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丰衣足食 : Yumin Shipping: Dry bulk market “thousands of miles clear skies” this year
2024-3-7 8:52:40 From: Maritime Industry Focus 0 people have participated and commented
After reaping steady results last year, Chinese Taiwanese dry bulk shipowner and operator Yumin Shipping called this year's market “a thousand miles clear.”
On March 6, Yumin Shipping announced its 2023 financial report. Last year, the company had annual revenue of NT$14.375 billion (approximately RMB 3.276 billion), net profit of NT$2,739 million (approximately RMB 624 million), net profit of NT$2,669 billion (approximately RMB 608 million), and surplus per share of NT$3.24 (approximately RMB 0.74 billion), all higher than pre-pandemic levels.
In terms of the fleet, in 2023, Yumin Shipping added a total of 9 new ships, and the fleet size increased to 72. The company expects 4 new ships to be delivered one after another, including 1 cement ship and 3 small to medium bulk carriers.
As the fleet size continues to expand and the dry bulk market improves, the operating revenue of Yu Civil Aviation is likely to return to the level of 2021 and 2022 in 2024.
Entering 2024, the dry bulk market will not be weak in the off-season due to tight capacity supply which effectively supports spot prices. Yumin Shipping described the dry bulk market this year as “thousands of miles of clear skies.”
On March 5, the average rental price for the Cape Line (5TC) reached 34,402 US dollars/day; the average rental price for the 82,000-ton Panama-Type (5TC) route (5TC) was 16,242 US dollars/day; the average rental price for the 58,000-ton super-flexible (10TC) route (10TC) was 14,270 US dollars/day, and the average rental price for the 38,000-ton Xiaoxian route (7TC) was 13,559 US dollars/day.
In January 2024, Yu Civil Aviation's operating revenue reached NT$1.49 billion, an increase of 71% over the previous year, making the third highest performance in a single month during the off-season. The company said that there were few days of operation in February, and with some ships entering docks, revenue will drop slightly. The operating forecast for March is comparable to January. The second quarter is the peak season for South American grains, the market may decline in July and August in the third quarter, followed by the arrival of North American grains in September, which is positive throughout the year.
Zhang Zongliang, deputy general manager of Yumin, said that due to the favorable climate, shipments of Brazilian iron ore have increased. Although the increase in China's imports of bulk raw materials has slowed, it is likely that there will be no recession. Coupled with increased demand from emerging countries such as India and Southeast Asia, tonnage supply is limited, and the dry bulk market is still optimistic throughout the year.
Looking ahead to the future market, Zhang Zongliang pointed out that the EU has begun to levy a carbon tax on shipping, and at the same time, the first-year operating carbon intensity index (CII) was announced. Ships classified as the final D and E classes must propose corrective plans, including reducing carbon emissions by reducing speed or upgrading ship equipment, etc., which will once again tighten ship supply. It is expected that market demand for energy-saving ships will continue to rise.丰衣足食 : 0.785 Overload
丰衣足食 : 9sen dividend, 0.785 investment, weekly interest rate of 11.4%, almost outperforms other stocks. Very good, even with a stock price of 90 cents, the weekly interest rate is 10%
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丰衣足食 : dividends
(A) Report for the current financial period Have dividends reported for the current financial period been declared?
Yes, in view of the Group's excellent results and results in fiscal year 2023, the Board is pleased to announce a special Tier 1 tax-free cash dividend of SGD 8.0 per share as a form of appreciation for long-term shareholders' support. The board further announced that, in accordance with the Group's dividend policy, the final single-tier tax-free cash dividend was SGD 1.0 per share.
