Neptune Orient L Rg   

NOL

Just remember every transaction there is a seller and buyer. For ship case, most of sellers are short sellers whereas buyers are either short covering or real investors. If real investors returns then it going to be party time for investors and punters, every day go up cos buyers don sell they accumulate and later let short sellers got burnt lol. A bull cycle is formed due to nobody selling their shares while short sellers continue their shorting with no shares in market to cover. vicious cycle of high volume but no one want to sell lol.

 

.)

 

When no one is buying UP.....

Sellers will be panic to sell down.......

No support as all

Beware....

 

this time is different

 

hope this time round the rally can be sustainable, anyway don go in yet as the trading trend not established. tomorrow can go down fast as well, too many of this kind of rebound then follow by a correction.

 

not so loud

CSH123      ( Date: 21-Aug-2013 10:40) Posted: Art and science..but not yet ,) CSH123      ( Date: 19-Aug-2013 21:40) Posted: mkt is going to turn soon and its gonna be fast and furious..lets watch:)

 

1.10 now big investors upping their stakes. NOL investors hold on to ur shares and don sell can go up very high.

 

NOL BUY UP 700lots at  $1.09 in just a second.....

What happen huh?

 

question is whether it's sustainable or not?

sgng123      ( Date: 05-Sep-2013 14:14) Posted: ship move north for no reasons. it getting stronger as more and more selling block is cleared. The return of European investors maybe.

 

ship move north for no reasons. it getting stronger as more and more selling block is cleared. The return of European investors maybe.

 

The answer is simple, Shipping groups that is profitable like Maersk, MSC, CMA and OOCL is all privately owned and they cut cost by laying off huge number of employee and they overcharged customers too. Return on profit is all on their mind and soon NOL and other government linked shipping lines would follow due to freight rate being commoditised. Shippers don pay premium for quality service, they aimed for the lowest freight rate even service might be bad due to late delivery etc cos currently slow steaming is the norm now. Soon NOL might depose off their holding in the US west coast port/terminal holding and logistic business to improve finance sheet like what other major liners are doing now. Cut cost to the bone and disposing off non core asset to focus only on core business of port to port operation only. Maersk can cut cost down by a ridiculous 900M in 2Q , just imagine how much NOL can cut owning to the fact Maersk is already the most cost effective liner in the world. Lot of fat to burn in ship case.

 

Anwer is Obvious,

Cosco Shipping take care of Greater China,

NOL take care of Singapore,

OOCL take care of itself and only care of itself and how they get their money is anybody guess, where nearly the whole world Shipping companies including Maersk loose money and they loose money.

 

Obfuscate      ( Date: 04-Sep-2013 09:47) Posted: Has anybody bothered to ask why OOCL (316 HK) is consistently profitable while NOL is consistently losing money? In the last  five years the cumulative net loss of NOL is US$1,094m  whereas the cumulative net profit of OOCL is US$2,215m. If  we go back further in time, OOCL has an even better  performance pre-GFC. Here are the obvious differences:  OOCL  does not have any  govt help and is run by businessmen. Perhaps  equally impt is its total debt to market cap  is < 1.0 (NOL: 2.2x currently).

 

Unrest in Middle East, poor economic growth in Europe... these are only noise and excuses. Fundamentally the business model must be sound, management must be savvy to steer the company through rough patches.

 

 

Has anybody bothered to ask why OOCL (316 HK) is consistently profitable while NOL is consistently losing money? In the last  five years the cumulative net loss of NOL is US$1,094m  whereas the cumulative net profit of OOCL is US$2,215m. If  we go back further in time, OOCL has an even better  performance pre-GFC.

Here are the obvious differences:  OOCL  does not have any  govt help and is run by businessmen. Perhaps  equally impt is its total debt to market cap  is < 1.0 (NOL: 2.2x currently).

 

Europe finally returned to growth, with the badly hit Italy and Spain returned to growth and even Greece is recovering strongly. With the developed world recovering, demand for manufactured goods made in asia would soon pick up in 2014. Currently what blocking ship share price recovering is the Syria crisis, Fed tapering and US debt ceiling, in another 1-2 months these 3 issues would be behind us then u start to see ship moving.

 

this year don expect a lot from ship yet due to a few more hurdle for global economy to cross before growth return to more sustainable trend. Just hang on and enjoy wayang drama coming out from US Syria crisis and debt ceiling . Europe is recovering but still need some more time to be on road to sustainability. Obama blink on Syria war and now the ball is back to US congress for war approval, he break the norm for US president to ask for congress approval for war lol. Next time every president had to ask for congress approval before they can jump the gun, lot of warmonger republican must be pissed cos no war = no income for their defense industries. IF Republican controlled congress approve attack and something go wrong, Obama can escape responsibility and push the blame on congress, in that sense US congress most likely would vote no for attack to protect own backside.

 

Shanghai Shipping Comprehensive Index for Port Containers are now at 1109. Have been rising for more than 1 month.

If trend continue, all Asian Shipping earnings will improve further.

 

Hahahahah!!!!!

Hawkeye      ( Date: 31-Aug-2013 18:39) Posted: And Missile cost more than the building. LOL :) sgng123      ( Date: 31-Aug-2013 15:24) Posted: UN inspectors gone from Syria, now clock counting down for US wayang PR show. They might do it on sunday anyway it just for show like firework, hit some empty buildings/barracks then declared victory, typical American way of venting anger.

 

Obama dump the decision to go to war to congress, asking a vote on it. This pushes back the timetable for attack back till Sep 9 when US congress would vote. This is a US political game, no longer a Syria crisis very high chance US congress would block the war move just like the  Britain case. Smart move by Obama to defuse Syria crisis in the short term  and if congress disapprove he can called for a economy sanction supported by international community to punish Syria. 

 

This Syria crisis is all about saving Obama face not really about stopping the use of chemical weapons by the way chemical weapons in the first place was sold to Syria by the developed power lol. If Obama willing to eat humble pie and called off the missile strike, use economy sanction is more effective in enacting pain on the Syria regime cos cannot  account frozen  is actually more painful than having a few buildings blown up.  just look at iran, now the regime there is suffering like crazy running low  on money and currency devalued like 67%.    Now Obama trying to wriggle out of this shit hole cos either he attack Syria or called off the attack he would be attacked by the republican, so he need to think of a ingenius plan to both had the cake and eat it. Hope he can pull off this crisis like all other trials he faced earlier.