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Rightstock Senior	16-May-2024 15:40        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	Global supply chains are braced for further disruption and increasing costs after US President Joe Biden announced new tariffs on Chinese imports today, Tuesday. The tariffs will be imposed on a wide range of Chinese imports including semi-conductors, batteries, EVs and solar cells. It also includes the introduction of a 25% tariff on ship-to-shore cranes from China. The changes will be staggered to come into effect between 2024 and 2026. Peter Sand, Chief Analyst at Xeneta, said: &ldquo The new tariffs under President Biden may be a case of history repeating. If so, businesses will be braced for increasing supply chain costs and ultimately it will be US consumers who pay for it. &ldquo Back in 2018, we saw the US under President Trump impose a wide raft of tariffs on Chinese imports. China retaliated by imposing increasing tariffs of its own and this constant trading of blows saw ocean freight container shipping rates from China to the US West Coast increase by more than 160%. &ldquo Rates began to fall away again towards the end of 2018 as the situation calmed, but they never returned to the same level, meaning a new status quo was established in the market at a higher cost level.&rdquo Sand believes businesses may look to alternative supply chain routes into the US in light of the latest tariffs. Growth in demand for container shipping imports from China into Mexico in the first quarter of 2024 had already increased by 34% compared to 12 months ago, fueling suspicions it is being used by some shippers as a &lsquo back door into the US&rsquo . Sand said: &ldquo The ocean freight container market has seen incredible increases in demand from China into Mexico and the latest US tariffs could see this rapid growth continue. &ldquo In a purely hypothetical scenario, at the current growth rate, by the year 2031 there will be more containers imported from China into Mexico than the US West Coast. &ldquo We may also see US shippers look to import goods from nations such as Vietnam as an alternative to China - as has increasingly been the case since the 2018 tariffs hike hit the market. &ldquo However, these are immature supply chain routes compared to the established Transpacific trade direct from China to the US West Coast. This means more complexity, more volatility and increased cost.&rdquo The announcement of tariffs also comes at a time when the ocean freight container shipping market is being impacted by major black swan events including conflict in the Red Sea and drought in the Panama Canal. Data from Xeneta - the ocean and air freight rate benchmarking and intelligence platform, reveals the average spot rate for ocean freight shipping from China to the US West Coast stood at USD 3837 per FEU (40ft shipping container) on 14 May, which is an increase of 162% compared to 12 months ago.   From China into the US East Coast, average spot rates have increased by more than 100% compared to 12 months ago. Sand said: &ldquo Ocean freight shipping routes from China to the US East and Gulf Coast are still being hampered by restrictions in the Panama Canal. The next best alternative is the Suez Canal, but this isn&rsquo t an option either for the majority of shippers due to the conflict in the Red Sea. &ldquo More red tape and complexity in supply chains is the last thing the ocean freight shipping industry needs right now.&rdquo Sand believes much will now depend on China&rsquo s response. He said: &ldquo There is no doubt this is an aggressive move by the US against China and, once again, we are seeing geo-politics impact global supply chains. &ldquo The new tariffs will affect around $18 billion in annual imports, which is not a huge amount in the grand scheme of US trade, but if China responds in the same way as 2018 then we could be at the start of another spiral of escalating tariffs. That will mean yet more pain for shippers and ocean freight service providers to deal with.&rdquo
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beng1102 Elite	16-May-2024 13:21        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profit taking and correction seem over for now, so we know the price is likey to move.    (up). beng1102      ( Date: 15-May-2024 12:37) Posted: When it was 6x and 7x cents  I told people to Strong Buy and Hold.  I think it is still early.  However who every have made a profit, it is a good news. Rightstock      ( Date: 15-May-2024 12:14) Posted: The following is good news for Samudera Ships and containers got stuck in ports Longer travelling time and routes to reach their destinations esp. US and Europe Freight rates have gone up and will continue to go up due to the shortages Profit margins are higher due to higher freight rates Some people said their target price is met and took profit at 88c to 90 cents. Some will wait at $1.00, some said its still too early and some said the PE ratio is only 3.5 times. Its a potential multi bagger. Stay invested.
