Neptune Orient L Rg   

NOL

Moving upward is not a issue for NOL since basically no big resistance level seen all the way up to 1.50.

Issue is can share price hold on the gain and move steady upward for proper valuation. Currently share price is at recession level which is overdue for a revaluation but still need solid financial data to attract international investors to buy in. Friday share movement look promising, hope Monday it can continue it slow but steady upward movement, still not right time to punt due to weak volume.

iPunter      ( Date: 23-Mar-2013 06:08) Posted: If it is a reversal, 1.30 within a couple of days is not a problem at all...       Then it will be " jin ho tarn" (sangat shiork)...   Bopanha      ( Date: 22-Mar-2013 16:42) Posted: $1.30 will be " ho tarn tio" .   Kaw dai kap mia kang nawk prathet na pai tio leaw.   Hehehee.

 

If it is a reversal, 1.30 within a couple of days is not a problem at all...

      Then it will be " jin ho tarn" (sangat shiork)...  

Bopanha      ( Date: 22-Mar-2013 16:42) Posted: $1.30 will be " ho tarn tio" .   Kaw dai kap mia kang nawk prathet na pai tio leaw.   Hehehee.  iPunter      ( Date: 22-Mar-2013 16:14) Posted: Those who " ga ga jeep" (masok) at this morning's drop will now be " ho tarn " (untong)...

 

MSC and OOCL had open fire on asia-europe  GRI. Both will impose US500+ on 15 Apr. Basically another repeat of 2012 GRI bozana that start from Apr and extend all the way to Aug. I waiting to see how much US GRI would go through, critical for NOL profitability when they renew yearly contract with retailers in Apr. Hope this year GRIs would push rate to break 2012 record high Europe 3800 and US 2800.

 

Broke 1.19 resistance level in last 1 hour of trade, but don rush in yet wait for signs I mentioned in earlier post.

1Q13 should not pose a big downside surprise due to 196M NOL building sale and CNY Peak Season Surcharge

SCFI drop 50+ after the big GRI gain but that is so 2012 repeat, then liners would repeat what they done in 2012, lot of GRIs for following months up to 3Q.

 

$1.30 will be " ho tarn tio" .   Kaw dai kap mia kang nawk prathet na pai tio leaw.   Hehehee. 

iPunter      ( Date: 22-Mar-2013 16:14) Posted: Those who " ga ga jeep" (masok) at this morning's drop will now be " ho tarn " (untong)...

 

Those who " ga ga jeep" (masok) at this morning's drop will now be " ho tarn " (untong)...

 

 

One of the top five counters under UOB Kay Hian's coverage.

 

Sifu has good wisdom...  

sgng123      ( Date: 22-Mar-2013 14:14) Posted: patience is key for now. wait for the party signal big volume, big share price jump and block buster 1Q13 fiscal result then all can party till the central bank decided to call it a day and send asia into recession by ending QE and hiking interest rate. Play had been rehearsed and replay for over 30 years.

 

patience is key for now. wait for the party signal big volume, big share price jump and block buster 1Q13 fiscal result then all can party till the central bank decided to call it a day and send asia into recession by ending QE and hiking interest rate. Play had been rehearsed and replay for over 30 years.

 

I agree with sifu... It is always good to sell into strength... 

sgng123      ( Date: 22-Mar-2013 11:07) Posted: to add on, when nol go into bull run. there is no limit on how high it can go. A good gauge of the height is 2007 when NOL shoot up to the sky to 5.00. That is one crazy bull market before it went crashing down due to US recession. A repeat of that is possible but the next region to be hit by recession would be Asia due to asset bubbles caused by central bank QE. Singapore most likely would be hit by property asset bubble bursting and property related asset would tank when global interest rate begin to hike up.

 

  nw its for 1st class passengers, followed by business class, economy class and our little luggages..which are u? seat  back and get ready to set sail..ship ahoy..dinner will be serve shortly followed by dessert with fireworks display..its a private party so dun invite too many pple

 

Accumulation not enough yet, I think. Trying to shake weak holders for sometime already.   Any moment from now.   Lol.  

iPunter      ( Date: 22-Mar-2013 09:49) Posted: But why did it dropped today even with that good news out?...     And there's no " Chiong Aaaaaarh!!!" ... Bopanha      ( Date: 22-Mar-2013 09:46) Posted: Today OCBC upgraded NOL and stated that its fair value is $1.38.   Good news for those who are worried that the shares are not wanted.   Hahaha.

 

to add on, when nol go into bull run. there is no limit on how high it can go. A good gauge of the height is 2007 when NOL shoot up to the sky to 5.00. That is one crazy bull market before it went crashing down due to US recession. A repeat of that is possible but the next region to be hit by recession would be Asia due to asset bubbles caused by central bank QE. Singapore most likely would be hit by property asset bubble bursting and property related asset would tank when global interest rate begin to hike up.

