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note Cosco had board management reshuffling....
something brewing .....
huifang ( Date: 25-Oct-2016 15:06) Posted:
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my biggest bet is on this Cosco
bet what ?
i bet Cosco competitors will not be sustainable as most dont have strong backers unlike Cosco
i bet Cosco can still manageable during the o & g ebb
i bet Cosco will fly up if state owned giants bring it into their cover
aka Restructuring Again
Haha.. he is really DogOfTrader.. I think he made tons of $$$$$$ from his preditions.
GodOfTrader (MetalTrader) Prediction - Pending
i) Cosco Corporation Prediction (Within 6 Months)
31 Aug (Closed @ $0.26)- Before market open, I predict that Cosco Corporation will rise to within $0.30 to $0.34+ in less than 6 months, as it is the current strongest undervalued shipyard stock in SGX (with its parent company 4th Biggest Shipping Company that had acquired New Piraeus Port). It possesses higher potential to rise as compared to Yangzhijiang.
As at June 30, its order book stood at about US$7.6 billion (S$10.3 billion) with progressive deliveries up to 2018.
Cosco Corporation vs Yangzhijiang Comparison (Bonus Analysis- Within 2 Years):
Cosco Coporation will continue to rise till half of Yangzhijiang Stock Value, while Yangzhijiang continues to fall over the long term.
2 Sep- Cosco Corporation ($0.26 Unchanged) vs YZJ Shipbldg SGD ($0.73: -$0.03)
21 Oct- Cosco Corporation ($0.265)
ii) CNMC Goldmine Prediction
19 Aug (Closed @ $0.52)- I predict that CNMC Goldminer will fall to within range of $0.35 to $0.45 in 3 months/ less.
21 Oct (Closed @ $0.515)
happyharvest ( Date: 21-Oct-2016 09:02) Posted:
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lol. Thanks but isn' t it reflected as 53.35% ?
GodOfTrader ( Date: 21-Oct-2016 04:53) Posted:
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Dear Happyharvest,
Below 5% of increasing its shares, do not need to be reported in SGX.
Some free trading knowledge for you, despite you write like you know better lol.
With Regards,
GodOfTrader
happyharvest ( Date: 13-Oct-2016 02:35) Posted:
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Summarized GodOfTrader Analysis
LNG to become the marine fuel in future
MSC (the 2nd largest carrier) had been secretly ordering LNG powered ships for its cruise ships with a record of $4.5 Billion.
CMA CGM (the 3rd largest carrier) had also been revamping and building LNG powered for its future containerships to achieve cheaper & cleaner fuel.
OCEAN Alliance may become the Top Shipping Alliance if Maersk joins (MSC Leaves Maersk on Ad-Hoc for Transpacific Route)
MSC may becomes the top carrier in future, in direct competion with Maersk Line as Maersk Line is seen left behind the Transpacific route.
MSC and Maersk (2M Alliance) may be in question in future due to competing nature.
OCEAN Alliance (currently the 2nd Biggest Shipping Alliance) may become the Top Shipping Alliance if Maersk joins.
Shipping & Shipyards are poised to make a comeback in mid 2017
Shipping & Shipyard industry is the only industry that have not make a turnaround yet.
Commodity industry have improved and commodity stocks value had increased substaintially.
Airline industry have recovered after mergers and consolidation of several airlines, and Airlines had been adjusting its airfreight for customers at an higher rate.
Shipping industry are posied to increase its seafreight to profitable levels of carriers, in view of the demise of Hanjin Shipping. The carriers are well aware that competing freight rates will not work well for them & shippers understands that rates had been too low for years. Maersk Line, CMA CGM & Hapaglloyd had increased the freight rates.
Seafreight is posied to increase to profitable level, following several mergers (CMA CGM & NOL-- now is CMA CGM), (China Shipping & Cosco-- now is Cosco Shipping) following Airline Carriers which had already increased rates. Top Sea Carriers are spearheading the changes of seafreight increase.
For shipyard industry, as LNG is to become marine fuel in future to meet emission requirements which is cheaper and cleaner than oil more LNG shipbuilding orders are expected to increase.
COSCO continues to expand on its Terminal Acquistion around the world
COSCO had recently acquired another piece of terminal assets (40% of Italy Vado Holding) from Maersk Group for US$58.3 Millions.
COSCO also make moves to raise $1.79 billion capital from private investors, this is expected to improve COSCO financial sheet.
HANJIN will eventually have to sell its Terminal Assets to pay off creditors
The demise of Hanjin Shipping, recently been putting up its US Assets for sale. However, it will not be substainial to pay off creditors. HMM is likely to buy some bigger fleets only.
