains and start to see market recovery.
These are my humble opinions. Please ignore my post if you don' t like them.
In a way, I am pleased by the drop. Consumers' response to high inflation and increasing interest rates will hopefully start to stop/bring down high inflation. Firstly, nobody wants to pay higher and higher prices.
Secondly, demand and thus high earnings by Samudera will be more sustainable if inflation is brought under control. Runaway inflation will eventually kill all demand and businesses. Bringing down inflation will no doubt reduce growth. But even if there is no further growth in demand, or there is slight drop in demand, there is enough sustainable demand for Samudera to continue to make handsome profits. What investors would want is the ' continue' part.
And the sooner the US markets drop to levels low enough to reduce inflation, the sooner we get over the pains and start to see market recovery.
These are my humble opinions. Please ignore my post if you don' t like them.
https://finance.yahoo.com/video/market-sell-off-safe-haven-193051385.html Some interesting points from interview:
- defensive plays for 2020 (sic 2022) is quality companies paying decent dividends
- currently 30% risk of recession
- flat growth or slight recession will still be ok
- projected growth for 2022 is 9% (for now?)
Many other points - read yourselves
Took profit & out..will return if below 70cts.
IDR / USD: 14.585
Samudera Indonesia records USD 637 million revenue in 2021
Mar 31, 2022 3:57 PM
SMDR - PT. Samudera Indonesia Tbk
Rp 2.670
+50
(+2,00%)
JAKARTA - In the midst of the turmoil in the global shipping world throughout 2021, PT Samudera Indonesia Tbk (Samudera Indonesia) managed to achieve revenues of USD 673 million, growing 37% from the previous year's achievement.
Effective management of operational activities, coupled with careful utilization of company resources, resulted in an increase in operating profit of nearly 500%. With these results, Samudera Indonesia managed to record a profit of USD 93 million.
?Today's global shipping market is like an ocean full of waves, lots of challenges, opportunities and excitement in it. We are grateful to be able to pass 2021 very well and be in the position we are in now," said Bani M. Mulia, President Director of Samudera Indonesia.
In terms of performance, up to February 2022 Samudera Indonesia has generated higher revenues than the same period last year. Supported by the preparations and strategies that have been carried out, the company's net profit as of February 2022 rose nearly 400% compared to February 2021. (LM)
PT Samudera Indonesia Tbk Reports Earnings Results for the First Quarter Ended March 31, 2022
04/29/2022
PT Samudera Indonesia Tbk reported earnings results for the first quarter ended March 31, 2022. For the first quarter, the company reported net income was USD 58.4 million compared to USD 13.28 million a year ago. Basic earnings per share from continuing operations was USD 0.017831 compared to USD 0.004055 a year ago.
04/29/2022
PT Samudera Indonesia Tbk reported earnings results for the first quarter ended March 31, 2022. For the first quarter, the company reported net income was USD 58.4 million compared to USD 13.28 million a year ago. Basic earnings per share from continuing operations was USD 0.017831 compared to USD 0.004055 a year ago.
Not a company specific issue. Almost every counter in the market is dropping. A few options:
1) Join the panic sell and buy back later at a lower price. (If a lower price is there and if fear does not stop one from buying back.)
2) Just sit back, eat kacang putih and watch the market drop and recover. And collect the next dividend. (Btw, I already finished a 300g packet of kacang putih in 2 days.)
3) Get ready your war chest, wait for the market to bottom out, then buy at bargain prices. Again need to wait patiently to bottom fish. (I have 2 more packets of kacang putih. Can restock at NTUC while offer is still on.)
1) Join the panic sell and buy back later at a lower price. (If a lower price is there and if fear does not stop one from buying back.)
2) Just sit back, eat kacang putih and watch the market drop and recover. And collect the next dividend. (Btw, I already finished a 300g packet of kacang putih in 2 days.)
3) Get ready your war chest, wait for the market to bottom out, then buy at bargain prices. Again need to wait patiently to bottom fish. (I have 2 more packets of kacang putih. Can restock at NTUC while offer is still on.)
PE only 2.5 still no pple want to buy. why company dont just privatise it ?
shipping costs remain robust for the next 12 months.will see $1 again. ex-dividend syndrome. be patient
Tgt 0.84
up again !!!
positivity88 ( Date: 11-May-2022 09:51) Posted:
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Samudera Indonesia Tbk
2,820+320(+12.80%
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Pelita Samudera Shipping Tbk. PSSI |
IDX | 730.000 | +60.000(+8.96%) |
Think it should rebound once market sentiment improves or people get used to the idea of increasing interest rates and no more easy money.
In any case, we have the H1 results announcement coming in late July. Curious and eager to see how good the H1 actual profits is. Even more eager to see how much interim dividend Samudera will announce.
Hope company increases interim dividend substantially instead of reserving it for a mega bonanza as special final dividend.
In any case, we have the H1 results announcement coming in late July. Curious and eager to see how good the H1 actual profits is. Even more eager to see how much interim dividend Samudera will announce.
Hope company increases interim dividend substantially instead of reserving it for a mega bonanza as special final dividend.
PQTPQK ( Date: 10-May-2022 15:00) Posted:
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should rebounce ?
GoldenPig ( Date: 10-May-2022 14:25) Posted:
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Yes. But it affirms that shipping industry will still be strong.
Samudera Shipping xd coincides with market lao-sai. Price is now below book value.
Golden opportunity to enter or top-up for those willing to hold. No one knows when the market diarrhoea will end or what the bottom price is. Buy at the price one is comfortable with.
Samudera Shipping xd coincides with market lao-sai. Price is now below book value.
Golden opportunity to enter or top-up for those willing to hold. No one knows when the market diarrhoea will end or what the bottom price is. Buy at the price one is comfortable with.
positivity88 ( Date: 10-May-2022 14:03) Posted:
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Today is flat pelita at 680 and mother at 2530 but at least their rally of 25 % is supported the next day.. whereas ours not only never burst up but went below theoretical xd price of 0.845.. hope the management do aggressive share buy backs . Total nonsense
PQTPQK ( Date: 10-May-2022 14:06) Posted:
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today still up in indo market ?
positivity88 ( Date: 10-May-2022 14:03) Posted:
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what a mockery! SamuderaShipping S56 |
SGX | 0.780 | -0.200(-20.41%) | 5391.0 |
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Pelita Samudera Shipping Tbk. PSSI |
IDX | 670.000 | +115.000(+20.72%) | 11614.1 |
Reversal coming 0.80 - 0.805