Back

Latest Forum Topics / SamuderaShipping    Last:0.825    -0.005

Post Reply

SAMUDERA SHIPPING LINE LTD Post Reply Rate topic
moron101 Supreme	16-Aug-2024 11:06        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very quiet nowadays.This is one of the few counters that never recovered from US black Monday's Bug sell down. Time to rebound?😊
Useful To Me  Not Useful To Me
Ryuuenji Elite	12-Aug-2024 14:08        Ryuuenji About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should be a strong recovery back to 87
Useful To Me  Not Useful To Me
Asdfgh101 Member	12-Aug-2024 13:25        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dyodd: Understanding Contract and Spot Rates With contract rates, shippers commit freight to a carrier or logistics provider, and the carrier or logistics provider commits capacity for an agreed-upon rate. Contracts provide the security of price and capacity and make up the majority of freight moves. Contracts tend to last six months or longer. A spot rate is the one-time, on-demand, transactional price a carrier or provider charges to move freight from point A to point B. Spot rates are based on the current market conditions and can change day to day or even hour by hour. The spot market can be highly volatile. Severe weather or unexpected disruptions can drive prices higher quickly. Like most things, supply and demand factor into the prices of both contract and spot rates. When trucking capacity is tight, spot rates tend to increase and contract rates experience upward pressure. When capacity loosens, spot rates typically fall and future contract rates decrease. Spot rates, which are instantaneous, are a leading indicator for contract rates, with contract rates tending to lag behind spot rates by about four to six months. There are times when the spot market provides more competitive pricing than contract rates. Some shippers ?channel shift? and move to the spot market to take advantage of lower rates. However, disruptions experienced over the last few years have shown how critical long-term relationships are to the successful movement of goods during challenging times.
Useful To Me  Not Useful To Me
Asdfgh101 Member	12-Aug-2024 13:21        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not too sure if rates falling down has any impact cos shipping like fx is usually forward contracts...makes sense for spot rates to drop if forward contracts have been fulfilled
Useful To Me  Not Useful To Me
Samudera Member	12-Aug-2024 10:12        Samudera About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rates continue to fall https://en.sse.net.cn/indices/seafinew2.jsp Samudera      ( Date: 02-Aug-2024 15:16) Posted: Rates are coming down fast... https://en.sse.net.cn/indices/seafinew2.jsp Samudera      ( Date: 30-Jul-2024 14:37) Posted: One must understand Samudera biz. A big portion of their revenue comes from main liners(60% if I remember correctly) and these are on contract basis. What it meant is that if the contracts are renewed in March for example then probably you will see a not too good 2nd half just like 1st half. But if contracts are renewed recently then 2nd half should be good. How to know? When the parent company result comes out in 3q, you can roughly gauge. One might say never mind, if the contracts are not renewed, next year results should be very good when it is renewed next year....But who knows what the freight rates will be next year? Can the present freight rates be maintained???
Useful To Me  Not Useful To Me
hschsc Master	08-Aug-2024 19:20        hschsc About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	DELIVERY OF CONTAINER VESSEL, SINAR SULAWESI The Board of Directors of Samudera Shipping Line Ltd , refers to the announcement made by the Company on 6 January 2023 relating to the acquisition of two new-build container vessels (each with a capacity of 1,900 TEUs), wishes to update that the Company has signed addendums to the memorandums of agreement to novate its obligations and rights under the MOA to Samudera Ships Investment Pte Ltd, a wholly owned subsidiary of the Company. SSIPL has taken delivery of the first vessel, Sinar Sulawesi, in Japan on 7 August 2024.
