| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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khng2012
Master |
10-Oct-2012 09:09
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I believe below 1.10 is a very good price to enter. Bad news from US and Japan. The container volumes are increasing since 2008 and never drop. Freight rate low just because of over supply of container vessels. The freight rate is maintained higher than 2011 whole year since march. Hopefully all these liners discipline of not falling competitive price fighting continually. So far So good. Furthermore, 2005 to 2008 till 2012 which is about 5 to 7 years. A lot of charter contracts which  are paying with high charter price are ended in 2012 till 2015. Liners now purchased giant container vessel more than 10,000TEU directly from shipyard  to cut down operation cost and charterers are forced to reduce charter fee of  the container vessels which are below 10,000TEU and maintain about 2 year  contract instead of 5 to 10 year contract. All these  Charterer who  bought vessel in 2005 to 2008  will be suffering from 2012 to 2015. So long as Liners are self-discipline, they can navigate the oversuppy period of 2013 to 2015 and the party to suffer are all those vessel charterers. |
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raykee
Veteran |
09-Oct-2012 23:59
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already planned my entry, but the only thing tat is holding me back is the trade figures by the different countries' govt   http://www.guardian.co.uk/business/economics-blog/2012/aug/12/fears-global-economic-slowdown-markets?intcmp=239  is one of the examples......  but of cos there are good ones from smaller countries   how much u all trust the broker house calls? KE and M say target is ard 0.95  |
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stkoh78
Member |
09-Oct-2012 23:49
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I kind agree to your anlysis. I guess the last few months cargo operation could also give us a tell tale sign if NOL are doing well . I can't seen to dig out this information in their website or SGX site .
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khng2012
Master |
09-Oct-2012 17:24
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2 weeks to NOL 3Q financial report date, 25 Oct 2012. Whoever join NOL let's share. My sharing as below: 1) I am betting reverse turn over of NOL by announcing profit in coming quarter report on 25 Oct, not too long, 2 weeks only 2) Maersk(No.1) and CMG(No.3) had reported profit in  last Q, NOL result  normally report about 2 month late as compared them. As such, I believe NOL will be profitable 3) The freight rate stay above 2011 all year freight level and the  fuel oil bunker price stay  low since May. As per my detail calculation of the freight rate, bunker rate with the no of containers and region that they operate, I  calculated about 150million of profit in coming 3Q. 4) Previously, NOL announce to sell main office building. Now no more news, seem like their finance become healthy. http://www.nol.com.sg/wps/portal/nol/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3gLRxMDd2cTAw8DTyDp6erk5uzn62zk72IKlI_EKW_gak5AdzjIPvz6QfIGOICjgb6fR35uqn5BboRBlomjIgApSrR8/dl3/d3/L2dJQSEvUUt3QS9ZQnZ3LzZfOEE0MEdDNDBIMElDNDBJRUJGQ05NQzJLRTI!/   Who has courage, let's buy NOL.   |
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JustinQuek
Veteran |
26-Sep-2012 20:04
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singtel to book profits nol hard to sell
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Raindrops
Senior |
26-Sep-2012 19:42
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Global economy down lo...  Poor NOL  |
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yabbest
Senior |
26-Sep-2012 19:19
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i think no much in interest, no buyers  they need to wait hang cheng, market price better    
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Sgshares
Elite |
26-Sep-2012 18:50
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Becos they dont want NOL becomes penny stock....
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tiancai007
Master |
26-Sep-2012 18:04
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Ah gong rather sell Singtel than NOL, what logic is this???
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yabbest
Senior |
26-Sep-2012 09:10
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pls recommend them to sell nol also   |
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sgnewbie
Master |
21-Sep-2012 09:22
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http://sgxreports.blogspot.sg/2012/09/neptune-orient-lines_21.html | ||||||||||
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bishan22
Supreme |
18-Sep-2012 10:59
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Forming head and shoulder. Berhati hati ok. 
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yabbest
Senior |
17-Sep-2012 09:59
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friends take note, this one slowly move down. i dont know but think mass orgy going to take place soon  | ||||||||||
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shadowmoon
Veteran |
14-Sep-2012 21:26
Yells: "Henshin" |
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temasak Ah gong still around.... Should be no problem ...
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Pocahontas
Member |
14-Sep-2012 11:58
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now that it's out of STI, i wonder if the management will wake up and run  a tighter ship currently, if it is pump-and-dump, how much do you think it will go up to? |
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rutheone1905
Veteran |
14-Sep-2012 10:22
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once institutes players pull out as it is non component stock more will follow then more then more till nobody care abt it fundamental if it still has any....so nol i expected like wat u said will kena rape few round first then survive on its own.....ke lian
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yabbest
Senior |
14-Sep-2012 09:47
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friend, IHH is political MY stock, so its a political move. Else no sell water to SING? See how it gap up to 1.30 or so. You are right, sti index is to look good only. my guess is nol may be raped later, now they still sayang sayang hahaha
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rutheone1905
Veteran |
14-Sep-2012 09:42
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during my time STI components stocks r selected to represent different sectors in the economy. even if a sector is in bad shape no counter will be removed from tat sector. now everything change, SGX, like our garment only want ppl to see the bright side. NOL too bad is a lagging counter need to sacrifice it.   but the funny thing is tat it is replaced by non related sector stock!!!!! with NOL out of STI, it fate is really bad.   no more brand name as component stock it has to work harder to attrack retails to support its price....hm...tough lar. 
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yabbest
Senior |
14-Sep-2012 08:22
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agreed, it will be like cosco  
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iPunter
Supreme |
13-Sep-2012 23:56
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I tend to agree with sifu on that... most likely it's a 'pump and dump' thing...     There was another occasion on 14 Aug last month when it chiong like nobody's           business, and then dropped like sheet during the ensuing one month period.                 It looks starkingly similar today...  most probably another 'pump and dump' situation... ![]()
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