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samson
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17-Sep-2013 12:07

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why ??? A broker pointed out that the recent A-share shipping stocks rose significantly, although the improvement in fundamentals but does not support the stock price so rise, the trend of recovery in the industry still needs to wait for further confirmation. For the shipping industry, for most brokers are still generally maintained a neutral rating for chese ship builder COSCO and Yangzijiang .???

and Analyst Broker recommend only Local ship builder kepcorp and secmcorp only ???

means when BDI rose to 131.7% this year . only Local ship can make profits ???

or Local ship buy Analyst Lunch , to write Good reports for them .and write ---- for other under **** money for Analyst ???

Those BB and Fund managers make money from where,

the shipping web site . every days china ship secure the ship building contracts . follow by Korean. ship builder and japan.

wait for $ 1 then buy for cosco.

just like Yangzijiang two weeks algo at $0.925 . ppl don" t buy , because Analyst and Broker recommend didn" t ask you to buy. star from 9 sep 2013 Analyst and Broker recommend to buy then ppl start to come in. at $ 1.09

you ask yourself ?? this is what ??

Analyst and Broker recommend buy at 0.85 . and then Analyst and Broker recommend you to buy . then they sell to you. and you will hold.

then they change counts

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samson
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17-Sep-2013 11:40

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BDI rose to 131.7% this year

Source: Dayang - Guangzhou Daily 2013-09-17 09:45:48

Over the past six years, every freight rebound will lead to " the shipping industry bottomed out" sound, this one is no exception. Since entering in September, the shipping industry an important economic indicators Baltic Dry Index BDI index began to soar break 1600-point mark, continuous hit new high this year, BDI index from the beginning of this year's low of 706 points to the current rose to 131.7%. Analysts say China ore restocking, mines and overseas funds FFA open profit, confidence in macroeconomic data support shipowners support round BDI rebound, but experts will be called BDI's unilateral rise Capesize vessels of the " solo" demand and capacity are still untold changed, the shipping industry in the spring is also difficult to foresee.

Focus One: overall upward

Still face capacity pressures

Brokers have said short-term prediction BDI trend there is a certain degree of difficulty. Insiders pointed out that the fourth quarter is the traditional peak season bulk market, taking into account the bulk market fundamentals indeed been restored, BDI inertia will likely rise, even if the callback, the range will be relatively limited. Changjiang Securities (000,783, stock it) analyst Han Yi-chao, in September this year will usher in the delivery of the highest peak Capesize expected rally round endpoint difficult to cross in September, but it is difficult to predict the rate of rise.

Hai Tong Securities (600,837, stock it) is considered the golden incense, because the original is still excess capacity of about 100 million tons (about 15% of existing capacity) the proportion of capacity pressures will make the annual BDI is still the industry average breakeven position below 2000 points.

Focus II: BDI trend

Into the core of future investment

First half of the BDI index rising continuously, but did not show improved performance of listed companies, shipping stocks continued to slump. Recent topics include trade zone, the external economic indicators to the good, the Ministry issued 20 opinions shipping favorable factors such as increased shipping stocks of concern, BDI index funds suddenly pulled up to provide confidence to the market support, which detonated a continuous rise in shipping stocks .

Analysis pointed out that short-term market sentiment and the BDI shipping stocks rise is the main factor driving the future industry investment in space is the core of the BDI trend. Insiders believe that, from a market point of view, there has been no significant improvement in the downstream signs of future freight rates continue to rise greater resistance, space is limited, industry capacity utilization rate rose to 3 years in the future a theme, a number of sub-sub-industries may first rebound.

A broker pointed out that the recent A-share shipping stocks rose significantly, although the improvement in fundamentals but does not support the stock price so rise, the trend of recovery in the industry still needs to wait for further confirmation. For the shipping industry, for most brokers are still generally maintained a neutral rating.

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samson
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17-Sep-2013 11:13

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Shipping stocks kept hidden behind rising re-energized

Source: Reuters 2013-09-16 11:54:02

Once the market Forgotten shipping stocks re-energized . Interim net profit down 266% of CMES (601,872, stock it) (601872) breath even pull four trading board, let the market uproar. However, CMES is not alone in this one, and its accompanying loss for the year 2012 was also the largest amount of * ST Ocean (601 919), is also continuous limit. The BDI is undoubtedly higher shipping stocks hot fuse, but BDI vaguely behind the shadow of the international ore giant waves, while also restricting excess capacity rebound.

