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2561-2580 of 2834
Those shorted will get burned soon big times
Today funds interest in parent company.
https://www.google.com/search?q=samudera+indonesia+share+price&oq=samu&aqs=chrome.4.69i60j46i39i199i291j69i60l2j69i59j69i57j69i60l2.2032j1j4&client=ms-android-xiaomi-rvo3&sourceid=chrome-mobile&ie=UTF-8
https://www.google.com/search?q=samudera+indonesia+share+price&oq=samu&aqs=chrome.4.69i60j46i39i199i291j69i60l2j69i59j69i57j69i60l2.2032j1j4&client=ms-android-xiaomi-rvo3&sourceid=chrome-mobile&ie=UTF-8
swee
half way mark...nia
tankoksee ( Date: 20-Mar-2022 13:40) Posted:
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Despite the freight cost for some of the routes have declined 10-20% from the peak, but it is still few hundred times higher than pre-covid. From PT Samudera' s 2 months financial announcement (Jan & Feb 2022), we can see that their result increased alot compared to FY 2021. Its 2 MONTHS net profit is already about 30% of FY 2021 net profit.
Besides, from the latest QR of Samudera Shipping, we can see that it routes are more in Asia, Indian Pacific and Middle East. The freight cost from Asia to Middle East is not declining for the past 2 months but it is increasing. I suppose this is one of the reason PT Samudera manages to report such amazing grow YoY due to the fact that huge contribution from Samudera Shipping which benefitted from the high freight cost.
Besides, from the latest QR of Samudera Shipping, we can see that it routes are more in Asia, Indian Pacific and Middle East. The freight cost from Asia to Middle East is not declining for the past 2 months but it is increasing. I suppose this is one of the reason PT Samudera manages to report such amazing grow YoY due to the fact that huge contribution from Samudera Shipping which benefitted from the high freight cost.
This week probably shareholders will receive the annual report and confirming the dividend and dividend date.....the shortist will be squeezed to buy back the shares they short....
Signal from management for better FY 2022 as below
Quote
Samudera Indonesia (PT Samudera Indonesia Tbk/SMDR) booked revenue of US$ 672.91 million last year 2021, a 37.09% increase year on year (y-o-y), thanks to high market growth during the year and better freight rate during the year.
Such high revenue made Samudera to enjoy high gross profit and fantastic net profit, though the expense due to increasing operating cost also increased.
Samudera&rsquo s expense for the year reached US$ 483.08 million, increasing 13.76% y-o-y, from US$ 424.62 million. But, Samudera still enjoyed a high increase in gross profit by 186.66%, to US$ 189.83 million, from US$ 66.22 million in 2020.
Its net profit meanwhile increased very fantastic to US$ 93.04 million, from net loss of US$ 3.34 million in 2020.
Samudera Indonesia expects for a higher revenue this year as the market seems promising. Samudera Indonesia President Director Bani Maulana Mulia said that the company targeted to create revenue of over US$700 million this year.
&ldquo We also target to reach net profit better than last year,&rdquo Bani said in public expose today (March 31).
&ldquo We are so optimistic in view of the momentum of economy recovery and the increasing demand,&rdquo he added.
Moreover, in the first two months of this year (January-February) the company has created revenue of US$ 159.32, increasing 112.28% from the same period last year.
Bani affirmed that the company will continue to add more new vessels in view of the increasing demand. &ldquo Now, the demand is still exceeding the capacity (supply). We continue to increase capacity,&rdquo he said.
Unquote
Samudera Indonesia Booked Revenue of US$ 672.91m Last Year, Targeted US$700m This Year - Indonesia Shipping Gazette (indoshippinggazette.com)
Uni Asia will be the next ?
DuplexCH ( Date: 01-Apr-2022 23:10) Posted:
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Fantastic closing, no sell down at all. BB will push it to the next level. Happy weekend and BIG HUAT to all Samudera Shipper..hold tight and you will get rewarded big times.
good to share profit with BB
To hit $1 today!
Wow....Beautiful run.. 975 / 98 $1 coming...
If can close above 0.95 today, we might see the $1 sign coming week.
QueenMaya ( Date: 01-Apr-2022 10:30) Posted:
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They thought shipping is cyclical and that this year earnings will drop so much that PE will turn normal. But they are wrong, this year earnings will be HIGHER than last year
Just looking at the numbers i am shocked at any attempt of shorting this stock. Soon it will be above a dollar.
Samudera ( Date: 01-Apr-2022 09:30) Posted:
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BB Consolidated sideways and then fake selloffs to shake off weak hands... Now start to push up again! Chiong ah!
Just sit tight...the PE ratio is less than 3 and you get earnings better than last year so PE will drop even lower....Getting 13.5 cents this May as dividend... That's more than 15% yield and you probably get another dividend in August. Last year they gave an interim dividend and this year they should give a higher interim dividend if earnings are better.... Just sit tight and see share price appreciation while getting good dividend. ...Those shortlists going to cover back pretty soon.....
Indonesia side up 14% past 5 days
Samudera ( Date: 31-Mar-2022 20:19) Posted:
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Going to Cheong again with reported good results ...
https://www.valuebuddies.com/thread-5640-post-165059.html#pid165059
https://www.valuebuddies.com/thread-5640-post-165059.html#pid165059
Good time to top up