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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » EXPOLANKA HOLDINGS PLC (EXPO.N0000)

EXPOLANKA HOLDINGS PLC (EXPO.N0000)

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426EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 2:06 pm

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Captain wrote:Great time to buy if you missed the train. Confident rally being structured well
Public will understand who do the promotion. All are prediction with clear number and fact

Tommorow most  probably all prices will come to a consolidation which had as last Monday. Bz if 10 Bn to buy this market should recover as before. Do your own research and invest wisely

427EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 2:22 pm

samaritan


Moderator
Moderator


EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 IEZ3weBM_bigger




EFL Global

@eflglobal_



“The acquisition of IDEA Logistics LLC Group continues to fulfill our strategic vision of creating seamless sourcing and delivery capabilities for brands across verticals,” said Hanif Yusoof, Founder & President of EFL Global.



EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 E-rXkz7WEAI173l?format=jpg&name=900x900


[size=0]lobal-acquires-idea-logistics-in-central-america[/size]

Chathur likes this post

428EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 5:34 pm

dilshan unawatuna


Manager - Equity Analytics
Manager - Equity Analytics
Another acquisition done by Expo. Expo acquired  100% ownership of complete transport system LLC which is a company located in the United States for $6.1Mn. Expo will always be a 💎. More than 1Trillion company 🚀

429EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 5:46 pm

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@dilshan unawatuna wrote:Another acquisition done by Expo. Expo acquired  100% ownership of complete transport system LLC which is a company located in the United States for $6.1Mn. Expo will always be a 💎. More than 1Trillion company 🚀
Business expanision rally continuing

430EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 6:02 pm

dilshan unawatuna


Manager - Equity Analytics
Manager - Equity Analytics
Acquisitions, superb quarter results and many more to come, I’m saying it again best is yet to come. Expo will again lead the market from tomorrow. 3XX+ coming soon

abey likes this post

431EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 6:19 pm

samaritan


Moderator
Moderator
@dilshan unawatuna wrote:Acquisitions, superb quarter results and many more to come, I’m saying it again best is yet to come. Expo will again lead the market from tomorrow. 3XX+ coming soon
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 E-10A49VQAExwcT?format=jpg&name=large


_________________




The biggest risk in life is not taking any risk at all.

Chathur and Gowri123 like this post

432EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 6:53 pm

Chathur


Senior Equity Analytic
Senior Equity Analytic
EXPO... Company of the future..

433EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 9:52 pm

EPS

EPS
Expert
Expert
https://www.completetrans.net/

[size=72]Complete
Transport
Systems LLC[/size]

JFK and EWR Pickup & Drop
Pickup & Delivery the 5 Boroughs of New York
Container Freight Station
Warehousing
Certified Cargo Screening Facility

Nationwide Ground Expedite through our Strategic Partnership with

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Logo%20A-01







[size=40]Get To Know Us[/size]


Service You Can Rely On

Fast and friendly, we offer Container Freight Station, Certified Cargo Screening and professional transportation services to and From JFK Airport and throughout the the 5 Boroughs of New York. Our team is up for any job, from big to small. for more than 30 years, our customers know that we stand behind our work, putting your satisfaction as our #1 priority. What really makes us stand out is our dedication, experience and attention to detail. Contact us to learn more from one of our expert staff on how our professional team can help you!

[size=40]Our Services[/size]


Airport Pickup & Delivery Services



We not only know the streets of the New York City, we know its airports, too!!
We can pickup or deliver to any Counter or Cargo facility at JFK or EWR.
As a TSA Homeland Security approved Ground Transport carrier, Complete Transport Systems performs a full TSA background check on all of our employees and train and test them on proper handling, monitoring and transport of any shipment destined for a passenger aircraft.
We can deliver and pickup to any of the airlines no matter when the need arises. Just give us a call …and we can set your package in motion across town or across the country today!!

Local Cartage Services


Are you interested in a transportation service with years of experience? We make it a point to ensure you get the highest quality service. Our Local Pickup & Delivery Cartage services are set apart from the rest by our consistency, reliability, communication and quality. Every member of our team is highly skilled, work is timely and satisfaction is guaranteed.

