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