Dividend Name Proposed Special Proposed Final Dividend Type Cash Dividend Amount Per Share (in Singapore Dollars) 8.0 1.0 Tax Rate Tax Exempt Total Dividend Filed Tax Exempt Tax Exempt Total Dividend S$43,043,000 S$5,380,000
Dividend Name Temporary Dividend Type Cash Dividend Amount Per Share (in Singapore cents) 2.0 Tax Rate Total Dividend Filed Tax Exempt S$10,761,000
--I can be willing to give a 9sen dividend; there's no reason not to continue supporting it. When you look at the dividends, the dividends almost outweigh the dividends of the three major bank stocks. Investments have sweet fruits.丰衣足食 : Samudera Shipping Line reported revenue of US$101.2 million, a year-on-year decrease of 68.6% in fiscal year 2023, while revenue fell 41.2% to US$582.9 million.
According to the lower bottom line, Samudera plans to pay a final and special dividend of 9 cents, which would bring the total spending for fiscal year 2023 to 11 cents.
By contrast, it paid a total of 32 cents in fiscal year 2022, when the company made extraordinary profits due to soaring shipping costs and demand after the pandemic.
The Indonesia-based shipping company attributed the lower numbers to “significantly reduced freight rates, particularly for containers”
The shipping part.”
In its earnings review, Samudera Shipping warned that the operating conditions of the container shipping industry are expected to remain challenging because
Vessel availability and port congestion due to the Red Sea conflict.
Samudera Shipping said the group therefore expects freight and charter rates to be unstable in the short term.
Also See: FY 2023 Earnings Soar, Revalues Earnings, HPL Report
Meanwhile, the company added, it is expected to put upward pressure on bunker costs as vessels are diverted to bypass conflict and demand for bunker fuel increases.
Samudera Shipping shares closed at 71 cents on February 27, up 2.9%, but fell more than 40% over the past 12 months.丰衣足食 : 0.74 Kakura
Samudera Shipping H2's profit fell 77% to $34.6 million, lower shipping costs
In the second half of the year ending December 31, 2023, SAMUDERA Shipping's net profit fell 77% from US$150.3 million in the previous same period to US$34.6 million.
Revenue fell 46.1% to $277 million, according to regulatory documents issued by the operator on Tuesday (Feb. 27).
Net profit for the year fell 68.6% to US$101.2 million, and revenue fell 41.2% to US$582.9 million.
Earnings per share for fiscal year 2023 were $0.1881, down from $0.5985 the previous year.
The main board-listed company, an Indonesian subsidiary of Samudera, which is listed in Jakarta, said that the decline in revenue for both H2 and fiscal year 2023 was due to lower freight rates in the container shipping sector.
“Although there was a slight year-on-year increase in container handling during these two periods, the average freight rate for this fiscal year declined from the high point caused by the pandemic.”
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The group anticipates that operating conditions for the container shipping industry will remain challenging due to disruptions in ship supply and port congestion due to the Red Sea conflict.
“As a result, the group expects freight and charter rates to fluctuate in the short term.
“At the same time, demand for bunker fuel increases as vessels divert routes to bypass conflict, which is expected to put upward pressure on bunker costs.”丰衣足食 : In 2024, the dry bulk market will welcome the best year in recent years”
2024-2-27 16:29:17 From: Shipping Circle Focus 1 person has participated and commented
At a time when the spot daily rent for Cape of Good Hope ships hit the best level in February in 14 years, some organizations have already shouted the slogan “2024, the dry bulk market will welcome the best year in recent years”.
Dry bulk ETF trading platform Breakwave Advisors said in the latest biweekly report that the performance of the Cape of Good Hope ship market makes people hopeful for steady performance throughout the year. A series of events around the world have once again proven the huge volatility and upward potential of the dry bulk industry. The current outlook indicates that the dry bulk industry will usher in one of the best years in recent memory.
On February 23, the Baltic Sea Cape of Good Hope Shipping Price Index (BCI) rose 355 points, or 12.7%, to 3,145 points, a record high of more than a month, with a weekly increase of 28%. The average daily rental price for the Cape of Good Hope (5TC) route increased by $2,940 to $26,079.
Peter Lindström, head of research at Torvald Klaveness, said on social media that the Cape of Good Hope Index performed the best in February since 2010, and the average daily rental price of 5TC rose by about 20,800 US dollars/day compared to the same period last year. Meanwhile, the Forward Freight Agreement (FFA) price increased further, with Cape of Good Hope ships rising 1,550/1,175 in March and the second quarter, respectively.