Ore production capacity to promote the release of the recent rise

From August onwards, has been hailed as a barometer of international dry bulk shipping market, the Baltic Dry Index (BDI) continued to rise, September 10, BDI rose to 1541 points, setting a January 2012 nearly 20 months since the highest on record. August has risen nearly 60%. The main driving force to promote the BDI rose iron ore freight rates, mainly reflecting the composition of the BDI index of BCI has risen more than 80%. Ore freight rates by route statistics, as at September 9th Brazil and Australia to China by a representative ore freight routes since early August has risen by more than 30% were.

BDI core driver of rising iron ore freight pull. Mainly due to: (1) China PMI to rise further, reflecting the economy has shown steady growth, which led to a steady restocking of iron ore into the third quarter, early fourth quarter driven by seasonal effects restocking boom accelerated. (2) miner shipped actively pushed up shipping price wantonly charter to enhance China's iron ore CIF guide traders actively getting goods. Media data shows 4-6 September, just three days from 27 Chinese mining ship turnover, average daily turnover 9, this year is rare. These take the boat rental homes, 63% three miners, traders and Operator together account for 37% (number of vessels). The information people have questioned in the end after the current round of skyrocketing number of BDI Mining and speculative funds shadow.

Huge maritime capacity suppress BDI rose.

Shipping market is always excess capacity in the industry, is expected tariff flexibility in the next few years continued to be suppressed. Over the past few years, the market capacity to regulate slow steaming " buffer" slow steaming has become a new alternative to idle capacity storage situation, when freight rates rose to a certain level in this part of the hidden slow steaming capacity will be gradually released, inhibiting BDI rose further, limiting tariff rebound height.

China Merchants Securities (600,999, stock it) research indicates: BDI freight movements and can be roughly divided into two stages: to maintain low speed sailing stage (back up to around 1500 points) and speed gradually picked up phase (1500 to 2200 points in the interval between shocks) . Currently the first phase has been achieved, we should continue to rise, we must wait for more demand for the release, and the world shipping market gradually reduce their production capacity.

Overall, the worst moment of the maritime industry, or has in the past, the early signs of the industry. But still significant increase in the factors that insufficient stage a rebound after the shock will be waiting for change.

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samson
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17-Sep-2013 11:05

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COSCO Zhoushan Shipyard for two national patents

Views: 3 Date :2013 -9-17

Recently, COSCO Zhoushan Shipyard, " a multi-use profiles spreader" and " one kind of chain hoist load test rig" two utility model patents by the State Intellectual Property Office, at the same time the company reported another four patents have been received, of which two patents pass through the trial.

" A multi-use profiles spreader" is a suitable for many types of profiles, a variety of model specifications, simple shapes spreader, lifting the profile achieved during no welding, no grinding purposes, simple operation, reusable, simple structure, easy to manufacture and routine maintenance is simple, low production costs. " One kind of chain hoist load test bed" to achieve a shipyard specialized chain hoist load test, set-oriented purposes, does not take crane gantry crane, overhead trucks and other large equipment resources, test-set of heavy weights, without a round trip shipping weight mound, do not take forklift resources, personnel altitude easy to operate, the upper and lower safety test re-test weights according to different load requirements for addition and subtraction operation, connect disassembly, easy to operate, can be reused, the economic environment for a variety of hand hoist load test. (Yang Luyan)

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samson
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17-Sep-2013 11:03

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Dalian Di Shi completed and delivered a single point hitch ExxonMobil

Views: 6 Date :2013 -9-17

September 9, Dalian Marine Machinery Co., Ltd. Di Shi oil companies Exxon Mobil as the world-renowned (CFPU) Soft tower built by just a single point hitch arm completed and delivered.

The device consists of 13 kinds of major components, Dalian Di Shi Following the China National Offshore Oil Corporation built " BZ25-1 / S TOWER YOKE" single point after the completion of the construction project is another important marine engineering projects.

Exxon Mobil (CFPU) Company Single Point Mooring project is funded by the world famous company SOFEC single point mooring company's total package. Based on the pre-" BZ25-1 / S TOWER YOKE" single point of good cooperation foundation construction project, in October 2012, SOFEC signed with Dalian Di Shi made the project hinged parts subcontracts. Project was officially started in April 2013, contains a large casting forging precision machining, Forging INCONEL625, 316L surfacing materials, and high-strength steel and castings and forgings of welding. Among them, the need for the large casting and forging machining diameter 16M vertical lathe, 5.5M high milling machine complete. In the project implementation process, the project team overcame special welding, precision machining, and many other technical problems, make the product quality delivery on time, access to the SOFEC Company and ExxonMobil alike.