Certified Cargo Screening Facility


Our Certified Cargo Security Facility carries out a TSA-approved security program and adheres to strict chain of custody requirements—from screening through placement on aircraft.
CCSP/CCSF must comply with safeguarding measures created by TSA’s Security program, ensure there is no corruption of the cargo throughout the chain of custody, permit onsite validations and periodic inspections, and screen cargo as individual items and not by palletized items

Nationwide Ground Expedite


Through our Strategic Partnership with Direct Expedite, Complete Transport can offer our customers the best in class Ground Expedite Services ANYWHERE in the United States and in Most of Canada for your Time Sensitive, Just In Time & Deferred Freight using Cargo Vans, Sprinter Vans, Small and Large Straight Trucks







Rock On! likes this post

434EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 09, 2021 11:27 pm

Value Pick


Manager - Equity Analytics
Manager - Equity Analytics
EXPO is currently trading 35 - 50% discount to it's future value.

EPS and Mithooshan like this post

435EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Sep 10, 2021 9:13 am

Dilip


Senior Equity Analytic
Senior Equity Analytic
@Value Pick wrote:EXPO is currently trading 35 - 50% discount to it's future value.

Expolanka’s operations currently spans over 60 cities in 29 countries making it a truly Sri Lankan multinational in the global logistics industry. (https://www.ft.lk/front-page/Expolanka-continues-acquisition-spree/44-722905)

samaritan likes this post

436EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Sep 10, 2021 9:55 am

samaritan


Moderator
Moderator
@Dilip wrote:
@Value Pick wrote:EXPO is currently trading 35 - 50% discount to it's future value.

Expolanka’s operations currently spans over 60 cities in 29 countries making it a truly Sri Lankan multinational in the global logistics industry. (https://www.ft.lk/front-page/Expolanka-continues-acquisition-spree/44-722905)
EXPO to transform the world of Logistics in future!
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Img-1024x370


_________________




The biggest risk in life is not taking any risk at all.

437EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 13, 2021 8:20 pm

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Today all the members are silents. When having ahead of buying opertunity for good share

mah2903 likes this post

438EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 13, 2021 9:16 pm

dimi


Stock Trader
Will EXPO go to 120 levels   Rolling Eyes

439EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 13, 2021 9:42 pm

Niwa


Manager - Equity Analytics
Manager - Equity Analytics
Where ever it go , will come back soon after ANK take the post of CB governor. He is the one who always took CSE as the super example of success in his super duper government. Ishara, Dammika, Ashok and many super people will make it a reality. Be positive every body , forget about technical analysis and other stuf jut concentrate and focus only on this one and only super system works . These super people can do anything and can turn any situation upside down in any moment. Don’t get panic if you are not trading on credit ,

mah2903 likes this post

440EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 13, 2021 9:58 pm

ADAD


Stock Trader
Why EXPO Net Asset Value is not going up according their new acquisition done in reason past ? Net Asset Value is very law compare to Market Price ?

441EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 13, 2021 10:04 pm

Chathur


Senior Equity Analytic
Senior Equity Analytic


EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 IEZ3weBM_bigger






[size=15]EFL Global

@eflglobal_


·
5h


EFL Global multiple growth opportunities over the last year in the Americas. We’ve solidified the acquisition of Seville CFS, Transfer, and Transport in New York, opened our new facility in Chicago, and expanded into Canada - but we aren’t stopping there.[/size]

mah2903 likes this post

442EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Sep 14, 2021 4:58 am

dilshan unawatuna

dilshan unawatuna
Manager - Equity Analytics
Manager - Equity Analytics
@Captain wrote:Today all the members are silents. When having ahead of buying opertunity for good share
This panic selling was done deliberately to pull down the price. May be they want to collect it at lower price, because coming months are the best months for Expo, specifically quarter report. I’m still holding my quantity, never thought of selling single share. Added more shares to my portfolio. There are many positive reasons to hit 10000ASPI, so don’t panic.

