Latest Forum Topics / SamuderaShipping Last:0.825 -- | Post Reply |
SAMUDERA SHIPPING LINE LTD
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paperhandsallday
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16-Feb-2021 15:08
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Surprised this counter hasn' t really move up as compared to its peer like RCL. Revenue should have increased tremendously due to the ecommerce boom during covid period | ||||||||
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Ligaya
Master |
20-Jan-2021 15:37
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yeah, and prominently the demise of Hanjin  
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Stocksguru
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20-Jan-2021 15:28
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can try to google shipping stocks 5 years all for them forming a vertical line like having a hard on. wan hai stock, evergreen shipping, Regional container line (RCL),  Yang Ming Marine,  hyundai merchant marine 
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Ligaya
Master |
20-Jan-2021 15:20
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  agree, all kinda cargo of shapes and sizes are always planned in advance when forward recovery demand is anticipated or projected post covid tide lifting all boats  
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Stocksguru
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20-Jan-2021 15:14
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As long no air flight for cargo, sea will dominate the market and create the demand. Wont be surprize samudera Profit all time high since 10 years ago.  
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dcools
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20-Jan-2021 15:04
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with very high freight rate for past qtr, samuderal likely to report record profit for coming fy20. | ||||||||
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tt_lau
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15-Jan-2021 21:55
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Samudera had put up THE SHARE BUYBACK MANDATE for the past years and does not seems to be buying back shares. Hope to see some share buy back by Samudera to boost up confidence on the company outlook. | ||||||||
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Ligaya
Master |
14-Jan-2021 17:02
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300 was cheap, am used to 500 to 800 USD yah now is above 2000 USD enjoy the shipping recovery as long as it last |
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Stocksguru
Master |
14-Jan-2021 12:30
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I use to ship something from Shanghai to singapore  1 container for only 300 USD. Now currently most of the shipping line are selling at 1500 - 2000 USD, yet everyone is snatching for the space. With such high freight it is near to zero posibility that  shipping company do not have good profit. From what i heard that some shipping line in singapore are giving 3 - 6 month bonus due to extremely  good result.   
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Ligaya
Master |
14-Jan-2021 10:11
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aside YZJ, they are all beneficial resouces out of shipping and freight  Samudera additional position in LNG and Coal resources 0.50 is plausible 
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Stocksguru
Master |
14-Jan-2021 09:58
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Cosco is more on logistics rather than freight YZJ is ship building HPH is port management Freight is all time 15 - 20 years high this samudera still trading at 0.27 today, is super under value. TP for such gem should be 0.50   
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tt_lau
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13-Jan-2021 22:02
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Samudera Shipping usually post its annual result around end of Febuary. Looking at its result for 1H2020, chances are, the full year results for 2020 will be decent. |
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Ligaya
Master |
12-Jan-2021 15:32
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most shippers warming up already, cosco, hph, yzj and this samu still registering for post covid rcep impact, more to go |
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tt_lau
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11-Jan-2021 19:01
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Samudera Shipping, really a laggard in terms of share price compared to its other Asian peers in shipping line.
Regional Container Lines had already seen more than 10 times jump from the March 2020 lows. 1 reason may be due to its financial results reporting freqeuency which had been change from quarterly to semi-annual whereas its peers had reported good results for the past quarters with the significant improvement in    Freight rates for the past quarters.        Regional Container Lines Public Company Limited (RCL. BK)
Yang Ming Marine Transport Corporation (2609.TW)
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Stocksguru
Master |
30-Dec-2020 15:30
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NAV : 0.50 Break 0.25 yesterday hope today can break 0.26. Soon will see 0.30 Also compare to it peers like RCL (Religional container line) from Low of 2 baht in may till current 14 bath.  
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fenizz
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18-Dec-2020 11:22
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This 1 should move fast to 30 when it comes due to its low floats. Holding tight awaiting its result | ||||||||
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Ligaya
Master |
14-Dec-2020 20:19
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yeah, and Samu also sapu LNG  https://www.rivieramm.com/news-content-hub/news-content-hub/complex-refinancing-of-us155m-completed-for-green-lng-carriers-62121 | ||||||||
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Stocksguru
Master |
14-Dec-2020 16:04
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Watch out for this baby, Ocean carriers revenue down but GP rise. Freight from china to singapore use to be less than 100 USD, now selling more than 800 USD |
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Ligaya
Master |
26-Nov-2020 16:59
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recent,  https://en.portnews.ru/news/304772/
2020 November 16 12:40 SCF concludes new project financing for two LNG carriersJoint venture companies belonging to  Sovcomflot  (SCF Group), NYK Line and Samudera, have signed a new USD 155 million non-recourse credit facility, for up to eight years, with two leading international banks: MUFG Bank and Development Bank of Japan Inc. The facility will be used towards refinancing two LNG carriers servicing the Tangguh LNG plant,  Tangguh Towuti  and her sister ship  Tangguh Batur, which are jointly owned and operated by SCF Group, NYK Line and Samudera. The Tangguh LNG plant in Indonesia, involved with the production and shipping of LNG, is managed by the Tangguh Production Sharing Contractors (TPSC), an international consortium. It is operated by BP and began LNG exports in 2009. The designated annual output of extracted gas is 7.6 million tonnes, which is exported to China, the Republic of Korea and the USA, as well as being used domestically. Nikolay Kolesnikov, Executive Vice-President & CFO of  Sovcomflot, said: &ldquo We are delighted to have concluded this new long-term financing agreement for our joint venture companies with NYK Line and Samudera. We are also pleased to welcome establishing relations with new international financial institutions. SCF Group continues to demonstrate uninterrupted access to finance amid market cyclicality, which allows us to maintain a smooth debt repayment profile and a robust long-term liquidity position, fully in line with our budgetary targets.&rdquo PAO Sovcomflot  (SCF Group)  is one of the world' s leading energy shipping companies, specialising in the transportation of crude oil, petroleum products, and liquefied gas, as well as the servicing of offshore oil and gas production. As of 16 November 2020, the Group&rsquo s fleet comprises 146 vessels with a total deadweight of over 12.6 million tonnes, including vessels owned through joint ventures. More than 80 vessels have an ice class. SCF is involved in servicing large oil and gas projects in Russia and around the world: Sakhalin-1 Sakhalin-2 Varandey Prirazlomnoye Novy Port Yamal LNG, and Tangguh (Indonesia). The Group is headquartered in St. Petersburg, with offices in Moscow, Novorossiysk, Murmansk, Vladivostok, Yuzhno-Sakhalinsk, London, Limassol, and Dubai. |
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Ligaya
Master |
26-Nov-2020 16:45
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Singapore LNG bunkering momentum  https://www.channelnewsasia.com/news/climatechange/shipping-maritime-industry-lng-clean-energy-bunker-fuel-13617950 |
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