In recent years, with the transformation of offshore manufacturing COSCO Shipyard, Dalian Di Shi technological advantages into full play, commitment to the national marine equipment core equipment research and development projects, take a domestic first FPSO single point mooring equipment design and construction, to develop a single points, modules, rack pile legs, electric meter installation and commissioning of marine engineering equipment supporting business R & D and manufacturing, have made CNOOC, SBM, SOFEC audit companies such recognition. The successful cooperation with ExxonMobil, once again raised the Dalian Di Shi in the field of marine engineering equipment manufacturing visibility for the future to better carry out marine supporting business and laid a solid foundation. (Weijing Min Lee clumps)

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NoMoney
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17-Sep-2013 10:20

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yeah when they say sell means they wanna by cheqp

muifan ( Date: 17-Sep-2013 09:54) Posted:

Yes and most impt don't buy because people say buy, dyodd, and today most counter is down... We should why la....
If 79 breaks then better run road... If not i agree with hawk eye , uptrend still intact... Now volume super low shaking contra players

Hawkeye ( Date: 17-Sep-2013 09:52) Posted:

A perfect example is Yangzijiang, the BB and fund buy in for 2 to 3 days then their so called Analyst recommend upgrade and outperform then the same day and after they start selling when retail went in to buy. Those BB and Fund managers make money from where, of course from the retail investors.

Now Cosco, retail went in and BB and Fund Manager left out so they wait and throw bad recommendations and in the mean time they shake the stock so retail will cut loss and sell off and they accumulate then they push it up before recommend buy again

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NoMoney
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17-Sep-2013 10:18

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muifan ( Date: 17-Sep-2013 09:54) Posted:

Hawkeye ( Date: 17-Sep-2013 09:52) Posted:

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muifan
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17-Sep-2013 09:54

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Yells: "Take the leap of faith dont regret 20 years later!"

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Hawkeye ( Date: 17-Sep-2013 09:52) Posted:

LOVEYOURSELF ( Date: 17-Sep-2013 09:36) Posted:

if one wait till local fund mgrs say BUY, the share p[rices already UP UP........

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Hawkeye
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17-Sep-2013 09:52

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LOVEYOURSELF ( Date: 17-Sep-2013 09:36) Posted:

if one wait till local fund mgrs say BUY, the share p[rices already UP UP.........

ethanetoh ( Date: 17-Sep-2013 08:46) Posted:

guess investors like to see results, if cosco can deliver 5 cents dividend like yzj even in times of downturn, that is result

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xiaoting
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17-Sep-2013 09:47

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I boarded this ship yesterday. Will there have new announcements coming up?

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LOVEYOURSELF
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17-Sep-2013 09:36

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if one wait till local fund mgrs say BUY, the share p[rices already UP UP.........

ethanetoh ( Date: 17-Sep-2013 08:46) Posted:

guess investors like to see results, if cosco can deliver 5 cents dividend like yzj even in times of downturn, that is results

samson ( Date: 16-Sep-2013 23:33) Posted:

Cosco wins us $566 million contracts also no support by Local fund manager /

CEO also very ...disappointed

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ethanetoh
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17-Sep-2013 08:46

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guess investors like to see results, if cosco can deliver 5 cents dividend like yzj even in times of downturn, that is results

samson ( Date: 16-Sep-2013 23:33) Posted:

Cosco wins us $566 million contracts also no support by Local fund manager /

CEO also very ...disappointed

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ronleech
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17-Sep-2013 08:37

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Yells: "Believe in yourself. Ride with the waves......"

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bro..i thot you say got announcement?

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samson
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17-Sep-2013 00:07

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samson
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17-Sep-2013 00:04

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æ??ä»¬å??æ??ä¸?ä¸?ä¸»è¦?å??å? å?¯è?½æ?¯å? ä¸ºç?¿å??æ??è¿?ç??ç§¯æ??å?ºè´§ï¼?ä¹?å°±æ?¯é??ç?¿ç?³ç??ç??äº§å??ï¼?å? ä¸ºæ?®æ??ä»¬äº?è§£ï¼?ä¸?ä¸ªæ?¯9æ??ä»½ä»¥æ?¥ä¸»è¦?æ?¿è?¹ç??ç?¿å??æ?¯æ¾³å¤§å?©äº?ç??å??æ??ï¼?å®?æ?¿äº?å°?è¿?80%ç??è?¹ï¼?ç¬¬äº?ä¸ªå??å? å°±æ?¯å®?ä¸ºä»?ä¹?æ?¿é?£ä¹?å¤?è?¹ï¼?æ?¯å? ä¸º9æ??ä»½ä»¥å??ï¼?ä»?ä»¬æ??ä¸?ä¸ªæ¾³æ´²ç?®å°?å·´æ??ç??é??ç?¿äº§è?½é??å?ºæ?¥ç??ï¼?æ??ä»¥å?¨è¿?ä¸ªæ??å?µä¸?ç??è¯?ï¼?å®?ä»¬æ??å??åº?è¯¥è?¹æ?¿ç??æ¯?è¾?å¤?ï¼?ç?´æ?¥å¯¼è?´å¸?å?ºä¸?å?¯è?½è?¹æ¯?è¾?ç¼ºï¼?è¿?ä»·ä¸?æ¶¨ç??å°±æ¯?è¾?å¤?ï¼?å¤§æ¦?ä¸?æ¶¨ç??å??å? æ?¯è¿?ä¸ªã??

