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

kxbszleo

fbb05 发表于 28-12-2012 10:57 PM
这个股是我的人生污点。。
现在超想卖掉
只是不舍得亏那么多

如果不等钱用...守住吧...

大地之子G.O.B

今天升了那么多

Chaits6720

1.21 了 。 努力！努力！

fbb05

kxbszleo 发表于 1-1-2013 09:04 PM
如果不等钱用...守住吧...

因为是用自己的钱，不是证券行的钱
我可以一直守着直到回本为止
但是不知道要到什么时候

fbb05

天然夜行者 发表于 31-12-2012 08:33 AM
你很缺钱用？

我建议只用多余的钱来投资

好吧
我就不管它升跌了
先放一年看看怎样

leeccg

有人可以告诉我，这股的潜质ok吗？ 长期持有它2年可以有每年8%的回筹吗？

kxbszleo

leeccg 发表于 5-1-2013 04:55 PM
有人可以告诉我，这股的潜质ok吗？ 长期持有它2年可以有每年8%的回筹吗？

这不是一支股息股。。要稳定拿钱，去买电讯股。。不过据我所知是少过8%,介于6-7% 而已。

天然夜行者

leeccg 发表于 5-1-2013 04:55 PM
有人可以告诉我，这股的潜质ok吗？ 长期持有它2年可以有每年8%的回筹吗？

这个是过山车股，需要时时留意跌和升，适当的时机进场，适当的时机退场，而不是傻傻地买2年放在那里不管
简单来说，需要操作的股

leeccg

天然夜行者 发表于 7-1-2013 08:26 AM
这个是过山车股，需要时时留意跌和升，适当的时机进场，适当的时机退场，而不是傻傻地买2年放在那里不管
...

明白，只要买到低价，那么就可以等待了，对吧。 我会开始对它进行研究，谢谢。

icy97

Maybank-Kim Eng tips Noble as top pick for commodity traders
http://www.theedgesingapore.com/the-daily-edge/business/42193-maybank-kim-eng-tips-noble-as-top-pick-for-commodity-traders.html

Tue, 8 Jan 15:17   
Maybank-Kim Eng upgrades Singapore’s commodity-trader segment to Overweight from Neutral; “these stocks have suffered both de-ratings and earnings declines in 2012, but we expect a healthy rebound this year as markets switch to a risk-on mode.”

It expects profit growth to adjust to a more-sustainable level. “While profit growth may not excite as much as it used to, we believe these commodity traders still play a very relevant role in the longer-term picture. These companies control commodity flows into Asia, which will demand increasingly more commodities as cities industrialise and population grows. China is now the main driver of global incremental demand, and this will likely have more legs to run.”

It expects strengthening balance sheets ahead as managements appear to be slowing capex spending. After 2012’s negative earnings surprises, it doesn’t expect a re-rating to previous heights short-term, especially with profit growth likely lacklustre for a few more quarters; “however, given such low valuations, we think it will be profitable to take an early position tactically.” Noble (N21.SG) is its preferred sector pick as the most-leveraged to China’s economic improvement and with the most-robust balance sheet.

icy97

Noble Group approaches banks for $2.5b two-part refinancing
http://www.theedgesingapore.com/the-daily-edge/business/42206-noble-group-approaches-banks-for-25b-two-part-refinancing.html

Wed, 9 Jan 12:56
Noble Group, Asia’s biggest publicly listed commodity trader, has approached its relationship banks for a US$2 billion ($2.5 billion) two-part loan to refinance debt, according to four people familiar with matter.

The facility will include a US$1 billion one-year tranche and two US$500 million three-year parts, the people said, asking not to be identified because the details are private. The facility’s all-in pricing is expected to be lower than Noble’s US$2.36 billion loan which was completed in 2012, one of the people said.

Noble’s stock was raised to buy by Malayan Banking Bhd. last month because the company is poised to benefit the most among coal and iron ore suppliers from an economic recovery in China in 2013. The Hong Kong-based company reported in November a third-quarter profit of US$75.2 million, missing the US$154.6 million mean estimate of seven analysts surveyed by Bloomberg, as revenue from its agricultural business fell.

Wildrik de Blank, Noble Group’s treasurer, declined to comment on the refinancing when contacted by telephone today.

Noble’s 2012 multipart loan pays a maximum margin of 220 basis points over benchmark rates and minimum of 130 basis points, according to data compiled by Bloomberg. Some of the debt falls due in May this year and some in May 2015.

Stock in Noble was trading 0.8% higher at $1.24 as at 11:42 a.m. in Singapore. The shares have risen 7.4% this year, versus a 1.5% increase in the benchmark Straits Times index.

Bank responses for the new facility are due by the end of this month, the people said.

fbb05

天然夜行者 发表于 7-1-2013 08:26 AM
这个是过山车股，需要时时留意跌和升，适当的时机进场，适当的时机退场，而不是傻傻地买2年放在那里不管
...

原来是不能常抱的股
最近没什么起色。。

kxbszleo

fbb05 发表于 11-1-2013 11:55 PM
原来是不能常抱的股
最近没什么起色。。

爬多了，也要有休息的时候。。休息够了在冲。。

kxbszleo

天然夜行者 发表于 7-1-2013 08:26 AM
这个是过山车股，需要时时留意跌和升，适当的时机进场，适当的时机退场，而不是傻傻地买2年放在那里不管
...

