Back

Latest Forum Topics / Neptune Orient L Rg

Post Reply

NOL Post Reply Rate topic
Heero78 Veteran	07-Aug-2013 17:34        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	33M can be consider good result for NOL. No wonder last mins shot to 1.065
Useful To Me  Not Useful To Me
pseudo Member	07-Aug-2013 17:23        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	33M loss
Useful To Me  Not Useful To Me
halleluyah Supreme	07-Aug-2013 16:50        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro sgng, i think tis ah kong's ship got a bit of hope lei....now 1.065....keep fingers cross.
Useful To Me  Not Useful To Me
pseudo Member	07-Aug-2013 16:07        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	good set of results from hapag lloyd. But HL has always outperformed. Hope NOL can do the same.
Useful To Me  Not Useful To Me
heisuke Member	07-Aug-2013 15:24        heisuke About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	will they publish results on website? or have to wait a few days later? sgng123      ( Date: 07-Aug-2013 14:19) Posted: Hapag Llord one of G6 members and no6 in world ranking just in front of NOL no7 reported a small profit in 2Q. later in the evening NOL result would be out, cross finger and hope everything go well.
Useful To Me  Not Useful To Me
sgng123 Supreme	07-Aug-2013 14:19        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hapag Llord one of G6 members and no6 in world ranking just in front of NOL no7 reported a small profit in 2Q. later in the evening NOL result would be out, cross finger and hope everything go well.
Useful To Me  Not Useful To Me
sgng123 Supreme	06-Aug-2013 22:54        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.lloydslist.com/ll/sector/containers/article427276.ece Asia to Europe cargo volume jumped 6% in June YOY so the collapse of spot rate in May/June is more likely related to carriers market position defending strategy. Average ship load factor for Europe tradelane in Apr is 88%, May = 96% guess June would be in similar load factor as May. Ship share price move up a bit in last 3o min today most likely short covering. Spot rate data no longer reflect the actual demand and supply situation, it is more on the speculation for players to short down ship when rate go down. As long investors hold together and don sell soon shortists had to buy back at higher price. Could fuel a vicious cycle of short sellers VS short sellers when there is no investors selling their share lol, bringing abnormal surge in ship stock price.
Useful To Me  Not Useful To Me
CSH123 Member	06-Aug-2013 20:34        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	TA or FA? ,)
Useful To Me  Not Useful To Me
alexsmith Member	06-Aug-2013 20:24        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Expect to see price dip tmrrw and Monday unless got some magic. sgng123      ( Date: 06-Aug-2013 17:38) Posted: Market expect ship to post loss in 2Q so already priced in the loss, explain the slow decline of share price in the last few months. But if ship give a upside surprise, might see big gain next week due to short covering by shortists. Play safe and don mess with ship till result is out. Agreed 3Q expected to make money but need further data on demand/supply for July/August to justify it. Currently signs are pointing to capacity pull out in Europe, might see more capacity pull out in transpacific once the peak season ended. Europe look to finally claw out of recession and economy look to pick up next year. Same go for US provided debt ceiling fight in Nov don escalate into a debt default.
Useful To Me  Not Useful To Me
sgng123 Supreme	06-Aug-2013 17:38        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market expect ship to post loss in 2Q so already priced in the loss, explain the slow decline of share price in the last few months. But if ship give a upside surprise, might see big gain next week due to short covering by shortists. Play safe and don mess with ship till result is out. Agreed 3Q expected to make money but need further data on demand/supply for July/August to justify it. Currently signs are pointing to capacity pull out in Europe, might see more capacity pull out in transpacific once the peak season ended. Europe look to finally claw out of recession and economy look to pick up next year. Same go for US provided debt ceiling fight in Nov don escalate into a debt default.
Useful To Me  Not Useful To Me
Hawkeye Master	06-Aug-2013 14:22        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Expected to loose money. Just how much. So if loose less. NOL will go up. Next Quarter, expect to make money. Present 3Q2013, loading factor improved and spot rate also improve due to improving US and Europe economy. Heero78      ( Date: 06-Aug-2013 12:56) Posted: When is the next financial report? 7 aug? Look like going to be a massacre
Useful To Me  Not Useful To Me
Heero78 Veteran	06-Aug-2013 12:56        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When is the next financial report? 7 aug? Look like going to be a massacre
Useful To Me  Not Useful To Me
sgng123 Supreme	04-Aug-2013 21:53        sgng123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	P3 formation in 2Q14 would force more carriers to maintain capacity discipline, would like to see later this year whether more capacity would be taken out after Oct. Maersk , MSC and CMA might take out more excess capacity in Transpacific / Europe trade lane to prepare for next year merger. Currently demand in Europe is weak but if enough capacity is taken out still can make money, just need carriers to be more profit focused. 255 ships committed by top 3 carriers to P3 while maintaining existing capacity of 2.6 mil TEU. Currently 305 ships are deployed to provide similar capacity. Next year all the super big ships coming in this year would be deployed in P3, resulting in excess capacity of 50 ships that need to be taken out of service or move to intra asia or south American trade route. Demand and supply situation would stabilise by next year, so NOL investors just need to be patience and hold on fast to ur share. Fuel oil price hover around US600 per metric ton and most likely stay in tight range till year end. Fruit now starting to flower and just need time to ripe.
