FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com


Join the forum, it's quick and easy

FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com
FINANCIAL CHRONICLE™
Would you like to react to this message? Create an account in a few clicks or log in to continue.
FINANCIAL CHRONICLE™

Encyclopedia of Latest news, reviews, discussions and analysis of stock market and investment opportunities in Sri Lanka

LISTED COMPANIES

Submit Post



Poll

Can there be another Covid-19 wave in Sri Lanka?

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Vote_lcap68%EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Vote_rcap 68% [ 178 ]
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Vote_lcap18%EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Vote_rcap 18% [ 47 ]
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Vote_lcap13%EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Vote_rcap 13% [ 35 ]

Total Votes : 260

STOCK MARKET TRAINING
ශ්‍රී ලංකා මූල්‍ය වංශකථාව - සිංහල
Submit Post


CONATCT US


Send your suggestions and comments

* - required fields

Read FINANCIAL CHRONICLE™ Disclaimer



EXPERT CHRONICLE™

MARKET CHAT


CHRONICLE™ ANALYTICS


ECONOMIC CHRONICLE

GROSS DOMESTIC PRODUCT (GDP)


CHRONICLE™ YouTube

LATEST TWEETS

You are not connected. Please login or register

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

EXPOLANKA HOLDINGS PLC (EXPO.N0000)

+75
Itzme
Kethy
dhanushkacse
stockchaser
Cma
AmateurTrader001
ADAD
Niwa
dimi
Sunimal
target1
Berryfund
Lotus Eater
cwij5252
sham118
geshan
abey
cheetah
Equity Win
shariff
dilshan unawatuna
hammurabi
Great1
Venu123
engineer
snipo
Tissa
cypher1886
wolfie
Aweej
Harry82
Mithooshan
xhunter
apple
Dr_CSE
thankrishan
judecroos
hanuma
Good bad
ColomboCSE
Eranx
RajapaksaDON
MarketResearch
arun.cse
Hope123
dayandacool
Vishwanarth
chandike73
Accountant
RJ1010
Chathur
shan31
Hawk Eye
cseguide
LEO55
Dilshan2020
David VKMS
soileconomy
Wickyz
Gowri123
ONTHEMONEY
Bakkabwoi
Meashed
Dilip
mah2903
Greg_Adrian
Captain
samaritan
Mr. X
DimuthuKW
ADVENTUS
EPS
SAGA
Beta1
Value Pick
79 posters

Go to page : Previous  1 ... 11 ... 18, 19, 20, 21  Next

Go down  Message [Page 19 of 21]

451EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Sep 17, 2021 12:52 pm

Sunimal


Equity Analytic
Equity 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 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Sep 19, 2021 10:30 pm

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 19 Bba7dab3b6d25501402f9dda30e3e667?s=140&d=mm&r=g  Thursday, September 16, 2021
 3 minutes read
[/size]

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 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 19 Maersk-guidance-1200x431
(Chart: American Shipper based on disclosures by Maersk)
[size]
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 19 Evergreen-1200x494 [/size]
(Chart: American Shipper based on disclosures by Evergreen)
[size]

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]

samaritan and Gowri123 like this post

453EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 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 19 1f62f 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 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 19 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 19 1f62f 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 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 19 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.







Gajaya likes this post

456EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Sep 21, 2021 10:51 am

Wickyz


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Next carsh???

457EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Sep 21, 2021 11:23 am

samaritan


Moderator
Moderator
The world’s shippers are earning the most money since 2008
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Shipping- .
The global shipping industry is getting its biggest payday since 2008 as the combination of booming demand for goods and a global supply chain that’s collapsing under the weight of Covid-19 drives freight prices ever higher.


Whether its giant container ships stacked high with of 40-foot steel boxes, bulk carriers whose cavernous holds house thousands of tons of coal, or specialized vessels designed to pack in cars and trucks, earnings are soaring for ships of almost every type.


Read more at:
https://economictimes.indiatimes.com/industry/transportation/shipping-/-transport/the-worlds-shippers-are-earning-the-most-money-since-2008/articleshow/86139776.cms?utm_source=contentofinterest&utm_medium=text&utm_campai


_________________




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

ADVENTUS likes this post

458EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Sep 21, 2021 3:08 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics
@Wickyz wrote: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.







Then you sell all your valuable share and go out. Very Happy

ADVENTUS likes this post

459EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Sep 21, 2021 10:56 pm

ONTHEMONEY


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Wickyz wrote: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.







