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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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Monday, 12 September 16
THE CAPE MARKET HAS GAINS ON WEEK; THE CAPE INDEX SETTLING AT 1566 POINTS ON FRIDAY
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week. The BD ...
Friday, 09 September 16
U.S. WEEKLY COAL OUTPUT DECLINED SLIGHTLY TO 16.1 MMST, EIA SAYS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Friday, 09 September 16
CAPESIZE: THE SENTIMENT IS SOLID, SAYS FEARNLEYS
Supramax
A quiet start with Labour Day celebrations in the United States leading to very little being reported from the Atlantic basin. Supramaxe ...
Thursday, 08 September 16
U.S. COAL EXPORTS IN JUNE 2016 UP 29% COMPARED TO MAY 2016, SAYS EIA
U.S. coal production in August was 71 million short tons (MMst), which is 6 MMst (9%) higher than in the previous month and 12 MMst (14%) lower tha ...
Wednesday, 07 September 16
WEEKLY MARKET (TANKER) REPORT - INTERMODAL
What goes around comes around! The Shipping industry is infamous for its seasonality and cyclicality and the tanker sector is no exception to these ...
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- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Sindya Power Generating Company Private Ltd
- Ambuja Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Attock Cement Pakistan Limited
- SN Aboitiz Power Inc, Philippines
- Sojitz Corporation - Japan
- Makarim & Taira - Indonesia
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- Coastal Gujarat Power Limited - India
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Trasteel International SA, Italy
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- PTC India Limited - India
- Billiton Holdings Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Minerals Council of Australia
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Planning Commission, India
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Coal and Oil Company - UAE
- Marubeni Corporation - India
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Economic Council, Georgia
- ASAPP Information Group - India
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- The University of Queensland
- Pipit Mutiara Jaya. PT, Indonesia
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- Orica Australia Pty. Ltd.
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
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