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khng2012 Master	26-Oct-2012 20:43        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www1.chineseshipping.com.cn/en/indices/scfi.jsp Freight rate up, good for my long position on thursday, hopefully, NOL can up to compensate what I lose in Midas long position.
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khng2012 Master	25-Oct-2012 20:05        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_187C0C0C4E41849C48257AA2003A10F9/$file/NOL_Building_25Oct12.pdf?openelement Sell NOL headquarter building with 380mil. Good news since the property is undervalued with 108M USD in NAV, now sell higher than what is recorded. http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_F8ED3C0EA3AA7BB048257AA200395A77/$file/NOL_Q3_2012_Results_Financials.pdf?openelement Below my estimation, 50mil only, whole year still record loss. really LOL. Anyway, price won't drop on monday since it is turning from loss to profit.
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khng2012 Master	25-Oct-2012 16:31        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	From below 2 container companies result, you will know 3Q result will not be bad. This evening will release 3Q result, if NOL operational cost cutting really work, we will see quite good result in 3Q. I just long a bit on NOL, hope the result really good. doufei      ( Date: 25-Oct-2012 16:24) Posted: Care to share what type of good news about NOL 3Q result? Any indication on target price? Thanks.
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doufei Member	25-Oct-2012 16:24        doufei About Contact  Quote this Post!
x 0   x 0  Alert Admin	Care to share what type of good news about NOL 3Q result? Any indication on target price? Thanks.
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khng2012 Master	25-Oct-2012 15:42        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.joc.com/maritime-news/container-lines/samudera-shipping-profit-falls-64-percent-despite-revenue-gain_20121024.html http://www.ooilgroup.com/financials/resultannouncements/2012/Documents/E-Quarterly%20Operational%20Update%20Sep%2012.pdf Good news for all those still hold NOL about coming 3Q result.
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bishan22 Elite	24-Oct-2012 11:48        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ship started engine liao. Bon voyage.
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xing78 Elite	22-Oct-2012 23:44        xing78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I knew over-supply for CPO inventories. It should take several quarters for inventories to be clear up.  Indo-agri is consider cheap enough to me for a small punt into earnings release at 31st Oct. Sugar outlook is looking good to me.  In any case, this is supposed to be NOL postings. Earnings to be release on coming Thursday.  Before that, we have HPH   trust reporting on coming Wednesday. Good Luck for those bros still holding NOL :p  khng2012      ( Date: 22-Oct-2012 09:11) Posted: Watch up all the palm oil counters. I also don't have good feeling with them since I think they are a bit over expand and will be over supply in the future. I will not be in any palm oil counters in next 2 years. xing78      ( Date: 22-Oct-2012 07:33) Posted: not holding olam. just my view. my bet is on indoagri. good luck :
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raykee Senior	22-Oct-2012 13:09        raykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jap export figures tumble.... Jst saw it on bloomb, i tink there would confirm b profile frm nol but on the whole, the year is gonna b a lose
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khng2012 Master	22-Oct-2012 09:11        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch up all the palm oil counters. I also don't have good feeling with them since I think they are a bit over expand and will be over supply in the future. I will not be in any palm oil counters in next 2 years. xing78      ( Date: 22-Oct-2012 07:33) Posted: not holding olam. just my view. my bet is on indoagri. good luck :p khng2012      ( Date: 22-Oct-2012 06:35) Posted: It is just personal opinion only. No worry. You are holding olam. I am holding none of the 3 commodity stock but I plan to buy after 3Q result. Our situation is different. For people like me want to ride the recovery of commodity stock and maximize our investment profit, noble and Wilmar will be better choice. Olam raise bond for share buy back and issue dividend. First of all, they need to pay interest which will eat the profit. Second, they need to buy back bond in one day. The bond is not used for expansion, so no profit can be gained from these bond. At the end, they may issue right or sell the share back to open Market to buy all these bond. Interest and issue right or sell to open market will restrict the price rally during recovery. They just used future money to stabilize current share price. Although wilmar did it at 3 dollar, the amount for share buy back is less and without issue bond. My 2 cents only, I may be wrong.
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bryancbq Master	22-Oct-2012 07:34        bryancbq About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	nicely analyzed. thanks khng2012      ( Date: 22-Oct-2012 06:35) Posted: It is just personal opinion only. No worry. You are holding olam. I am holding none of the 3 commodity stock but I plan to buy after 3Q result. Our situation is different. For people like me want to ride the recovery of commodity stock and maximize our investment profit, noble and Wilmar will be better choice. Olam raise bond for share buy back and issue dividend. First of all, they need to pay interest which will eat the profit. Second, they need to buy back bond in one day. The bond is not used for expansion, so no profit can be gained from these bond. At the end, they may issue right or sell the share back to open Market to buy all these bond. Interest and issue right or sell to open market will restrict the price rally during recovery. They just used future money to stabilize current share price. Although wilmar did it at 3 dollar, the amount for share buy back is less and without issue bond. My 2 cents only, I may be wrong.
