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to do what ? sightseeing ?
mepkoh ( Date: 31-Oct-2016 11:21) Posted:
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been to china??
joking or what...been there since 1990...u havent been there right JR THE RAMBLER
be careful your Sino Grandness
dont say i didnt remind you
btw, you been to China or not ?
dont say i didnt remind you
btw, you been to China or not ?
mepkoh ( Date: 31-Oct-2016 10:48) Posted:
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i pre dick...below 20 by end 2017..or go bust..
huifang ( Date: 31-Oct-2016 10:41) Posted:
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hibernation ...good
save energy for bear to bull
waiting for China real news coming : )
save energy for bear to bull
waiting for China real news coming : )
the best restructuring for Cosco S is to restructure with CSIC or CSSC and do all those big naval contracts.
some shipyards can be turned into Cruise Terminals + Integrated Property Developments
some shipyards can be turned into Cruise Terminals + Integrated Property Developments
huifang ( Date: 28-Oct-2016 09:29) Posted:
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huifang ( Date: 28-Oct-2016 09:29) Posted:
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China recent "Core Meeting" spells promising hopes for Cosco, its Who and Who in 'key positions'
let's see
let's see
Updated (My own view- *No Buy/ Sell advised, each to do own analysis):
I shall prepare more money to load the 2nd batch of Cosco Coporation when the time is ripe, which is part of the integrated supply chain within China Shipping. When people abandon their shares, i shall load. As buyers defered taking of oil rigs, revenues will not be recorded during 3Q & 4Q 2016, 1Q 2017 but will be recorded at subsequent quarters.
I shall present my view on Cosco Corporation within now to Mid 2017. My analysis (view) as below:
As GodOfTrader (whose previously account includes MetalTrader --> MetalTrader2 --> MetalTrader3), all had started & ended all predictions giving accountability to the public whether it succeeded or not. I would not say i am the best in trading, but certainly one of the best in trading. Though i cannot say 100% accuracy, but 80 to 90%+ accuracy should be achievable. When i was MetalTrader, i predicted NOL which later becomes the biggest acquisition takeover in SGX by value. But, i cannot say for Cosco Corporation will be the same, but the challenges ahead by Cosco Corporation will be overcomed in Mid 2017.
As GodOfTrader, i am very fair in my view regardless of my position. Do not expect Cosco Corporation to make profits within these 3 Quarters (Sep, Dec 2016 & Mar 2017), but the hope lies in the restructuring efforts of Cosco Shipping merging all its Shipyards entity in early 2017 and its mother company (Cosco Shipping Strength as the 4th Largest Carrier in the world, recent acquistion of numerous terminals around the world and its global ambition of the China Silk Road supported by China. With the injection of 1.8 Billion in Cosco Shipping by private investors, Cosco Corporation which is the subsidary & is also an intergrated supply chain structure within Cosco Shipping- The Future ahead is the new world of shipping! Though there are great efforts to be put in ahead, but i strongly believe in the revival of Cosco Corporation in the future. Do not think of making profits now, as every cycle of shipping had its own downs and ups, but Cosco Corporation is the only shipyard in SGX that its mother company keeps acquiring Terminals around the world at increasing speed. Its future cannot be underestimated!)
GodOfTrader version of New World of Shipping
nice song.
https://www.youtube.com/watch?v=CkRdvGmcCBE
Nice Song:【 新 三 國 MV】 千 古 蜀 相 (諸 葛 亮 個 人 )歌 詞 感 人 Three Kingdoms Zhuge Liang 陸 毅 Lu Yi
https://www.youtube.com/watch?v=-Um3ANmd4cE& list=FLIGZIWveB2xf_-PhUBfo0Mg& index=77
Dear CMA CGM & Cosco Shipping,
I had been waiting long before the formation of Ocean Alliance (Since NOL era till now), do not fail me.
Your success is my success,
Your failure is my failure.
Let us stands hand to hand together & complete our ambition for the New World (Future) of Shipping!
With Regards,
GodOfTrader (MetalTrader)
I, as GodOfPredictor, continues to believe in the New World (Future) of Shipping.
I shall place my ultimate bet that Cosco Corporation shall revive in the future in the Shipping when the Ocean Alliance is formed, one of the most contendous Shipping Alliance ever formed in the history of shipping!
The New World of Shipping
The Federal Maritime Commission (FMC) said last week it has concluded its review of the proposed Ocean Alliance.
Set to take effect today, October 24 and begin operations next April, the carrier members of the Ocean Alliance include: COSCO Shipping, CMA CGM, Evergreen Marine, and Orient Overseas Container Line Limited (OOCL).
With this agreement now intact, FMC said that its members can share vessels, charter and exchange space on each other&rsquo s ships, and enter into cooperative working agreements in international trade lanes between the United States and ports in Asia, Northern Europe, the Mediterranean, the Middle East, Canada, Central America, and the Caribbean.
