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NOL
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sgng123
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15-Apr-2013 10:45
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last year when GRI go on a bull run, peaking at jul. I don see any improvement on NOL result, instead we got a nasty 1Q big loss and bad 2Q results. This show that NOL pricing is totally not in touch with GRI, whatever big increase/decrease don affect result that much, what matter is the Peak Season Surcharge and cost cutting measure plus the one time gain/loss due to asset deposal. The GRI hike last year had mislead brokerage house and me to think earning gona to rebound but it is wrong. Now I just take note of the future forcast by NOL management as guide and oil price movement. Economy data also move NOL share price like china and US GDP/Job data/PMI etc but the fiscal result set the base. Let hope 1Q13 would set a higher base for share price to move. |
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pseudo
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15-Apr-2013 08:43
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Unlike last year, GRIs just wouldn't take hold this year. Looks like first half of the year will be bad. Nol building sale profit could be gone just like that.... | ||||
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sgng123
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11-Apr-2013 17:54
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Don matter much, nowadays traders sell when developed markets go up. They buy in when future indicate a good opening then sell next day. Need a solid financial result to maintain upward momentum/ brokerage uprate catalyst. Currently dividend plays are in favour, rest just go down the drain. Just take a look at SPH,Starhub,Singtel, Singpost all at record highest stock price. 1 month to go before 1Q13 result, hope this time round the profit from NOL building and CNY PSS would be included. The next rerating catalyst would be 2Q and 3Q Peak Season Surcharge, if both being realised then it is good. |
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CSH123
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10-Apr-2013 18:22
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180000 shares shorted today, will be in Big trouble | ||||
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sgng123
Veteran |
10-Apr-2013 13:54
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Consolidation in progress, small retail investors are being weeded out till 1Q13. Anyone who buy on dip 100% lost money this week. Share might drop till 1.09 before a rebound is expected. So everyone stay out and go watch tv, forget about punting till mid may when 1Q13 is out.
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sgng123
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05-Apr-2013 13:40
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Not much movement for NOL for this month till 1Q13 result is out. Better to stay sideline and wait for rerating. Stock price is usually muted when nol doing their yearly rate negotiation with retailers, by May should know whether they get a higher 2013 rate than 2012. Good thing is NOL reduced their cost of operating by 5% and G6 alliance is operating in transpacific route when the contract renews. Let hope 1Q13 result give fund managers reasons to pop up share price due to earning rebound in 13. |
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alexsmith
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04-Apr-2013 23:54
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Apart of OCBC/Maybank upgrade, any upgrade from other brokers? See SCFI for the last 3/4 weeks for EastCoast/WestCoast is steady creeping up! |
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heisuke
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04-Apr-2013 15:52
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upward movement didn't last...starting going south again | ||||
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sgng123
Veteran |
31-Mar-2013 02:10
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COSCO gone bogus raising US GRI 800 on May. Maybe lost too much money in 2012, now trying to make up for losses. April might be the catalyst for NOL upward movement since not much drama coming from Europe after Cyprus give a false alarm in march. US continue to be flooded with better economy data and Dow Joes + S& P500 all break their respective 5 years high, setting up for a bull run if no major drama. 1Q 13 might be the starter for nol share price recovery, 2Q and 3Q should see better result due to expected better rate this year. Let all hope no more unnecessary drama in global economy, the world need some slack to get back on it feet. |
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sgng123
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28-Mar-2013 20:20
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No major bank run on Cyprus bank, market overplay the event and most likely Italy would get a government up with no drama. European markets and Euro all staging recovery. Guess next Monday NOL would rebound too, 53K short selling reported. Market players all get spooked by false Europe fear and sell off, next week would be full of US/China trade data released. More opportunity got NOL to move up on improving US/China economy data. | ||||
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sgng123
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28-Mar-2013 18:43
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Today NOL got boxed by Cyprus bank reopen and Italy political uncertainty. Once Europe fear eased then it go back it slow and steady upward move. By the the way, 1Q13 result is on 14 May 13 still got like 45 more days to go. NOL building sale proceed + CNY PSS should help out the result a bit but I more concerned about the core earning to see if the 500M ELP cost saving got kick in or not. By the way tomorrow holiday so lot of pp cashing out and caused a drop in share price. | ||||
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student
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28-Mar-2013 16:03
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If it is a downtrend, rallies by short-covering will be the juicy peaks to sell. Then buyers ( and those averaging down) can easily go " pok!" .