ADVENTUS, Chathur and mah2903 like this post

443EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Sep 15, 2021 10:30 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics
The way Expo traded today It may touch 190 + very quickly than expected. Let's see tomorrow.

abey and Bakkabwoi like this post

444EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Sep 15, 2021 10:46 pm

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
hope yall got fatten up in the dip... expo wont be in discounts anytime soon.. Smile good luck..

EPS likes this post

445EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 16, 2021 5:31 pm

EPS

EPS
Expert
Expert
@Bakkabwoi wrote:hope yall got fatten up in the dip... expo wont be in discounts anytime soon.. Smile good luck..

We should ignore the short term price fluctuations due to ASI drop and few profit realizing/selling's.
If we intelligent and if we know the EXPOs business expansions, future expected growth and future promising - should keep our faith, without worrying short term fluctuations.

I believe EXPO further deliver ever amazing financials for Q2 and same as Q3.

Just gone thru the market report on today and few highlights for USA segment....

USA
Air Freight market is tight with most airlines facing backlog of cargo/ Most facilities are 1 week behind / There is an increase in rates / Rates have increased due to rise in demand for airfreight.
Ocean Freight market is tight and space is limited / Market is at peak capacity as peak season is in full swing / Space leading to upcoming holiday / The season will continue to create demand pre and post holiday / There is a large increase in rates / rates are expected to continue to increase for 2nd half of Sept. / Carriers have also announced additional destination fee increases from Europe and ISC trade lanes.

Happy Trading....!

446EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 16, 2021 5:38 pm

EPS

EPS
Expert
Expert
Further just released, weekly drewry container Index. 
Week by week, rates are massively going up, specially China-USA up by 7% within a week. 

https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry

World Container Index - 16 Sep

Drewry’s composite World Container index increased 2.9% or $291 to $10,374.64 per 40ft container.

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 WCI-Chart_2021-09-16
[size=14]Drewry World Container Index assessed by Drewry
[/size]

Our detailed assessment for Thursday, 16 September 2021


  • The composite index increased 2.9% or $291 this week, and also, remains 323% higher than a year ago.
  • The average composite index of the WCI, assessed by Drewry for year-to-date, is $6,794 per 40ft container, which is $4,432 higher than the five-year average of $2,362 per 40ft container.
  • Drewry’s composite World Container index increased by 2.9% or $291 to $10,374.64 per 40ft container, 323% higher than the same week in 2020. This is the 22nd consecutive week of increases. Freight rates on Shanghai to Los Angeles and Shanghai to New York surged 7% each; $855 to reach $12,424 and $1,014 to reach $16,138 per 40ft container respectively. Similarly, spot rates from New York to Rotterdam gained 2% or $18 to $1,198 per feu. Rates on Shanghai to Rotterdam, Rotterdam to Shanghai, Shanghai to Genoa, Los Angeles to Shanghai and Rotterdam to New York remain stable at previous weeks level. Drewry expects rates to increase further in the coming week.


[size=21]Spot freight rates by major route

Our assessment across eight major East-West trades:

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 WCI-Table_2021-09-16
Source: Drewry Supply Chain Advisors[/size]

447EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 16, 2021 5:56 pm

ONTHEMONEY


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Hi all,

Global large RETAILERS are rushing to find space to TRANSPORT items before the BLACK FRIDAY & CHRISTMAS season. This is what retailers tell about present market situation

“Price is under great pressure, too, and rates are continuing to rise in certain markets. Capacity is also likely to be under greater pressure over the next months as online retailers utilise space in the run-up to Christmas and the automotive supply chain improves.
“We are expecting this to rumble on for the foreseeable future”


https://theloadstar.com/major-retailers-snap-up-peak-air-freight-capacity-leaving-small-firms-struggling/

Good Luck

EPS and Chathur like this post

448EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 16, 2021 6:02 pm

EPS

EPS
Expert
Expert
https://www.freightwaves.com/news/shipping-stocks-hit-fresh-highs-amid-covid-era-supply-chain-chaos