Hi Wikz,

It is really a sad to see when people look at whole World from China’s tunnel. 

Corporates can go bankrupt but there are other options to sort them out. Read the below link 

https://uk.investing.com/news/stock-market-news/wall-streets-message-on-evergrande-china-has-it-under-control-2467863

SL corporates have no direct exposure to EVERGRANDE in my opinion. Hence, no risk in financial performance of equities 

As a country, SL can also use other bilateral options of IMF debt restructuring which is always open

Therefore, it’s a clear opportunity for me to collect 

Good Luck

460EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Sep 21, 2021 11:47 pm

Cma


Equity Analytic
Equity Analytic
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 1f600  EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 1f600  Why Wikz post his comment under this topic, no core related? he can create new, if needed...purpose is clear EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 1f600  EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 1f600

461EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Sep 22, 2021 12:13 am

ADVENTUS


Moderator
Moderator
@Wickyz wrote: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.







THE CHINESE GOVT CAN EASILY STEP IN AND BAIL THEM OUT. IT'S A COUNTRY WITH 3BN+ USD RESERVES HAHAH

462EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Sep 22, 2021 2:13 am

ADVENTUS


Moderator
Moderator
https://twitter.com/eflglobal_/status/1440013219138056192

Of the top 25 NVOs providing capacity from Asia to the US, 23 saw volumes rise by double-digit percentages Y-o-Y. % gains were led by EFL Global, with a 308.4% increase from last year.

View the Top 25 NVOs by US Imports from Asia on

@JOC_Updates
:

https://www.joc.com/international-logistics/joc-rankings-disruption-boosts-nvos-majority-share-booming-trans-pacific_20210920.html

samaritan likes this post

463EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Sep 22, 2021 10:38 am

Wickyz


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

464EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Sep 22, 2021 10:47 am

Equity Win


Manager - Equity Analytics
Manager - Equity Analytics
my view is most of casino guys try to crash the market using panic retailers and they collect the valuable shares in low price.

465EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 23, 2021 10:06 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics
Now all rubbish are published under this tread. I like to say if you do not like expo you can sell it now and go out. There are so many value investors are waiting to grab expo. No need to promote expo it will touch 190+ very soon.

samaritan, Dilip, Bakkabwoi, mah2903 and Gowri123 like this post

466EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Sep 25, 2021 6:42 pm

EPS

EPS
Expert
Expert
How high can container shipping profits go? Will 2022 top 2021?
Bullish signs: Maersk revision, Evergreen report, Deutsche Bank ‘super cycle’ call


[size=45]EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Bba7dab3b6d25501402f9dda30e3e667?s=140&d=mm&r=g  Thursday, September 16, 2021
 3 minutes read
[/size]

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 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 19 Maersk-guidance-1200x431
(Chart: American Shipper based on disclosures by Maersk)
[size]
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 19 Evergreen-1200x494 [/size]
(Chart: American Shipper based on disclosures by Evergreen)
[size]

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.  [/size]

467EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 27, 2021 8:13 am

samaritan


Moderator
Moderator
Foreign Purchase of EXPO on 24th Sept'21 (Friday) amounted to 291,000 shares @ Rs 175/50 reflects  the confidence in future growth and earnings of the the logistics giant. 


_________________




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

468EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 27, 2021 9:01 am

stockchaser


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@samaritan wrote:Foreign Purchase of EXPO on 24th Sept'21 (Friday) amounted to 291,000 shares @ Rs 175/50 reflects  the confidence in future growth and earnings of the the logistics giant. 
Game is with lolc stop there and come here

469EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 27, 2021 9:51 am

samaritan


Moderator
Moderator
@stockchaser wrote:
@samaritan wrote:Foreign Purchase of EXPO on 24th Sept'21 (Friday) amounted to 291,000 shares @ Rs 175/50 reflects  the confidence in future growth and earnings of the the logistics giant. 
Game is with lolc stop there and come here
LOLC Group & Expo will be the stars and lead the bull run commencing today. 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 E_eOEjhUUAQk48I?format=png&name=small


(source: from a tweet by "Arul Raam')


_________________




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

Gowri123 and stockchaser like this post

470EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 27, 2021 2:55 pm

Captain


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@samaritan wrote:
@stockchaser wrote:
@samaritan wrote:Foreign Purchase of EXPO on 24th Sept'21 (Friday) amounted to 291,000 shares @ Rs 175/50 reflects  the confidence in future growth and earnings of the the logistics giant. 
Game is with lolc stop there and come here
LOLC Group & Expo will be the stars and lead the bull run commencing today. 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 E_eOEjhUUAQk48I?format=png&name=small


(source: from a tweet by "Arul Raam')

This time ASI could reach 10,000 with confident Market sentiments.

samaritan, abey and Gowri123 like this post

471EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Sep 27, 2021 9:32 pm

EPS

EPS
Expert
Expert
@samaritan wrote:
@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 19 1f62f 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 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. 