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oldflyingfox
Master

16-Sep-2013 23:59

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You put all your eggs into one basket? Need to manage your risk in a longer term, running your investment in such way is not wise as there are many things can pop up suddenly which is out of our control.

Good Luck!

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samson
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16-Sep-2013 23:57

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osk DMG

Singapore Oil & Gas Services: Optimism On Rig Builders Returns
(Overweight)
Jason Saw (+65 6232 3871, jason.saw@sg.oskgroup.com)
Lee Yue Jer (+65 6232 3898, yuejer.lee@sg.oskgroup.com)
We upgrade to OVERWEIGHT Singaporeâ??s rig builders, which have
underperformed the STI due to concerns over rising competition and
consensus earnings downgrades. We turn positive as: i) the potential
recovery in shipbuilding orders and tightening credit may ease
competition for offshore orders, ii) the risk of EPS downgrades
declines, and iii) valuations look appealing as we roll forward to FY14
earnings. We prefer SMM over KEP and SCI.
Return of ship orders could ease competition. Data from Clarksons
indicate that newbuild prices and new orders are improving. We are of the
view that the revival of shipbuilding orders will divert the attention of South
Korean and Chinese mega yards toward seeking ship orders rather than
offshore orders, thus bringing some relief to the intense competition in the
offshore market.

Tighter yard capacity could boost pricing power. Dalian Shipyard has
secured orders for nine jackup YTD, of which eight are from Seadrill and
one from PT Apexindo. These are due to be delivered between 2Q15 and
3Q16. We believe Dalian has largely filled its near-term slots. As other
Chinese yards jostle to win the confidence of blue chip customers and
credit conditions imposed on the weaker yards tighten, we believe the
pricing power of Singapore shipyards may improve.

Lower risk of EPS estimates downgrades after huge cuts. We
previously argued that street EPS expectations for FY13 and FY14 had
been too bullish and may lead to downward revisions. Since Nov 2012,
consensus has cut EPS estimates for KEP, SMM and SCI by 5%, 23% and
13% respectively. As we believe the earnings downgrades for rig builders
are close to the bottom, their downside risks are now lower.
Positive earnings pace heading into FY14. Rig builders saw earnings
decline in 1H13 as operating margins normalised. We expect their earnings
momentum to swing back to positive growth in FY14.

Prefer SMM over KEP and SCI. We believe SMM current price is $ 4.51 (BUY, TP: SGD5.60)

$5.60- $4.51 = $1..11 < ==you can make

if you buy cosco at ).82 for 5 lots =$4100

By May 2014 cosco up $1 .50-$2 ( 5x1.5 = $ 7500 - $4100 ) you can make < == $3400

is a more leveraged play to the positive outlook. The key risks to our view are:
i) expansion in rig building capacity by Chinese state-owned yards, ii) a
steep drop in crude oil prices, and iii) execution risks in Brazil.

http://www.remisiers.org/cms_images/research/Sep16-Sep20_2013/0916_OSK_Morning_Matters.pdf

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samson
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16-Sep-2013 23:45

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Today I habe sell off my other stocks and buy In 100 % cosco and hold still Next year MAY .

NO contra player , you may get burn ..

5 NOV Q3 Results will be very Good . cosco had delivery two Sevan Drilling cost us$170 million x2

Ultra-deepwater offshore drilling platform, " I hope the 3rd" sea trials

Hits: 354 Date :2013-9-9

September 7, through careful planning, " I hope the 3rd" (SEVAN LOUISIANA) cylindrical ultra-deepwater offshore drilling platform was successfully undocked and sea trials. By Kai Tohoku Branch waterway Yangtze Delta, marching to the Green Mountain anchorage.

