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NOL
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New123
Elite |
19-May-2013 19:34
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what Goes up Must come down eventually . Be cautious and trade with small quantities .
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halleluyah
Elite |
19-May-2013 17:51
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Lets see next quater earnings, if revenue/profts drop more than expected, then US going to hv a hard fall. Thus will effect all mkts. Tats i'm worry abt our mid cap counters....going to drop further?? | ||
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sgng123
Veteran |
19-May-2013 16:49
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That the whole idea the current stock market index do not reflect current economy situation, Europe in recession, US barely growing, China growth moderate and Japan moving up. Unless global economy improve in later part of year to justify the stock market gain else there gona be a very nasty correction might switch from current bullish to full blown recession decline. See it in another light, it might be also start of hot money led market rally where big hedge funds come in to buy up stocks regardless of fiscal result similar to 1999 tech bubble and 2007 property boom. In short if market really go into bull mode, sell into strength for investors and day trading only for punters. | ||
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alexsmith
Member |
19-May-2013 00:30
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What I wanna say is if by simply justifying that if DJIA/S& P/STI hits all time high, it is a matter of time for NOL to see the same thing, then it won't work. Cos if that's the case, NOL should have hit Price of around 4.0 at this point of time. |
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alexsmith
Member |
19-May-2013 00:22
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STI index is at all time high - like 2007 level, but not SIA and NOL. Too bad. Should wait long long for both these 2 to recover to their 2007 level. |
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sgng123
Veteran |
18-May-2013 12:24
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US Dow Jones hit another record high last night up by 120+, S& P soon breaking 1700 all pointing to extreme bullish view of US economy. If by the end of May, the practise of Sell in May and Go away in June don happen. IT is going to be the start of another mega bull run rival to the rally in 1999 and 2007. Hot money all flowing into developed markets like US, Europe and Japan, jacking up their stock value but currently money still not reached developing market yet. Just need to wait out for that to happen, then we can blindly pick any stock and it would go up regardless of fiscal result mad bull market symptom lol. Japan stock market double it value in 6 months just due to QE and take sony stock for example it value also go up to 2000 yen from 1000 yen even though it lose money for 5 continuous years, only make money this quarter due to yen weakening else also lose money. All had to be patient and wait for the hot money to rush in Singapore and push up laggard stocks. By the way Fed Reserve QE3 not likely to end this year due to subpar employment data unless US GDP surges to 3% for the whole year and make a specular recovering chance of QE extending to 2014 is very high. Dow Jones would hit 17000 and S& P 1900 by year end, nikki might hit 18000 mine personnel prediction. | ||
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sgng123
Veteran |
17-May-2013 16:47
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Maersk reported 204M profit on better cost control, better than 1Q12 599M loss. Cost control key to profit, cannot depend on freight rate hike. NOL still got room to catch up on cost control to return profit. | ||
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sgng123
Veteran |
17-May-2013 11:20
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Don bother too much currently this period of time lot of uncertainty, forwarders trying to short down freight rate and carriers trying to raise rate. Go watch movies since lot of block buster coming out this summer, don worry too much about NOL share price since basically supported by Temasek, would recover later in the year when the situation clam down. It is not 2009 recession period so don need to make a big fuss about it, hold on if u can take the stress or bank out and take a loss no need to create fear in this forum. | ||
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ynnek1267
Master |
17-May-2013 10:44
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http://www1.chineseshipping.com.cn/en/indices/scfi.jsp This industry is hopeless lah. Someone still promoting since month ago. Post here months ago don't board this junk ship. Wahahahaha!!!!!!! SCFI is going to break down 1000 points this week. waiting. Wahahahahahahahahahaa. No below 80cents, no consider. Wahahahhahahahah!!!!!!!!!!! |
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pseudo
Member |
17-May-2013 10:36
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GRI for Q2 is has all failed... Contract renewals doubtful. http://www.lloydslist.com/ll/sector/containers/article422795.ece Transpacific moving more to SPOT rate cargo mix. (FY12 audio briefing, Q& A) Transpacific rates tanked: http://www.joc.com/maritime-news/trade-lanes/trans-pacific/drewrys-trans-pacific-rate-falls-below-2000-mark_20130515.html Q2 going to be a bloodbath.