Representatives for the Alliance called it a &ldquo milestone agreement among four of the world&rsquo s leading container shipping lines,&rdquo adding that Alliance will have nearly 400 vessels in its container fleet.
The new alliance come on the heels of the merger of Cosco and China Shipping&rsquo s container lines and CMA CGM&rsquo s move to buy Neptune Orient Lines (NOL), where it plans to pull container line APL out from the G6 Alliance.
The 2M Alliance, comprising Maersk and MSC is also being challenged by this move, analysts contend. Also brought into question is the future of Kawasaki Kisen Kaisha (K Line), Yang Ming Line and the since-departed Hanjin &ndash all members of the CKYHE alliance.
Chris Rogers, research director for Panjiva, said that the Ocean Alliance is probably the most stable of the three &ldquo new style&rdquo alliances.
&ldquo 2M (MSC and Maersk) have been considering whether to add Hyundai Merchant Marine, which may complicate matters if HMM buys some of Hanjin Shipping&rsquo s assets or routes,&rdquo he said. &ldquo The Alliance (led by Hapag-Llloyd) is supposed to include Hanjin Shipping as a member, so it may need to rethink its strategy.&rdquo
Rogers also said that the Ocean Alliance&rsquo s operations are mainly focused on U.S. routes, with Panjiva data showing that the Ocean Alliance had 19.8% of U.S. inbound, seaborne volumes in September. This compares to 18.2% when the alliance was first announced in April, and the current 2M Alliance&rsquo s 15.4% and 13.8% for The Alliance excluding Hanjin Shipping.
With the ocean cargo sector effectively going from 4 alliances to 3, when the Ocean Alliance takes effect in April 2017, the further concentration should enable the alliances, within themselves, to better control capacity as a means to improving revenue, explained Ben Hackett, founder of maritime consultancy Hackett Associates.
&ldquo But at the end of the day it depends whether the other two alliances do the same,&rdquo he said. &ldquo Should an alliance, or a member of an alliance break ranks on pricing and go for market share (as Maersk have suggested) then capacity planning goes out the window.
What this does is to create stronger service providers and also more clout to negotiate with terminals for lower handling costs. Cargo owners are afraid that these three stronger alliances may end up raising prices (and why should they not given the amount of losses that they have sustained). One can perhaps hope for more stability in the market.&rdquo
On a global basis, Hackett said that the EU is probably less sanguine about the alliances than the regulators in the U.S. and China. And despite the alliances the industry remains fragmented below the top 5, he noted, while also pointing out it is reasonable to expect to see some mergers and perhaps a carrier or two disappearing.
http://www.logisticsmgmt.com/article/ocean_alliance_gets_formal_fmc_approval
Since my successful prediction in NOL (MetalTrader -> MetalTrader2 -> MetalTrader3), which later becomes the Top Acquistion in SGX by value, i had never found a similar stock with potential. This time i will still stand by my prediction, when everyone despised Cosco Corporation. Though Cosco Corporation cannot be compared to NOL, but its ambition to become part of intergrated supply chain of its mother share (China Shipping to lay out China Silk Road ambition by rapidly acquiring terminals around the world) is still a force to be reckoned with.
Cosco Corporation 生 ， 我 生 。
Cosco Corporation 亡 ， 我 亡 。
With Regards,
GodOfTrader (MetalTrader)
LOL. Real MENTAL Trader. Nothing better to do?
sriramanv ( Date: 26-Oct-2016 08:12) Posted:
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Ya, but what I' m driving at is why still tonging. In SGX, it' s so typical that such announcements usually see a spectacular free fall the next day n days following. Look at M1 - still profitable n short-term prospects seem way better than Cosco. Yet, share px in deep Amazon jungle. I agree with u that long term they will survive - likely emerge even stronger. But what kind of viagra they use to tahan lama for now?
mepkoh ( Date: 26-Oct-2016 17:49) Posted:
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Revised. All are assumptions. DYODD probably.
buysellbuysell ( Date: 26-Oct-2016 17:58) Posted:
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Cheap will be cheaper.
TP for cosco $0.19x.
China is just covering up the state it is in now.
What's the bdi now? 😆 😆 😆 😆 😆 😆 😆 😆 😆 DYODD probably.
TP for cosco $0.19x.
China is just covering up the state it is in now.
What's the bdi now? 😆 😆 😆 😆 😆 😆 😆 😆 😆 DYODD probably.
the longer cosco tong..the heavier is the load..ie more ships sitting in yards..
how long can it tong???until big boss says take over/rto/scheme of arrangment/privatise...
i wouldnt be holding my breadth...long run okay...short term please do not die
Qanghoo ( Date: 26-Oct-2016 17:19) Posted:
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