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