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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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Thursday, 04 August 16
INDONESIAN COAL PRICES ARE STARTING TO ZOOM HIGHER; HBA ROSE 10.13% TO US$ 58.37 PER TON
COALspot.com: The Indonesia coal benchmark price hits to its highest level since August 2015.
The Director General of Mineral and Coa ...
Thursday, 04 August 16
BREXIT: IMPLICATIONS FOR GLOBAL SHIPPING AND SEA TRADE - EVERSHEDS
The buzzword for the post-Brexit landscape both in Europe and further afield is ‘uncertainty’. No-one really knows the long term effect ...
Wednesday, 03 August 16
RECAAP INFORMATION SHARING CENTRE ISSUES SPECIAL REPORT ON THE ABDUCTING OF CREW FROM SHIPS IN WATERS OFF EASTERN SABAH AND SOUTHERN PHILIPPINES - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In the light of three incidents where the crew of tug boats were abducted in the waters off Eastern Sabah and Southern Ph ...
Wednesday, 03 August 16
SHIPPING MARKET INSIGHT - EVA TZIMA
The Good…
Demand. Amidst all the unprecedented geopolitical turmoil and shifts in the likes of Brexit, the IMF lowered last month its glob ...
Wednesday, 03 August 16
SHIP TRADING AND ORDERING CLOSE TO A STALEMATE AS SUMMER LULL KICKS IN
With newbuilding activity already at a near standstill since the start of the year, most of 2016’s trading activity in shipping was evident i ...
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- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- PTC India Limited - India
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- Orica Mining Services - Indonesia
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Mercator Lines Limited - India
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Port Waratah Coal Services - Australia
- Essar Steel Hazira Ltd - India
- Bhatia International Limited - India
- ASAPP Information Group - India
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Savvy Resources Ltd - HongKong
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Edison Trading Spa - Italy
- The University of Queensland
- ICICI Bank Limited - India
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- Jaiprakash Power Ventures ltd
- Rio Tinto Coal - Australia
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- London Commodity Brokers - England
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Ministry of Transport, Egypt
- Wood Mackenzie - Singapore
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- Standard Chartered Bank - UAE
- GAC Shipping (India) Pvt Ltd
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- Bukit Baiduri Energy - Indonesia
- Dalmia Cement Bharat India
- Marubeni Corporation - India
- Electricity Generating Authority of Thailand
- Heidelberg Cement - Germany
- Central Java Power - Indonesia
- Xindia Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- Wilmar Investment Holdings
- Thai Mozambique Logistica
- Aditya Birla Group - India
- Sinarmas Energy and Mining - Indonesia
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
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