Breakwave Advisors said, “The reason for optimism is simple. The average daily rent for Cape of Good Hope boats can reach $20,000 in the worst months, so the daily rent for the second half of this year should obviously be higher.”
The agency explained that the above relatively simple logic was also fundamentally supported by some events, including the suspension of transportation on the Suez Canal and the Panama Canal. “Mainly, the supply of ships in the Atlantic Ocean is tight, but it also brought quite optimistic psychological expectations to shipowners. Although dry bulk demand has not shown any strong signs so far, and China's economy is growing moderately, supply-side restrictions have been sufficient to tighten the market balance. There is no reason to doubt that this year will be a particularly strong year. Changing the views of freight traders and analysts will require considerable adjustments in the spot market, which seems far away.”
However, Breakwave Advisors stressed that when examining the risks faced by such an optimistic outlook, one should not forget that China is the driving force for dry bulk demand, and China's development dynamics and changing geopolitical issues require close attention.
“So far this year, commodity prices have been relatively stable, and iron ore prices have been low in the recent range, reflecting relatively weak steel demand, but some signs of stabilization in the Chinese real estate market have offset this impact.”
The sign indicated by Breakwave Advisors is a sharp rise in second-hand housing transactions during the Spring Festival.丰衣足食 : The 9sen dividend, 0.725 investment, and a weekly interest rate of 12.4%, almost outperformed other stocks. Great, even with a stock price of 90 cents, the weekly interest rate is only 10%
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丰衣足食 : 73 Sen buy
丰衣足食 : 0.74 increments, 0. 785 will be broken in the near future.
丰衣足食 : Samudera Shipping Line Ltd forms a bullish “symmetric continuous triangle” chart pattern
February 16, 2024
Trading Central detected a “symmetric continuous triangle (bullish)” chart pattern formed on Samudera Shipping Line Ltd (S56: SGX-ST). This bullish signal indicates that the stock may rise from the closing price of 0.730 to the 0.820-0.840 range. According to the standard principles of technical analysis, the pattern is formed within 22 days, which is approximately the time period during which it is possible to reach the target price range.
Tell me: the price has risen since the consolidation period, which indicates that the previous upward trend continues.
When the price reaches a lower high and a higher low point, a symmetric continuous triangle (point of view) shows two convergent trend lines. As prices fluctuated back and forth between increasingly narrow ranges, trading volume decreased, reflecting uncertainty about the direction of the market. Then, before the triangle reached its peak, the price broke above the upper trend line, and trading volume increased markedly, confirming that the pattern was a continuation of the previous upward trend.
This bullish pattern can be seen on the chart below and detected by Trading Central's proprietary pattern recognition technology.
74 buy丰衣足食 : 0.735 buy
description
Samudera Shipping Line Ltd is engaged in transporting containers and non-containerized goods to various ports in Southeast Asia, the Indian Subcontinent, the Far East and the Middle East. It operates through three segments: container shipping, bulk and oil tankers, and agents and logistics. The company provides feeder services for mainline operators between the Singapore hub port and other spoke ports in Asia; liner services for traders and freight forwarders; and interregional container transportation services for manufacturers, exporters and importers. It also provides transportation services for oil, chemicals, natural gas, and liquefied products, as well as dry bulk transportation, warehousing, freight forwarding, and cargo handling services. Additionally, the company provides shipping agency services; and owns, operates and leases vessels. It operates a fleet of 32 ships, including 29 container ships, 2 chemical tankers, and 1 natural gas tanker. The company was founded in 1993 and is headquartered in Singapore. Samudera Shipping Line Ltd is a subsidiary of PT Samudera Indonesia Tbk.