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desmondxyz Veteran	15-May-2024 21:07        desmondxyz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup, in today machidrain      ( Date: 15-May-2024 17:20) Posted: has the 9cents dividend come in yet?
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machidrain Veteran	15-May-2024 17:20        machidrain About Contact  Quote this Post!
x 0   x 0  Alert Admin	has the 9cents dividend come in yet?
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Rightstock Senior	15-May-2024 15:56        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some who sold at 87c to 89c may have bought back and some may consider to buyback later on.  Hold on tightly.
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Tracer63 Elite	15-May-2024 14:13        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Get ready for Samudera up move, 0.90 - 0.905
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chiachiawee Elite	15-May-2024 13:35        chiachiawee About Contact  Quote this Post!
x 0   x 0  Alert Admin	At this price, it is $1 pre-xd. Super power Sam. I will name my next kid Sam. cheers.
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beng1102 Elite	15-May-2024 12:37        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When it was 6x and 7x cents  I told people to Strong Buy and Hold.  I think it is still early.  However who every have made a profit, it is a good news. Rightstock      ( Date: 15-May-2024 12:14) Posted: The following is good news for Samudera Ships and containers got stuck in ports Longer travelling time and routes to reach their destinations esp. US and Europe Freight rates have gone up and will continue to go up due to the shortages Profit margins are higher due to higher freight rates Some people said their target price is met and took profit at 88c to 90 cents. Some will wait at $1.00, some said its still too early and some said the PE ratio is only 3.5 times. Its a potential multi bagger. Stay invested. Rightstock      ( Date: 13-May-2024 15:09) Posted: Some people think Samudera has completed its run and may go down or move sideway. Some give a target price of 90c by this week and some $1.00 by this month end. Whatever is their opinions based on weekly and daily charts Samudera share price is currently above 10, 20, 50, 100 and 200 days moving average and is going to continue to climb higher. Stay invested.
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Rightstock Senior	15-May-2024 12:14        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	The following is good news for Samudera Ships and containers got stuck in ports Longer travelling time and routes to reach their destinations esp. US and Europe Freight rates have gone up and will continue to go up due to the shortages Profit margins are higher due to higher freight rates Some people said their target price is met and took profit at 88c to 90 cents. Some will wait at $1.00, some said its still too early and some said the PE ratio is only 3.5 times. Its a potential multi bagger. Stay invested. Rightstock      ( Date: 13-May-2024 15:09) Posted: Some people think Samudera has completed its run and may go down or move sideway. Some give a target price of 90c by this week and some $1.00 by this month end. Whatever is their opinions based on weekly and daily charts Samudera share price is currently above 10, 20, 50, 100 and 200 days moving average and is going to continue to climb higher. Stay invested.
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desmondxyz Veteran	15-May-2024 11:24        desmondxyz About Contact  Quote this Post!
x 0   x 0  Alert Admin	dividend is free now.....those who sold it are weeping now....
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Caesar Master	15-May-2024 10:56        Caesar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, stay vested! Very good stock, with generous dividends and share price appreciation ... Rightstock      ( Date: 13-May-2024 15:09) Posted: Some people think Samudera has completed its run and may go down or move sideway. Some give a target price of 90c by this week and some $1.00 by this month end. Whatever is their opinions based on weekly and daily charts Samudera share price is currently above 10, 20, 50, 100 and 200 days moving average and is going to continue to climb higher. Stay invested.
