Neptune Orient L Rg   

NOL

Baltic Dry Index (BDI) +31 2146

 

In at 1.05 months ago and still holding tight tight for BB to push up.

sgng123      ( Date: 08-Oct-2013 01:19) Posted: that is the point big players know before hand due to more financial info they can access to while us the punters just had to wait for lead. Existing share price value also played out by them, weeding out weak investors who cannot hold and accumulate share cheap cheap. When good time come back, they just jerk up the share price within a short period of time making sure no one benefit except them. Ship share movement highly controlled by big players, what we can do is play into trading trend set by them and exit faster making less while they make a big pile. Hawkeye      ( Date: 07-Oct-2013 18:35) Posted: BDI up means using of raw material for manufacturing. If prolong means prolong demand for manufacturing and export too included. If you mean this way I agree with you too. Anyway to see if NOL business is good at least a month accuracy? To wait for Quarter result means Institution is faster than us and we will have to eat their scrap

 

that is the point big players know before hand due to more financial info they can access to while us the punters just had to wait for lead. Existing share price value also played out by them, weeding out weak investors who cannot hold and accumulate share cheap cheap. When good time come back, they just jerk up the share price within a short period of time making sure no one benefit except them. Ship share movement highly controlled by big players, what we can do is play into trading trend set by them and exit faster making less while they make a big pile.

Hawkeye      ( Date: 07-Oct-2013 18:35) Posted: BDI up means using of raw material for manufacturing. If prolong means prolong demand for manufacturing and export too included. If you mean this way I agree with you too. Anyway to see if NOL business is good at least a month accuracy? To wait for Quarter result means Institution is faster than us and we will have to eat their scrap. sgng123      ( Date: 07-Oct-2013 17:54) Posted: freight rate and load factor for ship only known when next fiscal result is out. when Army col take over ship, he discontinue the monthly operational report on fright rate and load factor. So for ship it is anyone guess due to different  liner had different revenue portfolio. BDI is only for future indicator of demand if it is good most likely down the road 1 few month u start to see demand strengthen but would it increase the freight rate or boost the load factor again it the supply management of ship that count. Top maserk carrier can make money cos they idle ships and give up some of their market share to improve load factor. But for US government shutdown and debt ceiling is the star any screwup then it global financial crisis again. Lastly good thing is NOL had almost completed their ship renewal program, more saving in the way to buffer the low rate currently.

 

Baltic Dry Index (BDI) +31 2115

 

BDI up means using of raw material for manufacturing. If prolong means prolong demand for manufacturing and export too included. If you mean this way I agree with you too. Anyway to see if NOL business is good at least a month accuracy? To wait for Quarter result means Institution is faster than us and we will have to eat their scrap.

sgng123      ( Date: 07-Oct-2013 17:54) Posted: freight rate and load factor for ship only known when next fiscal result is out. when Army col take over ship, he discontinue the monthly operational report on fright rate and load factor. So for ship it is anyone guess due to different  liner had different revenue portfolio. BDI is only for future indicator of demand if it is good most likely down the road 1 few month u start to see demand strengthen but would it increase the freight rate or boost the load factor again it the supply management of ship that count. Top maserk carrier can make money cos they idle ships and give up some of their market share to improve load factor. But for US government shutdown and debt ceiling is the star any screwup then it global financial crisis again. Lastly good thing is NOL had almost completed their ship renewal program, more saving in the way to buffer the low rate currently.

 

freight rate and load factor for ship only known when next fiscal result is out. when Army col take over ship, he discontinue the monthly operational report on fright rate and load factor. So for ship it is anyone guess due to different  liner had different revenue portfolio. BDI is only for future indicator of demand if it is good most likely down the road 1 few month u start to see demand strengthen but would it increase the freight rate or boost the load factor again it the supply management of ship that count. Top maserk carrier can make money cos they idle ships and give up some of their market share to improve load factor. But for US government shutdown and debt ceiling is the star any screwup then it global financial crisis again. Lastly good thing is NOL had almost completed their ship renewal program, more saving in the way to buffer the low rate currently.

 

Hi BDI is a measure of Dry Bulk Carrier Charter Price index, it does not reflect Container Freight as NOL business is all about.

BDI has direct impact on Cosco which has approx 650,000dwt of Dry Bulk Carriers in operation, and long term business of Shipyards orders to Build Bulk Carriers which Yangzijiang  and Cosco Singapore  business about.

Container Freight Index, I always refer to is ChineseShipping http://www1.chineseshipping.com.cn/en/indices/scfi.jsp  which has been dropping for the last 3 weeks, and now below 1000 which no good for NOL 4Q2013 if prolong. 3Q2013 Container Freight Index has been " good" in Shanghai so NOL 3Q2013 result should be better.

