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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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- Attock Cement Pakistan Limited
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- The University of Queensland
- Coal and Oil Company - UAE
- Port Waratah Coal Services - Australia
- Kaltim Prima Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- Global Green Power PLC Corporation, Philippines
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Petron Corporation, Philippines
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Indika Energy - Indonesia
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Link Ltd, New Zealand
- Renaissance Capital - South Africa
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Ceylon Electricity Board - Sri Lanka
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Samtan Co., Ltd - South Korea
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Power Finance Corporation Ltd., India
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- MS Steel International - UAE
- Aditya Birla Group - India
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Semirara Mining Corp, Philippines
- Interocean Group of Companies - India
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bhoruka Overseas - Indonesia
- Standard Chartered Bank - UAE
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- Savvy Resources Ltd - HongKong
- Krishnapatnam Port Company Ltd. - India
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Planning Commission, India
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Intertek Mineral Services - Indonesia
- The State Trading Corporation of India Ltd
- IEA Clean Coal Centre - UK
- Electricity Generating Authority of Thailand
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Coal Council - USA
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- Binh Thuan Hamico - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Simpson Spence & Young - Indonesia
- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
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