" I hope the 3rd" will be in anchorage eight thruster installation, and drilling platforms Speed, DP-3 dynamic positioning satellites and FMEA simulation effectiveness and other tests. (He Bin / Wen, Lin Chung / photo)

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samson
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16-Sep-2013 23:33

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Cosco wins us $566 million contracts also no support by Local fund manager /

CEO also very ...disappointed

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how2win
Member

16-Sep-2013 23:22

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Shipping stocks soaring Expert: rally does not affect the company is not profitable

Source: China Radio Network 2013-09-16 17:04:02

Moderator: Speaking of the Baltic Dry Index if the recent concern everyone, saw its chart, it may you know why the recent shipping stocks would be so crazy. Recall in 2013 of 5 June is the day of the BDI Baltic Dry Index fell 4 points. Close was 801 points, since the day, to September 12, the index has risen to 1621 is the point, and also reached the 18 months since a new high, and the time in the last week, the index has risen more than 25 %, nearly a month since rising by more than 60%, the Baltic Dry Index rose is in what causes it? We'll connect guests are Han Yi Chao Changjiang Securities guest program for everyone to analyze and review. We have just said that the Baltic Dry Index once again boomed, 2 September 1139 had just climbed the point, on the 9th, when they are chasing the high to the 1478 points, and the downturn in the first half compared to the third quarter of this index increased qoq approximately 50%, we can say the market's confidence was once again ignited come, may we all decide shipping inflection point is not already come of it? You how to analyze?

Han Yi Chao: Recently the index of everyone's attention is also more and more, we see that this wave is mainly from the August 12 began to rise up, probably in a month's time, rose by 63%, of which only in September on the rise by 44 %, BDI index also hit its highest point since the year 2012, our view is that, first of all from the point of reason, this wave of rising mainly due to Capesize vessels, Capesize vessels of iron ore is mainly shipped, it Freight is in force since September alone, mainly because it led. So come from analysis of the reasons we tend to believe that, in fact this wave of rising demand improvement factor may not be so obvious, because we observed two relatively high-frequency indicators, one is the output of a steel rebar prices They both are a slight decline in the near future is about 3% -5%, that is from the rising demand, we believe that a more reasonable explanation should be stabilized without than expected, why up it? We analyze the main reason is probably because the recent positive miners shipped, which is the manufacturer of iron ore, as far as we know, is a major since September to take the ship is an Australian miner Rio Tinto, which took Nearly 80 percent of the boats, the second reason why it took so many boats? Since September after they have an Australian Pilbara iron ore production capacity shone through, so in this case, then they should eventually take boats are more likely to ship direct result of the market relatively short, rising freight rates is more and more, probably because of the rise.

Moderator: Just Yi Chao also doing some analysis, it comes to this index is actually composed by a third index, one of which also affect the Baltic Dry Index soared reason is the Baltic Capesize Index, you just also talked mainly transported iron ore. Also said a June start soaring all the way, then the next step but if we judge the trend, then, is not depend on such a sub-index changes happen?

Han Yi Chao: Yes, certainly, if it is judged to be so, then certainly judgments, because of their own needs and they can have a one month supply of relatively substitutability, but most is still relatively independent, it may be seen separately, is such a situation.

Moderator: We see BPI index benefited from a rebound, the current A-share shipping companies, such as China Merchants Steam Navigation and COSCO Shipping is there was a sharp rebound, but we look back, reporting the results of their are substantial losses, so the current market trend of this market is not already overdrawn company's performance prospects for the future?

Han Yi Chao: On this issue we think so, their shipping this plate as it first was a long period, and the second is a strong cycle of the industry. Investment is how it says above? A great trend. For example, once the trend is not good, then the price may fall a lot more than usual, 0.6 times, 0.7 times that, but if well, you would be crazy rise, stock prices and fundamentals feel out of touch, so in this circumstances, we believe that the industry itself is relatively long period, generally seven years so kind a situation, so we feel that why this rise more? We think there are two factors more prominent, a boat because it is the sea freight influenza recent average gradually rose 3000000 / per day level, which is what level? That first it was in the past 20 months, the first time exceeded the breakeven point, this was a long time does not appear to do, so we may in this respect, relatively speaking, that may be more optimistic. The second point to look up the longer term, looking back, we think it may be said that the entire industry is basically bad, bad is the emergence of large, simply declining trend in capacity utilization may be from 2008 onwards has been extended to this year, but this trend may be starting next year have changed, the amount of production capacity next year may be picked up, so these two cases led itself up more, so we think it may Lately COSCO Shipping, recruit round it the stock price will rise more, so we feel that although short term results, the performance did I give it two companies this year, I did not give earnings, I think it may, probably may still loss, but because the trend to the case, the industry itself, that is how an investment property situation.

Moderator: Although not yet seen a strong recovery momentum, but at least it stabilized stabilized, and then the next trend is to the good.

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