However we must also look at Loading factor which I do not have a specific website to refer to, but the Shipping Herald can also provide some insight sometimes, http://www.shippingherald.com/NEWS.aspx

Someone are good at these been posting in this forum but had stopped, hopefully we can get more information on the Loading Factor for Europe America.

So we have to compile to get a clearer picture for NOL we need Container Freight Index and Loading Factor. If both good then NOL will be good.

sgng123      ( Date: 07-Oct-2013 14:09) Posted: BDI holding above 2000 and look like on a upward trend meaning there is demand for raw material for finished products. after us drama demand should pick up hope the drama don drag too long

 

BDI holding above 2000 and look like on a upward trend meaning there is demand for raw material for finished products. after us drama demand should pick up hope the drama don drag too long

 

ship on downward trend but volume is very low implying house traders are doing the selling and hedging their position, hoping to get cheap cheap stock. they push it back when the US drama is over but for now ship slowly sliding.

 

Baltic Dry Index (BDI) +37 2084

 

Clinton
Clinton Clinton !!!

sgng123      ( Date: 04-Oct-2013 19:45) Posted: IT politics game which we never see in Singapore cos we are not democratic but autocratic. Republican had made a bad gambit now paying the price of losing the house control next year. Think there is no chance for them to retake president / Senate / House in the next 10 years, it going to be democratic years of good growth years. 77% of public blame republican for shutting down the government lol gone case now they trying desperately to reopen part of government but cannot get vote from tea party or democratic house lawmakers lol. GOP faced leadership problem and they need one leader like Obama to reunite party members else they never get chance at governing lol. As always the GOP speaker had to cave in and put a vote on senate passed CR and debt ceiling to resolve both issues but most likely he going to lose his speaker position lol.

 

IT politics game which we never see in Singapore cos we are not democratic but autocratic. Republican had made a bad gambit now paying the price of losing the house control next year. Think there is no chance for them to retake president / Senate / House in the next 10 years, it going to be democratic years of good growth years. 77% of public blame republican for shutting down the government lol gone case now they trying desperately to reopen part of government but cannot get vote from tea party or democratic house lawmakers lol. GOP faced leadership problem and they need one leader like Obama to reunite party members else they never get chance at governing lol. As always the GOP speaker had to cave in and put a vote on senate passed CR and debt ceiling to resolve both issues but most likely he going to lose his speaker position lol.

 

Singapore Apply to Join the United States of America?

LOL

ascend88      ( Date: 04-Oct-2013 15:30) Posted: wow...i like that... Clinton yrs...were....very good yrs.... moneycow      ( Date: 04-Oct-2013 12:46) Posted: Hillary Clinton will be Democratic Party's candidate for Presidential-election ..REpublican got no chance.........:)   and with this issue............ American will go for Democratic president, first lady present of USA.   BUT must Obama be so insistence and  allow GOV shut down by such issue............. Its about big picture and priorty .......... sometimes pride can be put aside  for a common good other than letting everyone suffers because of fighting for his personal belief. Obama also must take some blame for this  crisis in brewing.................. Come on Obabma give and take and lets move on - YES WE CAN ! :)

 

wow...i like that...

Clinton yrs...were....very good yrs....

moneycow      ( Date: 04-Oct-2013 12:46) Posted: Hillary Clinton will be Democratic Party's candidate for Presidential-election ..REpublican got no chance.........:)   and with this issue............ American will go for Democratic president, first lady present of USA.   BUT must Obama be so insistence and  allow GOV shut down by such issue............. Its about big picture and priorty .......... sometimes pride can be put aside  for a common good other than letting everyone suffers because of fighting for his personal belief. Obama also must take some blame for this  crisis in brewing.................. Come on Obabma give and take and lets move on - YES WE CAN ! :)

 

Hillary Clinton will be Democratic Party's candidate for Presidential-election ..REpublican got no chance.........:)

 

and with this issue............ American will go for Democratic president, first lady present of USA.

 

BUT must Obama be so insistence and  allow GOV shut down by such issue.............

Its about big picture and priorty .......... sometimes pride can be put aside  for a common good other than letting everyone suffers because of fighting for his personal belief.

Obama also must take some blame for this  crisis in brewing..................

Come on Obabma give and take and lets move on - YES WE CAN ! :)

 

Obama will not use his executive power nor will he invork the 14th Amendment. Just like what he did in the Syrian crisis. He will instate leave the debt be default and if the American people suffer enough. Obama is not going for a Third Term.  He will instate make sure the Republican never win the next  election. 

The American people will do best what they do best, Go to the streets and demand. Never See 10million American in the streets of Washington. Hope to see one. Time to see if American can do what the Arabs do. Ha Ha Ha.