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xing78 Elite	22-Oct-2012 07:33        xing78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	not holding olam. just my view. my bet is on indoagri. good luck :p khng2012      ( Date: 22-Oct-2012 06:35) Posted: It is just personal opinion only. No worry. You are holding olam. I am holding none of the 3 commodity stock but I plan to buy after 3Q result. Our situation is different. For people like me want to ride the recovery of commodity stock and maximize our investment profit, noble and Wilmar will be better choice. Olam raise bond for share buy back and issue dividend. First of all, they need to pay interest which will eat the profit. Second, they need to buy back bond in one day. The bond is not used for expansion, so no profit can be gained from these bond. At the end, they may issue right or sell the share back to open Market to buy all these bond. Interest and issue right or sell to open market will restrict the price rally during recovery. They just used future money to stabilize current share price. Although wilmar did it at 3 dollar, the amount for share buy back is less and without issue bond. My 2 cents only, I may be wrong.
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khng2012 Master	22-Oct-2012 06:35        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is just personal opinion only. No worry. You are holding olam. I am holding none of the 3 commodity stock but I plan to buy after 3Q result. Our situation is different. For people like me want to ride the recovery of commodity stock and maximize our investment profit, noble and Wilmar will be better choice. Olam raise bond for share buy back and issue dividend. First of all, they need to pay interest which will eat the profit. Second, they need to buy back bond in one day. The bond is not used for expansion, so no profit can be gained from these bond. At the end, they may issue right or sell the share back to open Market to buy all these bond. Interest and issue right or sell to open market will restrict the price rally during recovery. They just used future money to stabilize current share price. Although wilmar did it at 3 dollar, the amount for share buy back is less and without issue bond. My 2 cents only, I may be wrong.
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xing78 Elite	22-Oct-2012 01:07        xing78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i disagree about your view that olam management should let the price free trade and drop further. they will need to safeguard their interest whenever price of coy go below nav, it's justifiable action to perform share buy back. it means the coy is financially sound and give confidence to existing investor. for coy that do a rights issue during bad time, this we need to be very cautious to put our $ in. khng2012      ( Date: 21-Oct-2012 21:35) Posted: My post here is not to ask anyone to short since I am also not so confident the next 2 week 3Q result. Wilmar, noble are at price close to its NAV which mean quite bottom price. But I didn't Recommend to buy since I don't think 3Q is the time to bottom up. Don't surprise to see me shout crazy after 3Q especially for Wilmar. I have not good feeling to olam. They did very bad 2 actions which made me disappointed with their management. Their management should let olam to free trading when shortlist short olam instead of share buy back it and even give dividend by issuing bond for share buy and dividend. This will weaken the olam recovery since all these bond yield are going to eat olam profit in the future. So, for commodity stock recovery, top pick will be wilmar and noble. Noble involved mining commodity which is lacking of transparency. Wilmar will be the best to choose after 3Q result release.
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khng2012 Master	21-Oct-2012 21:35        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My post here is not to ask anyone to short since I am also not so confident the next 2 week 3Q result. Wilmar, noble are at price close to its NAV which mean quite bottom price. But I didn't Recommend to buy since I don't think 3Q is the time to bottom up. Don't surprise to see me shout crazy after 3Q especially for Wilmar. I have not good feeling to olam. They did very bad 2 actions which made me disappointed with their management. Their management should let olam to free trading when shortlist short olam instead of share buy back it and even give dividend by issuing bond for share buy and dividend. This will weaken the olam recovery since all these bond yield are going to eat olam profit in the future. So, for commodity stock recovery, top pick will be wilmar and noble. Noble involved mining commodity which is lacking of transparency. Wilmar will be the best to choose after 3Q result release.
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xing78 Elite	21-Oct-2012 20:30        xing78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	olam price is prop up by coy share buy back. same applies to wilmar so i will not be going short on this 2 counters. khng2012      ( Date: 21-Oct-2012 19:43) Posted: Hope all of you can benefit from my post. Frankly speaking, I am very cautious now. US market has hit till before 2008 crisis level and very hard to hit higher since US economic doesn't do well. I don't surprise to see the draw back on Friday since all are speculation in early of last week. Sgx actually is very straight, cautious and only response with real data. Therefore didn't follow the early rally and volume is very low. So, this week till early Nov will be 3Q result release from all company. Keppel has disappointed market. I don't think semb corp group and genting will be good, Wilmar will be worse than last year 3Q but better than last Q, let's see how market digest it. Olam and noble surprise every one in 2Q but be careful this is only manipulated figure to make 1H window dressing and 3Q may show bad result. Someone think STI will break 3000 actually is quite real and reasonable. Just be alert for 3Q result. chartreader      ( Date: 21-Oct-2012 16:54) Posted: Not taking anybody' side, but after reading bro Khng's analysis, I found the quality of his analysis is good, if not better than some trading blogs out there. He combined technical analysis, fundamental analysis, and general market direction which were comprehensive enough. At times he could be overly bullish, which probably caused some suspicion if he was trying to mislead the other forumers. But I can see he is sincere in sharing his view. Judging from the way he approached the market, I think he has a better chance of beating the market than some self-proclaimed pros.