Description
Samudera Shipping Line Ltd engages in the transportation of containerized and non-containerized cargo to various ports in Southeast Asia, the Indian Sub-continent, the Far East, and the Middle East. It operates through three segments: Container Shipping, Bulk and Tanker, and Agencies & Logistics. The company provides feeder services between its hub ports in Singapore and other spoke ports in Asia to main line operators liner services to traders and freight forwarders and inter- Regional container shipping services to manufacturers, exporters, and importers. It also offers shipping services for oil, chemical, gas, and liquefied products, as well as dry bulk transportation, warehousing, freight forwarding, and cargo handling services. In addition, the company provides shipping agency services and owns, operations, and charters practices. It operates a fleet of 32 tanks, including 29 container tanks, 2 chemical tankers, and 1 gas tanker. The company was incorporated in 1993 and is headquartered in Singapore. Samudera Shipping Line Ltd is a subsidiary of PT Samudera Indonesia Tbk.丰衣足食 : Buy 0.75, 0.785 will break.
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丰衣足食 : 0.695 investment on dips
丰衣足食 : Share the benefits of Red Sea damage with seafarers
As shipping companies' profits benefit from Red Sea damage, the Singapore Maritime Officials Union (SMOU) is calling on companies to remember seafarers in terms of bonuses.
Marcus Hand | Feb 14, 2024
Mary Liew, Secretary General of SMOU, said at the SMOU and Wavelink Lunar New Year luncheon: “The shipping industry is going through difficult times due to the 3W, namely the heat war, trade war, and technology war. Despite these challenges, the maritime sector continues to show resilience.”
Liew commented that shipping performed very well during the COVID-19 pandemic, and now with the Red Sea crisis, container shipping is booming, but she pointed out “for the wrong reasons.” Disruptions caused by the diversion of most container ships from the Red Sea/Suez Canal through the longer Cape of Good Hope route have more than doubled the cost of spot freight.
Related reports: Due to terrorist attacks in the Red Sea, the price of spot containers in Asia and Europe has risen by more than 100%
“We are happy for our shipping company, but at the same time, I want to remind all of us here today that it's because of our seafarers. So keep in mind that when you give bonuses to employees, consider your seafarers.”
Singapore's Minister of Transport and Second Finance Minister Chee Hong Tat expressed Liew's views during an event speech- Translate
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丰衣足食 : The Red Sea crisis, the Russian-Ukrainian conflict, and the Panama Canal drought are disrupting global trade
2024-1-29 8:57:31 From: Financial Federation 0 people have participated in commenting
On Thursday (January 25) local time, the United Nations Conference on Trade and Development warned that the Red Sea crisis, the Russian-Ukrainian conflict, and the Panama Canal drought were disrupting global trade.
Jan Hoffman, director of the Trade and Logistics Division of the United Nations Conference on Trade and Development, said that global shipping costs have soared, and energy and food costs have also been affected, increasing the risk of inflation.
Since Yemen's Houthis began attacking ships in the Red Sea and nearby waters, major players in the global shipping industry have temporarily stopped crossing the Suez Canal. The Suez Canal connects the Mediterranean Sea to the Red Sea and is an important channel for transporting energy and goods between Asia and Europe.
Hoffman quoted data as saying that the Suez Canal's throughput in 2023 will account for 12% to 15% of global trade, but according to estimates by the United Nations Conference on Trade and Development, the volume of trade using the Suez Canal has declined by 42% in the past two months.
According to statistics, since November last year, the Houthis have launched at least 34 attacks on ships in the Red Sea and nearby waters. Although the US and British forces have launched air strikes against Houthi strongholds in Yemen, the group continues to attack merchant ships.
Hoffman pointed out that while the throughput of the Suez Canal has declined sharply, other major global trade routes are also under pressure.
He said that since the Russia-Ukraine conflict began in 2022, the conflict and other geopolitical tensions that have continued for nearly two years have reshaped oil and food trade routes, including routes through the Black Sea.
To make matters worse for shipping companies, severe droughts have lowered the water level of the Panama Canal to its lowest point in decades, clearly limiting the number and size of ships that can pass through the canal.