The sales of Ship Assets are unlikely to attract the interest of Maersk Line or MSC, given that LNG powered carrier will become a new trend in future.
COSCO are interested in Hanjin Terminal Assets once it is put on the table of negotitation.
http://gcaptain.com/msc-cruises-reveals-plan-to-build-worlds-largest-lng-powered-cruise-ships-for-4-5-billion/
http://container-mag.com/2016/10/20/cma-cgm-works-develop-lng-powered-container-ships/
http://www.lngworldshipping.com/news/view,engie-agrees-lng-deal-with-cma-cgm_45052.htm
https://www.porttechnology.org/news/msc_leaves_maersk_behind_for_transpacific_route
https://theloadstar.co.uk/msc-introduces-standalone-transpacific-service-maersk-goes-ad-hoc/
http://www.joc.com/maritime-news/container-carriers-crucial-crossroad-china-cosco-chief-says_20161018.html
http://www.americanshipper.com/main/news/gri-roundup-maersk-line-cma-cgm-hapaglloyd-and-mol-65483.aspx
http://www.americanshipper.com/main/news/freight-rate-roundup-maersk-cma-cgm-and-hapaglloyd-65718.aspx
http://www.shanghaidaily.com/business/transport/COSCO-gets-40-of-Italys-Vado/shdaily.shtml
http://www.chinadaily.com.cn/business/2016-10/13/content_27045807.htm
http://www.todayonline.com/business/chinas-cosco-shipping-may-consider-buying-hanjin-shippings-port-assets-caixin
http://www.bloomberg.com/news/articles/2016-09-28/cosco-eyes-hanjin-terminals-after-738-million-abu-dhabi-deal
COSCO continues to expand on its Terminal Acquistion around the world
COSCO had recently acquired another piece of terminal assets (40% of Italy Vado Holding) from Maersk Group for US$58.3 Millions.
COSCO also make moves to raise $1.79 billion capital from private investors, this is expected to improve COSCO financial sheet.
HANJIN will eventually have to sell its Terminal Assets to pay off creditors
The demise of Hanjin Shipping, recently been putting up its US Assets for sale. However, it will not be substainial to pay off creditors. HMM is likely to buy some bigger fleets only.
The sales of Ship Assets are unlikely to attract the interest of Maersk Line or MSC, given that LNG powered carrier will become a new trend in future.
COSCO are interested in Hanjin Terminal Assets once it is put on the table of negotitation.
http://www.shanghaidaily.com/business/transport/COSCO-gets-40-of-Italys-Vado/shdaily.shtml
http://www.chinadaily.com.cn/business/2016-10/13/content_27045807.htm
http://www.todayonline.com/business/chinas-cosco-shipping-may-consider-buying-hanjin-shippings-port-assets-caixin
http://www.bloomberg.com/news/articles/2016-09-28/cosco-eyes-hanjin-terminals-after-738-million-abu-dhabi-deal
LNG to become the marine fuel in future
MSC (the 2nd largest carrier) had been secretly ordering LNG powered ships for its cruise ships with a record of $4.5 Billion.
CMA CGM (the 3rd largest carrier) had also been revamping and building LNG powered for its future containerships to achieve cheaper & cleaner fuel.
OCEAN Alliance may become the Top Shipping Alliance if Maersk joins (MSC Leaves Maersk on Ad-Hoc for Transpacific Route)
MSC may becomes the top carrier in future, in direct competion with Maersk Line as Maersk Line is seen left behind the Transpacific route.
MSC and Maersk (2M Alliance) may be in question in future due to competing nature.
OCEAN Alliance (currently the 2nd Biggest Shipping Alliance) may become the Top Shipping Alliance if Maersk joins.
Shipping & Shipyards are poised to make a comeback in mid 2017
Shipping & Shipyard industry is the only industry that have not make a turnaround yet.
Commodity industry have improved and commodity stocks value had increased substaintially.
Airline industry have recovered after mergers and consolidation of several airlines, and Airlines had been adjusting its airfreight for customers at an higher rate.
Shipping industry are posied to increase its seafreight to profitable levels of carriers, in view of the demise of Hanjin Shipping. The carriers are well aware that competing freight rates will not work well for them & shippers understands that rates had been too low for years. Maersk Line, CMA CGM & Hapaglloyd had increased the freight rates.
Seafreight is posied to increase to profitable level, following several mergers (CMA CGM & NOL-- now is CMA CGM), (China Shipping & Cosco-- now is Cosco Shipping) following Airline Carriers which had already increased rates. Top Sea Carriers are spearheading the changes of seafreight increase.
