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bucktooth Member	01-Jul-2013 11:53        bucktooth About Contact  Quote this Post!
x 0   x 0  Alert Admin	Roger that. Just a thought.. It's just that it seems like many already seem to expect a downturn after the news was released, but it turned out to be worse than expected (as usual). Why the panic? SFGuyRuleZ      ( Date: 01-Jul-2013 11:42) Posted: This stock reacts very strongly to negative news de. Better don't vest in this unless you really got holding power otherwise you not going to sleep well.  Then again, once support base is formed in these few wks - days, I can afford to buy in again at a cheap cheap price.. Cheers!! =) bucktooth      ( Date: 01-Jul-2013 11:32) Posted: As expected, the latest news have made a negative impact on the stock price, but I believe it's gone slightly too overboard. This panic frenzy has got to simmer down.
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SFGuyRuleZ Veteran	01-Jul-2013 11:42        SFGuyRuleZ About Contact  Quote this Post! Style: Combined   Yells: "You are your own master.."
x 0   x 0  Alert Admin	This stock reacts very strongly to negative news de. Better don't vest in this unless you really got holding power otherwise you not going to sleep well.  Then again, once support base is formed in these few wks - days, I can afford to buy in again at a cheap cheap price.. Cheers!! =) bucktooth      ( Date: 01-Jul-2013 11:32) Posted: As expected, the latest news have made a negative impact on the stock price, but I believe it's gone slightly too overboard. This panic frenzy has got to simmer down. sean123      ( Date: 30-Jun-2013 08:45) Posted: A worse than expected Q2 result due to Brazil market should not change the stock price too much. In some degree, it was expected. However some investors are easily getting panic, including me. The price would go down, let us see how much it is. A few cents are acceptable.
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bucktooth Member	01-Jul-2013 11:32        bucktooth About Contact  Quote this Post!
x 0   x 0  Alert Admin	As expected, the latest news have made a negative impact on the stock price, but I believe it's gone slightly too overboard. This panic frenzy has got to simmer down. sean123      ( Date: 30-Jun-2013 08:45) Posted: A worse than expected Q2 result due to Brazil market should not change the stock price too much. In some degree, it was expected. However some investors are easily getting panic, including me. The price would go down, let us see how much it is. A few cents are acceptable.
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GorgeousOng Supreme	01-Jul-2013 11:10        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	Have you dated your Italian girlfriend? Suai mark mark lor!!! NoMoney      ( Date: 01-Jul-2013 10:46) Posted: wish drop Wo much
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halleluyah Supreme	01-Jul-2013 10:55        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fly Handsome Fly....Fly To The Sky....lol. GorgeousOng      ( Date: 01-Jul-2013 10:36) Posted: Sorakan halleluyah !!!! halleluyah      ( Date: 01-Jul-2013 10:28) Posted: Sudah, dapat sikit yang sangat kacak loh lagi murah dari 1.07 Q Jumaat yang lalu....lol. Cuma harap tak mati di tangan Italian boyfren ini lah....hahaha
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SFGuyRuleZ Veteran	01-Jul-2013 10:53        SFGuyRuleZ About Contact  Quote this Post! Style: Combined   Yells: "You are your own master.."
