Neptune Orient L Rg   

NOL

Today price look good after upgrade from May Bank. But what said in May Bank report is contradicting with the current situation. 

http://www.joc.com/maritime-news/trade-lanes/trans-pacific/trans-pacific-spot-rates-slip-1-percent_20121121.html

 

 

http://www.lloydslist.com/ll/sector/containers/

http://www.joc.com/

these 2 links is normally when i got mine info for container shipping news. Hope it helps all to make more money

the link for  shanghai containerisation index for freight rate u can find in previous message by kling. but u only get a delay update unless

u are registered as member.

 

They doing it again lol. GRI rate increase for asia - europe on dec15 2012  US500-600

Transpacific route rate increase  postpone to dec 15 2012. All the exporters and forwarder would be cursing having 2 big GRI on

the same date. Well maybe we start to see monthly GRI if rate still cannot stabilise

  GRI > rate up > rate decline > GRI again rinse and repeat lol.

Today market suck.. NOL move steady in the morning and later got sell off in afternoon, it the same trading pattern for 5 trading days.

Hope tomorrow short sellers start to cover back their position.

 

easy as she goes...steady!

gri at 400/600 from 1st dec for maersk/apl/other mainliners ....compulsory gri

 

good thing bunker fuel stablised at around US630 for past 2 month due to the excessive ship idling by major carriers

almost like 20% capacity off market. Might add 1-2 % cost saving in operating cost since in 3Q  bunker oil is like US674.our government must be panic cos they might be forced to sell refined oil cheaply lol too much supply but low demand from ships. Singapore is major oil refinery in asia and now raw oil is expensive due to middle east trouble.

 

lets hope a good outcome soon ....

khng2012      ( Date: 20-Nov-2012 16:37) Posted: Bro I know. It is not easy to deploy from one to another one region due to vessel registration and port control and etc. Although I am not from shipping but I am in Marine Industry for many years and roughly know how the rules & regulation work in the shipping industry. Anyway, I will monitor closely NOL. The bunker fuel price is healthy now. Now is to see how the freight rate can go. harley22ez      ( Date: 20-Nov-2012 16:33) Posted:   bro, below cannot happen.... " " the excess capacity in Europe to Asia trip has been moved to US and China route" ..trust me ) where dis u hear tis? the vessel size and capacity are different , asia to europe vessel can be deployed so easily to usa trade

 

paste one week oredi down, lets see if there's a turnaround ...

bbwolf82      ( Date: 20-Nov-2012 16:45) Posted: Thanks But the heavy selling pressure is there. Not sure why. haha.. Thanks harley22ez      ( Date: 20-Nov-2012 16:17) Posted: can buy now at 1.07 and keep till 115 onwards and throw..

 

In the past few months, Japan and Hong Kong exchange shit everyday heavily but SGX was doing well.

But now in SGX, shortist are in every single hot share. Don't know when it will be end till SGX can rally like Japan and Hong Kong in Nov.

Anyway, SGX will have hard time in Nov. Let hope Dec will be  better.

sgng123      ( Date: 20-Nov-2012 17:48) Posted:   the 3800 - 3300 rate u might be refering to the rate for China-US east coast, China-west coast rate is still ok dropping a little to 2300+ NOL is mainly on west coast trade route so no worry, west coast rate going up by 400 on dec 15 ( delay supposed to be dec 1) 1500 rate increase is for those refrigerated container box which is like only 15% of cargo moved. Now it is the US fiscal cliff + Greece crap that is piling pressure on stock price. gona had to wait till early next year when the fund managers do their repositioning before taking any action. If you hold any, just need to endure till mid 2013. Any good US economy date ( new job, PMI) would boost price a bit, very good job US data rally the share from current price to 1.5 under 3 weeks on Feb  ( blow mine eye lol) Olam today got bombed by muddy water ( short seller firm lol)  also add to risk off sentiment damn dow rally 200 last nite all got screwed lol.