According to Hoffman, the Panama Canal's throughput in December of last year dropped 36% from a year ago and 62% from two years ago.
He said that about 80% of goods in global trade are transported by ship, and this share is even higher in developing countries.
Hoffman said that since this year, more than 300 container ships (accounting for more than 20% of the world's container capacity) are transferring or planning to use an alternative to the Suez Canal. Many boats choose to bypass the Cape of Good Hope at the southern tip of the continent; this is a longer and more expensive voyage.
Global shipping costs are soaring. Hoffman said that since the beginning of December last year, the average freight rate of container shipping from Shanghai has risen 122%, the freight rate from Shanghai to Europe has risen 256%, and the freight rate to the west coast of the United States has risen 162%.
Hoffman said, “The global impact of this crisis is being felt as ships seek alternative routes and avoid the Suez Canal and the Panama Canal丰衣足食 : 69 Buy at Xian Feng Dao
丰衣足食 : Target price 1) 76 sen
2) 84 sen
3) 97 sen
Indonesia is the largest economy in Southeast Asia, and the volume of trade with Southeast Asia, Northeast Asia, Indonesia, India, and the Middle East (Dubai) has increased. Buy and wait for a good harvest.- See Original
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丰衣足食 : 71 purchases
丰衣足食 : 0.725 continues to increase. There is a theme, as long as the situation in the Middle East is unstable. No war in the Middle East had a minimum of 0.57 Sen, so it's still an ideal price. It's estimated to be 86 sen
丰衣足食 : purchase
Capacity is reduced, and “one box is hard to find” again? Multiple port responses
2024-1-24 9:02:37 From: Search Aviation Network 0 people have participated in commenting
Since mid-December, the situation in the Red Sea has continued to be tense, and many ship operators have begun to detour the Cape of Good Hope. Affected by this, global shipping is mired in concerns about rising freight rate fluctuations and supply chain instability.
Due to the capacity adjustment of the Red Sea route, this in turn triggered a chain reaction in the global supply chain. The issue of missing boxes has also become the focus of attention in the industry.
According to data previously released by shipping consulting agency Vespucci Maritime, before the Chinese New Year, the number of containers arriving at Asian ports will be reduced by 780,000 TEU (international unit of 20-foot containers) compared to the past.
According to industry insiders, there are three main causes of the shortage problem. First, the situation in the Red Sea has caused ships on European routes to bypass the Cape of Good Hope in South Africa. Sailing time has increased dramatically, and the turnover rate of containers transported with the ship has also declined. There will be a shortage of usable containers at offshore ports.
According to shipping analysis agency Sea-Intelligence, the shipping industry reduced the effective capacity of 1.45 million to 1.7 million TEUs due to detours to the Cape of Good Hope, accounting for 5.1% to 6% of the world's total capacity.
The second reason for the shortage of containers in Asia is a problem with the circulation of containers. According to analysis by industry insiders, containers are mainly manufactured in China, while Europe and America are the main consumer markets. Facing the current European route detour situation, the time for containers to return from Europe and the US to China has been greatly extended, thereby reducing the number of boxes at the place of delivery.
Furthermore, the Red Sea crisis has stimulated panic demand for stocking in the European and American markets, which is also one reason. Continued tension in the Red Sea has enabled customers to increase safety stocks and shorten the replenishment cycle. This will further increase the pressure on the supply chain, and the shortage of containers will also become prominent.
A few years ago, the seriousness of the container shortage problem and subsequent challenges came to an end.
The blockage of the Suez Canal in 2021, combined with the impact of the pandemic, surged pressure on the global supply chain, and “hard to find one box” became one of the most prominent problems in the shipping industry at the time.
At the time, producing containers became one of the most important solutions. As a global leader in container manufacturing, CIMC adjusted its production plan. In 2021, ordinary dry cargo containers sold a total of 2,511,300 TEU, which is 2.5 times the sales volume in 2020.
However, since the spring of 2023, the global supply chain has gradually recovered, demand for shipping is insufficient, the problem of excess containers has arisen, and containers piled up in ports have become a new problem.