For shipyard industry, as LNG is to become marine fuel in future to meet emission requirements which is cheaper and cleaner than oil more LNG shipbuilding orders are expected to increase.
http://gcaptain.com/msc-cruises-reveals-plan-to-build-worlds-largest-lng-powered-cruise-ships-for-4-5-billion/
http://container-mag.com/2016/10/20/cma-cgm-works-develop-lng-powered-container-ships/
http://www.lngworldshipping.com/news/view,engie-agrees-lng-deal-with-cma-cgm_45052.htm
https://www.porttechnology.org/news/msc_leaves_maersk_behind_for_transpacific_route
https://theloadstar.co.uk/msc-introduces-standalone-transpacific-service-maersk-goes-ad-hoc/
http://www.joc.com/maritime-news/container-carriers-crucial-crossroad-china-cosco-chief-says_20161018.html
http://www.americanshipper.com/main/news/gri-roundup-maersk-line-cma-cgm-hapaglloyd-and-mol-65483.aspx
http://www.americanshipper.com/main/news/freight-rate-roundup-maersk-cma-cgm-and-hapaglloyd-65718.aspx
if it happens, it probably would take years. would be for long term hold, not short or mid term hold.
GodOfTrader ( Date: 13-Oct-2016 02:43) Posted:
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time to invest now...
COSCO makes move to raise $1.79b capital
COSCO Shipping Development Co Ltd on Tuesday night announced a proposed nonpublic issuance of about 3.28 billion shares to specific investors, including its parent company, to raise up to 12 billion yuan ($1.79 billion).
COSCO Shipping Development will become a financing platform of its parent company－ China Cosco Shipping Corp, the country' s largest shipping company, according to its public statement.
The company will use 6 billion yuan and 2.4 billion yuan from the proceeds for the capitalinjection into two of its subsidiaries, COSCO Shipping Leasing Co Ltd and Florens International respectively, while it will also use 1.8 billion yuan for the redemption of maturingcorporate bonds and 1.8 billion yuan to refill the working capital of the company.
The Shanghai-headquartered Cosco Shipping Development, formerly known as ChinaShipping Container Lines Co Ltd, mainly operates supply chain integrated financial services. It was established in 1997 and is listed both in Hong Kong and Shanghai. The company had total assets of 101.29 billion yuan by the end of June this year.
Dong Liwan, a shipping industry professor at Shanghai Maritime University, said that themove indicates the company is raising capital to further enlarge its business scale from containership operations to ship leasing, shipping finance, logistics and warehouse services,as well as healthcare and energy businesses.
" They are expected to help the company catch more opportunities likely to come from the Belt and Road Initiative and the development of the Yangtze River Economic Belt," said Dong.
COSCO Shipping Leasing plans to invest 13.8 billion yuan in total into financial leasing assets from 2017 to 2019.
The company' s statement also said the new share issuance is conducive to the sustainabledevelopment of the company' s business and would lay a strong foundation for the company' s transformation from a container liner operator into an integrated financial services platform.
Feng Hao, a maritime transportation researcher at the National Development and ReformCommission, said the Chinese government has been keen to support its shipping companies with better-equipped ships and more service options to compete with other established foreign rivals in the world.
" Free trade arrangements, including the Regional Comprehensive Economic Partnership andChina-Australia Free Trade Agreement, will also offer new growth points for COSCO Shipping Development' s container cargo services in the global market," said Feng.
http://www.chinadaily.com.cn/business/2016-10/13/content_27045807.htm
Updated
I suggest CMA CGM to buy up some % of Cosco Corporation, so that in future it controls part of Cosco Shipyard business and can build its fleets at a cheaper rate.
Current Share Price is too low, which is highly advantageous to competitors to buy and control Cosco Shipyard which may be highly profitable once its newly acquired Piraeus Port and Middle East Port operates alongside with its shipyard business.
As Cosco had left a loophole of not securing high%, part of its Shipyard Business can still be acquired by its Competitors (e.g. Maersk Line/ CMA CGM) in the open market.
TigerAir was around this low price, when SIA announced a takeover of $0.40 previously.
Could Cosco Corporation be another takeover target by its parent company (China Ocean Company- who had spent few hundred millions to billions buying Terminals)?
The answer will be very clear in times to come :)
Current Cosco Price are oversold to a Terminal Price, easily acquired in event of takeover.
