【NobleGrp N21 交流专区】来宝集团 NOBLE GROUP LIMITED

天然夜行者

今天开市跌到1.07，看来另一个熊来了
很可能跌破1

Noble down 6.9%; CIMB tips $1.05 support
http://www.theedgesingapore.com/the-daily-edge/business/41111-noble-down-69-cimb-tips-105-support.html

Wed, 14 Nov 11:21
Noble is down 6.9% at $1.09 after Lexdale International, controlled by Vice Chairman Emeritus Harindarpal Singh Banga, placed 225 million shares.

“The news of the share placement is possibly hurting near-term sentiment because it comes quite soon after Noble reported disappointing profit,” says CIMB analyst Lee Wen Ching. But she adds “his decision to place out shares could be a personal decision. It could be due to factors such as retirement planning.”

She notes he also sold shares in February when profits were still rising, adding Noble’s anchor shareholders tend to take a long-term view; “their decisions should not be an indicator of near-term profitability.”

She tips two key points on whether Noble’s negatives are priced in: First, as a placement of vendor shares, it doesn’t result in dilution to EPS; secondly, when Noble reported a shock quarterly loss last year, the stock fell to a low of $1.05.

She says “its earnings disappointed, but it’s still profitable. So logically, the shares should not have as sharp a reaction as last year. I would expect it to find support at $1.05,” which is 1.1x its book value.

Thx2012

快点跌，快点跌。。。。。。我要扫货了。。。。。。。。

天然夜行者

Thx2012 发表于 15-11-2012 04:15 PM
快点跌，快点跌。。。。。。我要扫货了。。。。。。。。

熊市 - 让人又爱又恨的东西

jjc2

起回一点了。。。。

leeccg

below 1,  就是进货的好时机了

icy97

Noble plans soy-crushing plant in Paraguay - industry group
http://www.theedgesingapore.com/the-daily-edge/business/41230-noble-plans-soy-crushing-plant-in-paraguay-industry-group-.html

Tue, 20 Nov 10:59
International grains exporter Noble Group plans to build a soy-crushing plant in Paraguay, the world’s No. 4 exporter of the oilseed, an industry group in the South American country said.

Paraguay, which currently exports most of its soy as raw beans, could crush up to 4 million tonnes in 2013, after Archer Daniels Midland, Bunge and Louis Dreyfus open factories.

ADM’s plant is due to start operating this week at the river port of Villeta, close to the landlocked nation’s capital, Asuncion, the CAPPRO industry chamber said.

Noble has bought a 60-hectare site in Villeta and will soon start operating a terminal that required an investment of US$16 million ($19.6 million). A larger investment in a crushing plant is also planned, CAPPRO president Oscar Sosa told Reuters late on Friday.

“That’s why they’ve joined the camera, because they’ve got a future investment project linked to industrialization. They haven’t spoken about the year but they’ve got a project. They bought a large plot and they’re installing the port,” Sosa said.

“I imagine they’re going to keep an eye on what’s going on, how the country’s production pans out with the new plans and how the market behaves,” he added.   

The new plants should boost the country’s daily crushing capacity to 13.8 tonnes from 5.7 tonnes, Sosa said.

“We should be able to process 4.5 million tonnes of soy per year, between 55% and 60% of production compared with 22% today,” he said.

Paraguay is expected to harvest a record soybean crop this season, with the government projecting 8.4 million tonnes and private producers estimating 8.0 million, both way up from last year’s drought-hit 4.3 million tonnes.

Investor optimism in Paraguay compares with the wariness of grains exporters over a decision by neighboring Argentina to allow imports of Paraguayan beans.

A poor harvest in Argentina, the world’s No. 3 soy supplier, has left plants there operating below normal capacity, persuading authorities to allow imports from Paraguay after a hiatus of several years.

CAPPRO is urging local officials to impose measures that encourage crushing on Paraguayan soil to help limit outflows of beans to Argentina that could leave new plants low on supplies.

“We’re concerned, we’re talking to authorities, trying to make people realize we can’t have a tax distortion making us less competitive just as we invest in processing,” Sosa said.

“There is already demand from Argentina to resolve the problem of their idle plants and if we don’t do anything we’re going to have to sit and watch them absorbing out produce.”

fbb05

leeccg 发表于 19-11-2012 04:37 PM
below 1,  就是进货的好时机了

不要再跌了。。
我承受不起啊
大股东都忙丢货了
这公司还有前途？

leeccg

fbb05 发表于 20-11-2012 10:02 PM
不要再跌了。。
我承受不起啊
大股东都忙丢货了

Noble 现在来说还是高了一点，如果它的PE 可以来到10, 就真的不错了。

你可以拉低平均价啊，noble 长远来说还算是好公司。

天然夜行者

fbb05 发表于 20-11-2012 10:02 PM
不要再跌了。。
我承受不起啊
大股东都忙丢货了

当然有前途啊，赚钱的公司
能源和农业产品永远有需求

fbb05

leeccg 发表于 21-11-2012 01:08 AM
Noble 现在来说还是高了一点，如果它的PE 可以来到10, 就真的不错了。

你可以拉低平均价啊，noble 长远 ...

我也想啊。。
但是现在暂时没钱买。。

fbb05

天然夜行者 发表于 21-11-2012 11:47 AM
当然有前途啊，赚钱的公司
能源和农业产品永远有需求

我希望没买错。。
只是价钱有点高。。
另一个农业股golden agri也是买在高点被牢套

leeccg

fbb05 发表于 21-11-2012 10:55 PM
我希望没买错。。
只是价钱有点高。。
另一个农业股golden agri也是买在高点被牢套

如果有钱，趁低拉低平均价更好。

fbb05

leeccg 发表于 22-11-2012 05:37 PM
如果有钱，趁低拉低平均价更好。

玩股票真的需要很大资金
尤其是新加坡的股市
交易成本太贵了

leeccg

fbb05 发表于 22-11-2012 11:17 PM
玩股票真的需要很大资金
尤其是新加坡的股市
交易成本太贵了

的确是，我每买一粒，我就亏２８元新币的水钱

但是，暂时来说，新加坡的股票还是不错玩，只要不要买得太高

fbb05

leeccg 发表于 23-11-2012 03:34 PM
的确是，我每买一粒，我就亏２８元新币的水钱

但是，暂时来说，新加坡的股票还是不错玩，只要不要买得 ...

3000点的时候股票已经贵了
所以在3000点以下是好的买点

No.AMD

曾经有在这支股票赚过钱，现在等着进场！

SilverStarrr

想问下各位大大，我是新手，现在这支股的价格多少？ 我要去哪里可以享有更方便的股讯网站？要在什么银行开account才可买到这支股？

SilverStarrr

看到了，目前价格1.08.。

fbb05

No.AMD 发表于 24-11-2012 12:33 PM
曾经有在这支股票赚过钱，现在等着进场！

正在这支股票亏钱，现在等着出场！

天然夜行者

SilverStarrr 发表于 24-11-2012 03:10 PM
想问下各位大大，我是新手，现在这支股的价格多少？ 我要去哪里可以享有更方便的股讯网站？要在什么银行开a ...

去google新加坡的broker
philips, cimb, maybank, dbs, uob一大堆
做了功课才发问，毕竟股票投资的功课比这个难上N倍