就是看中它的过山车特性。。。大跌时就收票。。大起时就出票。。。快进快出。。。

fbb05

kxbszleo 发表于 13-1-2013 10:07 AM
爬多了，也要有休息的时候。。休息够了在冲。。

Olam回弹比它强劲多了

icy97

Noble down 2.4%; Argentina grain registry suspension
http://www.theedgesingapore.com/the-daily-edge/business/42499-noble-down-24-argentina-grain-registry-suspension.html

Tue, 29 Jan 12:19   
Noble (N21.SG) is down 2.4% at $1.22 in solid volume, but the decline may be as much due to Monday's 2.0% rise as news Argentina suspended it from a key grain registry for alleged tax evasion; a person at Noble said the suspension wouldn't impact operations.

"A Noble spokesman said the exclusion will only result in a slower procedure to reimburse the VAT and the firm was in the process of appealing," notes Eugene Ng, an analyst at UOB KayHian, in a note, adding similar measures were taken against other major grain exporters. "If Noble is subjected to higher tax rates, we believe there could be some short-term decline in grain volumes from Argentina. However, impact to Noble's bottomline is not likely to be material."

He rates Noble Hold with a $1.17 target. Noble could see some added pressure as 13.2%-owned Yancoal (YAL.AU) said heavy rainfall disrupted production at its Yarrabee and Middlemount open cut mines in central Queensland state, with Middlemount output expected to be affected for at least three weeks.


Difficult to quantify Argentina impact on Noble
http://www.theedgesingapore.com/the-daily-edge/business/42500-difficult-to-quantify-argentina-impact-on-noble.html

Tue, 29 Jan 13:11  
Pinning down the financial impact on Noble (N21.SG) from Argentina's move to suspend the company from a key grain registry for alleged tax evasion could be difficult; a person at Noble said the suspension wouldn't impact operations.

"They don't have a clear breakdown out of Argentina," says James Koh, an analyst at Maybank-Kim Eng, noting Noble exports grains and soybeans from the country. But he adds, "it's not something that's company specific to Noble. All the other grain exporters have had the same setback, so we're not reading too much into it."

On whether disruptions at 13.2%-owned Yancoal's (YAL.AU) Queensland mines due to rainfall would affect earnings, he notes it isn't a significant portion of profit.

The bulk of Noble's 3Q profit came from the energy segment. The stock is down 2.4% at $1.22.

icy97

来宝集团在阿根廷触礁
http://www.sharesinv.com/zh/articles/37068/

2013年01月30日
阿根廷税务处一名官员表示，亚洲最大的上市商品供应商来宝集团(Noble Group)遭阿根廷谷粮注册处暂时除名，以调查公司涉嫌逃税的事件。公司的总部设于香港，并因数额不详的伪造单据及涉嫌使用第三方户头而遭阿根廷谷粮注册处从名单中暂时除名。公司阿根廷业务的总裁Alfonso Romero表示：“我们从官方刊物中得知暂时除名的消息，但我们无可奉告，因为公司仍照常营业。”他拒绝回答公司是否会提出上诉或此事将对公司造成任何其他影响。”他表示，公司每年从阿根廷出口400万到500万公吨的谷粮。阿根廷农业部的最新报告显示，阿根廷在2011/12年的收成季节生产9,090万公吨的谷粮。

启示：星展唯高达(DBS Vickers)表示，被注册处除名意味着公司将被扣留的国内谷粮买卖税款将从2%提高至15%，而将被扣留的销售税为10.5%。不被列入注册处名单的企业在申请国内运输准证时，也必须符合严峻的要求。

大地之子G.O.B

请问这支股多就派一次息？
我去年7月12号买进的
这正常吗？

另外要如何取得？
@天然夜行者

icy97

丰益国际及来宝集团合作
http://www.sharesinv.com/zh/articles/37405/

2013年02月22日
来宝集团(Noble Group)及丰益国际(Wilmar Int’l)联合公布，来宝资源(Noble Resources)将把其在来宝种植(Noble Plantations)的53.74%股权脱售给丰益的全资子公司Newbloom。在完成交易后，丰益及来宝将分别持有来宝种植的53.74%及46.27%股权。来宝种植拥有印尼油棕种植商PT Henrison Inti Persada的大部份股权，而后者在印尼巴布亚拥有占地2万2,953公顷的土地。双方同意通过这项合资来在巴布亚开发土地及从事油棕项目，以生产和销售原棕油及副产品。此外，合资拟在巴布亚进一步探索棕油商机，以扩大现有组合。另外，丰益宣布，其4Q12盈利下跌5%至4亿7,680万美元，由于种植园及棕油加工厂因原棕油价格回落而受影响，尽管多数主要部门均录得盈利提高。

启示：随着中国及亚洲各地区将在来年继续蓬勃发展，棕油的需求料将提高。双方将能通过合资来从对方在油棕种植方面的专业知识中受惠。

天然夜行者

大地之子G.O.B 发表于 22-2-2013 07:45 PM
请问这支股多就派一次息？
我去年7月12号买进的
这正常吗？

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