America Spring Uprising coming.

sgng123      ( Date: 04-Oct-2013 11:09) Posted: If US facing default risk, Obama might raise the debt limit through non conventional method. There are 2 way to do it, 1 risky for him and the other risky for the white house. The white house move involves minting trillion dollars value coin to be deposited in Fed reserve which would provide the printed dollars for the government to continue paying it debt and reopen the government service. This might cause uproar among congress republican as it basically side step the congress while making a dangerous first step for any future government to do the same. Or Obama could us his executive power to raise the debt limit by himself using the 14th amendment which stated any debt owned by united state should be honoured no matter what happen but it would lead to impeachment for him by opposing republican just like bill Clinton impeachment act in 1996. both 2 ways carried risk of further lame duck a disfuctional congress which might fear for it own existent but again it US drama play out again.

 

If US facing default risk, Obama might raise the debt limit through non conventional method. There are 2 way to do it, 1 risky for him and the other risky for the white house. The white house move involves minting trillion dollars value coin to be deposited in Fed reserve which would provide the printed dollars for the government to continue paying it debt and reopen the government service. This might cause uproar among congress republican as it basically side step the congress while making a dangerous first step for any future government to do the same. Or Obama could us his executive power to raise the debt limit by himself using the 14th amendment which stated any debt owned by united state should be honoured no matter what happen but it would lead to impeachment for him by opposing republican just like bill Clinton impeachment act in 1996. both 2 ways carried risk of further lame duck a disfuctional congress which might fear for it own existent but again it US drama play out again.

 

Debt Default by United States Of America will happen.

Republican will not give in. They gone too far. They are only the puppet, the real Players are the Capitalist behind pressure them to get at All Cost to destroy the Health Care by Obama. Because they do not want to pay for the health insurance to the needies.

Rosesyrup      ( Date: 03-Oct-2013 23:54) Posted:   I am expecting a last min deal. Because:   whichever party gives in now, that particular party (deemed as loser of the negotiation)  has no bargaining power in the future.  Public will start to  expect it  to give in every time when there is a deadlock. Also the party which back down now will shoulder all the blame for many civil servants who lost their job! Thus despite knowing the danger** of US default and do not want it to happened, both had got no choice but to seek a last minute compromised deal.   **If US  were to default, every country in the world would  turn to hold other currencies (most likely  RMB)  in their currency reserve instead. US will then lose most of  its power and status currently enjoyed for being the world's bank. One such benefit include getting free goods and services. Certainly US or  its politicians wants  this  advantage to be handed over to China. moneycow      ( Date: 03-Oct-2013 22:57) Posted: Its his last term. He don't belief in popularity and he don't need popularity. What he wants to be remembered is do something good for the people in his time as the President. The main issue is Obama care health insurance. Obama unlikely to give in. Obama trying to force Republican by hurting wall street. We (stocks holders) are also the victim of his fight :(  BUT shortist happy happy...................

 

  I am expecting a last min deal. Because:

1.   whichever party gives in now, that particular party (deemed as loser of the negotiation)  has no bargaining power in the future. 
2. Public will start to  expect it  to give in every time when there is a deadlock. Also the party which back down now will shoulder all the blame for many civil servants who lost their job!
3. Thus despite knowing the danger** of US default and do not want it to happened, both had got no choice but to seek a last minute compromised deal.

 

**If US  were to default, every country in the world would  turn to hold other currencies (most likely  RMB)  in their currency reserve instead. US will then lose most of  its power and status currently enjoyed for being the world's bank. One such benefit include getting free goods and services. Certainly US or  its politicians wants  this  advantage to be handed over to China.

moneycow      ( Date: 03-Oct-2013 22:57) Posted: Its his last term. He don't belief in popularity and he don't need popularity. What he wants to be remembered is do something good for the people in his time as the President. The main issue is Obama care health insurance. Obama unlikely to give in. Obama trying to force Republican by hurting wall street. We (stocks holders) are also the victim of his fight :(  BUT shortist happy happy...................  Rosesyrup      ( Date: 03-Oct-2013 21:03) Posted: I am expecting Obama to be the one who is going to back down. Republican has people and time on their side.

 

Its his last term. He don't belief in popularity and he don't need popularity. What he wants to be remembered is do something good for the people in his time as the President.

The main issue is Obama care health insurance.

Obama unlikely to give in.

Obama trying to force Republican by hurting wall street.

We (stocks holders) are also the victim of his fight :( 

BUT shortist happy happy................... 

Rosesyrup      ( Date: 03-Oct-2013 21:03) Posted: I am expecting Obama to be the one who is going to back down. Republican has people and time on their side.