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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, 23 September 16
"COLLATERAL LIES" DO NOT NECESSARILY UNDERMINE AN INSURANCE CLAIM
KNOWLEDGE TO ELEVATE
An insured was not precluded from recovering under an insurance policy even though it had made a false statement during t ...
Friday, 23 September 16
EIA SEES U.S. COAL WEEKLY OUTPUT INCREASE
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Thursday, 22 September 16
CHINA IS THE PRICE-SETTING COUNTRY FOR GLOBAL THERMAL COAL
COALspot.com: China has been the driver of global coal growth since 2009. When China became the largest coal importer in 2011, the country also has ...
Thursday, 22 September 16
SUPRAMAXES ARE ACHIEVING AROUND $7000 FOR A TRIP WITH SINGAPORE DELIVERY VIA INDONESIA TO CHINA
Supramax
A slow start to the week in the Supramax segment in the Atlantic with not much being reported.
In the Blacksea Supramaxes are getti ...
Wednesday, 21 September 16
THE CAPESIZE MARKET HAS BEEN ON A RALLYING TREND SINCE THE END OF AUGUST - GEORGE LAZARIDIS
The Capesize market has been on a rallying trend since the end of August, fuelled mainly by the chase by traders to pre-stock before the typical pi ...
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- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Alfred C Toepfer International GmbH - Germany
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Vedanta Resources Plc - India
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Ministry of Finance - Indonesia
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- White Energy Company Limited
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- PowerSource Philippines DevCo
- VISA Power Limited - India
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Parliament of New Zealand
- SMC Global Power, Philippines
- MS Steel International - UAE
- The Treasury - Australian Government
- Tamil Nadu electricity Board
- Xindia Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Barasentosa Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Central Java Power - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Iligan Light & Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- International Coal Ventures Pvt Ltd - India
- Thiess Contractors Indonesia
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- Global Green Power PLC Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Australian Coal Association
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Oldendorff Carriers - Singapore
- Kaltim Prima Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Manunggal Multi Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Price Waterhouse Coopers - Russia
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Lanco Infratech Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Posco Energy - South Korea
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Planning Commission, India
- Agrawal Coal Company - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- ICICI Bank Limited - India
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- Neyveli Lignite Corporation Ltd, - India
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