$SamuderaShipping (S56.SG)$
Same set of statistics - open out to different interpretations. Fact is average freight rate is flat in 2023 and rallied in 2024. Hence market has reacted with stock price increase but profit results disappointing. It is an almost certainty that full year profit at best match that of 2023.
It is foreseeable that global rate will decline in 4Q. Thus will depress investor sentiment and weigh down the stock price.
I am not saying Samudera is not good. Everything is goo...
Same set of statistics - open out to different interpretations. Fact is average freight rate is flat in 2023 and rallied in 2024. Hence market has reacted with stock price increase but profit results disappointing. It is an almost certainty that full year profit at best match that of 2023.
It is foreseeable that global rate will decline in 4Q. Thus will depress investor sentiment and weigh down the stock price.
I am not saying Samudera is not good. Everything is goo...
5
$SamuderaShipping (S56.SG)$
A dismay 3Q2024 performance. Total container tonage unchanged from a year ago (despite new container ship additions). Ave freight rate improved only 15% (despite the recent rate rally).
A dismay 3Q2024 performance. Total container tonage unchanged from a year ago (despite new container ship additions). Ave freight rate improved only 15% (despite the recent rate rally).
3
$Rex Intl (5WH.SG)$
In the last oil play, accumulated 800,000 shares at ave 0.184, and exited near bottom at 0.104 - $64,000 loss. Too painful a lesson. Will just watch as a bystander this time round.
In the last oil play, accumulated 800,000 shares at ave 0.184, and exited near bottom at 0.104 - $64,000 loss. Too painful a lesson. Will just watch as a bystander this time round.
3
3
$UMS (558.SG)$
Executive director Stanley Loh bought 250k @$1.15 on 13 May Monday. A vote of confidence. Has the market over-react to the Q1 results? A good time to add ?
Executive director Stanley Loh bought 250k @$1.15 on 13 May Monday. A vote of confidence. Has the market over-react to the Q1 results? A good time to add ?
5
2
$Centurion (OU8.SG)$
Centurion share price has been climbing lately. I am planning to exit, but noted insider Kong Chee Min is still buying. He bought 75k shares on 10 May. Now in dilemma whether to proceed. Certainty he know the business better than the public.
Centurion share price has been climbing lately. I am planning to exit, but noted insider Kong Chee Min is still buying. He bought 75k shares on 10 May. Now in dilemma whether to proceed. Certainty he know the business better than the public.
2
$Rex Intl (5WH.SG)$
Sept Pdn Update - stable n field optimised. Just nice for the upcoming winter. US oil stockpile badly need replenish. All countries likely to stockup oil in views of the 2 wars, with fear of supply chao if Iran is embroiled. Oil unlikely to hold at current price.
Sept Pdn Update - stable n field optimised. Just nice for the upcoming winter. US oil stockpile badly need replenish. All countries likely to stockup oil in views of the 2 wars, with fear of supply chao if Iran is embroiled. Oil unlikely to hold at current price.
1
$NeraTel (N01.SG)$
Announced on 6 Sept 2022, company recently secured a 12 months contract of $17m covering period from Jan to Dec 2022. Why only get secured and announced after 8 months into the contract performance? Don’t understand.
Announced on 6 Sept 2022, company recently secured a 12 months contract of $17m covering period from Jan to Dec 2022. Why only get secured and announced after 8 months into the contract performance? Don’t understand.
2
$SamuderaShipping (S56.SG)$
HSBC global research report on the global container shipping sector, liner profits are set to plunge by more than 80% from their highs of this year – but it adds it still expects results will be “better than in the past”
HSBC global research report on the global container shipping sector, liner profits are set to plunge by more than 80% from their highs of this year – but it adds it still expects results will be “better than in the past”
1
$NeraTel (N01.SG)$
Just announced another contract awarded of S$8m for 1 year with option for further 2 years. Was awarded a S$13.7m two year contract in early Aug. Business is on the recovery.
Potential writeback of doubtful debts with legal proceedings this 2 months.
Just announced another contract awarded of S$8m for 1 year with option for further 2 years. Was awarded a S$13.7m two year contract in early Aug. Business is on the recovery.
Potential writeback of doubtful debts with legal proceedings this 2 months.
1
$SamuderaShipping (S56.SG)$
Looking at owner earning of USD168m (S$0.43 per shares) for the first 6 months. Since more shipping in 2H vs 1H (festive and expanded capacity), full year owner earning may be more than USD 365m. Thus 2022 earning alone is in excess of market capitalisation.
Any better dividend paying stock with PE less than 1? Please share.
Looking at owner earning of USD168m (S$0.43 per shares) for the first 6 months. Since more shipping in 2H vs 1H (festive and expanded capacity), full year owner earning may be more than USD 365m. Thus 2022 earning alone is in excess of market capitalisation.
Any better dividend paying stock with PE less than 1? Please share.
2
2
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