x 0   x 0  Alert Admin	Thanks for the info. Have a good day!! =) GorgeousOng      ( Date: 01-Jul-2013 10:16) Posted: Vard Holdings - Brace for a Roller Coaster Ride Author: kimeng | Publish date: Mon, 1 Jul 09:32 Vard warns of weaker 2Q13. Vard issued a profit warning stating that it expects 2Q13 net profit to be lower than current consensus market estimates. Further delays and cost overrun at the Niteroi yard in Brazil resulted in additional cost in outsourcing. Estimated start-up costs at the new Promar shipyard has also been revised higher. Vard would make further disclosures when it reports 2Q13 results on 11 July 2013. EBITDA margins could end the year in the single digit territory. There are 4 remaining vessels to be delivered from the Niteroi yard between 3Q13 and 3Q14. Given the more sanguine mood expressed regarding the intensity of the problems and ongoing efforts to contain the Niteroi yard issues during the last quarter, this profit warning came as a bit of a surprise to us. While our FY13F forecast is lower than consensus, our initial assessment after our call with management is that FY13F net profit could be even lower than our expectations. We estimate that 2Q13 EBITDA margins may come down to about 5-6% (11.1% in 1Q13) while FY13F EBITDA margins would decline to 9.4%. Look beyond FY13F. Our view has been to look beyond FY13F for the recovery growth in FY14F, which would be driven by higher-thanexpected order intake in 2H13. When quizzed on the order win outlook, Vard remains optimistic and hinted that there are chances of exceeding the NOK12b order intake expectation for FY13F. YTD order wins is about NOK3.7b. We believe that the surprise upside could come from the highly anticipated 7 PLSV orders from Petrobras, in which 3 was recently awarded to the Seadrill-SapuraKencana JV. Brace for roller coaster ride, but maintain Buy. This would no doubt result in a knee jerk negative share price reaction as we expect consensus to cut earnings and TPs. We cut our FY13F/14F/15F net profit forecasts by 19%/5%/3%. Brace for a roller coaster ride in share price in the short-term, but we remain firm in our view that (1) betterthan-expect order wins will drive FY14F recovery and (2) valuations at current levels is still unjustifiably low after our earnings cut. TP consequently reduced to SGD1.52, still pegged to 9x PER on average FY13-15F earnings. Source: Maybank Kim Eng Research - 1 Jul 2013
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NoMoney Master	01-Jul-2013 10:46        NoMoney About Contact  Quote this Post!
x 0   x 0  Alert Admin	wish drop Wo much
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GorgeousOng Supreme	01-Jul-2013 10:36        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	Sorakan halleluyah !!!! halleluyah      ( Date: 01-Jul-2013 10:28) Posted: Sudah, dapat sikit yang sangat kacak loh lagi murah dari 1.07 Q Jumaat yang lalu....lol. Cuma harap tak mati di tangan Italian boyfren ini lah....hahaha. GorgeousOng      ( Date: 01-Jul-2013 09:51) Posted: Sis, sudah pilih Italian boyfriend ..sedikit ...tak banyak! Tapi hari ini Thai boyfriend lebih suai mark mark!!!( thai suai mark mark= very suai----same as Hockkien suai=beautiful ) Cheers!!!
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halleluyah Supreme	01-Jul-2013 10:28        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sudah, dapat sikit yang sangat kacak loh lagi murah dari 1.07 Q Jumaat yang lalu....lol. Cuma harap tak mati di tangan Italian boyfren ini lah....hahaha. GorgeousOng      ( Date: 01-Jul-2013 09:51) Posted: Sis, sudah pilih Italian boyfriend ..sedikit ...tak banyak! Tapi hari ini Thai boyfriend lebih suai mark mark!!!( thai suai mark mark= very suai----same as Hockkien suai=beautiful ) Cheers!!!! halleluyah      ( Date: 01-Jul-2013 09:34) Posted: Dik, sudah pilih  Italian boyfren kah?
