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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, 29 August 16
THE 5000 GAR THERMAL COAL INDEX HAS STRENGTHENED BY 9.90% SINCE JANUARY
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing upward and it is expected to ral ...
Monday, 29 August 16
THE FREIGHT MARKET WAS STEADY AND FIRM THIS PAST WEEK; BCI ROSE 18.74%
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week except ...
Friday, 26 August 16
WEEKLY US COAL OUTPUT UP 0.7% W/W TO 16 MMST: EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16 million short tons ...
Thursday, 25 August 16
SUPRAMAXES ARE BEING FIXED IN REGION OF $9000
Supramax
Due to Chinese coal imports which continues to source much of the tonnage in SE Asia combined with a good flow of mineral exports ex Aus ...
Wednesday, 24 August 16
DRY BULK VESSELS FACE CONTINUED DISTRESS - CLEAR ASSET
Dry bulk vessels have faced extreme distress in recent years. With a combination of factors including newer vessels being ordered with up to 5-year ...
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- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- ASAPP Information Group - India
- Asmin Koalindo Tuhup - Indonesia
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Bhushan Steel Limited - India
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- Uttam Galva Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Orica Mining Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Samtan Co., Ltd - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Energy - Thailand
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- Larsen & Toubro Limited - India
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Australian Commodity Traders Exchange
- White Energy Company Limited
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Port Waratah Coal Services - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Bhatia International Limited - India
- Sakthi Sugars Limited - India
- Indika Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- LBH Netherlands Bv - Netherlands
- Parliament of New Zealand
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- Agrawal Coal Company - India
- Minerals Council of Australia
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Mintek Dendrill Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Pendopo Energi Batubara - Indonesia
- The State Trading Corporation of India Ltd
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- Indian Energy Exchange, India
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
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