Latest Forum Topics / Neptune Orient L Rg | Post Reply |
NOL
|
|||||
harley22ez
Senior |
20-Nov-2012 16:16
|
||||
x 0
x 0 Alert Admin |
general rate increase in jan at usd1500 ... oredi started increasing rates gradually in nov/dec usd300 to usd500 accordingly for transpacific.     |
||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
20-Nov-2012 13:27
|
||||
x 0
x 0 Alert Admin |
http://www1.chineseshipping.com.cn/en/indices/scfi.jsp I suggest to buy NOL when freight rate start to bounce up. Now is moving to downtrend as you can see the the freight rate chart is moving down since May 2012. The peak surcharge has been shouted by Maesrk and other  container lines  since July 2012 but the freight rate keep on dropping due to overcapacity. The current freight rate  and bunker price point to NOL either breakeven or making loss in 4Q. The freight rate between China and US has dropped from 3900 in May 2012 down till 3300 now. No vested at this moment.   |
||||
Useful To Me Not Useful To Me | |||||
|
|||||
raykee
Senior |
20-Nov-2012 13:21
|
||||
x 0
x 0 Alert Admin |
I believe will still drop to ard 1.02 | ||||
Useful To Me Not Useful To Me | |||||
bbwolf82
Member |
20-Nov-2012 13:11
|
||||
x 0
x 0 Alert Admin |
You mean good to buy? Target to sell? |
||||
Useful To Me Not Useful To Me | |||||
harley22ez
Senior |
20-Nov-2012 12:22
|
||||
x 0
x 0 Alert Admin |
more gressive in rates   as Maersk is more focused on profit levels...instead of expansion...sure cheong!!! COPENHAGEN: Danish conglomerate A.P. Moeller-Maersk will no longer invest heavily in Maersk Line, the world's biggest container ship operator, and will instead focus on its oil, drilling rigs and ports units, it said on Monday. http://www.channelnewsasia.com/stories/afp_world_business/view/1238162/1/.html
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
harley22ez
Senior |
19-Nov-2012 12:37
|
||||
x 0
x 0 Alert Admin |
as Maersk is the market leader, the rest of the lines will follow to increase rates... | ||||
Useful To Me Not Useful To Me | |||||
harley22ez
Senior |
19-Nov-2012 12:23
|
||||
x 0
x 0 Alert Admin |
Dear Valued Customers, Maersk Line will implement a General Rate Increase for dry shipments from the Far East to the United States with an effective date of December 1, 2012. Please see below for scopes and GRI amounts: Transpacific to U.S. West Coast (Los Angeles, Long Beach, Oakland, Seattle, Dutch Harbor):
Transpacific to U.S. East Coast (Newark, Norfolk, Savannah, Charleston, Miami):
Exact scope is as follows:
We thank you for your business and look forward to continually serving your global transportation needs. |
||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
18-Nov-2012 14:18
|
||||
x 0
x 0 Alert Admin |
China to US freight rate has dropped from 3800 to 3300 per teu.
Getting worse. What positive is bunker fuel is cheaper now.
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
harley22ez
Senior |
18-Nov-2012 13:48
|
||||
x 0
x 0 Alert Admin |
nol main export is into usa. maersk is increasing rates into usa successfully. usd300 in nov, usd 500 in dec and another usd1500 in jan.of course this is subject to volumes from shippers/forwarders.the bigger they are, the smaller increases.vessels into usa are 90% utilised.i am working in shipping line.shud be safe for nol....looking at freight into usa. | ||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
16-Nov-2012 16:48
|
||||
x 0
x 0 Alert Admin |
http://www1.chineseshipping.com.cn/en/indices/scfi.jsp My advise is don't touch NOL in next 3 months. The container freight rate is getting worse. NOL has sold 2 vessels to Diana Shipping but chartered back with very higher freight rate in return of  minor impairment loss. No vested in  short term, especially this bearish market  since the container freight rate may continue go down and become the excuse of shortist to short NOL down. |
||||
Useful To Me Not Useful To Me | |||||
harley22ez
Senior |
16-Nov-2012 16:35
|
||||
x 0
x 0 Alert Admin |
freight rates are improving and especially to usa...maersk made 498million thrid quiaretr. Logistics giant raises its full-year guidance as quarterly profit soars 191 per cent on improved container shipping performance
AP Moller-Maersk has announced a strong set of results for the third quarter (Q3) of 2012, with profit well above the prior-year period, driven by a much-improved performance from its container shipping arm Maersk Line.
