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