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SAMUDERA SHIPPING LINE LTD Post Reply Rate topic
HuatAh7898 Master	15-Oct-2024 19:38        HuatAh7898 About Contact  Quote this Post!   Yells: "Huat ah!"
x 0   x 0  Alert Admin	still consolidating
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ssw518 Elite	15-Oct-2024 10:54        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	not sure if anyone looking at it' s Balance Sheet. cash 420+ million which is 0.78 base on 538m float. long term + short term debt is 400m recievable 100m Plant / property / Equipment 500m the two additional container ship is still out of picture China is likely on it' s way to recovery Interest rate cut otw though might not be as fast as projected by the market only big concern I have is Middle East  Boss himself already holding 65%, plus SSH n institute should be ard 10-15% leaveing 20-25% in the open market. 1H still profit with EPS about 5 singapore cents, nevertheless very disappointing 1 cents div. Final div? My guess is at least 2 cents depends on economy outlook and profit. just my view, rest depends on BB, dyodd vested  ssw518      ( Date: 15-Oct-2024 08:49) Posted: Looks like this short BB quite persistent after shorting 2+kk in the week  on 4 Oct. Not sure if they had cover back. for short sell report  MAS SPRS Public Portal countdown 15 days to 30 Oct Let' s how low this guy can push down, collect some if you can hold at least 3 week. Let see what the company will do with the huge cash and the addition SGD 4 cent eps keep from 1H. I am expecting higher revenue since capacity increase after receiving 1 container ship on 4 Aug. vested dyodd
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ssw518 Elite	15-Oct-2024 08:49        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like this short BB quite persistent after shorting 2+kk in the week  on 4 Oct. Not sure if they had cover back. for short sell report  MAS SPRS Public Portal countdown 15 days to 30 Oct Let' s how low this guy can push down, collect some if you can hold at least 3 week. Let see what the company will do with the huge cash and the addition SGD 4 cent eps keep from 1H. I am expecting higher revenue since capacity increase after receiving 1 container ship on 4 Aug. vested dyodd
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wehuattogether88 Supreme	14-Oct-2024 10:51        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	For reference extracted from Phillip Secuities:
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Asdfgh101 Member	07-Oct-2024 22:08        Asdfgh101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	With the capital of Jakarta moving, I'm sure somehow Samu will be included and its revenue stable
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ssw518 Elite	07-Oct-2024 09:39        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Macro already 60, this one still underwater. waiting and waiting. ssw518      ( Date: 04-Oct-2024 15:12) Posted: Samudera Shipping Line Ltd. engages in the transportation of containerized and non-containerized cargo. It operates through the following business segments: Container Shipping, Bulk and Tanker, and Agencies and Logistics. The Container Shipping segment includes feeder services for the transportation of containerized cargo between Singapore as a hub port and other outgoing spoke ports in Asia, as well as inter-region and intra-region container shipping services to end users. The Bulk and Tanker segment offers the transportation of special dry bulk, liquid, and gas cargo in the international and Indonesian domestic market. The Agencies and Logistics segment provides agency services in Bangkok, Port Klang, Penang, Mumbai, Kolkata, Chennai, and Dubai. ------------------------------------------------------------------------------------------------------------------- Peer Comparison Industry Peer ROA  (%) ROE  (%) P/E P/BV EPS DPS Div Yield  (%) Samudera Shipping Line Ltd 11.36 18.37 6.19 0.63 0.25 0.03 2.32 Marco Polo Marine Ltd. 10.82 14.72 7.00 1.13 0.00 0.00 1.78 Nordic Group Limited 6.34 14.04 10.27 1.19 0.04 0.01 3.89 Singapore Shipping Corporation Limited 4.87 7.60 7.86 0.57 0.03 0.01 4.16 ------------------------------------------------------------------------------------------------------------------- oil price will benefit it' s bulk and tanker segment Container segment, we really don' t know but now they have additional 2 more container ship conpare to last reporting. As for logistic, base on Sg import / export data, it should be at least stable. anyway, last div was really sad for holders, eps was good but 1 cent div. main reason or the sell down. as for finiancial, still very strong with low debt. Macropolo did quite well today, let' s see if BB wanna push. Seems all eye looking at the direction of the 0.905 1m sell order, going lower or remove holding my for the time, hopfully can see the 0.9xx by next reporting. just sharing dyodd
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beng1102 Elite	04-Oct-2024 20:04        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	STRONG BUY when market open next Monday as correction seems over. ssw518      ( Date: 04-Oct-2024 16:17) Posted: buyer incoming finally....
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ssw518 Elite	04-Oct-2024 16:17        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	buyer incoming finally....
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ssw518 Elite	04-Oct-2024 15:50        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	By now all should have read the news on the strike is over and dockworker going back to port till 5 Jan 25 (80 days later)  while waiting for deal to finalised. if you notice, my comment below, President can call off the strike for 80 day and Biden says the will not interfeer.... nothing was disclosed on the deal when ask so finger cross dyodd ssw518      ( Date: 03-Oct-2024 07:47) Posted: Good or bad for Samudera? you decide Key note so far - US government has no plan to get involve so far - US monitoring price for potential price gouging,  - low / no plication to US economy note that Biden can use federal law to inforce them to get back to work - 80 days As for Price gouging, US can only control outgoing (export), as well as local shipping company. Outside US, price surge is good, harder for China on cheap supply? Another way to hinder Russia war fund? most likely this should last at least 1 week, just my view White House sides with union as US dockworker strike enters second day (channelnewsasia.com) Alignment      ( Date: 02-Oct-2024 21:45) Posted: West coast ports and Asia exporters set to benefit at their expense.
