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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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Tuesday, 09 August 16
CS50 COAL INDEX HITS NEW FIFTY-WEEKS HIGH
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 1.78% week over week to averaging $41.85 per ton this past week, shows CS (i) C ...
Tuesday, 09 August 16
HARD COAL PRODUCTION AND WORLD TRADE ON THE DECLINE FOR THE FIRST TIME IN YEARS - VDKI
Hard coal production and world trade on the decline for the first time in years – not a harbinger of a global energy turnaround
Worldwid ...
Tuesday, 09 August 16
BREXIT, BRITANNIA AND THE WAVES - TREVOR CROWE, CLARKSON RESEARCH
This week, the Bank of England put into place its action plan following the UK referendum on 23rd June, which indicated the British population&rsqu ...
Monday, 08 August 16
INDONESIA'S DRAFT MINING LAW HINTS AT FUTURE REGULATORY FRAMEWORK
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
Monday, 08 August 16
THE TURKISH GOVERNMENT HAS IMPOSED A $15 A TON DUTY ON POWER PLANT COAL IMPORTS - MEDIA
COALspot.com: The Turkish government has imposed a US$15 per ton duty on thermal coal imports for use in its power sector.
According to media ...
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- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- Economic Council, Georgia
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- ASAPP Information Group - India
- PowerSource Philippines DevCo
- Ministry of Mines - Canada
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Latin American Coal - Colombia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- VISA Power Limited - India
- CNBM International Corporation - China
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- PetroVietnam Power Coal Import and Supply Company
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Interocean Group of Companies - India
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Transport, Egypt
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Formosa Plastics Group - Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Trasteel International SA, Italy
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Sakthi Sugars Limited - India
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
- Bangladesh Power Developement Board
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Indika Energy - Indonesia
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- GMR Energy Limited - India
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- The University of Queensland
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Australian Coal Association
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Medco Energi Mining Internasional
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Mjunction Services Limited - India
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