Agreed. 
If we consider the Rate increases during Q2 (almost 90%) and the recent business expansions, I would like to re-value the EXPO as a Rs.260 plus stock.

 EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 AuDbahPYWmAAAAAElFTkSuQmCC

472EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 30, 2021 10:38 am

EPS

EPS
Expert
Expert
In best case, we can compare the EXPO with reginal logistic giant ALLCARGO INDIA.

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 AW6aGcNhaqFVAAAAAElFTkSuQmCC

473EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 30, 2021 1:00 pm

Berryfund


Equity Analytic
Equity Analytic
Some ppl are discussing in SM that EXPO expects a profit of 18 billion. Can anybody comment on this information?

474EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 30, 2021 4:34 pm

dhanushkacse


Equity Analytic
Equity Analytic
@samaritan wrote:
@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 19 1f62f 

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 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. 
Good analysis. I hope Q2 EPS will be 5.

abey and dhanushkacse like this post

475EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 30, 2021 9:17 pm

cheetah


Senior Equity Analytic
Senior Equity Analytic
Expo is delivering results and it’s actual company. 

Some companies are only telling stories , no outcome .

EXPO has 3 announcements to make next year:

- Building largest warehouse in Kenya for Apparel sector logistics 

- USD 150mn acquisition in Europe to buy out an entire European network of logistics 

- USD 400mn acquisition by SG Holdings for EFL - 11 months due diligence study has started

Who is patient with low average cost will be the largest beneficiary next year !

abey, Chathur, mah2903, Sihas005 and Gowri123 like this post

476EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Sep 30, 2021 10:59 pm

dhanushkacse


Equity Analytic
Equity Analytic
@cheetah wrote:Expo is delivering results and it’s actual company. 

Some companies are only telling stories , no outcome .

EXPO has 3 announcements to make next year:

- Building largest warehouse in Kenya for Apparel sector logistics 

- USD 150mn acquisition in Europe to buy out an entire European network of logistics 

- USD 400mn acquisition by SG Holdings for EFL - 11 months due diligence study has started

Who is patient with low average cost will be the largest beneficiary next year !
trusted and proven ---expo

abey likes this post

477EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Oct 01, 2021 9:47 am

samaritan


Moderator
Moderator
@dhanushkacse wrote:
@cheetah wrote:Expo is delivering results and it’s actual company. 

Some companies are only telling stories , no outcome .

EXPO has 3 announcements to make next year:

- Building largest warehouse in Kenya for Apparel sector logistics 

- USD 150mn acquisition in Europe to buy out an entire European network of logistics 

- USD 400mn acquisition by SG Holdings for EFL - 11 months due diligence study has started

Who is patient with low average cost will be the largest beneficiary next year !
trusted and proven ---expo
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 1632934304399?e=1635984000&v=beta&t=yktaLF89c_FblUlXXeE-uSDWh1NdmF0qZQOvXh0VkBw


_________________




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

478EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Oct 01, 2021 11:21 am

Wickyz


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
ඇදිනි නිතිය ඉවත් වේ.


අද සිට උද්ගෝෂණ, වැඩ වර්ජන, හර්තාල් සදහා අවසර

ජනතාවනි සුදානම් වන්න.

479EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Oct 01, 2021 1:02 pm

samaritan


Moderator
Moderator
@samaritan wrote:
@dhanushkacse wrote:
@cheetah wrote:Expo is delivering results and it’s actual company. 

Some companies are only telling stories , no outcome .

EXPO has 3 announcements to make next year:

- Building largest warehouse in Kenya for Apparel sector logistics 

- USD 150mn acquisition in Europe to buy out an entire European network of logistics 

- USD 400mn acquisition by SG Holdings for EFL - 11 months due diligence study has started

Who is patient with low average cost will be the largest beneficiary next year !
trusted and proven ---expo
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 1632934304399?e=1635984000&v=beta&t=yktaLF89c_FblUlXXeE-uSDWh1NdmF0qZQOvXh0VkBw
Getting ready for next leap.


