Samudera

Samudera

Postby millionairemind » Tue Jul 29, 2008 9:53 pm

Samudera Sails Into Yangon Market
As part of its effort to expand its network of services, leading regional container line Samudera Shipping Line, is launching a new service called the Yangon Express (YGX) that will link Myanmar directly with markets in the Southeast Asia region. Dhrubajyoti Das, Executive Director said, “The launch of the YGX service will help us to capitalize on growing trade activities in Yangon. It is a testimony of Samudera’s strong commitment in developing comprehensive service coverage. With the addition of YGX to our existing services, our customers can now enjoy even better coverage, as Samudera will be able to provide connectivity from Yangon to both the east and west coast of the Indian Subcontinent, South East Asia, as well as China; and vice versa.”
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Re: Samudera

Postby millionairemind » Tue Sep 09, 2008 7:23 pm

Samudera buys 2 vessels for US$3.7 mln

By VINCENT WEE

Samudera Shipping Line announced on Tuesday that its unit PT Samudera Shipping Services acquired two 200-TEU (twenty-foot equivalent unit) container vessels for US$3.7 million.

The purchase of the Sinar Ende and Sinar Ambon was financed through internal resources and bank borrowings.

The two vessels are currently deployed by the group to serve the inter-island container shipping market in Indonesia and the fleet additions were in response to growing demand in that market segment.
"If a speculator is correct half of the time, he is hitting a good average. Even being right 3 or 4 times out of 10 should yield a person a fortune if he has the sense to cut his losses quickly on the ventures where he has been wrong" - Bernard Baruch

Disclaimer - The author may at times own some of the stocks mentioned in this forum. All discussions are NOT to be construed as buy/sell recommendations. Readers are advised to do their own research and analysis.
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Re: Samudera

Postby behappyalways » Fri Oct 24, 2014 1:25 pm

Looks like turning around.......

3Q2014
http://infopub.sgx.com/FileOpen/Samuder ... eID=319290
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Re: Samudera

Postby behappyalways » Sun Jan 25, 2015 5:43 pm

Vested recently as the company has turnaround. Reason for being vested is mainly due to fall in oil price in 4Q2014 which is not reflected in the financial result. There are some other reasons but the main reason is fall in oil price.

One could download its latest annual report (2013) and see how much oil it consumes and then divide by the number of outstanding shares. Minus off the tax and roughly you can see the rationale why I am buying.

Reminder: remember to do your homework when investing
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Re: Samudera

Postby behappyalways » Sat Feb 21, 2015 1:49 pm

Vested


Intra-Asia rates are under pressure from Chinese slowdown and cascaded tonnage
http://theloadstar.co.uk/drewry-intra-a ... rcapacity/


(news on its parent company. All these happenings in Indonesia should be good for Samudera)
New $300m port planned for Indonesia's South Sulawesi by 2017
http://www.seatrade-global.com/news/asi ... -2017.html
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Re: Samudera

Postby behappyalways » Thu Feb 26, 2015 9:41 pm

Samudera FY2014
http://infopub.sgx.com/FileOpen/Samuder ... eID=336424

1Q2014 Earnings USD$444kk
2Q2014 Earnings USD$4.282m
3Q2014 Earning USD$5.307m
4Q2014 Earnings USD$4.488m

But in FY2014 there is an impairment of assets of $3.512m of which the impairment is $0.269m for the 1st 9 mths. Hence impairment of $3.243m for 4Q. 4Q2014 earnings should be much higher without the impairment.

USD$46.556m cash generated from operating activities compared to USD$30.146m the previous year. When converted to Sing dollar that's more than 10 cents per cash taking into account 538m shares.

1.75 cents dividend or 6.25% yield if using closing share price of 28 cents
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Re: Samudera

Postby behappyalways » Fri Feb 27, 2015 8:01 am

To get a glimpse of the fall in price of oil, let's take a look at the gross profit margin of the company.

For FY2014. Gross Profit Margin(GPM) is 8.7% (31.688/364.154).
1Q2014 GPM = 4.99%
2Q2014 GPM = 7.81%
3Q2014 GPM = 9.73%
4Q2014 GPM = 12.11%

The significant fall in oil price happened when the OPEC failed to cut production in late Nov. So most probably 1Q2015 GPM would be better if not as good as 4Q2014.
http://www.businessinsider.com/opec-vot ... et-2014-11

Most probably this year(FY2015) earnings will be higher than last year and if company maintains 1/3 dividend payout, those looking for yield might want to take a look at this company.



behappyalways wrote:Samudera FY2014
http://infopub.sgx.com/FileOpen/Samuder ... eID=336424

1Q2014 Earnings USD$444kk
2Q2014 Earnings USD$4.282m
3Q2014 Earning USD$5.307m
4Q2014 Earnings USD$4.488m

But in FY2014 there is an impairment of assets of $3.512m of which the impairment is $0.269m for the 1st 9 mths. Hence impairment of $3.243m for 4Q. 4Q2014 earnings should be much higher without the impairment.

USD$46.556m cash generated from operating activities compared to USD$30.146m the previous year. When converted to Sing dollar that's more than 10 cents per cash taking into account 538m shares.

1.75 cents dividend or 6.25% yield if using closing share price of 28 cents
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Re: Samudera

Postby behappyalways » Wed Apr 01, 2015 5:54 pm

Vested.

The big boys are flushing out the weak guys. Once the volume dies down they will push it up........
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Re: Samudera

Postby behappyalways » Sun Apr 05, 2015 2:08 pm

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