Shipping stocks hit fresh highs amid COVID-era supply chain chaos



[size=45]Bad news for cargo shippers is good news for shareholders of shipowners[/size]

[size=45]
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Bba7dab3b6d25501402f9dda30e3e667?s=140&d=mm&r=g  Monday, September 13, 2021
 3 minutes read
[/size]

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Bull_flickr_samvaladi  (Photo: Flickr/Sam Valadi)


The mainstream press is now awash in articles on global supply chain breakdowns, exorbitant shipping costs, clogged ports, emptying store shelves and rising inflation. That’s good news for sentiment toward many (but not all) ocean shipping stocks.
After a summer lull, shares of bulker owners, container lines, container-ship lessors and liquefied natural gas (LNG) carriers are moving up again and hitting new peaks. Stocks of crude and product tanker owners — who are heavily exposed to delta variant fallout — have yet to join the party.

Big day for dry bulk stocks


Shares of three dry bulk shipping stocks — Safe Bulkers (NYSE: SB), Diana Shipping (NYSE: DSX) and Genco Shipping & Trading (NYSE: GNK) — attained 52-week highs on Monday. Other dry bulk equities are near annual tops. 
The Breakwave Dry Bulk Shipping ETF (NYSE: BDRY), an exchange-traded fund that purchases freight futures, traded Monday at the highest level since the ETF’s inception in March 2018.
Rates for Capesizes (bulkers with capacity of around 180,000 deadweight tons or DWT) surged 15% on Monday to $52,900 per day, with rates for Panamaxes (65,000-90,000 DWT) and Supramaxes (45,000-60,000 DWT) at or near decade highs, at $32,400 and $34,900 per day, respectively. Even so, dry bulk rates are still nowhere near pinnacles reached in 2007-2008.
Shares of Safe Bulkers jumped 17% in five times the average trading volume on Monday. In general, shares of dry bulk stocks have risen by around 200%-400% over the past year, in several cases outpacing container stocks.

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Dry-bulk-stocks-1200x480

(Chart: Koyfin)


Container stocks’ September peak


Container-ship lessor Euroseas (NASDAQ: ESEA) hit its 52-week high on Monday, although most container stocks pulled back by the low single digits during that trading session. Many of the other container shipping equities reached 52-week highs this month: Global Ship Lease (NYSE: GSL) and Costamare (NYSE: CMRE) on Friday, ZIM (NYSE: ZIM) and Matson (NYSE: MATX) on Sept. 6, and Danaos (NYSE: DAC) the week before that.
Most container liner and ship-lessor stocks are up around 100%-400% over the past year, with Danaos and Euroseas being outliers, up 1,508% and 1,204%, respectively.
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Container-stocks-2-1200x469
(Chart: Koyfin)


Tankers tread water — except for LNG carriers


The pandemic has been a positive for container stocks due to higher U.S. consumer demand and widespread port congestion reducing effective transport capacity. Freight rates and charter rates remain at record levels. COVID has also been positive for dry bulk stocks as pandemic precautions at ports have tied up capacity.
In contrast, COVID has been negative for crude and product tanker stocks, with global oil demand taking longer to recover than expected due to the delta variant.
Most tanker stocks have been treading water over the past year. Scorpio Tankers (NYSE: STNG) is the best performer, up 24%, albeit underperforming the S&P 500. Nordic American Tankers (NYSE: NAT) — a longtime favorite of retail traders — is the worst performer, down 40%.
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Tanker-stocks-1200x425
(Chart: Koyfin)

But not all is doom and gloom in energy shipping. Specialized tankers that carry LNG are enjoying strong demand. 

The spread is now exceptionally high between the U.S. natural gas benchmark on one hand and the benchmarks in Europe and Asia on the other. A wide spread incentivizes LNG shipping demand as traders and energy companies profit from buying gas in the U.S. and selling it overseas. According to Cleaves Securities, the spread between the U.S. and Japan hub prices is almost $17 per million British thermal units and the U.S.-U.K. spread is over $15.
Flex LNG (NYSE: FLNG), the LNG shipping company backed by shipping tycoon John Fredriksen, debuted on Wall Street in June 2019. The stock is up 185% over the past year. On Monday, it not only hit its 52-week high, it hit its highest price since it began trading in the U.S.

449EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Sep 17, 2021 6:06 am

dilshan unawatuna

dilshan unawatuna
Manager - Equity Analytics
Manager - Equity Analytics
Just thought of sharing valuable information saw on Twitter. 75% of Expo shares traded during past few days collected above Rs.160. Currently It’s on last phase of accumulation mode. From Rs 60-80 it went up to Rs.190, so collection between Rs.160-180 will send the price above Rs.300. Best thing is all happening before 2nd quarter results. Big players will try to send this to moon with coming quarter results. 
https://twitter.com/unawatunage/status/1438634912030990336?s=21

450EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Sep 17, 2021 11:17 am

EPS

EPS
Expert
Expert
See below quick comparison for the Freight Index increases during Q2, against Q1.
Can anyone guess the profitability for Q2 ?  EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 1f62f 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 9HJnlotKuwAAAABJRU5ErkJggg==

451EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Sep 17, 2021 12:52 pm

Sunimal


Stock Analytic
Stock Analytic
What a day we're going through.. . Neutral Neutral Corrupted big sharks manipulating hard to drop the price more but Expo lovers trying their best to hold it up.

Expo and Bill is waiting until LOLC is finished  today. 

time 12.52

452EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Sep 19, 2021 10:30 pm

EPS

EPS
Expert
Expert
https://www.freightwaves.com/news/how-high-can-container-shipping-profits-go-will-2022-top-2021

How high can container shipping profits go? Will 2022 top 2021?


[size=45]

Bullish signs: Maersk revision, Evergreen report, Deutsche Bank ‘super cycle’ call

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Bba7dab3b6d25501402f9dda30e3e667?s=140&d=mm&r=g  Thursday, September 16, 2021
 3 minutes read
[/size]

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Maersk_flickr_bernardspragg  (Photo: Flickr/Bernard Spragg)


Seven months ago, Maersk CEO Soren Skou touted Q4 2020 as “the best quarter ever.” Announcing the initial outlook for this year on Feb. 10, he said the best-case scenario “would basically mean for us to do four times what we did in the fourth quarter.”
That outlook has long since been left in the dust. On Thursday, Maersk revised its numbers skyward yet again.
The second half is now looking even more profitable for ocean carriers — and more ominous for cargo shippers — than the first. But the second half may not be the peak: A new forecast from Deutsche Bank argues that container shipping has entered a “super cycle” and ocean carriers will actually rake in more money in 2022 than they will this year.
According to Stifel analyst Ben Nolan, “Container craziness should abate, although we expect not until sometime later next year or perhaps even in 2023.”

Maersk upgrades guidance — again

In February, Maersk announced full-year guidance for earnings before interest, taxes, depreciation and amortization of $8.5 billion-$10.5 billion. The high end of the range was roughly quadruple Q4 2020 EBITDA of $2.7 billion.
After the first quarter came in better than the fourth, Maersk upgraded its 2021 guidance to $13 billion-$15 billion. By early August, it was clear that the third quarter would be better than the second, thus another upgrade, to $18 billion-$19.5 billion.

Maersk said Thursday that it expects 2021 EBITDA of $22 billion-$23 billion. The new midpoint is 137% higher than the February midpoint.
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Maersk-guidance-1200x431
(Chart: American Shipper based on disclosures by Maersk)
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Maersk’s first-half EBITDA was $9.1 billion. It now predicts substantially higher earnings in the second half: $12.9 billion-$13.9 billion.   
Clarksons Platou Securities analyst Frode Mørkedal pointed out that Maersk is expecting $7 billion in EBITDA in the third quarter and close to that — up to $6.9 billion — in the fourth. “In other words, Maersk now signals that there could be no normalization in rates this year,” he said.

