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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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Thursday, 18 August 16
CAPESIZE: AN EXTREMELY VOLATILE LAST WEEK, WHERE THE MAIN DRIVER HAS BEEN THE WEST AUSTRALIA MARKET
Supramax
The week has held up. After the most of the world is back at work there is some optimism again in the market. The Far East volume has in ...
Tuesday, 16 August 16
WEEKLY CS42 COAL INDEX SOARS 14.08% YEAR TO DATE AMID HIGH DEMAND
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 2.37% week over week to averaging $42.84 per ton this past week, shows CS (i) C ...
Monday, 15 August 16
DRY BULK: 2017 COULD MARK THE START OF LOWER SHIP DELIVERIES HELPING TONNAGE SUPPLY ISSUES IN THE MARKET, SAYS SHIPOWNER - HELLENIC SHIPPING NEWS
Dry bulk owner Pacific Basin, mainly active in the Handysize and Supramax trades appeared optimistic in its analysis of the prospects of the dry bu ...
Monday, 15 August 16
INDONESIAN COAL PRICES RALLYING; COAL OUTPUT REMAINS FLAT
COALspot.com: Global thermal coal prices, including Indonesian coal prices have risen sharply due to jump in imports from China as it curbs domesti ...
Monday, 15 August 16
THE SPOT FREIGHT MARKET STRENGTHEN OVER THIS WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose as Cape and Panamax segments ending in a positive no ...
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Showing 2316 to 2320 news of total 6871 |
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- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Link Ltd, New Zealand
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- SMC Global Power, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- Kobexindo Tractors - Indoneisa
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Wood Mackenzie - Singapore
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Agrawal Coal Company - India
- Renaissance Capital - South Africa
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Ind-Barath Power Infra Limited - India
- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- Bukit Baiduri Energy - Indonesia
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Samtan Co., Ltd - South Korea
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Indonesian Coal Mining Association
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Asmin Koalindo Tuhup - Indonesia
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- Sakthi Sugars Limited - India
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Borneo Indobara - Indonesia
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- MS Steel International - UAE
- Australian Coal Association
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- White Energy Company Limited
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Merrill Lynch Commodities Europe
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- Jorong Barutama Greston.PT - Indonesia
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