COSCO vs NOL 谁会赢?-----------------三十强风云系列(一)
二者都是航运业的, 现在都是指数股, 但是缩编到三十强后, 一山难容二虎, 大概只能竞争一个位置了.
许多朋友对COSCO 很有信心. 它看起来比NOL有生气多了．
但是， 大家不妨更审慎一点．
ＮＯＬ 现在的市值只比ＣＯＳＣＯ 少20% 左右, 但是NOL 的PE 只有11, COSCO 已经３２了．
ＮＯＬ 如果想力拼ＣＯＳＣＯ 还是有底气的．
ＮＯＬ也可以换个玩法, 放弃力拼, 改用智取:
NOL 是吴总理的龙潜之地
NOL 是第一次海峡两岸会谈的名义东主
NOL 是新加坡航运的旗帜, 地位相当于SIA
即使内敛, 仍是贵族.
与他相比, 拿到大定单的COSCO, 倒象一个爆发的平民.
COSCO 你真的很笃信能赢?
COSCO 你没有危机感行么?
在胜者通吃的社会, 你承担得了失败的后果么?
COSCO, 你还楞什么? 跑吧
NOL今天强力发飙，大涨70分
COSCO还需要再加把劲
Shares of Neptune Orient Lines (NOL) <NEPS.SI>, which runs the world's eighth-biggest container liner, rose as much as 9.3 percent to a record high of S$5.90 with 1.3 million shares traded as investors expect freight rates to rally following recent ship purchases made by shipping firms.
NOL said last Thursday that it would buy eight container ships worth a total of $1 billion.
"The shipping firms are buying new ships, and that's a good indicator that the companies are forecasting that freight rates will rebound," said a local dealer.
STX Pan Ocean <STXP.SI>, a South Korean shipping firm, said on Monday that it had acquired four new ships at under $30 million each. Last week, the company announced that it had bought two container ships for under $40 million each.
Shares of Neptune Orient Lines (NOL) <NEPS.SI>, which runs the world's eighth-biggest container liner, rose as much as 9.3 percent to a record high of S$5.90 with 1.3 million shares traded as investors expect freight rates to rally following recent ship purchases made by shipping firms.
NOL said last Thursday that it would buy eight container ships worth a total of $1 billion.
"The shipping firms are buying new ships, and that's a good indicator that the companies are forecasting that freight rates will rebound," said a local dealer.
STX Pan Ocean <STXP.SI>, a South Korean shipping firm, said on Monday that it had acquired four new ships at under $30 million each. Last week, the company announced that it had bought two container ships for under $40 million each.
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