Record monthly revenues for Evergreen

Another signal on second-half strength comes from Taiwan-based ocean carrier Evergreen, which publicly reports monthly operating revenues.
Evergreen’s operating revenues hit all-time highs during the past two months: 45.88 billion New Taiwan dollars (NT$), the equivalent of $1.65 billion, in July, and NT$50.02 billion last month ($1.8 billion). 
Evergreen took in almost as much in the first two months of the third quarter as it did in the entire second quarter.

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Evergreen-1200x494 [/size]
(Chart: American Shipper based on disclosures by Evergreen)
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Deutsche Bank makes ‘super cycle’ call

On Monday, U.K.-based Deutsche Bank Andy Chu published an exceptionally bullish report on container shipping.
“We are moving to the view that earnings will peak in 2022, not this year,” wrote Chu. “We feel that there is a material positive surprise to 2022 and 2023 forecasts [for carriers] that is yet to be factored into consensus forecasts.”
In May, Chu had expected that “supply chain disruption and port disruption trends would begin to improve … which would drive down spot rates.”
“However, since that time, what has become apparent to us is that not only do we now see container demand being stronger for a longer period of time, but the supply chain issues and port congestion issues are deteriorating and not improving,” said Chu. “Given the high amount of port congestion and lingering nature of COVID-19, we think that these issues will not be quickly resolved.”
Deutsche Bank hiked its 2021 EBITDA outlook for Maersk to $22.18 billion (prior to the carrier’s latest upward revision) and now believes Maersk will make even more money next year: $23.77 billion.
Deutsche Bank sees the same pattern of rising profits for Germany’s Hapag-Lloyd, which has an internal outlook (as of late July) for 2021 EBITDA of $9.2 billion-$11.2 billion. It forecasts Hapag-Lloyd will earn $11.54 billion this year and even more — $11.88 billion — next year.  
by Greg Miller [/size]

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453EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 20, 2021 12:22 am

AmateurTrader001


Senior Equity Analytic
Senior Equity Analytic
@EPS wrote:See below quick comparison for the Freight Index increases during Q2, against Q1.
Can anyone guess the profitability for Q2 ?  EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 1f62f 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 9HJnlotKuwAAAABJRU5ErkJggg==
We can say market has already factored in such assumptions into the cmp of expo for this year... ? can top 200.. sentiments may drive it further.

454EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 20, 2021 9:16 am

samaritan


Moderator
Moderator
@EPS wrote:See below quick comparison for the Freight Index increases during Q2, against Q1.
Can anyone guess the profitability for Q2 ?  EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 1f62f 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 9HJnlotKuwAAAABJRU5ErkJggg==
The Q2 & Q3 performance is expected to far exceed the previous quarters. The Company's positive future growth prospects coupled with its strategic acquisitions and planned expansion under a strong parent Company's backing & guidance will take EXPO to greater heights in the future for sure. GL. 

455EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 18 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Sep 21, 2021 10:49 am

Wickyz


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
චීනයේ ණය උගුලට අසුවූ චීන දේපල වෙළද සමාගම.  2021/09/20 @china


චීනය කඩා වැටීම ආරම්භයක්. ලෝකයටම බලපෑම්.
 ඇමෙරිකා කොටස් වෙළදපොල කඩා වැටේ.
 යුරෝපා කොටස් වෙළදපොල කඩා වැටේ
ඉන්දියාව, සිංගප්පුරුව, බංගලාදේශය, ඇතුළු මුළු ආසියාවේ  සියළුම කොටස් වෙළදපල කඩා වැටේ.


MARKET INSIDER

The global economy could feel the effects of China’s Evergrande crisis. Here’s what investors should know.


චීන  Evergrande සමාගම බංකලොත් බාවය ප්‍රකාශ කිරීමට සැරසේ. (Evergarde යනු චීනයේ ලොකුම දේපල වෙළද සමාගම යි. ) චීන ජනයා evergrande සමාගම වටලයි.

චීනයට යට වී සිටින ලංකාවට මොකක් වේද?

මේ සමග ලංකාවේ මුල්‍ය අර්බුදයත් දෙගුණ තෙගුණ වන ලකුණු.







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