Back

Latest Forum Topics / Neptune Orient L Rg

Post Reply

NOL Post Reply Rate topic
seanpent Elite	11-Apr-2011 16:06        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.92/1.93 ==> 1.95/1.96 == 1.98 / 1.99 ==> ........
Useful To Me  Not Useful To Me
des_khor Supreme	11-Apr-2011 15:58        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is the God or MFT from this forum??"
x 0   x 0  Alert Admin	Accumulate ?
Useful To Me  Not Useful To Me
rickyw Master	11-Apr-2011 14:47        rickyw About Contact  Quote this Post! Style: Combined   Mood: Yells: "keep happy..."
x 0   x 0  Alert Admin	hmm...XD soon des_khor      ( Date: 11-Apr-2011 14:26) Posted: What happen to NOL ?? Laggard or LAUSAI ?
Useful To Me  Not Useful To Me
ozone2002 Supreme	11-Apr-2011 14:46        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	laggard lausai
Useful To Me  Not Useful To Me
des_khor Supreme	11-Apr-2011 14:26        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is the God or MFT from this forum??"
x 0   x 1  Alert Admin	What happen to NOL ?? Laggard or LAUSAI ?
Useful To Me  Not Useful To Me
ozone2002 Supreme	11-Apr-2011 09:07        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	of all the STI component stocks..this bugger is a mega laggard... so there's more upside for this baby
Useful To Me  Not Useful To Me
seanpent Elite	11-Apr-2011 08:52        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	appears to be an ascending triangle ..... since mid-march2011, has been forming higher lows ..... ozone2002      ( Date: 09-Apr-2011 12:36) Posted: looking gd on fri's close.. ozone2002      ( Date: 06-Apr-2011 22:57) Posted: break $2 with convincing vol ..this laggard will chiong.. gd luck..
Useful To Me  Not Useful To Me
ozone2002 Supreme	09-Apr-2011 12:36        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	looking gd on fri's close.. ozone2002      ( Date: 06-Apr-2011 22:57) Posted: break $2 with convincing vol ..this laggard will chiong.. gd luck..
Useful To Me  Not Useful To Me
rickyw Master	08-Apr-2011 16:16        rickyw About Contact  Quote this Post! Style: Combined   Mood: Yells: "keep happy..."
x 0   x 0  Alert Admin	hahaha... saturn      ( Date: 07-Apr-2011 10:56) Posted: Judge for yourself.....   0231 GMT [Dow Jones] STOCK CALL: Jefferies initiates Neptune Orient Lines (N03.SG) at Underperform with a S$1.35 target. It says the " U.S. recovery and APL''s strong brand cannot save NOL from potential value erosion from a supply induced downturn." It says " we fear that NOL''s bottom line could dip into the red again which may be realised as early as 2Q11 as the new contracts from Trans-Pacific trade kick in" where new contract rates may fall 10%-15%, while bunker costs per TEU may be about 40% higher on year. Also, NOL''s relative high costs base (due to pricey charter-in vessels and smaller average vessel size) will likely continue and its large off balance sheet liabilities (US$4.7 billion operating lease and US$1.4 billion interest bearing debt relative to US$3.2 billion equity base) " will overhang on the investor sentiment as the market is slowly coming to realisation of a severe sector downturn." It adds, potential 1Q losses from peers may be a negative catalyst. Shares are off 0.5% at S$1.96.
Useful To Me  Not Useful To Me
seanpent Elite	08-Apr-2011 15:10        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	cheers ! krisluke      ( Date: 05-Apr-2011 20:23) Posted: NOL: Operating results for Period 2 are out. MS maintains Overweight with TP$2.90, NOL remains as top pick and defensive near-term investment. Freight rates still fall but within expectations due to seasonal trends and excess capacity… NOL is likely to be still profitable but margins are sharply lower, est to have fallen to 3-4% from 7% in 4Q10. Contributing factors are, a 5% decrease in freight rates from 4Q10 and bunker fuel prices rising 20%... Notes that +12% yoy volumes were mainly attributed to strong volumes on Intra-Asia and Asia-Europe routes but was offset by 1% yoy rate decrease resulting in a 12% rev improvement overall in Period 2.