 

 

the 3800 - 3300 rate u might be refering to the rate for China-US east coast, China-west coast rate is still ok dropping a little to 2300+

NOL is mainly on west coast trade route so no worry, west coast rate going up by 400 on dec 15 ( delay supposed to be dec 1)

1500 rate increase is for those refrigerated container box which is like only 15% of cargo moved.

Now it is the US fiscal cliff + Greece crap that is piling pressure on stock price.

gona had to wait till early next year when the fund managers do their repositioning before taking any action.

If you hold any, just need to endure till mid 2013.

Any good US economy date ( new job, PMI) would boost price a bit, very good job US data rally the share from current price to 1.5 under 3 weeks on Feb  ( blow mine eye lol)

Olam today got bombed by muddy water ( short seller firm lol)  also add to risk off sentiment damn dow rally 200 last nite all got screwed lol.

 

Thanks

But the heavy selling pressure is there.

Not sure why. haha..

Thanks

harley22ez      ( Date: 20-Nov-2012 16:17) Posted: can buy now at 1.07 and keep till 115 onwards and throw... bbwolf82      ( Date: 20-Nov-2012 13:11) Posted: You mean good to buy? Target to sell?

 

Bro I know. It is not easy to deploy from one to another one region due to vessel registration and port control and etc.

Although I am not from shipping but I am in Marine Industry for many years and roughly know how the rules & regulation work in the shipping industry.

Anyway, I will monitor closely NOL. The bunker fuel price is healthy now. Now is to see how the freight rate can go.

harley22ez      ( Date: 20-Nov-2012 16:33) Posted:   bro, below cannot happen.... " " the excess capacity in Europe to Asia trip has been moved to US and China route" ..trust me ) where dis u hear tis? the vessel size and capacity are different , asia to europe vessel can be deployed so easily to usa trade . khng2012      ( Date: 20-Nov-2012 16:26) Posted: Bro, what you mentioned about full of loading in US and China route is during the period of May to Oct 2012. Due to a better freight rate in this route, the excess capacity in Europe to Asia trip has been moved to US and China route. This is the reason of freight rate dropping from 3900 to 3300 per TEU now. I never lose my confidence with NOL and believe they will recover in 2013. But now really has to put a hold and see how it is going on for this industry. NOL price may drop further if the Surcharge from Maerk fail again. Maesrk just failed the surcharge in early Nov. Therefore, you can see the chart that the freight rate bounce in early Nov but shit like hell in last week

 

the vessel size and capacity are different , asia to europe vessel cannot be deployed so easily to usa trade.

 

no krismas in europe tis year due to low rate.... jia lat sia.

 

  bro,

below cannot happen....

" " the excess capacity in Europe to Asia trip has been moved to US and China route" ..trust me )

where dis u hear tis? the vessel size and capacity are different , asia to europe vessel can be deployed so easily to usa trade .

khng2012      ( Date: 20-Nov-2012 16:26) Posted: Bro, what you mentioned about full of loading in US and China route is during the period of May to Oct 2012. Due to a better freight rate in this route, the excess capacity in Europe to Asia trip has been moved to US and China route. This is the reason of freight rate dropping from 3900 to 3300 per TEU now. I never lose my confidence with NOL and believe they will recover in 2013. But now really has to put a hold and see how it is going on for this industry. NOL price may drop further if the Surcharge from Maerk fail again. Maesrk just failed the surcharge in early Nov. Therefore, you can see the chart that the freight rate bounce in early Nov but shit like hell in last week. harley22ez      ( Date: 20-Nov-2012 16:19) Posted: bro, the asia europe trade sucks big time . nol is a usa carrier and vessels are full sia

 

Furthermore, NOL is only about 35% fleet in US and 50% revenue in US. The rest of the fleet are available in Europe,South American and Intra-Asia.

You may be right since you are in that industry.