_________________




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

480EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 19 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Oct 03, 2021 10:58 am

EPS

EPS
Expert
Expert
https://www.flexport.com/market-updates/freight-market-update-september-28-2021/

MARKET UPDATE
[size=30]Freight Market Update: September 28, 2021[/size]
Tags: 

Ocean and Air Freight Market Updates

Ocean and air freight rates and trends; customs and trade industry news plus Covid-19 impacts for the week of September 28, 2021.

Ocean Freight Market Update



Asia → North America (TPEB)


  • Traffic on the TPEB worsens as the number of vessels awaiting berths has surged in recent weeks at destination (70 vessels awaiting berth at LA/LB) and particularly at origin (150 doing the same at Shanghai and Ningbo). Sustained peak season demand on TPEB continues to produce congestion flare-ups, which in turn breed bottlenecks and strains elsewhere on the trade lane. This cycle of pile-ups worsening, improving, and worsening again is proving to be the new normal and is expected to continue at least through the New Year and likely until inventories are replenished to sufficient levels.

  • Rates October 1 GRI implemented by most carriers.

  • Space Critical

  • Capacity/Equipment Critical/Severe Undercapacity

  • Recommendation Continue to book well in advance (at least 4 to 6 weeks) prior to CRD for best chance of hitting it. Encourage suppliers to support departures from different origin ports. Consider terminating cargo at destination coastal ports to prevent intermodal delays.


Asia → Europe (FEWB)


  • Space and equipment crunches continue. Market demand is consistently exceeding supply, and rates have skyrocketed for quite a long period. Overall space situation is worsened by blank sailings and poor equipment availability. Carriers are overcommitted and are limiting booking acceptance or rolling shipments. With continuous vessel delays and shiftings, schedule reliability is very low.

  • Rates Rates remain at a record high level but have been stable going into September and a marginal increase in October. Most carriers have extended their premium rates.

  • Space Extremely critical space situation

  • Capacity/Equipment Severe equipment shortage across all Asia origins.

  • Recommendation Book at least 4 to 5 weeks prior to CRD. Consider premium options, which may be limited. Be flexible in regard to equipment.


Europe → North America (TAWB)


  • Terminal congestion along the US East Coast is creating a cascade of delays in vessel schedules. Congestion at LAX/LGB port is getting worse with over 70 vessels in queue. Rates remain high and expect to maintain at these levels at least till end of Q4 due to tight capacity.

  • Rates GRI October 1 implemented

  • Space Critical

  • Capacity/Equipment Capacity remains tight for both North Europe and Mediterranean services. Better equipment availability at port, shortages remain at inland depots.

  • Book 5 or more weeks prior to CRD. Request premium service for higher reliability and no-roll guarantees.


India → North America


  • Global port congestion is challenging the repositioning of equipment and available ocean carrier capacity as local ISC governments explore ways to incentivise carriers to support the ISC market

  • Rates Increased for 1H October

  • Space remains a challenge as global congestion is resulting in omissions and altered sailing schedules

  • Equipment of all types are in deficit. Carriers are working to reposition empties while also placing large orders of new equipment. Local governments are looking internally to create monetary incentives to attract ocean carrier support. India is doing this by temporarily extending when carriers must pay import duties on empty containers from 6 to 9 months.

  • Recommendation Use premiums on urgent shipments and shipments with CRD approaching. If routing to USWC, consider rerouting to USEC. Be flexible with inland container depot (ICD) location and equipment type.


North America → Asia


  • Space continues to be tight for USWC POLs. USEC capacity has been more readily available; however, as port congestion continues to increase, there is concern of void sailings occurring due to extensive schedule delays.

  • Rates Multiple GRI’s announced for dry and reefer cargoes on Oct 1 and Oct 15 expected to be implemented..

  • Equipment Deficits on containers and chassis are still plaguing IPI origins. Availability for standard equipment at ports has not been an issue, but any special equipment is hard to come by.

  • Recommendation Please place bookings 4 to 6 weeks in advance to secure your ideal sailing


North America → Europe


  • There is available capacity on the TAEB trade with carriers looking for cargo from the US East and Gulf Coasts. US West Coast service to Europe is extremely tight.

  • Rates to remain steady into October.

  • Equipment Deficits are still plaguing IPI origins. Availability for standard equipment at ports has not been an issue, but any special equipment is hard to come by.

  • Please place bookings 3 to 4 weeks in advance for East Coast/Gulf sailings and 4 to 6 weeks for Pacific Coast sailings.