Useful To Me  Not Useful To Me
Isolator Supreme	08-Apr-2011 15:08        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Wow... breakout... if it failed to break how??
Useful To Me  Not Useful To Me
seanpent Elite	08-Apr-2011 15:01        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	technically, poised for a breakout above 2.01 ..... if it comes, that may be pretty impulsive .....
Useful To Me  Not Useful To Me
Isolator Supreme	08-Apr-2011 15:00        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	When it move up a bit... everyone rushing to buy... hmmm...
Useful To Me  Not Useful To Me
rickyw Master	08-Apr-2011 14:26        rickyw About Contact  Quote this Post! Style: Combined   Mood: Yells: "keep happy..."
x 0   x 0  Alert Admin	shld be ur target is 2.80 bro... chriscyng      ( Date: 08-Apr-2011 09:18) Posted: First target 1.80. my view... so long or short.. u decide.
Useful To Me  Not Useful To Me
chriscyng Member	08-Apr-2011 09:18        chriscyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	First target 1.80. my view... so long or short.. u decide.
Useful To Me  Not Useful To Me
Bon3260 Supreme	08-Apr-2011 08:50        Bon3260 About Contact  Quote this Post! Style: Technical   Mood: Yells: "Ooo Ooo Aaa Aaa!"
x 1   x 0  Alert Admin	rickyw, Tell u a story... Super Mkt there selling XXBrand 10pcs Egg presently @ SGD 1.95. There was an AC-Boy doesn't 1 2 buy e eggs @ tis px. So he stand outside Super Mkt & hand carried  wif a huge white board sign  noted " XXBrand 10pcs Egg buying @ SGD 1.35" . Guess wat,  few hrs later finally there was an old golden teeth lady auntie approached him @ late nite. & asked e AC-Boy whether he 1 2 buy fm her dat XXBrand 10pcs Egg @ SGD 1.35... U guess now... Do u think e AC-Boy'll buy fm her??? ('',) AC-Boy = Act Cute Boy PS. Dun try tis @ hm. If u really meet an old golden teeth lady auntie, especially  during Chinese 7-mth @ nite  wif hand carried 10pcs of egg. RUN! rickyw      ( Date: 07-Apr-2011 11:12) Posted: hahaha...1.75 is unlikely then another ppl said 1.35 target price...wua lau... saturn      ( Date: 07-Apr-2011 10:56) Posted: Judge for yourself.....   0231 GMT [Dow Jones] STOCK CALL: Jefferies initiates Neptune Orient Lines (N03.SG) at Underperform with a S$1.35 target. It says the " U.S. recovery and APL''s strong brand cannot save NOL from potential value erosion from a supply induced downturn." It says " we fear that NOL''s bottom line could dip into the red again which may be realised as early as 2Q11 as the new contracts from Trans-Pacific trade kick in" where new contract rates may fall 10%-15%, while bunker costs per TEU may be about 40% higher on year. Also, NOL''s relative high costs base (due to pricey charter-in vessels and smaller average vessel size) will likely continue and its large off balance sheet liabilities (US$4.7 billion operating lease and US$1.4 billion interest bearing debt relative to US$3.2 billion equity base) " will overhang on the investor sentiment as the market is slowly coming to realisation of a severe sector downturn." It adds, potential 1Q losses from peers may be a negative catalyst. Shares are off 0.5% at S$1.96.
Useful To Me  Not Useful To Me
sharez Member	08-Apr-2011 07:15        sharez About Contact  Quote this Post!
x 1   x 0  Alert Admin	When GENSP in 80s, someone said can be drop to 60s when StarHub in 180s, some said it can be 160s I trusted them, didn't buy at all, I lost then. I think if you can afford 10lots, buy 2 or 3 a time would be ok. rickyw      ( Date: 07-Apr-2011 11:12) Posted: hahaha...1.75 is unlikely then another ppl said 1.35 target price...wua lau... saturn      ( Date: 07-Apr-2011 10:56) Posted: Judge for yourself.....   0231 GMT [Dow Jones] STOCK CALL: Jefferies initiates Neptune Orient Lines (N03.SG) at Underperform with a S$1.35 target. It says the " U.S. recovery and APL''s strong brand cannot save NOL from potential value erosion from a supply induced downturn." It says " we fear that NOL''s bottom line could dip into the red again which may be realised as early as 2Q11 as the new contracts from Trans-Pacific trade kick in" where new contract rates may fall 10%-15%, while bunker costs per TEU may be about 40% higher on year. Also, NOL''s relative high costs base (due to pricey charter-in vessels and smaller average vessel size) will likely continue and its large off balance sheet liabilities (US$4.7 billion operating lease and US$1.4 billion interest bearing debt relative to US$3.2 billion equity base) " will overhang on the investor sentiment as the market is slowly coming to realisation of a severe sector downturn." It adds, potential 1Q losses from peers may be a negative catalyst. Shares are off 0.5% at S$1.96.