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ssw518 Elite	04-Oct-2024 15:12        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Samudera Shipping Line Ltd. engages in the transportation of containerized and non-containerized cargo. It operates through the following business segments: Container Shipping, Bulk and Tanker, and Agencies and Logistics. The Container Shipping segment includes feeder services for the transportation of containerized cargo between Singapore as a hub port and other outgoing spoke ports in Asia, as well as inter-region and intra-region container shipping services to end users. The Bulk and Tanker segment offers the transportation of special dry bulk, liquid, and gas cargo in the international and Indonesian domestic market. The Agencies and Logistics segment provides agency services in Bangkok, Port Klang, Penang, Mumbai, Kolkata, Chennai, and Dubai. ------------------------------------------------------------------------------------------------------------------- Peer Comparison Industry Peer ROA  (%) ROE  (%) P/E P/BV EPS DPS Div Yield  (%) Samudera Shipping Line Ltd 11.36 18.37 6.19 0.63 0.25 0.03 2.32 Marco Polo Marine Ltd. 10.82 14.72 7.00 1.13 0.00 0.00 1.78 Nordic Group Limited 6.34 14.04 10.27 1.19 0.04 0.01 3.89 Singapore Shipping Corporation Limited 4.87 7.60 7.86 0.57 0.03 0.01 4.16 ------------------------------------------------------------------------------------------------------------------- oil price will benefit it' s bulk and tanker segment Container segment, we really don' t know but now they have additional 2 more container ship conpare to last reporting. As for logistic, base on Sg import / export data, it should be at least stable. anyway, last div was really sad for holders, eps was good but 1 cent div. main reason or the sell down. as for finiancial, still very strong with low debt. Macropolo did quite well today, let' s see if BB wanna push. Seems all eye looking at the direction of the 0.905 1m sell order, going lower or remove holding my for the time, hopfully can see the 0.9xx by next reporting. just sharing dyodd
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trader1970 Elite	04-Oct-2024 15:11        trader1970 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Samu has always perform well in the past when there are chaos in the shipping route of the red sea, oil supply disruption as it can command the price that it charges in view of higher risk and timeliness..  Be patient, BBs would not be silly to do a one night stand... I can see that there are silent buy up and as long as you can hold, no worries. If cannot, sell and buy back.. It has cover back 0.845 and now it should move towards 88 first... I have vested long interest to at least 95 and above.  It have to move to align with the rest of its peers in HK and China.. Be Patient  once again:):)
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wehuattogether88 Supreme	04-Oct-2024 11:47        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will Samudera move up again just like Seatrium because of oil price factors? DYODD.
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ssw518 Elite	03-Oct-2024 07:47        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good or bad for Samudera? you decide Key note so far - US government has no plan to get involve so far - US monitoring price for potential price gouging,  - low / no plication to US economy note that Biden can use federal law to inforce them to get back to work - 80 days As for Price gouging, US can only control outgoing (export), as well as local shipping company. Outside US, price surge is good, harder for China on cheap supply? Another way to hinder Russia war fund? most likely this should last at least 1 week, just my view White House sides with union as US dockworker strike enters second day (channelnewsasia.com) Alignment      ( Date: 02-Oct-2024 21:45) Posted: West coast ports and Asia exporters set to benefit at their expense.
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Alignment Master	02-Oct-2024 21:45        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	West coast ports and Asia exporters set to benefit at their expense.
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ssw518 Elite	02-Oct-2024 18:58        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The strike affects 36 ports along the East and Gulf coasts, ranging from Maine to Texas Chan expects the strike could last up to two weeks FYI Why FedEx, UPS stand to benefit from port strike (yahoo.com)
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ssw518 Elite	02-Oct-2024 17:42        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	quite supprising that closing volume is so low. no shortist? all long closed position? Epic game from BB today, must respect one which such a huge limit. Let' s see what happens to friegth rate when China comes back from golden week holiday. ssw518      ( Date: 02-Oct-2024 16:34) Posted: if you are buying, it forwards looks. if you sold don' t look back Rate don' t shoot like oil px where there is a WTI to look at for immediate demand / supply It will takes time to surface to surface and px to adjust accordingly if US stike continue and normalised. Not sure why the BB press down so hard, Market float is ard 55x million, top 5 control near 70% 200+ million for rest of us. let' s see and dyodd I am still in the red
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ssw518 Elite	02-Oct-2024 16:34        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if you are buying, it forwards looks. if you sold don' t look back Rate don' t shoot like oil px where there is a WTI to look at for immediate demand / supply It will takes time to surface to surface and px to adjust accordingly if US stike continue and normalised. Not sure why the BB press down so hard, Market float is ard 55x million, top 5 control near 70% 200+ million for rest of us. let' s see and dyodd I am still in the red
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easywin Supreme	02-Oct-2024 14:24        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those chase high now what to do? averaging?
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wehuattogether88 Supreme	02-Oct-2024 13:45        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	somebody trying to force price down with queue of 1000 lots to sell. Might be collecting cheap
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ssw518 Elite	02-Oct-2024 13:25        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Saw a 3 mil+ sell at 0.93 just now and got mine  0.88.   ssw518      ( Date: 02-Oct-2024 12:43) Posted: unless US end the strike fast but even Biden would like these settle amount themselve. untill the workers start their shift, ships / container will be stuck, reducing supply thus pushing fright price higher. With China stumulus, there will be a greater export / import demand, another factors for higher price. If 1 weeks stike, it will take more than few weeks to normalised. Fright cost likely to stay above norm from last Q since effect from China will be longer if it' s economy  enters into positive recovery. If you can hold for next result will be best, provided no negative news on China recovery. another counter can lookout is SIA, if stike continue into next week as air fright volume might increase. just my view, missed the morning run, just free up my capital to catch this dip. dyodd
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