I will observe how it go.

harley22ez      ( Date: 20-Nov-2012 16:19) Posted: bro, the asia europe trade sucks big time . nol is a usa carrier and vessels are full sia. khng2012      ( Date: 20-Nov-2012 13:27) Posted: http://www1.chineseshipping.com.cn/en/indices/scfi.jsp I suggest to buy NOL when freight rate start to bounce up. Now is moving to downtrend as you can see the the freight rate chart is moving down since May 2012. The peak surcharge has been shouted by Maesrk and other  container lines  since July 2012 but the freight rate keep on dropping due to overcapacity. The current freight rate  and bunker price point to NOL either breakeven or making loss in 4Q. The freight rate between China and US has dropped from 3900 in May 2012 down till 3300 now. No vested at this moment.

 

bro,

 

u oso working in shipping line as regional sales or ???

khng2012      ( Date: 20-Nov-2012 16:18) Posted: Where your information coming from? I only know the freight rate is very very bad now. If the percent of loading of a container vessel is less than 70%, increase 1500 dollar also useless. Don't anyhow speculating. harley22ez      ( Date: 20-Nov-2012 16:16) Posted: general rate increase in jan at usd1500 ... oredi started increasing rates gradually in nov/dec usd300 to usd500 accordingly for transpacific.

 

Bro, what you mentioned about full of loading in US and China route is during the period of May to Oct 2012.

Due to a better freight rate in this route, the excess capacity in Europe to Asia trip has been moved to US and China route. This is the reason of freight rate dropping from 3900 to 3300 per TEU now.

I never lose my confidence with NOL and believe they will recover in 2013. But now really has to put a hold and see how it is going on for this industry. NOL price may drop further if the Surcharge from Maerk fail again. Maesrk just failed the surcharge in early Nov. Therefore, you can see the chart that the freight rate bounce in early Nov but shit like hell in last week.

harley22ez      ( Date: 20-Nov-2012 16:19) Posted: bro, the asia europe trade sucks big time . nol is a usa carrier and vessels are full sia. khng2012      ( Date: 20-Nov-2012 13:27) Posted: http://www1.chineseshipping.com.cn/en/indices/scfi.jsp I suggest to buy NOL when freight rate start to bounce up. Now is moving to downtrend as you can see the the freight rate chart is moving down since May 2012. The peak surcharge has been shouted by Maesrk and other  container lines  since July 2012 but the freight rate keep on dropping due to overcapacity. The current freight rate  and bunker price point to NOL either breakeven or making loss in 4Q. The freight rate between China and US has dropped from 3900 in May 2012 down till 3300 now. No vested at this moment.

 

im working in a shipping line bro ...

anyway, just my opinion, can go either way

khng2012      ( Date: 20-Nov-2012 16:18) Posted: Where your information coming from? I only know the freight rate is very very bad now. If the percent of loading of a container vessel is less than 70%, increase 1500 dollar also useless. Don't anyhow speculating. harley22ez      ( Date: 20-Nov-2012 16:16) Posted: general rate increase in jan at usd1500 ... oredi started increasing rates gradually in nov/dec usd300 to usd500 accordingly for transpacific.

 

bro, the asia europe trade sucks big time .

nol is a usa carrier and vessels are full sia.

khng2012      ( Date: 20-Nov-2012 13:27) Posted: http://www1.chineseshipping.com.cn/en/indices/scfi.jsp I suggest to buy NOL when freight rate start to bounce up. Now is moving to downtrend as you can see the the freight rate chart is moving down since May 2012. The peak surcharge has been shouted by Maesrk and other  container lines  since July 2012 but the freight rate keep on dropping due to overcapacity. The current freight rate  and bunker price point to NOL either breakeven or making loss in 4Q. The freight rate between China and US has dropped from 3900 in May 2012 down till 3300 now. No vested at this moment.

 

Where your information coming from?

I only know the freight rate is very very bad now. If the percent of loading of a container vessel is less than 70%, increase 1500 dollar also useless.

Don't anyhow speculating.

harley22ez      ( Date: 20-Nov-2012 16:16) Posted: general rate increase in jan at usd1500 ... oredi started increasing rates gradually in nov/dec usd300 to usd500 accordingly for transpacific.

 

can buy now at 1.07 and keep till 115 onwards and throw...

bbwolf82      ( Date: 20-Nov-2012 13:11) Posted: You mean good to buy? Target to sell?