Air Freight Market Update



Asia


  • N.China: With the upcoming national holiday in mainland China (10/1-10/7) just around the corner, the market remains hot as shippers rush to push out cargo. TPEB rates remain high and capacity is tight, but post-Golden Week, some supply is expected to return to the market, and rates may also start decreasing. The FEWB market is trending similarly to TPEB with capacity also quite tight. LHR rate levels have increased due to a capacity shortage. Lastly, the mainland has recently been affected by rolling power cuts and rationing of power supply largely due to the coal shortage and increased prices in the market. This may result in decreased production and help alleviate the current market constraints however the power situation is ongoing. Overall, we anticipate the market to be relatively quiet from the end of the holiday to the week after.

  • S.China: Capacity in the market continues to be tight and several carriers have canceled flights as a result of numerous flight re-routings to HKG caused by increased Covid cases in China. TPEB and FEWB rates continue to climb in the lead up to Golden Week, and shippers are rushing to ship out their cargo before the holiday.

  • Taiwan: Due to ongoing supply chain constraints around the world some shippers are facing raw material shortages, resulting in delayed production times. Capacity to the USWC is quite full with many technology companies continuing to ship their Q4 volume as scheduled. USEC capacity is very congested and many ORD flights are still cancelled until further notice. Due to the strong market demand some carriers are pushing their express and priority service. Ocean to air conversions are also starting to pick up on FEWB lanes and may lead to tighter capacity to come.

  • SE Asia: Space ex-Northern Vietnam is full until October 7 for all US destinations. Due to SE Asia origins being transit hubs, airlines are sometimes not able to guarantee space even with express rates. The situation is worsening as the US holiday season and year end approaches and more ocean to air conversions are saturating the market. Rate levels are expected to either stay at the current levels or increase come October. Space ex-Southern Vietnam remains extremely tight with rate levels continuing to increase. Rates are expected to climb even higher next month. The Vietnamese government has allowed some factories to resume production in Southern Vietnam, so demand is likely to increase.


Europe


  • Demand stable WoW, various cargo projects on the market from AMS, MXP and OPO airports. Rates still have remained steady as there is enough capacity to meet demand. Some delays for import and export cargo due to high volume experienced at ground handling terminals. FRA and AMS are affected in particular

  • Great news in terms of PAX capacity injection from November onwards on the TAWB. Fully vaccinated EU travelers will be allowed to enter the US, vice versa for US travellers entering the EU. This is promising for air freight, as any uptick in demand before various holidays in the US can be met with more capacity quickly. Potentially a sign of a more stable peak season on TAWB when comparing with other distrusted tradelanes.

  • EU airlines still offer attractive solutions into US hubs via secondary hubs. This is keeping the rate levels stable.

  • Far East Eastbound still recovering, but almost back to full operational capacity. Golden Week is approaching, therefore be prepared for any consignee warehouse closures.

  • US ground handler delays are still 2 days on average. We are also beginning to see a strain on EU export terminals at AMS and FRA, but this is not uncommon as we enter Q4. Manage expectations with clients accordingly for the upcoming quarter

  • Advice continues for all trade lanes ex EU: Place bookings at least 7 days ahead of CRD for most optimal rates and routing solutions.


Americas


  • US: Export demand remains steady and stable. Some capacity constraints are reported, but still manageable. Larger shipments from major outbound gateways can take 2 to 4 days from booking to uplift into the EU, LATAM, or Asia.

  • LAX/ORD/JFK ground handlers continue to face large backlogs and are using off-airport facilities to manage the flood of inbound cargo, which has a trickle-down effect on the export side. Many have implemented new earlier close outs for exports to accommodate the additional time.

  • Recommendation Book early considering the dwell time at airports.




Updates from Flexport's Customs & Compliance Team

The US Trade Representative Announces Exclusion Extensions for Covid-19 related Merchandise
The US Trade Representative [url=https://ustr.gov/sites/default/files/enforcement/301Investigations/COVID extensions FRN.pdf]granted[/url] an extension to active exclusions for impacted products used to combat Covid-19 from Section 301 tariffs on products from China. The exclusions were to expire on September 30, 2021, but will now expire on November 14, 2021. The USTR extended their application to allow the agency to review comments on whether the USTR should extend the exclusions even longer.
The Dept. of Commerce Introduced Updated Antidumping/Countervailing Duty Enforcement Regulations
The Department of Commerce finalized new rules for updating current antidumping and countervailing duty administration and enforcement regulations. Some changes include areas like affirmative scope determination, namely that if a product falls under the scope of an AD/CV order, it is a determination that the product has always been within that scope. The new rules are effective later in 2021.


