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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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Tuesday, 06 September 16
INDO GOVT. SETS SEPTEMBER COAL REFERENCE PRICE AT US$ 63.93 PER TON; JUMP 20.17% YTD
COALspot.com: The Indonesia coal benchmark price hits to its highest level since April 2015. The government declared benchmark prices f ...
Tuesday, 06 September 16
CAPESIZE: THE PACIFIC BASIN WAS THE MAIN REGION KEEPING UP WITH THE POSITIVE SUPPORT - ALLIED
Capesize
Despite some mixed feelings being seen early on in the week, we managed to see a positive week-on-week close on Friday with some positiv ...
Monday, 05 September 16
INDIA BECAME ADARO'S SECOND LARGEST MARKET IN 1H' 16
COALspot.com: The Wara Balangan blend product has been well received by customers in China and India - AI
In the second quarter of 2 ...
Monday, 05 September 16
POOR FREIGHT RATES DESPITE STRONG DEMAND GROWTH FROM CHINA - BIMCO
Demand
The dry bulk commodity imports into and exports out of China we have seen in the first half of 2016 are very positive – and nothing ...
Monday, 05 September 16
FREIGHT RATE FROM INDONESIA TO INDIA IS EXPECTED TO BE FLAT TO SOFT THIS WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week except ...
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- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Karbindo Abesyapradhi - Indoneisa
- Commonwealth Bank - Australia
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Merrill Lynch Commodities Europe
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Banpu Public Company Limited - Thailand
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Oldendorff Carriers - Singapore
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Bhushan Steel Limited - India
- The University of Queensland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Ministry of Mines - Canada
- Aditya Birla Group - India
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Mintek Dendrill Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Wilmar Investment Holdings
- Therma Luzon, Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Renaissance Capital - South Africa
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Videocon Industries ltd - India
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Indian Energy Exchange, India
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Deloitte Consulting - India
- Australian Coal Association
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- CNBM International Corporation - China
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- Miang Besar Coal Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- PTC India Limited - India
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
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