Useful To Me  Not Useful To Me
Asdfgh101 Member	08-Aug-2024 12:25        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Houthi's first attack in the gulf of Eden was in nov 2023 meaning all the big boys were caught with their pants down and prob subscribers probably entered forward contracts into March 2024 at old rates...April 2024 onwards the big boys began to realise they would need to sub out to smaller freighters for cost efficiency, meaning April 2024 onwards than smaller freighters like samu would have entered into such lucrative contracts...so 2H should be good, whether it will be continued to sell down dyodd
Useful To Me  Not Useful To Me
beng1102 Elite	08-Aug-2024 10:27        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now 8 series and 9 series next.  Shipping rate is going up. " No sign of U.S. recession in freight demand, CEO of shipping giant Maersk says.    https://www.cnbc.com/2024/08/07/no-sign-of-us-recession-in-freight-demand-maersk-ceo-says.html   Stocky901      ( Date: 07-Aug-2024 10:51) Posted: After XD sure can get.. patient 😉 beng1102      ( Date: 06-Aug-2024 13:06) Posted: Still waiting for 6 series to buy more leh
Useful To Me  Not Useful To Me
Stocky901 Supreme	08-Aug-2024 08:57        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Monday XD... Last day to buy for dividends.. 🤫
Useful To Me  Not Useful To Me
Asdfgh101 Member	07-Aug-2024 21:20        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Skip Navigation logo logo Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email Economy No sign of U.S. recession in freight demand, CEO of shipping giant Maersk says Published Wed, Aug 7 20248:57 AM EDT thumbnail Jenni Reid WATCH LIVE Key Points U.S. inventories ?are not at a level that is worrisome or that seems to indicate a significant slowdown right in the offing,? Maersk CEO Vincent Clerc told CNBC, as fears of a recession in the world?s largest economy mount. Chinese exports have helped drive overall container demand in the most recent quarter, Clerc said. Maersk on Wednesday reported a decline in year-on-year underlying profit to $623 million from $1.346 billion in the second quarter, and a dip in revenue to $12.77 billion from $12.99 billion. Maersk CEO: We expect Red Sea disruption until at least the end of the yearwatch now VIDEO06:50 Maersk CEO: We expect Red Sea disruption until at least the end of the year Shipping giant Maersk, considered a barometer for global trade, is not seeing signs of a U.S. recession as freight demand remains robust, the company?s chief executive said Wednesday. ?We?ve seen in the last couple of years, actually, [the shipping container] market remaining surprisingly resilient to all the fear of recessions that there has been,? Vincent Clerc told CNBC?s ?Squawk Box Europe? Wednesday, adding that container demand was generally a good indicator of underlying macroeconomic strength. U.S. inventories ? goods being stored before delivery or processing ? ?are higher than they were at the beginning of the year, but they are not at a level that is worrisome or that seems to indicate a significant slowdown right in the offing,? Clerc said, despite noting some unpredictability in numbers for companies replenishing stocks. ?We look also at purchase orders from a lot of retailers and consumer brands that need to import into the U.S. for the coming month of demand, and it seems still to be pretty robust ... at least the data and the indicators that we?re having seem to point toward still some good level of confidence that the current consumption levels in the U.S. will continue.? The last week has seen a sudden escalation in worries about a recession in the world?s biggest economy, the U.S., following a set of weaker-than-expected jobs data which has divided economists and market participants. U.S. retail trade inventories ? a measure of unwanted build ? in May were up 5.33% from a year ago at $793.86 billion, according to the most recent release from the U.S. Census Bureau. A report released by leasing platform Container xChange on Wednesday said indicators suggest inventories are higher than demand, meaning a less ?prosperous time? in the coming months for container traders, the logistics market and retailers who stockpiled. Read more The Fed is trying to ?fight a ghost? as recession fears mount, investor says Markets are counting on the Fed to head off recession with sizable interest rate cuts Everyone is talking about the Sahm recession indicator. Here?s what you need to know Maersk?s Clerc said the company had been surprised by the resilience of container volumes across the last few years, and said it expected that to continue in the coming quarters ? with no indication the global economy is heading toward recessionary territory. Chinese exports have been the engine behind strong container volumes as the global share of containers originating in or heading for China has increased, he continued. In 2022, the Danish firm had a markedly more gloomy outlook, warning of a drag on demand from inflation, the threat of a global recession, the European energy crisis and the war in Ukraine. A combination of those factors drove down freight rates in 2023, sending Maersk?s profits tumbling. That trend was partially reversed this year amid soaring geopolitical tensions in the Red Sea, which led shipping firms to divert trade routes around the southern coast of Africa ? extending journey times and taking capacity out of the global system. How Red Sea attacks impact global supply chainwatch now VIDEO03:24 How Red Sea attacks impact global supply chain Red Sea to cause further inflation Clerc told CNBC Wednesday he expected Red Sea diversions to continue at least until the end of the year. ?That, of course, requires more capacity, more ships in order to move global trade around the world, and that has created some shortages here in the second