Neptune Orient L Rg   

NOL

1.92/1.93 ==> 1.95/1.96 == 1.98 / 1.99 ==> ........

 

Accumulate ?

 

hmm...XD soon

des_khor      ( Date: 11-Apr-2011 14:26) Posted: What happen to NOL ?? Laggard or LAUSAI ?

 

laggard lausai

 

What happen to NOL ?? Laggard or LAUSAI ?

 

of all the STI component stocks..this bugger is a mega laggard...

so there's more upside for this baby

 

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..

 

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..

 

  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.

 

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.

 

Wow... breakout... if it failed to break how??

 

technically, poised for a breakout above 2.01 ..... if it comes, that may be pretty impulsive .....

 

When it move up a bit... everyone rushing to buy... hmmm...

 

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.

 

First target 1.80. my view... so long or short.. u decide.

 

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.

 

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.

 

Still far away to target....

NOL: UBS Securities NEUTRAL TP: S$2.46.

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... 

 

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.

 

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.