Useful To Me  Not Useful To Me
sgxwinner Member	04-Aug-2013 21:21        sgxwinner About Contact  Quote this Post! Style: Technical   Yells: "SGXWINNER BLOGSPOT SG"
x 0   x 0  Alert Admin	Avoid this counter!!!
Useful To Me  Not Useful To Me
sgng123 Supreme	04-Aug-2013 20:49        sgng123 About Contact  Quote this Post!
x 1   x 1  Alert Admin	http://ciw.drewry.co.uk/trade_route_analysis/supplydemand-asia-north-europe-5/#.Uf5LBN_2Prc Updated demand/supply data from drewry. The collapse in Europe spot rate in May/June might be just a smoke screen, average load factor( Demand/Supply) for Apr is 88% and May is 96%. June data might be out later in Sep but from the starting comment saying that July container ships are fully load, most likely June load factor is very close to 99%. This what I called distortion in spot rate market and actual demand/supply situation. From data carriers had taken out enough capacity to make sure ships are at max load capacity, so for now carrier discipline is now the norm. 2Q NOL result currently stand at 50/50 either a good profit or break even.
Useful To Me  Not Useful To Me
Tomique Master	04-Aug-2013 13:46        Tomique About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cannot anyhow say lah.   NOL is still good bet even for newbies. Lets study the below figures, at least the profit of US$76 million is more than 3.2% if its revenues for the first qtr 2013.   If the next qrt is better, I think NOL would revisit $1.30 and above.   NOL 1Q13 1Q12 Revenue (US$m) 2,371 2378 Net Profit (US$m) 76 (254)
Useful To Me  Not Useful To Me
Hawkeye Master	03-Aug-2013 22:53        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 1   x 0  Alert Admin	So you are trying to tell us to sell? If we are not selling then why not you borrow share and sell for us? We can lend it to you through the bank. Ha ha ha ynnek1267      ( Date: 03-Aug-2013 20:54) Posted: New investors have zero reason to invest NOL now, just stay away and watch show. Existing investors can only pray hard that NOL can turn black in coming quarter. Otherwise, right is waiting for you, don't forget the billion of notes are counting with interest in coming years and will eat the cash flow even faster if the new vessels cannot turn current net loss situation. Zero reason for you to step in to NOL till they can show that they are at the same way with top 3 which run the business efficiently and ecomically.
Useful To Me  Not Useful To Me
ynnek1267 Master	03-Aug-2013 20:54        ynnek1267 About Contact  Quote this Post!
x 0   x 1  Alert Admin	New investors have zero reason to invest NOL now, just stay away and watch show. Existing investors can only pray hard that NOL can turn black in coming quarter. Otherwise, right is waiting for you, don't forget the billion of notes are counting with interest in coming years and will eat the cash flow even faster if the new vessels cannot turn current net loss situation. Zero reason for you to step in to NOL till they can show that they are at the same way with top 3 which run the business efficiently and ecomically.
Useful To Me  Not Useful To Me
ynnek1267 Master	03-Aug-2013 20:47        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The fact are top 3 in the industry earn money in 2012, NOL lose money till selling headquarter and selling existing vessels and signing unreasonable high charter rate with the buyers of existing vessels in return of the cash. NOL has used out all th way to generate cash from their assets in 2012. 1Q 2013 post ugly result again, if situation continually, the general has to knock tamasek door to ask for permission & suport to issue right again. The share on your hand will be diluted further. NOL has operation issue like previous chartered semicon, competitors earn money, the counter lose money and keep on diluting the share by issuing right to compensate the loss. At the end, Temasek will just sell NOL away with very cheap price like they sold chartered semicon to global foundry. sgng123      ( Date: 03-Aug-2013 15:24) Posted: I did post a article on spot rate market and it is in a dismal state, shippers all moved away from it due to too much movement and trading volume almost dip into the deep hole. Imagine u just need all the carriers to gang up and  raise price on open market then spot rate can jump to  ridiculous level but if no taker for it then no impact on revenue. Following demand/supply data more realistics, cos no demand even if ur spot rate is $10 000 but no taker and u still lose money cos ur ship is not filled up lose on the oil money/labour. NOL dig out SCFI cos they need to find a scapegoat to answer for the poor  judgement of management for not anticipating the weak demand after CNY by releasing more capacity than needed, typical of Singaporean management finding scapegoat instead of owning up and resign. No shippers would be in the right mind to  book  container space in the open space cos they all know this spot  rate market is all but a scheme to hook them  up for overpricing. Directly booking with liners make more sense as rate is stable and can get discount if big customers. Can just compare with fixed rate and float rate housing loan, which one do u go for ? no need to think must be fixed rate lol.  pseudo      ( Date: 03-Aug-2013 10:18) Posted: Don't agree on not following spot rates. Nol in audio brief already indicated that they want more spot exposure. Also 1q report they dig out scfi chart to trend to justify
Useful To Me  Not Useful To Me
Dividend_Warrior Senior	03-Aug-2013 18:18        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	U mean there is actually a plan??!?!!!??? Hahahahaha.......  stockpicker      ( Date: 03-Aug-2013 15:12) Posted: dun bet on the 10 year cycle.  Bernanke has changed the game plan.  the cycle is now shorter.
Useful To Me  Not Useful To Me

                                                         First   < Newer   9521-9540 of 11177   Older>   Last