quarter and in the third quarter that we?re dealing with at the moment,? he said. ?That means, in the short term, higher cost, and we have had to take on significant cost as a result of this, both in terms of having needing more ships and needing also more containers to do the job that is expected of us.? If the situation persists, Maersk will see ?significant inflation? in its cost base which it will need to pass on to customers, he continued, with Asia to Europe or U.S. east coast routes costing between 20% and 30% more. The impact of capacity constraints in the short term has been positive for the Danish shipping giant?s margins and led to three profit upgrades in recent months, Clerc added. Maersk on Wednesday reported a decline in year-on-year underlying profit to $623 million from $1.346 billion in the second quarter, and a dip in revenue to $12.77 billion from $12.99 billion. While weaker on an annual basis, the company said ocean freight margins were ?significantly better? than in the first quarter of 2024 and fourth quarter of 2023, with an earnings before interest and taxes margin of 5.6% versus -2% and -12.8% in those prior periods. Maersk shares were 1.6% lower at 12:45 p.m. in London on Wednesday. Trending Now Jessica Jackson 37-year-old mom earns $73,000 in one of the most in-demand jobs in the world?and it doesn?t require a degree Gold medalist Kristen Faulkner of Team United States poses on the podium during the Women's Road Race on day nine of the Olympic Games Paris 2024 at Trocadero on August 04, 2024 in Paris, France. 31-year-old Harvard grad just won a gold medal for the U.S. in the Olympics?in a sport she learned 6 years ago Model Y cars are pictured during the opening ceremony of the new Tesla Gigafactory for electric cars in Gruenheide, Germany, March 22, 2022. Elon Musk?s support for Trump pushes a corporate customer away from Tesla A trader works on the floor of the New York Stock Exchange (NYSE) ahead of the closing bell in New York City on August 5, 2024. Dow futures jump for a second day, up 300 points as Wall Street tries to recoup sell-off The Instacart website on a laptop computer arranged in Hastings-on-Hudson, New York, U.S., on Monday, Jan. 4, 2021. Stocks making the biggest moves premarket: Disney, Airbnb, Rivian, Amgen and more Cross Borders to Success with Kaplan With over 450 programme & certification options available, embark on a Diploma or Degree programme with Kaplan today! Instalment payment available. Kaplan Singapore | Sponsored FROM THE WEB 不 爽 女 婿 诈 骗 余 天 示 范 ?呼 巴 掌 ? 《 联 合 早 报 》 : Sponsored Vaccination Benefits for All Ages Discover the benefits of lifelong vaccination. GlaxoSmithKline : Sponsored Learn more about our purpose Guided by our purpose, we are building and operating sustainably to inspire experiences, and to create places for good. Frasers Property : Sponsored MORE IN ECONOMY Kelly Evans: What the $%^& is happening? Kelly Evans FROM THE WEB 马 国 提 控 14名 马 来 邪 教 组 织 成 员 《 联 合 早 报 》 : Sponsored Read the story behind the 60-metre artwork of Singapore. Uncover what inspired a 60-metre painting of Singapore and other stories curated by our editors for SG59. The Straits Times : Sponsored Accused in Yishun murder case escorted back to scene where body was found The Straits Times : Sponsored MORE FROM CNBC Ukraine finally sends F-16s into the battle against Russia ? but they might not be a game-changer Holly Ellyatt CNBC logo Subscribe to CNBC PRO Subscribe to Investing Club Licensing & Reprints CNBC Councils Supply Chain Values CNBC on Peacock Join the CNBC Panel Digital Products News Releases Closed Captioning Corrections About CNBC Internships Site Map Ad Choices Careers Help Contact News Tips Got a confidential news tip? We want to hear from you. Get In Touch CNBC Newsletters Sign up for free newsletters and get more CNBC delivered to your inbox Sign Up Now Get this delivered to your inbox, and more info about our products and services. Advertise With Us Please Contact Us Privacy Policy Cookie Notice CA Notice Terms of Service © 2024 CNBC LLC. All Rights Reserved. A Division of NBCUniversal Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Market Data Terms of Use and Disclaimers Data also provided by Reuters logo
Useful To Me  Not Useful To Me
Stocky901 Supreme	07-Aug-2024 10:51        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	After XD sure can get.. patient 😉 beng1102      ( Date: 06-Aug-2024 13:06) Posted: Still waiting for 6 series to buy more leh. Stocky901      ( Date: 05-Aug-2024 15:06) Posted: This week 7 series to stay. Next week could be 6 series.. better cut loss and run.. 😢
Useful To Me  Not Useful To Me
beng1102 Elite	06-Aug-2024 13:06        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still waiting for 6 series to buy more leh. Stocky901      ( Date: 05-Aug-2024 15:06) Posted: This week 7 series to stay. Next week could be 6 series.. better cut loss and run.. 😢 Stocky901      ( Date: 02-Aug-2024 15:51) Posted: To trade around 7 series next week.. big disappointment 😥 someone still dream on seeing 1.04?
Useful To Me  Not Useful To Me
Stocky901 Supreme	05-Aug-2024 17:48        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lucky never followed blindly to buy at 1.04 else go hor lang loot.. 😂 FOREVERFREEDOM      ( Date: 30-Jul-2024 09:05) Posted: Jump water, omg trader1970      ( Date: 29-Jul-2024 23:10) Posted: Whenever straits times news are out in such hint hint manner, means Samu shares ll jump fr gapping up tmr when market open? WATCH :):):)
Useful To Me  Not Useful To Me
JessTrang Veteran	05-Aug-2024 16:07        JessTrang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Have to factor in on orders from exports and imports... if lesser companies' orders of goods to stockpile theirs inventories, then how is the freight charges going to increase, can' t solely just because of Middle East conflicts.