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khng2012 Master	21-Oct-2012 19:54        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Midas Ausgroup and alpha(buy back after 2nov) are the 3 company that I am willing to hold till next year. But I will buy back alpha at 7 to 8 dollar range or below only. Once Midas break 41 cents, I will throw. Once Ausgroup break 49.5, I will throw. Midas and Ausgroup are one of hot stock in last 3 months and high potential in next 6 month. If they break their critical resistant level, it mean Market is bad till moving to recession and BBs give up the rally and turn to short or long time price pressing down accumulation. We only need to remember to pick them back immediately once market turn slightly better since they will be the first one to chiong in next rally. Trade with cautious from today. Especially after US president election and China management turn over. If market really bad, the new management will just let it sink to bottom and bottom up to gain their reputation. 2008 to 2009 is crisis and after US election. We must be very alert on it. Abandon market temporary is safe to go.
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khng2012 Master	21-Oct-2012 19:43        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope all of you can benefit from my post. Frankly speaking, I am very cautious now. US market has hit till before 2008 crisis level and very hard to hit higher since US economic doesn't do well. I don't surprise to see the draw back on Friday since all are speculation in early of last week. Sgx actually is very straight, cautious and only response with real data. Therefore didn't follow the early rally and volume is very low. So, this week till early Nov will be 3Q result release from all company. Keppel has disappointed market. I don't think semb corp group and genting will be good, Wilmar will be worse than last year 3Q but better than last Q, let's see how market digest it. Olam and noble surprise every one in 2Q but be careful this is only manipulated figure to make 1H window dressing and 3Q may show bad result. Someone think STI will break 3000 actually is quite real and reasonable. Just be alert for 3Q result. chartreader      ( Date: 21-Oct-2012 16:54) Posted: Not taking anybody' side, but after reading bro Khng's analysis, I found the quality of his analysis is good, if not better than some trading blogs out there. He combined technical analysis, fundamental analysis, and general market direction which were comprehensive enough. At times he could be overly bullish, which probably caused some suspicion if he was trying to mislead the other forumers. But I can see he is sincere in sharing his view. Judging from the way he approached the market, I think he has a better chance of beating the market than some self-proclaimed pros.
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chartreader Senior	21-Oct-2012 16:54        chartreader About Contact  Quote this Post!
x 1   x 0  Alert Admin	Not taking anybody' side, but after reading bro Khng's analysis, I found the quality of his analysis is good, if not better than some trading blogs out there. He combined technical analysis, fundamental analysis, and general market direction which were comprehensive enough. At times he could be overly bullish, which probably caused some suspicion if he was trying to mislead the other forumers. But I can see he is sincere in sharing his view. Judging from the way he approached the market, I think he has a better chance of beating the market than some self-proclaimed pros.
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khng2012 Master	21-Oct-2012 15:06        khng2012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have alerted the people in channel new Asia forum. I was in hospital and signal was not strong enough for me to access this forum. This forum need more data to access. Anyway price still stay 1.17. Whoever want to unload can unload fast on Monday. Don't want to unload also can since Thursday is result release and may chiong higher but won't stay since freight rate is worsen in last week and may be coming week too. If whoever lucky enough, freight rate bounce on coming Friday plus good 3 Q result, you may earn more than me. I am timid investor who only want to handle with minimum risk since I play cfd and only always find bottom price for cfd. Sgshares      ( Date: 21-Oct-2012 12:35) Posted: Wah lau you sold on Friday and you alerted your followers on Sat? Professionally, you should alert them on Fri ? What happened tomorrow big gaps down? They will suffer big lost, isn't it?     khng2012      ( Date: 20-Oct-2012 16:33) Posted: I cover my long position on Friday due to poor freight rate shown here. http://www1.chineseshipping.com.cn/en/indices/scfi.jsp Risk is increased. No worth to bet on it further since effect of good 3Q result may offset by continually dropping freight rate. This level freight rate definitely is in loss making in 4Q.
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Sgshares Elite	21-Oct-2012 12:35        Sgshares About Contact  Quote this Post!   Mood:
x 0   x 1  Alert Admin	Wah lau you sold on Friday and you alerted your followers on Sat? Professionally, you should alert them on Fri ? What happened tomorrow big gaps down? They will suffer big lost, isn't it?     khng2012      ( Date: 20-Oct-2012 16:33) Posted: I cover my long position on Friday due to poor freight rate shown here. http://www1.chineseshipping.com.cn/en/indices/scfi.jsp Risk is increased. No worth to bet on it further since effect of good 3Q result may offset by continually dropping freight rate. This level freight rate definitely is in loss making in 4Q.
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