Useful To Me  Not Useful To Me
rickyw Master	07-Apr-2011 13:52        rickyw About Contact  Quote this Post! Style: Combined   Mood: Yells: "keep happy..."
x 0   x 0  Alert Admin	Still far away to target.... NOL: UBS Securities NEUTRAL TP: S$2.46. 07 Apr 2011 13:16 UBS Securities - We maintain our Neutral rating on NOL as freight rates in the container sector remain under pressure along with the increase in new vessel deliveries in the coming months. We expect overcapacity to become more severe in the transpacific route with capacity growth reaching 14% YoY, above the Transpacific Stabilisation Agreement forecasts of 7-8% growth in demand and 8.7% global fleet growth in 2011. NOL has significant exposure on this route (c40%). Management has voiced similar concerns related to supply uncertainty and expect slight oversupply of vessels for the industry in 2011-12. However, we expect a recovery in rates and volumes in Q3 (June to September), the peak season. We believe management will exercise effective cost control through slow steaming to handle rising bunker prices...
Useful To Me  Not Useful To Me
rickyw Master	07-Apr-2011 11:12        rickyw About Contact  Quote this Post! Style: Combined   Mood: Yells: "keep happy..."
x 0   x 0  Alert Admin	hahaha...1.75 is unlikely then another ppl said 1.35 target price...wua lau... saturn      ( Date: 07-Apr-2011 10:56) Posted: Judge for yourself.....   0231 GMT [Dow Jones] STOCK CALL: Jefferies initiates Neptune Orient Lines (N03.SG) at Underperform with a S$1.35 target. It says the " U.S. recovery and APL''s strong brand cannot save NOL from potential value erosion from a supply induced downturn." It says " we fear that NOL''s bottom line could dip into the red again which may be realised as early as 2Q11 as the new contracts from Trans-Pacific trade kick in" where new contract rates may fall 10%-15%, while bunker costs per TEU may be about 40% higher on year. Also, NOL''s relative high costs base (due to pricey charter-in vessels and smaller average vessel size) will likely continue and its large off balance sheet liabilities (US$4.7 billion operating lease and US$1.4 billion interest bearing debt relative to US$3.2 billion equity base) " will overhang on the investor sentiment as the market is slowly coming to realisation of a severe sector downturn." It adds, potential 1Q losses from peers may be a negative catalyst. Shares are off 0.5% at S$1.96.
Useful To Me  Not Useful To Me
saturn Member	07-Apr-2011 10:56        saturn About Contact  Quote this Post!
x 0   x 0  Alert Admin	Judge for yourself.....   0231 GMT [Dow Jones] STOCK CALL: Jefferies initiates Neptune Orient Lines (N03.SG) at Underperform with a S$1.35 target. It says the " U.S. recovery and APL''s strong brand cannot save NOL from potential value erosion from a supply induced downturn." It says " we fear that NOL''s bottom line could dip into the red again which may be realised as early as 2Q11 as the new contracts from Trans-Pacific trade kick in" where new contract rates may fall 10%-15%, while bunker costs per TEU may be about 40% higher on year. Also, NOL''s relative high costs base (due to pricey charter-in vessels and smaller average vessel size) will likely continue and its large off balance sheet liabilities (US$4.7 billion operating lease and US$1.4 billion interest bearing debt relative to US$3.2 billion equity base) " will overhang on the investor sentiment as the market is slowly coming to realisation of a severe sector downturn." It adds, potential 1Q losses from peers may be a negative catalyst. Shares are off 0.5% at S$1.96.
Useful To Me  Not Useful To Me

                                                         First   < Newer   2981-3000 of 4826   Older>   Last