Useful To Me  Not Useful To Me
hschsc Master	05-Aug-2024 15:59        hschsc About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Samudera will recover faster than others , the war in Middle East affected most technology companies and bank.    Stocky901      ( Date: 05-Aug-2024 15:06) Posted: This week 7 series to stay. Next week could be 6 series.. better cut loss and run.. 😢 Stocky901      ( Date: 02-Aug-2024 15:51) Posted: To trade around 7 series next week.. big disappointment 😥 someone still dream on seeing 1.04?
Useful To Me  Not Useful To Me
Stocky901 Supreme	05-Aug-2024 15:06        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This week 7 series to stay. Next week could be 6 series.. better cut loss and run.. 😢 Stocky901      ( Date: 02-Aug-2024 15:51) Posted: To trade around 7 series next week.. big disappointment 😥 someone still dream on seeing 1.04?
Useful To Me  Not Useful To Me
beng1102 Elite	03-Aug-2024 13:37        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The recent p& l report said shipping rate is trending up going forward.  I think with escalated tension shipping rate around the world is set to surge.    US sending aircraft carrier, warships and fighter squadron to Middle East as region braces for Iranian retaliation.    https://edition.cnn.com/2024/08/02/politics/us-warships-middle-east-brace-iranian-retaliation/index.html ozone2002      ( Date: 02-Aug-2024 15:55) Posted: At current 81c, trading very close to cash value! why not? Very valuable proposition!   Key Statistics EPS  (SGD)  a 0.24807 Trailing EPS  (SGD)  b 0.13278 NAV  (SGD)  c 1.3571 PE  a 3.265 Trailing PE  d 6.100 Price / NAV  c 0.5969 Dividend Yield  (%)  e 3.704 Cash In Hand  (SGD)  f 0.7857 Issued & Paid-up Shares  g 538,038,199 Piotroski F Score 5 Market Cap (M) 435.811 Free Float (%) 28.5 Return on Equity (ROE) (%)  h 9.784 Revenue Growth (%) TTM  i -39.398 Net Earnings Growth (%)  j -74.877 Net Debt/Equity  k Net Cash Net Debt (SGD ' 000) -141,521 Under CPF Investment Scheme (CPFIS) Yes Sector & Industry Transportation - Marine Shipping Category Classification Marine / Transport
Useful To Me  Not Useful To Me
ozone2002 Supreme	02-Aug-2024 15:55        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	At current 81c, trading very close to cash value! why not? Very valuable proposition!   Key Statistics EPS  (SGD)  a 0.24807 Trailing EPS  (SGD)  b 0.13278 NAV  (SGD)  c 1.3571 PE  a 3.265 Trailing PE  d 6.100 Price / NAV  c 0.5969 Dividend Yield  (%)  e 3.704 Cash In Hand  (SGD)  f 0.7857 Issued & Paid-up Shares  g 538,038,199 Piotroski F Score 5 Market Cap (M) 435.811 Free Float (%) 28.5 Return on Equity (ROE) (%)  h 9.784 Revenue Growth (%) TTM  i -39.398 Net Earnings Growth (%)  j -74.877 Net Debt/Equity  k Net Cash Net Debt (SGD ' 000) -141,521 Under CPF Investment Scheme (CPFIS) Yes Sector & Industry Transportation - Marine Shipping Category Classification Marine / Transport
Useful To Me  Not Useful To Me
Stocky901 Supreme	02-Aug-2024 15:51        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	To trade around 7 series next week.. big disappointment 😥 someone still dream on seeing 1.04?
Useful To Me  Not Useful To Me
Samudera Member	02-Aug-2024 15:16        Samudera About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rates are coming down fast... https://en.sse.net.cn/indices/seafinew2.jsp Samudera      ( Date: 30-Jul-2024 14:37) Posted: One must understand Samudera biz. A big portion of their revenue comes from main liners(60% if I remember correctly) and these are on contract basis. What it meant is that if the contracts are renewed in March for example then probably you will see a not too good 2nd half just like 1st half. But if contracts are renewed recently then 2nd half should be good. How to know? When the parent company result comes out in 3q, you can roughly gauge. One might say never mind, if the contracts are not renewed, next year results should be very good when it is renewed next year....But who knows what the freight rates will be next year? Can the present freight rates be maintained???
Useful To Me  Not Useful To Me

                                                         First   < Newer   41-60 of 2651   Older>   Last