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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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Monday, 11 July 16
DRY BULK MARKET: UP TO 30 MILLION DWT OF OLDER BULKERS WILL NEED TO BE SCRAPPED BY END OF 2017 FOR MARKET TO FIND BALANCE
Tonnage oversupply in the dry bulk market is more than evident, as newbuildings have been hitting the water faster than owners can scrap their olde ...
Friday, 08 July 16
U.S. WEEKLY COAL OUTPUT UP 3% TO 14.1 MMST - EIA
COALspot.com – U.S, world’s second largest coal producers has produced approximately totalled an estimated 14.1 million short tons (mms ...
Thursday, 07 July 16
PANAMAX : THE TENDENCY FROM LAST WEEK CONTINUES WITH A CONSIDERABLY STRONGER SENTIMENT ALL ACROSS THE BLOCK - FEARNLEYS
Capesize
Rates have been holding at steady levels over the last weeks but towards end of this period they are becoming under more pressure as gen ...
Thursday, 07 July 16
CONSOLIDATION TO RULE OVER SHIPPING, AS EXECUTIVES SEEK INVESTMENT OPPORTUNITIES IN CHINA, INDIA AND EUROPE SAYS NORTON ROSE SURVEY
The transport sector is looking to Asia Pacific as the key market for investment over the next five years, according to the seventh The way ahead T ...
Wednesday, 06 July 16
KOMIPO INVITES BIDS FOR 780000 MT OF BITUMINOUS COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 780,000 Metric Tons of Bituminous Coal for its B ...
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- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Neyveli Lignite Corporation Ltd, - India
- Port Waratah Coal Services - Australia
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- India Bulls Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Indogreen Group - Indonesia
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Ministry of Transport, Egypt
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- CNBM International Corporation - China
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Bukit Baiduri Energy - Indonesia
- MS Steel International - UAE
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Posco Energy - South Korea
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Electricity Generating Authority of Thailand
- South Luzon Thermal Energy Corporation
- Romanian Commodities Exchange
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Edison Trading Spa - Italy
- Gujarat Sidhee Cement - India
- Sical Logistics Limited - India
- Essar Steel Hazira Ltd - India
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Samtan Co., Ltd - South Korea
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Independent Power Producers Association of India
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Planning Commission, India
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- VISA Power Limited - India
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
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