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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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Thursday, 15 September 16
INDONESIA MAY FACE A COAL CRISIS BY 2035!
COALspot.com: Indonesia is the world’s fourth-largest coal producer and the world’s largest thermal coal exporter may face a coal crisi ...
Thursday, 15 September 16
CAPESIZE: LAST WEEK ENDED ON A VERY STRONG NOTE MAINLY DRIVEN BY A ACTIVE BRAZIL MARKET - FEARNLYS
Supramax
With holidays in the eastern hemisphere beginning this week, the sentiment and activity level has been decreasing.
In the Pacific, ...
Wednesday, 14 September 16
THE DRY BULK MARKET REACHED LEVELS LAST SEEN BACK IN 2015 - INTERMODAL
In an earlier column we commented that we are undergoing “shipping’s new (ab)normal” with constrained financing, shift in demand ...
Wednesday, 14 September 16
THE PORT OF NEWCASTLE SHIPPED 12.48 MMT OF COAL IN AUGUST; AVERAGE SELLING PRICE WAS $AU 83.33
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU $1,040.4 ...
Tuesday, 13 September 16
CAPESIZE: BIG STRENGTH SEEN IN THE MARKET THIS WEEK - ALLIED
Capesize - Big strength seen in the market this week, with an upbeat in sentiment amongst owners helping pull up rates fairly quickly and many hold ...
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- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- Therma Luzon, Inc, Philippines
- Borneo Indobara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Indika Energy - Indonesia
- SMC Global Power, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Planning Commission, India
- Medco Energi Mining Internasional
- Karaikal Port Pvt Ltd - India
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parliament of New Zealand
- Eastern Energy - Thailand
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Oldendorff Carriers - Singapore
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- Bhushan Steel Limited - India
- Manunggal Multi Energi - Indonesia
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- Economic Council, Georgia
- Bangladesh Power Developement Board
- International Coal Ventures Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Posco Energy - South Korea
- Thiess Contractors Indonesia
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Electricity Authority, New Zealand
- Indian Energy Exchange, India
- The University of Queensland
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Vedanta Resources Plc - India
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
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