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Wednesday, 24 August 16
MARKET INSIGHT
 Brazil and the world bid farewell on Sunday to the first Olympic Games in South America in the midst of a finale meant to be both one last bash and to take care of some business — namely signal the transition to the 2020 Summer Olympics in Japan. The theme was “Brazilians can do with their bare hands,” a nod to the emerging economy of the world’s fifth most-populous nation, whilst the world now turns their attention to the world’s third-largest economy, Japan, which most certainly can do it by using robots...However, at a time that Japan is facing unprecedented levels of budget deficit, plans for bold stimulus packages raise further concerns. Japan’s top government spokesmen have in the recent past ruled out the issuance of deficit bonds to fund an economic stimulus package planned for the autumn, hinting at the use of construction bonds for longer-term investments. Let’s hope that shipping, which is an important pillar of the Japanese sourcing capacity receives the support it deserves in the process.
Meanwhile, one of the most paradoxical summers in terms of snp activity is coming to an end, further underlining the illiquidity of the tanker sector and the lack of interest for the container and offshore segments.
Given the lack of finance during all shipping recessions, the redeeming feature of the idiosyncratic shipping investment model is the opportunity it presents during times of high volatility; i.e. based on the basic capital asset pricing (CAP) model used by most investment analysts, which equates volatility with risk, it is this volatility (high risk) and low returns that distinguishes shipping from other investments. In other words, given the lack of finance, it is at times of collapsing earnings that market pundits should recognize the asset value opportunities and move accordingly.
This summer’s paradox on the other hand means that the number of sales in the tanker sector –especially the crude- which has suffered a tremendous blow in earnings is attracting scarce buying interest, whereas the dry bulk sector is finding a strong footing both in healthy volumes of deals transacted and in asset values which are steadily going up despite a rather “zero sum game” earnings timeline. The reasons for such behavior are multiple but recognizing the trend itself is sufficient to make it worth keeping a closer look at any pattern/reaction forming in the near future.
By George Dermatis
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms. Eva Tzima
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
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Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
Friday, 22 March 24
INDONESIA APPROVES 922.14 MLN T COAL PRODUCTION QUOTA FOR 2024, ABOVE TARGET - REUTERS
Indonesia has approved coal production quotas totalling 922.14 million metric tons for 2024, Bambang Suswantono, a senior official at the mining mi ...
Friday, 22 March 24
CHINA COAL INDUSTRY GROUP EXPECTS OUTPUT GROWTH TO SLOW IN 2024 - REUTERS
China’s coal output is expected to increase 36 million metric tons, or 0.8%, to about 4.7 billion tonnes in 2024, a Chinese coal industry gro ...
Monday, 18 March 24
THREE KEY TAKEAWAYS FROM OUR EUROPE GAS MARKETS SHORT-TERM OUTLOOK Q1 2024 - WOOD MACKENZIE
European gas prices are currently back to pre-crisis levels, but with a complex series of factors affecting future supply and demand, are they set ...
Wednesday, 06 March 24
INDONESIA AIMS TO FINISH MINING OUTPUT QUOTAS APPROVAL BY END-MARCH, OFFICIAL SAYS - REUTERS
Indonesia’s has approved the mining production quotarequests from more than 120mineral companies and aims to complete the approval process th ...
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- Binh Thuan Hamico - Vietnam
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Bayan Resources Tbk. - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bhoruka Overseas - Indonesia
- IHS Mccloskey Coal Group - USA
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- Global Green Power PLC Corporation, Philippines
- Central Java Power - Indonesia
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- GMR Energy Limited - India
- Australian Commodity Traders Exchange
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Marubeni Corporation - India
- Salva Resources Pvt Ltd - India
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- GVK Power & Infra Limited - India
- Edison Trading Spa - Italy
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Simpson Spence & Young - Indonesia
- Jindal Steel & Power Ltd - India
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- Merrill Lynch Commodities Europe
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Attock Cement Pakistan Limited
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Kaltim Prima Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Maharashtra Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- TeaM Sual Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Wood Mackenzie - Singapore
- Semirara Mining and Power Corporation, Philippines
- Petron Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Minerals Council of Australia
- Manunggal Multi Energi - Indonesia
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Singapore Mercantile Exchange
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Electricity Generating Authority of Thailand
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Heidelberg Cement - Germany
- White Energy Company Limited
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Vizag Seaport Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Tata Chemicals Ltd - India
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
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