 

stock cannot go up too much for now. remember it still in loss making mode, had to wait for positive result in 2013 to give fund manager reasons to push up the stock. Anyway nol had the biggest potential to zerg up due to bombed out stock valuation in the past 2 years. NOL investors just had to wait out the drought season, when US economy rebound then it tiger time for nol.

 

But why did it dropped today even with that good news out?...

    And there's no " Chiong Aaaaaarh!!!" ...

Bopanha      ( Date: 22-Mar-2013 09:46) Posted: Today OCBC upgraded NOL and stated that its fair value is $1.38.   Good news for those who are worried that the shares are not wanted.   Hahaha.

 

Today OCBC upgraded NOL and stated that its fair value is $1.38.   Good news for those who are worried that the shares are not wanted.   Hahaha.

 

don worry too much about spot rate. The Europe GRI had gone through with like 400+ which is like 55% through.

US freight rate might score better in Apr1 GRI. Rumor of M/A is good as it bring up volume and allows me to punt else very boring.

The march shorting transparency rule basically clear out all the retail shortists just checked out the volume done in last week and this week, very low volume. But be very careful if hapag decided to eat up NOL, currently European banks got lot of money just don know who to lent to. IT really suck if got caught while shorting nol when M/A happens, very heavy loss.

Today nol start to move north while rest of market going down due to Cyprus craps, but volume is still very low. hope volume pick up and hen it time to punt again.

 

maybe its bcoz os news of APL joining the merger between HAPAG N HAMBURG SUDZ???

 

The logistics billionaire also renewed his call for the merged carrier to link up with an Asian line, calling Singapore’s NOL a “very suitable” partner.

Hapag-Lloyd’s biggest shareholder Klaus Michael-Kuehne said Hamburg Süd should have an equal share in the planned merger of the two German ocean carriers.

“My assumption is that there will be parity in the beginning,” Kuehne, majority owner of Swiss logistics giant Kuehne + Nagel, told German newspaper Die Welt.

The carriers announced in December that they were exploring the terms of a merger that would create the world’s fourth-largest container shipping line.

A previous attempt to join forces in 1997 fell through at the last minute because of differences over valuation, ownership and shareholder control of an enlarged carrier.

Hamburg Süd is believed to be insisting on an equal or even controlling stake in a merged carrier, despite being a smaller company, because it is in a stronger financial position than Hapag-Lloyd.

Kuehne, who has spent more than $1.3 billion for a 28 percent stake in Hapag-Lloyd, said the Oetker family, which owns Hamburg Süd, would have to commit to take the new company public in the medium term as a pre-condition for a merger.

An initial public offering “won’t happen tomorrow or the day after, but it also won’t take five years. I think a time horizon of two to three years is realistic,” Kuehne said, according to Reuters.

“An ideal scenario would be for Oetker to hold maybe 40 percent, for me to hold a blocking majority of 25 percent or a little less in the long term, and for the rest to be floated.”

Kuehne said if there is no agreement with Hamburg Süd, he would push for Hapag-Lloyd to go public on its own. “But I do not wish for this to happen.”

The logistics billionaire also renewed his call for the merged carrier to link up with an Asian line, calling Singapore’s NOL a “very suitable” partner.

Hapag-Lloyd is owned 78 percent by the Hamburg-based Albert Ballin consortium, including Kuehne and the city of Hamburg, with German tourism group TUI holding the remaining 22 percent, which it plans to unload in the current year

 

 

a rebound is in the making

 

HAPAG LLOYD merger with HAMBURG SUDZ is about to happen... sure jia lat .rate will go down liao

Hapag-Lloyd co-owner Klaus-Michael Kuehne wants the container shipping group's prospective merger partner Hamburg-Sued to have equal say in the mooted tie-up, he told a German paper.

" My assumption is that there will be parity in the beginning," Kuehne, who also controls Swiss logistics group Kuehne & Nagel, told daily Die Welt in an interview published on Friday.
Neither the Albert-Ballin consortium of Hapag-Lloyd investors, led by Kuehne, nor the Oetker family behind Hamburg-Sued should be able to dominate the combined group, he added.
Hapag-Lloyd and Hamburg-Sued, Germany's largest container shipping companies, said in December they were exploring a merger to create a global player better able to survive the sector's four-year slump.

Kuehne said in the interview the Oetker family would have to commit to plans to take the new company public in the medium term as a precondition for a merger agreement.
" (An initial public offering) won't happen tomorrow or the day after but it also won't take five years. I think a time horizon of two to three years is realistic."
" Later, as part of an IPO, an ideal scenario would be for Oetker to maybe hold 40 percent, for me to hold a blocking minority of 25 percent or a little less in the long-term, and for the rest to be floated," Kuehne added.

If no agreement with Oetker can be reached Kuehne would push for Hapag-Lloyd to go public on its own.
" But I do not wish for this to happen," he added.

Source: Reuters