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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, 23 August 16
4200 GAR COAL INDEX CLIMB 15.96% YEAR TO DATE - CS COAL INDEX
COALspot.com: Average 4200 GAR coal index of Indonesian origin rose 1.65 % week over week to averaging $31.46 per ton this past week, shows CS (i) ...
Tuesday, 23 August 16
KOMIPO TO IMPORT 250K OF 5,700 KCAL/KG NAR COAL FOR Q4' 16
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for total 250,000 Metric Tons of Bituminous Coal for ...
Monday, 22 August 16
INDONESIA'S CS 5000 GAR THERMAL COAL INDEX, ROSE TO A 57-WEEKS HIGH TO TOP $43.47 A TON
COALspot.com: Indonesia’s CS 5000 GAR thermal coal index, rose to a 57-weeks high to top $US43. 47 a ton in the latest week, extending a 18-w ...
Monday, 22 August 16
THE FREIGHT MARKET WAS STEADY THIS PAST WEEK; CAPE INDEX DECLINE 5.38%
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, 19 August 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALLED AN ESTIMATED 421.6 MMST
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.8 million short ton ...
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Showing 2311 to 2315 news of total 6871 |
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- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Interocean Group of Companies - India
- Electricity Generating Authority of Thailand
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- Siam City Cement PLC, Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Altura Mining Limited, Indonesia
- Ministry of Transport, Egypt
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- Petron Corporation, Philippines
- Independent Power Producers Association of India
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Mintek Dendrill Indonesia
- Planning Commission, India
- Indian Oil Corporation Limited
- Cement Manufacturers Association - India
- Eastern Coal Council - USA
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Coal and Oil Company - UAE
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Sarangani Energy Corporation, Philippines
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Meralco Power Generation, Philippines
- Mercator Lines Limited - India
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- Simpson Spence & Young - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Marubeni Corporation - India
- Parliament of New Zealand
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Sojitz Corporation - Japan
- Salva Resources Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
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