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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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Monday, 08 August 16
THE BALTIC EXCHANGE, TRACKING RATES FOR SHIPS CARRYING DRY BULK COMMODITIES SLIDE SLIGHTLY
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Panamax and Supramax segments ending in ...
Monday, 08 August 16
ARE EXPENSES INCURRED DURING NEGOTIATION OF A PIRATE RANSOM RECOVERABLE IN GENERAL AVERAGE? - CLYDE&CO
KNOWLEDGE TO ELEVATE
Facts
The laden chemical tanker LONGCHAMP was transiting the Gulf of Aden on passage to Vietnam. The ship was subject t ...
Saturday, 06 August 16
DRY BULK SHIPPING CHARTER RATES TO RISE ON UNEXPECTED DEMAND GROWTH - DREWRY
Increasing trade and contracting supply will support a recovery in charter rates on major dry bulk shipping routes, with the prospect of China impo ...
Friday, 05 August 16
WEEKLY U.S. COAL OUTPUT TOTALED AN ESTIMATED 16.1 MMST IN THE WEEK ENDED JULY 30 - EIA
COALspot.com – U.S., the world’s second largest coal producers has produced approximately totalled an estimated 16.1 million short tons ...
Friday, 05 August 16
CAPESIZE : RATES ARE REMAINING AT DEPRESSING LEVELS DUE TO LACK OF FRESH CARGOES - FEARNLEYS
Supramax
Last week has been one of the slowest for some time with rates under pressure in most areas.
In its latest weekly report, shipbroke ...
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- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- GVK Power & Infra Limited - India
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- Sical Logistics Limited - India
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- Ministry of Mines - Canada
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Rashtriya Ispat Nigam Limited - India
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Indika Energy - Indonesia
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- GMR Energy Limited - India
- The University of Queensland
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- PTC India Limited - India
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- New Zealand Coal & Carbon
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TeaM Sual Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Economic Council, Georgia
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Planning Commission, India
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- PowerSource Philippines DevCo
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- Dalmia Cement Bharat India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Indian Oil Corporation Limited
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- Mjunction Services Limited - India
- Minerals Council of Australia
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
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