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alexsmith Member	23-Jul-2013 21:28        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Give me ur feedback. My feeling tells me NOL is still posting a LOSS. lol.  alexsmith      ( Date: 23-Jul-2013 20:18) Posted: will nol post profit loss or breakeven this coming 7th august?
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alexsmith Member	23-Jul-2013 20:18        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	will nol post profit loss or breakeven this coming 7th august?
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sgng123 Veteran	17-Jul-2013 00:59        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.joc.com/maritime-news/international-freight-shipping/shanghai-freight-forward-market-volumes-slump-all-time-low_20130716.html Another reason not to read too much on SCFI, very few volume is traded on spot rate transaction. Service contracts between carriers and shippers are still the main venue of freight transaction which are confidential in nature so very difficult to know how much carriers are charging. Only future data can count back on is the monthly container traffic.
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sgng123 Veteran	16-Jul-2013 22:09        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek most likely to hold on to ship as they had invested US $4 billion in renewing fleet to fuel efficient one. The Fleet renewal investments is like adding hidden $2.00 added asset value to NOL share lol, so government die die had to support share price. Noble is a sad growth story  totally banking on china growth for raw industries materials, now china growth is moderating to 7% in coming years so noble share price most likely under $1.00 for a very long time. Olam and wilmar still safe for now since it is building on population growth in asia to support agriculture demand. I was hoping for some kind of carriers merging news to spice up trading activites in shipping counters price so we can punt/short. currently market is bad for punting/shorting activites. hotokee      ( Date: 15-Jul-2013 14:33) Posted: Depends on whether GIC/Temasek are continuing to hold or to sell NOL.   If selling continues, it is likely to be below $1.00, same as Noble Grp pushed downwards continually for nearly half a year. Wait for another few months we may see it move up again to $1.30. Think so only.
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sgng123 Veteran	16-Jul-2013 11:14        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://ciw.drewry.co.uk/trade_route_analysis/supplydemand-asia-wcna-5/#.UeS4Mt_2Prc Link to container demand / supply situation for major east-west route. Tracking the traffic volume is better than blindly following SCFI where the spot rate is mostly influenced by carriers behaviour. From link, would understand why nol result slump in 1Q cos of very weak traffic ( demand) in Feb and March in Transpacific West Coast. Currently Apr and May saw a strong rebound in demand, now waiting to see June number as this source needed like 1 month to gather and post traffic in site. Spot rate high high don meant business is good for NOL, had to be coupled with strong demand ( High load factor) then make money. Spot rate in 1Q is high but volume take a big hit in Feb/March resulting in low load factor.
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heisuke Member	15-Jul-2013 16:05        heisuke About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Hopefully it's worth the wait... itching to sell off but still holding on
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Aberdeen123 Senior	15-Jul-2013 14:47        Aberdeen123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shipping still weak related to economy.
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hotokee Veteran	15-Jul-2013 14:33        hotokee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Depends on whether GIC/Temasek are continuing to hold or to sell NOL.   If selling continues, it is likely to be below $1.00, same as Noble Grp pushed downwards continually for nearly half a year. Wait for another few months we may see it move up again to $1.30. Think so only.
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sgng123 Veteran	15-Jul-2013 14:26        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Problem there is a disconnect between stock market and the real economy growth due to QE in the last 4 years. Lot of printed money pushed up defensive and yield plays but growth stocks remain in the recession price level. Had to wait for the US / Europe economy to finally pick up steam and ship would go up so need lot of patience. It is either growth stocks soars and reached parity with current stock market valuation or a huge market correction/ deep recession might in the making, either one of those. Container traffic in Transpacific/ Europe rebounded from the lows in Feb/March, look like retailer had look past the tax increase/ spending cut in US. Hope the trend continue then a moderate peak season would be in the making.  2014 is the  shipping industries rebounding year if US/Europe economy  regain growth as what is predicted.
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Hawkeye Veteran	15-Jul-2013 08:59        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	This Ship in the past always lead Asia economic recovery by at least 3 months if not 6 months of Singapore Recovery. Peter_Pan      ( Date: 14-Jul-2013 20:00) Posted: Hope this ship will be on the route of recovery. Huat ah!!!
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Peter_Pan Supreme	14-Jul-2013 20:00        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "did you order dunkin' donuts"
x 0   x 0  Alert Admin	Hope this ship will be on the route of recovery. Huat ah!!!