At current low price, with another SGD 276,804,446 (276 Millions)- in event of a takeover can be completed. This costs is even less than a Terminal & can be easily acquired by China Ocean Company. I do not expect Cosco to remain listed for long, given the low price. Sembcorp Industries Ltd is smart to hold 4.97% LOL.
But takeover (if that happens) will roughly be 300 to 400 Millions to acquire at a higher price from the minority shareholders and market.
It is highly advantage to China Ocean Shipping (Group) Company.
It seems that China Ocean Shipping (Group) Company is secretly increasing its shares.
This is good strategy, especially as the Cosco Corporation shares price are at its low.
It is good to accumulate while the public is not noticing, booast up the % & synchronize with its other business.
| Substantial Shareholders | Number of shares held | Percent of shares held |
|---|---|---|
| China Ocean Shipping (Group) Company | 1,194,565,488 | 53.35% |
| Sembcorp Industries Ltd | 111,400,000 | 4.97% |
| Dimensional Fund Advisors LP | 21,327,600 | 0.95% |
| The Vanguard Group, Inc. | 16,848,314 | 0.75% |
| OCBC Securities Private Limited, Securities Arm | 11,215,024 | 0.5% |
I suggest CMA CGM to buy up some % of Cosco Corporation, so that in future it controls part of Cosco Shipyard business and can build its fleets at a cheaper rate.
Current Share Price is too low, which is highly advantageous to competitors to buy and control Cosco Shipyard which may be highly profitable once its newly acquired Piraeus Port and Middle East Port operates alongside with its shipyard business.
As Cosco had left a loophole of not securing high%, part of its Shipyard Business can still be acquired by its Competitors (e.g. Maersk Line/ CMA CGM) in the open market.
If China Ocean Shipping (Group) Company is increasing its shares, it would be reported in SGX right?
GodOfTrader ( Date: 13-Oct-2016 02:18) Posted:
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TigerAir was around this low price, when SIA announced a takeover of $0.40 previously.
Could Cosco Corporation be another takeover target by its parent company (China Ocean Company- who had spent few hundred millions to billions buying Terminals)?
The answer will be very clear in times to come :)
Current Cosco Price are oversold to a Terminal Price, easily acquired in event of takeover.
Updated
At current low price, with another SGD 276,804,446 (276 Millions)- in event of a takeover can be completed. This costs is even less than a Terminal & can be easily acquired by China Ocean Company. I do not expect Cosco to remain listed for long, given the low price. Sembcorp Industries Ltd is smart to hold 4.97% LOL.
But takeover (if that happens) will roughly be 300 to 400 Millions to acquire at a higher price from the minority shareholders and market.
It is highly advantage to China Ocean Shipping (Group) Company.
It seems that China Ocean Shipping (Group) Company is secretly increasing its shares.
This is good strategy, especially as the Cosco Corporation shares price are at its low.
It is good to accumulate while the public is not noticing, booast up the % & synchronize with its other business.
| Substantial Shareholders | Number of shares held | Percent of shares held |
|---|---|---|
| China Ocean Shipping (Group) Company | 1,194,565,488 | 53.35% |
| Sembcorp Industries Ltd | 111,400,000 | 4.97% |
| Dimensional Fund Advisors LP | 21,327,600 | 0.95% |
| The Vanguard Group, Inc. | 16,848,314 | 0.75% |
| OCBC Securities Private Limited, Securities Arm | 11,215,024 | 0.5% |
It seems that China Ocean Shipping (Group) Company is secretly increasing its shares.
This is good strategy, especially as the Cosco Corporation shares price are at its low.
It is good to accumulate while the public is not noticing, booast up the % & synchronize with its other business. Moo Hahaha!
| Substantial Shareholders | Number of shares held | Percent of shares held |
|---|---|---|
| China Ocean Shipping (Group) Company | 1,194,565,488 | 53.35% |
| Sembcorp Industries Ltd | 111,400,000 | 4.97% |
| Dimensional Fund Advisors LP | 21,327,600 | 0.95% |
| The Vanguard Group, Inc. | 16,848,314 | 0.75% |
| OCBC Securities Private Limited, Securities Arm | 11,215,024 | 0.5% |
Unless u r saying rallying to $1 and above , this stock is not going to be interesting.
GodOfTrader ( Date: 12-Oct-2016 01:43) Posted:
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In era of three kingdom, many scholars asked Zhuge Liang: Why do you not serve Cao Cao/ Sun Quan? Why do you choose Liu Bei?
Cao Cao Army - is mighty and strong.
Sun Quan Army - is well versed in sea battle and have a natural barrier (Sea).
Liu Bei Army- Only a few thousands with no stronghold yet