As the Red Sea situation continues to affect shipping, the Spring Festival holiday is coming soon. What is the current domestic container situation? Some industry insiders said that there is no particular shortage of containers yet; it is only almost close to the balance between supply and demand.
However, according to information from many domestic ports, the current empty container situation at port terminals in East China and North China is stable, and there is a balance between supply and demand. However, port officials in South China also claimed that some box types, such as the 40HC, are lacking, but this is not serious.丰衣足食 : The war will not stop in a short period of time. Stronger shipping prices will benefit the company
. https://v.douyin.com/iLXXtGCn/丰衣足食 : Douyin.com/IL4V...
0.745 buy- Translate
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丰衣足食 : Buy on the low of 0.745. The war in the Middle East continues, and shipping prices will continue to rise. Good fundamentals, business growth.
丰衣足食 : Maritime analysis agency: The extent of damage to the supply chain has surpassed the new level!
2024-1-22 8:43:58 From: Financial Federation 0 people have participated in commenting
Sea-Intelligence, a well-known maritime consulting agency in the industry, said that compared with the early days of the coronavirus pandemic, the current interruption of Red Sea routes has caused greater damage to the supply chain.
Sea-Intelligence pointed out in a recent report to customers that “vessel capacity” (vessel capacity) data shows that as ships circumvent the angle of good hope, the increase in transit time has led to a marked reduction in effective capacity in the shipping market.
Beginning in mid-November 2023, the Houthis in Yemen expanded the scope of attacks on Israeli targets, began attacking “ships associated with Israel” in the Red Sea, and continued to escalate related threats, leading to attacks on several freighters in the Red Sea, the Strait of Mande and nearby waters.
In December of last year, international shipping giants such as Maersk and Hapag-Lloyd announced the suspension of their cargo ships passing through the Red Sea. At the time, the weekly capacity index tracked by Sea-Intelligence was down 57% from the annual average, exceeding the 47% decline recorded in March 2020 at the beginning of COVID-19, and in the past ten years, only March 2021 surpassed this decline of 87%.
Alan Murphy, CEO of Sea-Intelligence, said that shipping capacity recorded the second largest decline in recent years. The only event that surpassed the impact of the Red Sea crisis was the six-day “Great Blockage of the Century” caused the oversized freighter “Ever Given” (Ever Given) to run aground, leading to a six-day “blockage of the century” of the Suez Canal, when multi-billion dollar trade came to a standstill.
According to Sea-Intelligence estimates, about 10% of the world's fleet is currently idle. Murphy added, “In order to bypass the Cape of Good Hope, shipping carriers would need to deploy one or two additional vessels to offset the delays.” Compared to the time of the pandemic, the shipping industry now has new ships to use, which is good news out of bad news.
Up to now, some companies claim that container ship delays have impacted the company's supply chain. Tesla, Volvo, and Michelin recently said that some of their factories have been forced to suspend production. Global home furnishing giant Ikea said delivery delays may occur for some of the company's products.
Steve Lamar, president and CEO of the American Apparel and Footwear Association (AAFA), believes that the threat to the Red Sea route is a threat to global maritime trade. “Delays and costs are increasing, and even though the company is exploring alternative transportation options, the adverse chain effects will disrupt global logistics.”
Lamar stressed that more measures are needed to completely eliminate existing or future threats to ensure the safety of crew members and the safety of cargo. Two days ago, the US White House re-classified the Houthis in Yemen as “Specially Designated Global Terrorists.” The designation will take effect after 30 days.
Yesterday, Biden told reporters that the US will continue to carry out military attacks against the Houthis in Yemen. However, the leading freight forwarder Honor Lane Shipping estimates that the Houthis attacks in the Red Sea may continue for half a year to a year.丰衣足食 : Are 90% of container ships rerouted urgently? Europe sounded an “alarm”
2024-1-22 13:36:39 From: CCTV Finance 0 people have participated in commenting
The situation in the Red Sea continues to be tense, and global shipping has been seriously affected. Analysis by several agencies indicates that large amounts of energy supply and trade transportation between Europe, America, and the Middle East pass through the Red Sea. This major maritime gateway continues to be blocked or will once again push up the level of inflation, and Europe's energy supply will also face an impact.
