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