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heisuke
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28-Mar-2013 15:44
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dropped again...sigh.. when will Q1 results be released?
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sgng123
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26-Mar-2013 20:59
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Shorting volume surge 6X to 600K, lol this is fun knowing the short volume and value help punters to stay out off market till shortist had to cover their position lol. Guess tomorrow stock would climb slowly if no major event happen. Still not time to go in due to shortist surge in activities. | ||||
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sgng123
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25-Mar-2013 21:50
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volume pick up in the afternoon. Just checked SGX only 103K short order most likely day short. Healthy stock gain before annual meeting and 1Q13 report. Hope the pick up continues and no major upset in global economies. Investors slowly building up position hopefully. | ||||
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sgng123
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25-Mar-2013 11:11
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Slow and steady climb for now, might see trading house dress up stock for annual meeting 18 Apr 13. But still no increase in volume, so no punting. Shorting transparency take out half the volume out of NOL, so the movement of stock would be slow but after 1Q13 might see investors interest returning. Hope NOL 2012 cost saving would really kick in and help restore profitability back else very difficult to justify high share price. | ||||
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heisuke
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25-Mar-2013 10:27
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Slowly climbing up now :)
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sgng123
Veteran |
23-Mar-2013 17:00
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For container shipping to reverse loss and make profit, key is cost saving and efficient allocation of ships to profitable trade lane. NOL had already did a cost saving of 500M in 2012 to bring down cost of operating by 5%, now they really need to avoid doing customer favour by continuing with loss making trade lane. If no profit margin, reduce/pull out ships to protect profit margin. 2013 should see a better average freight rate for NOL due to better rate in the US and Asia. Europe is still in big shit and rate likely to remain low. |
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akchua
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23-Mar-2013 12:57
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SINGAPORE: Hopes of a turnaround in the US economy have led big shipping lines to turn optimistic on their market prospects. They have even started to order huge container vessels on expectations that container shipping volumes will be on the rise. However, the smaller shippers are not too upbeat on the market and are holding back from making new investments. Container shipping capacity is expected to increase 11 per cent this year on the back of more new vessel deliveries. However, experts said demand growth for container shipping is expected to remain at about 3 per cent this year. This compared to growth of between 6 to 10 per cent previously when the market was buoyant in 2007-2008. Still, it did not stop the world's largest container shipping line, Maersk, from building a mega vessel that can carry some 18,000 boxes. But for the smaller and medium-sized ship owners, they are not following the crowd yet. Managing director of Pacific International Lines S. S. Teo said: " We are a medium-sized company, so we don't have the financial resources to be involved with the big boys' game investing in such big ships. So, I think for the time being, we have to avoid those big number game. As for the rate hike, I think rate has been fluctuating and this round, the big boys are trying to add what we called rate resurrection - RR for April." Container ship owners said that for their services to remain sustainable, current shipping rates should move higher than current levels. The current trans pacific container shipping rate, for example between Hong Kong and Los Angeles stands at US$2,400 to US$2,500 per box. The Shanghai Containerized Freight Index, a measure of box rates out of China, rose 13 per cent last week as container lines had planned US$600 to US$775 per box rate increases on Asia-Europe routes. But, fear of oversupply of tonnage saw the weekly index fell close to 5 per cent on Friday. However, it is not all doom and gloom for the shipping sector. The nuclear disaster in Japan has raised demand for liquefied natural gas (LNG) and in turn LNG tankers. With the expected opening of Singapore's LNG terminal in the second quarter of this year, experts said this will help boost the shipping sector. Chairman of Singapore Maritime Foundation Michael Chia said: " LNG vessels get to offload here, it means some opportunities to repair the LNG vessels and I think with the terminal available, it also means we can cool down the vessels after repair." Another challenge for the industry is getting finance for new ships. The Eurozone crisis has led some banks to re-assess their shipping portfolios. This comes amid plummeting charter rates and low vessel prices in the used market. Head of Asia of DNB Bank Asia Erik Borgen said: " Before, there used to be one-on-one loan. Today, a lot of the loans are being syndicated and that you see the banks taking smaller share in each loan and so actually, you need more banks to make up for one loan." But, shipowners are enticed with cheap financing from Chinese yards. These Chinese shipbuilders only require as low as 1 per cent deposit for new building orders with a bulk of the payment to be made upon delivery of the vessels. |
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iPunter
Supreme |
23-Mar-2013 10:20
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Sifu is right there... But it may be revaluated downward... then it will be pengsan...
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