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SAMUDERA SHIPPING LINE LTD
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ssw518
Elite |
11-Dec-2024 08:21
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Deadline for cargo to beat possible US port strike passed |
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ssw518
Elite |
25-Nov-2024 08:07
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Chinese exports to hit record this year before second Trump term |
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ssw518
Elite |
22-Nov-2024 08:49
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Base on short data, 1) short position climbed when US port strike in early oct and ended in 3 days for further negotiation within 80 days, that' s when Biden walk out of white house office.  2) further escalate till before Samudera reports it' s 3Q business update 3) slowly moving lower after the updates that review positive perspective for FY result coming Feb 4) so far Q4 rates seems to stay above 1H average 5) 1 cents interim div from 5 cents eps for 1H 6) super strong cash in bank for 1H reported (pls check their report) what to expect for coming FY report? really up to individual to dyodd   |
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ssw518
Elite |
22-Nov-2024 08:24
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Shortsell Position report for week ending 15 Nov
 
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Slowturtle
Senior |
19-Nov-2024 11:10
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A business update issued on 30 Oct this year. a little bit of optimism in growth. The previous year was a profit guidance (not good subsequently). Results announced in 3rd week Feb 2025. Until then, happy investing.   |
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ssw518
Elite |
15-Nov-2024 12:03
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A lot of activities for both export and import. In October, exports rose 10.25 per cent from a year earlier to $24.41 billion, far above a forecast rise of 3.84 per cent in the Reuters poll. The pace of growth was the fastest since January, 2023. Meanwhile, imports surged 17.49 per cent on a yearly basis to $21.94 billion, the fastest pace since September 2022. The poll had predicted 7.10 per cent growth. Indonesia' s exports, imports beat forecasts, trade surplus less than expected - CNA  
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ssw518
Elite |
15-Nov-2024 11:03
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Indonesia Oct exports up 10.3% y/y, beating forecast | The Star |
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ssw518
Elite |
14-Nov-2024 09:50
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Interesting statement The coming weeks will be telling, if shippers believe that tariffs could rise to levels that mean &ldquo the viability of their goods are affected&rdquo , then we can expect to see a spike in demand on the Pacific to both east and west coasts, notwithstanding the threat of a January strike on the US eastern seaboard.
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ssw518
Elite |
14-Nov-2024 09:40
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Deciphering America&rsquo s election result |
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ssw518
Elite |
13-Nov-2024 08:23
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3Q review was on 30 Oct after market closed and some short position covered on that week on the same day, price hit recent low of 0.79, now fighting to stay above 8.25. rest is up to the market to decide. |
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ssw518
Elite |
13-Nov-2024 08:14
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Shortsell Position report for week ending 1 Nov
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Asdfgh101
Member |
12-Nov-2024 10:07
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close to zero volume today should be pushing up soon | ||||||||||||||||||||||||||||||||
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ssw518
Elite |
08-Nov-2024 17:42
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likely to take some times for the short to cover position. as there is wasn' t a substancial of seller for them to do so. For now, a lot like me stuck from 0.85 and above. Nevertheless as long as freight rate keep pointing north, will just hold till i get my profit, for div payout during Full year result, It has very high retained earning, just that we are at the mercy of the boss on decide how much to give. 
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Asdfgh101
Member |
08-Nov-2024 15:09
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Great stuff from u...I think there is squaring of CFD going on once done it should rally | ||||||||||||||||||||||||||||||||
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ssw518
Elite |
08-Nov-2024 08:25
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25bps cut from Fed, now waiting for China, hope to see some support to spur the consumer spending. Sweden drop 50bps Indonesia' s plan seems to be aggressive with gdp target 8% from 2025-2028, seeking 800 billion USD from new investment. Base on analysis, tariff hike from US likely in 2H25, there is still a 6-7 months for exporter to rush shipment into US, freight rate likely to stay high till than.   |
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ssw518
Elite |
07-Nov-2024 17:30
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China' s exports soar past forecast as factories front-run Trump tariff threat - CNA
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ssw518
Elite |
07-Nov-2024 08:26
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Nav 94.3 US cents vs 82.5 SG cents of yesterday closing. With 5 sg cents eps and 1 sg cent div for 1H, Q3 better result updates, freight rate moving higher, don' t see a reason why the price should be suppress at this level. Retain Ernings 439 million USD Cash and Bank Balance 312 million USD   |
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ssw518
Elite |
07-Nov-2024 08:01
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container freight rate index for china' s port is moving higher as well Containerized Freight Index - Price - Chart - Historical Data - News
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ssw518
Elite |
06-Nov-2024 08:15
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Rates likely to go higher after election in US as the change in import tax  is unlikely to take place immediately, there will be prepaeration work required while more will be rushing to stock up before the change. With CNY coming within 3 months, Dec traffic should be tight as well. my view  
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Asdfgh101
Member |
05-Nov-2024 21:36
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https://www.cohesionfreight.com.cn/market-update-2/ | ||||||||||||||||||||||||||||||||
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