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GorgeousOng Supreme	01-Jul-2013 10:16        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	Vard Holdings - Brace for a Roller Coaster Ride Author: kimeng | Publish date: Mon, 1 Jul 09:32 Vard warns of weaker 2Q13. Vard issued a profit warning stating that it expects 2Q13 net profit to be lower than current consensus market estimates. Further delays and cost overrun at the Niteroi yard in Brazil resulted in additional cost in outsourcing. Estimated start-up costs at the new Promar shipyard has also been revised higher. Vard would make further disclosures when it reports 2Q13 results on 11 July 2013. EBITDA margins could end the year in the single digit territory. There are 4 remaining vessels to be delivered from the Niteroi yard between 3Q13 and 3Q14. Given the more sanguine mood expressed regarding the intensity of the problems and ongoing efforts to contain the Niteroi yard issues during the last quarter, this profit warning came as a bit of a surprise to us. While our FY13F forecast is lower than consensus, our initial assessment after our call with management is that FY13F net profit could be even lower than our expectations. We estimate that 2Q13 EBITDA margins may come down to about 5-6% (11.1% in 1Q13) while FY13F EBITDA margins would decline to 9.4%. Look beyond FY13F. Our view has been to look beyond FY13F for the recovery growth in FY14F, which would be driven by higher-thanexpected order intake in 2H13. When quizzed on the order win outlook, Vard remains optimistic and hinted that there are chances of exceeding the NOK12b order intake expectation for FY13F. YTD order wins is about NOK3.7b. We believe that the surprise upside could come from the highly anticipated 7 PLSV orders from Petrobras, in which 3 was recently awarded to the Seadrill-SapuraKencana JV. Brace for roller coaster ride, but maintain Buy. This would no doubt result in a knee jerk negative share price reaction as we expect consensus to cut earnings and TPs. We cut our FY13F/14F/15F net profit forecasts by 19%/5%/3%. Brace for a roller coaster ride in share price in the short-term, but we remain firm in our view that (1) betterthan-expect order wins will drive FY14F recovery and (2) valuations at current levels is still unjustifiably low after our earnings cut. TP consequently reduced to SGD1.52, still pegged to 9x PER on average FY13-15F earnings. Source: Maybank Kim Eng Research - 1 Jul 2013
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GorgeousOng Supreme	01-Jul-2013 09:51        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	Sis, sudah pilih Italian boyfriend ..sedikit ...tak banyak! Tapi hari ini Thai boyfriend lebih suai mark mark!!!( thai suai mark mark= very suai----same as Hockkien suai=beautiful ) Cheers!!!! halleluyah      ( Date: 01-Jul-2013 09:34) Posted: Dik, sudah pilih  Italian boyfren kah?? GorgeousOng      ( Date: 01-Jul-2013 09:20) Posted: .96 Cheers!!!!!
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halleluyah Supreme	01-Jul-2013 09:34        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dik, sudah pilih  Italian boyfren kah?? GorgeousOng      ( Date: 01-Jul-2013 09:20) Posted: .96 Cheers!!!!!
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Octavia Supreme	01-Jul-2013 09:32        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Gap down from 1.03.
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MtFaber Senior	01-Jul-2013 09:25        MtFaber About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	Looked like only short covering and shorting. Long only lose lose situation at the moment.
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blueskyblue Member	01-Jul-2013 09:22        blueskyblue About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Money fly to my pocket please."
x 0   x 0  Alert Admin	Market over react.
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GorgeousOng Supreme	01-Jul-2013 09:20        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	.96 Cheers!!!!!
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eurekaw Master	01-Jul-2013 09:06        eurekaw About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	10% drop to start off!!???
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luketoh Senior	01-Jul-2013 09:03        luketoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Really pump and dump....patiently waiting for 80 cts...
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samson Master	30-Jun-2013 11:50        samson About Contact  Quote this Post!
x 0   x 0  Alert Admin	2013 Delivery Lower than Expectation The long-lasing poor condition in dry bulk shipping market has driven many owner and shipyards to go bankrupt, thus suspending many new vessel orders which were mostly place before the financial crisis. Aa a result, the newbuilding output level has been much lower than the market expectation. The lower deliveries and continuingly high ship scrapping level has somehow eased the capacity pressure. It its said that global ship fleet growth is about 100m dwt, more than 10%. However, according to Torvald Klaveness Group, the actual increase volume should be around 65.m to 70m. The net growth is about 35m dwt, Safe Bulkers CFO Konstantinos Adampoulos says. This is lower than Morgan Stanley’s former expectation 63m dwt, which is right 10% of the fleet and reduces the fleet utilization rate from 77% to 74%. In 2012, totally 34m dwt elder vessels were scrapped, about 5.5% of global fleet and the highest level in the last few decades. More ships are estimated to be sent for scrapping if current weak freight market continues in the next six to nine months, according to DNB. There is about 90m dwt elder vessels over 20 years can be scrapped currently. According to DNB, about new vessels of 170m dwt were orders in the peak season in 2007 while the volume were only 20m dwt in 2012.
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WanSiTong Supreme	30-Jun-2013 11:26        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Ai Zai !! sean123      ( Date: 30-Jun-2013 08:45) Posted: A worse than expected Q2 result due to Brazil market should not change the stock price too much. In some degree, it was expected. However some investors are easily getting panic, including me. The price would go down, let us see how much it is. A few cents are acceptable.
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