According to statistics from the Dutch International Group, after mid-December last year, about 80% of container ships on the Red Sea-Suez Canal route were forced to change routes, reaching 90% by the beginning of January this year.
Statistics show that about 30% of the world's consumer goods trade is transported through the Suez Canal. Delays in shipping and the continued rise in freight costs have led to an increase in container freight rates, which will also cause the price of all goods in the container to rise to a certain extent.
According to a research report released by the Oxford Institute of Economics in January this year, there is an upward risk of global prices. The report said that if container shipping costs remain at current levels, the global inflation rate may rise by about 0.6 percentage points. According to US media reports, before the sharp rise in shipping prices had time to affect consumer prices, the inflation rate in the US and Europe had already risen in December last year. European economists have warned that the rebound in inflation and the increase in “upside risks” mean that the European economy is still facing uncertainty.
The Red Sea-Suez Canal route is an important shipping route for oil and derivatives from the Persian Gulf to Europe and the United States. According to data from market research firm Kepler, 25 LNG carriers have diverted from the Red Sea to the Cape of Good Hope in Africa since December 15 last year.
Furthermore, the data shows that Middle Eastern crude oil shipments to Europe are constantly declining. The export volume in December 2023 was about 570,000 barrels per day, which is almost halved compared to 1.07 million barrels per day in October 2023. This will have an impact on Europe's energy supply.丰衣足食 : https://v.douyin.com/iLxsQkDv/ LwZ:/07/27 s@E.hO
S56 Kakura 0.74丰衣足食 : 73 buy more
Samudera closed higher above the MA5 with a surge in volume. MACD is positive, RSI is constructive. It broke out of the 0.75 resistance. The MA5 crossed above the MA200. May rise to around 0.84.
Looks like the managent is diversifying into tanker and LNG and also logistics business.
recently they created new subsidary in Australia and hopefully they will exapnd there too.
it will also pay 5-10% dividend gping forward as shipping industry normally paying gpod dividends. so good buy to me.
There will be a oversupply of container ships.
Maersk shares drop after it warns on shipping outlook and suspends buybacks
Mass diversions of container ships around Africa's Cape of Good Hope caused spot rates to surge, but the Red Sea effect has a limit, which may have already been reached.
Upward momentum has slackened. Rates in most lanes have leveled off. Several indexes for European lanes have pulled back.
"The squeeze in freight rates into Europe continues to abate from high levels, though freight rates in other regions remain firm," said Jefferies shipping anal...
Shares of Samudera and Cosco likely to rise further.
The Red Sea crisis and continued Houthi rebel attacks on cargo ships and tankers is now a bigger impact event for shipping than the early pandemic, according to the latest data from maritime advisory firm Sea-Intelligence which measures changes in vessel capacity.
Red Sea attacks already bigger issue for supply chain than pandemic, maritime advisory warns
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丰衣足食 : 9sen dividend, 0.785 investment, weekly interest rate of 11.4%, almost outperforms other stocks. Very good, even with a stock price of 90 cents, the weekly interest rate is 10%
9sen dividend, 0.785 investment, weekly dividend yield of 11.4%, almost beats other stocks. Very good, even at 90 sen stock price, weekly dividend yield of 10%
丰衣足食 : The EPS in 2023 is 18 sen, and now it is obviously undervalued in trading at 0.765, with a price-earnings ratio (PE) of only 4.25 times. The reasonable transaction should be 0.90, with a price-earnings ratio (PE) of about 5 times.
2023年Eps为18 sen,现在0.765在交易明显被低估了，只有4.25倍的本益比（pe)’合理的交易应是0.90 、本益比（pe)约5倍。
丰衣足食 : It should be distributed in May