Factory Output News

US New orders for durable goods rose 1.8% in the month of August, jumping from $258.6 billion in July to a record $263.5 billion in August. Excluding transportation equipment, new durable goods orders increased 0.2% in August, slowing from the 0.8% gain seen in July but also rising to an all time high of $182.7 billion. [Source]
US Durable goods shipments declined 0.5% in August, primarily driven by a 2.7% decrease in shipments of motor vehicles and parts. With transportation equipment excluded, durable goods shipments increased 0.2% in August to a new all time high of $182.6 billion. [Source]
US The goods trade deficit rose from $86.82 billion in July to $87.60 billion in August, remaining elevated with an average deficit of $89 billion year to date. Goods exports increased from $147.94 billion to $149.04 billion, a new all time high. [Source]
Italy In order to avoid a new surge of cases, the government makes Covid passports mandatory for all employees [Source]
UK Britain’s government is implementing emergency measures in an effort to keep gasoline flowing [Source]
Mainland China China power cut spreads, shutting factories and dimming export growth outlook. [Source]
Vietnam Manufacturing moves out of Vietnam after pandemic forced factories to close [Source]
Cambodia Grace period for export containers extended from 5 to 7 days at PAS [Source]
Cambodia Cambodia calls for closer trade and investments with Mauritius [Source]
Indonesia Government considering curbs on export of processed nickel with <70% nickel content [Source]
Sri Lanka Over 1000 containers are stuck at Colombo port as importers struggle to meet their import bill due in US dollars. This is due to insufficient US dollars in local banks thus they are unable to clear their goods. [Source]
Bangladesh The government has allowed export of 4,500 Tones of Hilsa to Bengal which was by far the largest amount the government has allowed in recent years. [Source]


Freight Market News

Port Congestion Worsens in China and US As peak season kicks into gear and holiday shopping begins, Daily Breeze reports 70 ships sitting outside the Ports of LA and LB—roughly 525,000 40-foot containers that need to be unloaded. But according to FreightWaves, there are more than double that—154 as of Friday—waiting off Shanghai and Ningbo in China.
Read More: New Post-Covid Indicator Shows Q4 Goods Demand Starts Strong
Air Capacity Falls, Rates Climb As demand grows, the airfreight industry is getting creative for capacity, with some carriers looking to remove seats from passenger aircraft to create more cargo space. Lloyd’s Loading List reports the capacity squeeze is reflected in rates, with key trade lanes reaching over $1 million.
Read More: What Will It Take to Unsnarl Trucking in Europe?
Electricity Rations Shut Down Chinese Factories The government-imposed power cuts, meant to curb carbon emissions, could create further delays in receiving shipments at ports, adding to strains in container shipping, according to The Loadstar.
Read More: Transpacific Shifts: Import Demand Is Changing the World’s Busiest Trade Lane


Economic highlights from Flexport Chief Economist Dr. Phil Levy

Fed Foreshadows Tightening. The US central bank said it could begin pulling back from its aggressively expansionary monetary policy as early as the beginning of November. The reduction in extraordinary bond purchases could be complete by the middle of 2022, setting the stage for interest rate hikes.
OECD Economic Outlook is upbeat on economic growth, but warns that inflation is not likely to drop to pre-pandemic levels. It assesses that higher commodity prices and global shipping costs are adding around 1.5 percentage points to G20 consumer inflation.
Purchasing Manager Indices for the US and Euro Zone showed continuing expansion, though in each case supply chain problems were cited as a hindrance.
Elusive Election Majorities. Early results from German parliamentary elections showed the SPD narrowly leading the CDU, but either needing a coalition to govern.

  • Canadian parliamentary elections left Prime Minister Justin Trudeau with a plurality.


US-UK Trade Deal Doubts. A trade deal between the US and UK slipped even further into the distance with the normally ebullient Prime Minister Johnson striking a skeptical tone following a meeting with President Biden.


Freight Market Update is a free service from Flexport, the modern freight forwarder. If you're not already a subscriber, we invite you to subscribe here.


Please note that the information in our publications is compiled from a variety of sources based on the information we have to date. This information is provided to our community for informational purposes only, and we do not accept any liability or responsibility for reliance on the information contained herein.

Sponsored content


Back to top  Message [Page 19 of 21]

Go to page : Previous  1 ... 11 ... 18, 19, 20, 21  Next

Permissions in this forum:
You cannot reply to topics in this forum