Profit came in at US$933m (€732m), well ahead of the US$371m (€291m) recorded in the third quarter of 2011, with cash flow from operating activities standing at US$2.9bn (€2.3bn) from US$2.1bn (€1.6bn) last year.
" We deliver a good result for the quarter considering the challenging economic environment," said group CEO Nils Andersen (pictured). " Thanks to our rate initiatives and cost reductions, Maersk Line is back in black figures year-to-date, and the high oil price supports a satisfactory result for Maersk Oil. We are expanding our terminals network in Latin America, Russia and other growth markets and expect our strategic initiatives to support both our returns and earnings stability as we move forward."
Maersk Line's profit for the period was US$498m (€391m), compared with a loss of US$289m (€227m) in 2011, with an average rate increase of 5.7 per cent to US$3,022/FFE with rates higher on all main trades.
Volumes were unchanged at 2.1m FFE, the group noted, with head haul volumes down 15 per cent on the Asia-Europe trade.
" Maersk Line has done what they set out to do when we entered the second quarter and will continue their efforts to secure rates at a level where we can achieve a fair return on our investments," Andersen added.
APM Terminals' profit for the period was US$160m (€125m), down slightly from US$173m (€136m) last year, while volume throughput increased by 4 per cent to 9m TEU from 8.6m TEU.
The group's overall result for 2012 is forecast to be around US$3.7bn (€2.9bn) from US$3.4bn (€2.7bn) in 2011, with an impairment of US$267m (€209m) in Maersk Tankers recognised in Q3. |
||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
08-Nov-2012 14:45
|
||||
x 0
x 0 Alert Admin |
http://www.joc.com/maritime-news/container-lines/diana-containerships-buy-panamax-ship-nol_20121106.html NOL continue to unload their old vessel (asset) to finance cash. 2Q result show NOL make impairment loss of 108mil due to unload 5 old vessel. So just take note one more vessel is unloaded and 20Mil impairment loss will be recorded in coming quarter. But 200Mil will recorded impairment gain from NOL building sales. So, in total 180Mil impairment gas in last quarter report. But Overall still making loss in 2012. No vested(Want to vest but no money) |
||||
Useful To Me Not Useful To Me | |||||
|
|||||
tiancai007
Master |
06-Nov-2012 13:48
|
||||
x 0
x 0 Alert Admin |
Apologies. Didnt see ur earlier post, thought was for NOL.
|
||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
06-Nov-2012 11:27
|
||||
x 0
x 0 Alert Admin |
First of all, you are rude. Please read twice my 2 post. I am telling xin9999 that NOL is going to move up slowly and ask him think to buy Ausgroup since result will be out this week or next week. You are sleeping not me. Ausgroup today rally has get attention, I am in at 47, hopefully this time rally can hit 60cents.
|
||||
Useful To Me Not Useful To Me | |||||
tiancai007
Master |
06-Nov-2012 11:22
|
||||
x 0
x 0 Alert Admin |
Bro, what talking you? NOL released results on 25 Oct, with 50mil profit? You sleeping isit?
|
||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
06-Nov-2012 10:48
|
||||
x 0
x 0 Alert Admin |
May be early. I saw few big buy without selling, it mean accummulating or BB short covering. They may want to avoid the 3Q result may be release on this week or next week.
|
||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
06-Nov-2012 10:45
|
||||
x 0
x 0 Alert Admin |
Market sentiment is bad. NOL is going to move very very slow. You can think to buy back Ausgroup. I load back today at 47cents. 3 Q result will be released 14 Nov.
|
||||
Useful To Me Not Useful To Me | |||||
xin9999
Senior |
06-Nov-2012 10:35
|
||||
x 0
x 0 Alert Admin |
hi khng,   i can see it damn slow moving.. cant even break 1.7. my testing failed..
|
||||
Useful To Me Not Useful To Me | |||||
khng2012
Master |
02-Nov-2012 14:02
|
||||
x 0
x 0 Alert Admin |
NOL is moving good but it will be very slow. Keep it for long term with cheap price now, you can't earn anything if play contra.
|
||||
Useful To Me Not Useful To Me | |||||
Sgshares
Elite |
02-Nov-2012 13:57
|
||||
x 0
x 0 Alert Admin |
chiong up / down?
|
||||
Useful To Me Not Useful To Me |