Latest Forum Topics / Neptune Orient L Rg | Post Reply |
NOL
|
|||
sgng123
Veteran |
19-Jan-2013 11:58
|
||
x 0
x 0 Alert Admin |
US debt ceiling fight might be pushed back 3 months to may-june due to the republicans agreed to a temp ext of us debt limit by 3 months. Remove uncertainty in the near term, punters/fund managers might be back in force in feb if us debt limit is extended. Sell in May and go away in June strategy for first half of 2013 as usual. |
||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
18-Jan-2013 09:59
|
||
x 0
x 0 Alert Admin |
APL announced PSS 500 on transpacific trade effective data march 1. From  the language of the announcement, most likely a extension of the jan15 PSS. maybe just a insurance on the port labor disput that had not been resolved yet. China trade data out at 10am, watch out for nol share movement. |
||
Useful To Me Not Useful To Me | |||
|
|||
sgng123
Veteran |
17-Jan-2013 14:37
|
||
x 0
x 0 Alert Admin |
Trade with caution to all bros out there punting. Bears might be making a last ditch effort before march where shorting activities is more or less killed off. |
||
Useful To Me Not Useful To Me | |||
sgxtrader2013
Member |
17-Jan-2013 14:00
|
||
x 0
x 0 Alert Admin |
Uptrend Sentiment | ||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
17-Jan-2013 08:58
|
||
x 0
x 0 Alert Admin |
Drewry Trans-Pacific Spot Rate Rises 14 Percent ( Hong Kong) Most likely carriers succeed in making 80% of the rate increase stick, now had to watch out for NOL price movement in Feb where the winter yearly fixed rate negiotiation began. Any sign that a higher fixed rate is in the making, BB might go in and reprice nol share price. Last year BB went in and support nol after CNY( end jan) and push the stock up from 1.2 to 1.5 ( 22% boost) within 1 week  but got knock off by the Euro debt crisis. Now with the freight rate near all time high, chance of a better yearly rate is possible. |
||
Useful To Me Not Useful To Me | |||
|
|||
ztv5dhu9
Member |
16-Jan-2013 14:23
|
||
x 0
x 0 Alert Admin |
Appreciate the  update sgng123^_^ | ||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
16-Jan-2013 11:15
|
||
x 0
x 0 Alert Admin |
Low volume trading this week, stock price moving south. This week is hand off NOL since  buy/sell lots are both put up by house traders. Go in punt or short both lose, no clear direction on trading pattern. Friday got china 4Q PMI coming out and maybe  HSBCchina flash PMI for jan13 might come out this week/next week. Stay caution and be alert if trading. No more delay of PSS so i assume it is being enforced on jan15, now is like 80% sure Jan 15 GRI600 for US go through, had to confirm on friday SCFI. |
||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
14-Jan-2013 10:40
|
||
x 0
x 0 Alert Admin |
checking SCFI and all region US, Europe, middle east, intra asia all got very good freight rate gain.  it is a very broad increase and this point to good season for container shipping. Today as expected property counters all got slaughtered and blood would continue to dip as newest property measure hit demand for housing in the long term not to mention a double whopping when interest rate start to move in mid 2014. Avoid property, bank , reit counter this year as their long term propect is uncertain. NOL also hit by poor trading sentiment caused by poperty,bank counter but would recover later in the week. had fun trading this week. |
||
Useful To Me Not Useful To Me | |||
|
|||
sgng123
Veteran |
12-Jan-2013 11:37
|
||
x 0
x 0 Alert Admin |
More local money might flow into stock market in the next few months due to yesterday property restriction. Property and Reit counters would take a hit on monday, hopefully it is only sector impacted similar to previous property measure. Transpacific freight rate ticked up before Jan15 US600 GRI, more or less guaranteed it would go through > 80%. This is very positive for NOL as the yearly freight negiotation is starting and a higher fixed rate might be in the making. A higher fixed freight rate for US trade is bullish for NOL as ~50% of revenue is based on US. Might triggered a bull rally on share Target price can compare to high seen in 2010 but might go higher due to insane liquidity and local punting activities. When BB( fund managers/ hedge fund) rush in then the bull rally would start. THis week is only panic short covering and punting nothing big yet. |