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Blanchard
Senior |
17-May-2013 10:07
Yells: "Winners cry..... Losers smile....." |
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Saw this article in Undercurrent News yesterday... http://www.undercurrentnews.com/2013/05/16/shipping-rates-to-increase-on-routes-out-of-asia/ Of any relevance to NOL? |
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alexsmith
Member |
16-May-2013 21:25
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Will see financial improvement in Q2 and Q3 on new rate hikes. Hopefully GRI could hold. Thus even Q4 is deteriorating due to weak volumes, overall financial year will see a plus instead of minus. Moving forward, will see increase in bunker volume due to improving US economy. Plus will receive some more volumes from US military that is leaving Afghanistan. htttp://www.bloomberg.com/news/2013-05-13/leaving-afghanistan-is-a-7-billion-moving-task-for-u-s-.html FYI |
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sgng123
Veteran |
15-May-2013 23:10
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After reading Hapag Lloyd 1Q report, think NOL should just change it CEO to a german guy who would enact Germany style austerity measure on APL lol, maybe can cut up to 10% off the table rather than 5% by Singaporean ceo. | ||
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sgng123
Veteran |
15-May-2013 22:40
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cos no one in the right mind would boost share price knowing it is actual the building profit that boost profit. By the way hapag Lloyd also similar result halving loss in 1Q yoy but the average freight up 4% and revenue up 3%. This indicate NOL might be giving customers some leg room before they joined the G6 service in transpacific. Lot of liner internal interest the army col Ng need to break up and return profit to shareholder, maybe should change all the transpacific head managers lol too many rats. | ||
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alexsmith
Member |
15-May-2013 21:23
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Hi RuanLai, How u know GIC is buying up this counter?
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sgng123
Veteran |
15-May-2013 12:45
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Now lot of cursing in the analyst room, stock market rally with no visible improvement to economy and lot of fear about a melt UP lol. Melt UP meaning stock market would keep on raising for no reason and would not do a major correction for them to pick up cheap stock lol. The fear of missing out the bull rally is keeping US market breaking new height. In Singapore our STI is in hibernation mode, cannot move higher as most of STI component stocks are already priced highly with the exception of growth stocks. No growth how stock market can move up, lot of people expecting a crash soon but the market defy gravity for 5 months this year. Patience is wearing thin and with Japanese bond holders cashing out of bond and switching to stocks. This year gona be one with extreme movement in stock market unless US economy recovers strongly in 2Q. | ||
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CSH123
Member |
15-May-2013 12:13
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The problem with Obama's administration is reporting at the wrong time | ||
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Hawkeye
Veteran |
15-May-2013 10:38
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Shipping stock in asia will recover in 3Q.
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sgng123
Veteran |
15-May-2013 09:54
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No government support and u know from noble share price this morning, it tumble all the way to 1.05 might see 1.00 soon cos fund managers all running for exit and no one want to support commodities stock cos price are all falling. EU had conducted a surprise check on major oil firms for fixing the oil price in open market and if anything come out of it then u start to see a commodities rout. | ||
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sgng123
Veteran |
15-May-2013 09:49
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Actually operating cost is going down very fast but it just bad luck freight rate is going down faster due to US spending cut fears in 1Q and oversupply situation in market. Currently NOL just had to hang on waiting for 2014 to come when supply of new ships eased and US economy recovered. In the mean time think temasek would go into market and provide support for share price if necessary. This again proved spot rate movement is not consistent with what actually happen in carriers freight rate since GRI since Jan till Feb but it fail to materialise into profit, Lot of leg room given to retailers in NOL case, discount etc.
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