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Dividend_Warrior Senior	14-Jul-2013 08:41        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	SMRT of the seas...... Peter_Pan      ( Date: 13-Jul-2013 16:19) Posted: NOL 海 皇 King of the Seas
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sgng123 Veteran	14-Jul-2013 00:48        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guys hang tight for those veteran NOL traders, should know this kind of trough pricing is part of NOL trading pattern. It can go as low as 0.80 then zoomed to 4.50 when time is good. Think Temasek so stupid invested US4B in renewing energy efficient ships then watched NOL go up in smoke. I was anticipating some kind of carriers merging might be in the making after P3 alliance is made known, to make money they need to be big and stronger hand in getting better rate for their 12 months service contract. SFCI would be going up and down due to overcapacity issues and carriers jacking it up to protect service contract rate. In 2008 NOL try to eat up Hapag Llord but failed in attempt due to german government rejection, this time round might see a merger agreement between NOL and Hapag Llord to create the fourth largest carrier after a failed merger between Hapag Llord and another german carrier in Feb. But again this is all personnel view, if the merger really happen, watch out for NOL valuation, ship got lot of undervalued hidden asset.
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Peter_Pan Supreme	13-Jul-2013 16:22        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "did you order dunkin' donuts"
x 0   x 0  Alert Admin	Earnings seasons time to place bets next week.
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Peter_Pan Supreme	13-Jul-2013 16:19        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "did you order dunkin' donuts"
x 0   x 0  Alert Admin	NOL 海 皇 King of the Seas
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CSH123 Member	13-Jul-2013 11:15        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the reason why its lke tt is because growth is affected and also china from 7000 to 2000. china needs time to recover frm its injury Hawkeye      ( Date: 13-Jul-2013 11:08) Posted: NOL is controlled by house that is why it can be invested. NOL is Singapore strategic company for our survival. When shot up when economy pick up expect it to go $2 ++. alexsmith      ( Date: 12-Jul-2013 23:53) Posted: BB is not interested in this counter. All price is controlled by house.So just expect price in this range bound regardless of economy rising up or going down. U will see some life with this counter when it is MAKING MONEY. So far it has been consecutively LOSING MONEY for years. Just hope the company is still there when the global economy is fully recovered (may be next year and next 2 years) and wish no more supply overflow or price war among shipping companies. P3 alliance still need approval anyway and it will kick in mid next year. U can see the SCFI for the past two weeks has been dropping again liao. GRI = useless? Dunno who starts the war again.
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Hawkeye Veteran	13-Jul-2013 11:08        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NOL is controlled by house that is why it can be invested. NOL is Singapore strategic company for our survival. When shot up when economy pick up expect it to go $2 ++. alexsmith      ( Date: 12-Jul-2013 23:53) Posted: BB is not interested in this counter. All price is controlled by house.So just expect price in this range bound regardless of economy rising up or going down. U will see some life with this counter when it is MAKING MONEY. So far it has been consecutively LOSING MONEY for years. Just hope the company is still there when the global economy is fully recovered (may be next year and next 2 years) and wish no more supply overflow or price war among shipping companies. P3 alliance still need approval anyway and it will kick in mid next year. U can see the SCFI for the past two weeks has been dropping again liao. GRI = useless? Dunno who starts the war again.
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alexsmith Member	12-Jul-2013 23:53        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	BB is not interested in this counter. All price is controlled by house.So just expect price in this range bound regardless of economy rising up or going down. U will see some life with this counter when it is MAKING MONEY. So far it has been consecutively LOSING MONEY for years. Just hope the company is still there when the global economy is fully recovered (may be next year and next 2 years) and wish no more supply overflow or price war among shipping companies. P3 alliance still need approval anyway and it will kick in mid next year. U can see the SCFI for the past two weeks has been dropping again liao. GRI = useless? Dunno who starts the war again.
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sgng123 Veteran	12-Jul-2013 22:48        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore 2Q GDP surged 3.5% YoY and soared 15.5% compared to 1Q13. Now really quite confused it look like global demand is coming back but don see any good news coming out of container shipping, lot of shipping companies still losing money. Singapore don had record of cooking up GDP number so it might be mean something about 2Q global demand situation. Currently on wait and watch till next Monday when china 2Q GDP is out, ship might move if China GDP exceed market expectation of 7.5% else range bound in current price till 2Q result in august 7.
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sgng123 Veteran	10-Jul-2013 13:56        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	take care if still holding commodity stocks, very bad future prospect due to very strong US dollar. Noble had broken resistance level at 0.95, now falling like a stone might bottom out at 0.85 for those hoping to make a quick buck day trading. Olam and Wilmar still holding out due to support from fund manager/ Temasek, so still ok.
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