||
Useful To Me Not Useful To Me | |||
ozone2002
Supreme |
12-Jan-2013 11:12
|
||
x 0
x 0 Alert Admin |
from 1.36 high to 1.31 definitely some selling pressure.. hope u guys heeded the call to take profit profit is better than a loss.. dyodd gd luck
|
||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
11-Jan-2013 20:02
|
||
x 0
x 0 Alert Admin |
7th property cooling measure is out and it is brutal. On 12 Jan 2013, Singaporean had to fork out 10% buyer stamp duty for second property. PR hit by 8% buyer stamp duty for 1st , 13% 2nd Foreigner hit by 15% stamp duty There also some restriction on EC, PR owning HDB and Seller stamp duty on industrial properties. Prepare for blood on property stock monday lol. luckily we punting on NOL not property else i suggest short it down to hell before march lol. |
||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
11-Jan-2013 17:19
|
||
x 0
x 0 Alert Admin |
SCFI up 84.27 !! good sign that  Jan 15  GRI would get around 80% through. NOL might continue it bull run next week, hope this time BB might actually join the fun and stablised the up trend. If BB join the fun, NOL might breach 1.50 next week crossing finger. Today profit taking, signs of a typical bull run, buy on mon - wed and sell on thur- fri. |
||
Useful To Me Not Useful To Me | |||
|
|||
sgng123
Veteran |
11-Jan-2013 11:00
|
||
x 0
x 0 Alert Admin |
Bros watch out for next week. Today NOL take a break after running up 10% on this week, if GRI take effect on next tue another rally on share price highly. Don buy today as it is the weekend, go take a break treat urself some bagua. Rest urself fully for next week onslaught, trade with caution. |
||
Useful To Me Not Useful To Me | |||
ozone2002
Supreme |
11-Jan-2013 09:48
|
||
x 0
x 0 Alert Admin |
subdued rally today.. time to take profit.. good run up for past few days.. gd luck dyodd |
||
Useful To Me Not Useful To Me | |||
clob1997
Member |
11-Jan-2013 09:23
|
||
x 0
x 0 Alert Admin |
Thanks to sgng123 & other sifus. You have shared very useful information. I have always return to this forum to get updates on NOL. |
||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
10-Jan-2013 18:11
|
||
x 0
x 0 Alert Admin |
QE wind is blowing strongly, ship set to move. Tomorrow might see some profit taking , but ship is starting to move. Watch out for key resistance at 1.50 once that is broken then it is off to 2010 high. Jan15 GRI look like it gona to hold and liners off to their earning rebound in 2013. More punting for me hehe lol. only NOL is moving strongly, rest of growth stock move little. |
||
Useful To Me Not Useful To Me | |||
bishan22
Elite |
10-Jan-2013 16:37
|
||
x 0
x 0 Alert Admin |
Unbelievable today. Buyers just keep on scooping.  | ||
Useful To Me Not Useful To Me | |||
sgng123
Veteran |
10-Jan-2013 16:10
|
||
x 0
x 0 Alert Admin |
Hopefully if everyone is piling into container shipping stocks then a share recovery may be in the making for NOL. With the squeeze on shortist after march, the stock recovery might be more spectacular. NOL is heavily bombed out share, lot of pp on short for this counter but the amount of free float shares is very small compared to other growth stocks partly due to the 67% controlled by temasek.
|
||
Useful To Me Not Useful To Me | |||
ozone2002
Supreme |
10-Jan-2013 15:08
|
||
x 0
x 0 Alert Admin |
up 5.6 % today.. went up ard 4c yesterday charging ahead.. gd luck dyodd
|
||
Useful To Me Not Useful To Me | |||
clob1997
Member |
10-Jan-2013 14:52
|
||
x 0
x 0 Alert Admin |
Is it only the short squeeze? Was looking around in Bloomberg at other world shipping counters, sample results below. Seems like pple rushing into shipping counters.... Mitsui OSK +3.4% NYK + 4.4% Evergreen +1.84% Hanjin Shipping +6.5% Maersk +1.9% |
||
Useful To Me Not Useful To Me |