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beng1102 Elite	15-May 10:46        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profiting taking and correction seem over.  So u know what to do. beng1102      ( Date: 14-May-2024 20:59) Posted: All I see from the chart now is " UP" and more " UP" . beng1102      ( Date: 13-May-2024 15:19) Posted: The truth is it has been a bull run since mid March, so I think it is still early
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beng1102 Elite	14-May-2024 20:59        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	All I see from the chart now is " UP" and more " UP" . beng1102      ( Date: 13-May-2024 15:19) Posted: The truth is it has been a bull run since mid March, so I think it is still early. Rightstock      ( Date: 13-May-2024 15:09) Posted: Some people think Samudera has completed its run and may go down or move sideway. Some give a target price of 90c by this week and some $1.00 by this month end. Whatever is their opinions based on weekly and daily charts Samudera share price is currently above 10, 20, 50, 100 and 200 days moving average and is going to continue to climb higher. Stay invested.
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Rightstock Senior	14-May-2024 16:49        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	ZIM Integrated surges as analysts see container shipping stocks continuing higher ZIM Integrated Shipping (NYSE:ZIM)  +6.7%  to a new 52-week high in Monday' s trading, extending a recent run of momentum for stocks of container shipping companies that analysts say is unlikely to end soon. The Shanghai Container Freight Index, which calculates shipping rates from major China ports, attained its highest reading so far this year last week and is now up 31% YTD and 72% since mid-December. " Freight rates have surged after a brief lull across the major trade lanes, and the strength is spilling over to the non-mainlane routes," according to Jefferies analysts led by Omar Nokta, as reported by  Marketwatch. " Red Sea re-routing continues to constrain supply while trade volumes have been noticeably higher," Jefferies says, estimating 90% of normal Red Sea capacity is being diverted around South Africa. Peak season typically runs from June to September, but the early start comes as shippers scrambled for capacity, which is likely to support freight rates " deep into Q2," Jefferies says. " In a scenario where demand remains robust through the peak months, this may mean that freight rates will see further upward pressure - which would be supportive for ocean carriers," according to Cristian Nedelcu and Amy Yi at UBS.
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superstartup Supreme	14-May-2024 11:30        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	SGX Cosco shipping, no longer a shipping company. Left logistics biz. TraderBen      ( Date: 14-May-2024 11:25) Posted: SG cosco still stagnant.. Rightstock      ( Date: 13-May-2024 16:49) Posted: Today Hong Kong container shipping stocks also had a nice run. Cosco Shipping up 5.64% OOIL up 5.95% SITC up 3.84%
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TraderBen Supreme	14-May-2024 11:25        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	SG cosco still stagnant.. Rightstock      ( Date: 13-May-2024 16:49) Posted: Today Hong Kong container shipping stocks also had a nice run. Cosco Shipping up 5.64% OOIL up 5.95% SITC up 3.84%
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superstartup Supreme	14-May-2024 11:24        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Why Indo listed Samudera, the main shipping biz share price no go up for last 5 trading days? Is it Samudera regional shipping, not trans-ocean shipping?
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Rightstock Senior	13-May-2024 16:49        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today Hong Kong container shipping stocks also had a nice run. Cosco Shipping up 5.64% OOIL up 5.95% SITC up 3.84%
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Rightstock Senior	13-May-2024 16:20        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today Taiwanese container shipping stocks had another nice run.   Evergreen Marine up 6.20% Wan Hai Lines up 9.87% Yang Ming Marine up 9.90% beng1102      ( Date: 13-May-2024 15:19) Posted: The truth is it has been a bull run since mid March, so I think it is still early. Rightstock      ( Date: 13-May-2024 15:09) Posted: Some people think Samudera has completed its run and may go down or move sideway. Some give a target price of 90c by this week and some $1.00 by this month end. Whatever is their opinions based on weekly and daily charts Samudera share price is currently above 10, 20, 50, 100 and 200 days moving average and is going to continue to climb higher. Stay invested.
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beng1102 Elite	13-May-2024 15:19        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The truth is it has been a bull run since mid March, so I think it is still early. Rightstock      ( Date: 13-May-2024 15:09) Posted: Some people think Samudera has completed its run and may go down or move sideway. Some give a target price of 90c by this week and some $1.00 by this month end. Whatever is their opinions based on weekly and daily charts Samudera share price is currently above 10, 20, 50, 100 and 200 days moving average and is going to continue to climb higher. Stay invested.
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