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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, 28 July 16
LAST WEEK ENDING UP WITH BUSIER TONES FOR SUPRAMAXES NOW COOLING DOWN - FEARNLEYS
Supramax
Last week ending up with busier tones for Supramaxes now cooling down as with index being down to 684. Average daily earnings for Supram ...
Wednesday, 27 July 16
RATES FOR THE SMALLER SIZES OVER-PERFORMED THE MARKET LAST WEEK - INTERMODAL
The decline the BDI noted last week was somewhat expected given the fact that the market has been overall firming for almost a month no ...
Wednesday, 27 July 16
GLOBAL OIL SUPPLY IS EXPECTED TO REMAIN HIGHER THAN GLOBAL CONSUMPTION IN 2016 - CHRISTOPHER WHITTY
Global oil supply is expected to remain higher than global consumption in 2016, keeping oil prices at relatively low levels this summer compared wi ...
Tuesday, 26 July 16
NORTH P&I CLUB EXPLAINS HOW TO AVOID CLAIMS FOR SELF-COOKING SOYA BEANS
KNOWLEDGE TO ELEVATE
North P&I Club has advised its members to be extra vigilant during loading and transport of soya beans to ensure they ...
Monday, 25 July 16
STRONG BUYER DEMAND PUSHING UP INDONESIAN THERMAL COAL INDICES
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.73 percent week over week to averaging $40.83 per ton this past week, shows C ...
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- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- PTC India Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- European Bulk Services B.V. - Netherlands
- Orica Mining Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- Parliament of New Zealand
- GVK Power & Infra Limited - India
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- Thiess Contractors Indonesia
- Merrill Lynch Commodities Europe
- Indian Oil Corporation Limited
- Meralco Power Generation, Philippines
- Marubeni Corporation - India
- Deloitte Consulting - India
- Intertek Mineral Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Independent Power Producers Association of India
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Grasim Industreis Ltd - India
- Renaissance Capital - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- Eastern Energy - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Thai Mozambique Logistica
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Samtan Co., Ltd - South Korea
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Agrawal Coal Company - India
- MS Steel International - UAE
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Bhatia International Limited - India
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- The University of Queensland
- Power Finance Corporation Ltd., India
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