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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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Friday, 01 July 16
BREXIT SET TO HURT SHIPPING IN THE LONG-TERM AS IT WILL TAKE ITS TOLL IN THE GLOBAL ECONOMY'S GROWTH - HELLENIC SHIPPING
Setting aside the short-term negative impact of the Brexit, in terms of stock market and currency volatility, it’s more than evident that the ...
Friday, 01 July 16
U.S'S COAL EXPORTS HAVE DECLINED FOR TWELVE QUARTERS IN A ROW - EIA
COALspot.com – U.S, world’s one of the largest coal producers has produced approximately totalled an estimated 13.7 million short t ...
Thursday, 30 June 16
CAPE - THIS WEEK'S FREIGHT AND ACTIVITY LEVEL HAVE KEPT STABLE - FEARNLEYS
Cape
This week’s freight and activity level have kept stable. It is support at the present levels and despite a volatile market the freight ...
Thursday, 30 June 16
OIL PRODUCT TANKERS EARNINGS DECLINE AS STOCKBUILDING SLOWS DOWN - BIMCO
BIMCO’s expectations remain as the oil product tanker fleet continues to grow with earnings at the lowest since Q3 in 2014. But there is stil ...
Wednesday, 29 June 16
THE DRY BULK INDICES, OPPOSITE TO MOST GLOBAL MARKET INDICES, ROSE END OF LAST WEEK
Last week closed off with a massive shockwave for markets across the world following the British referendum, the result of which will mark the begi ...
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- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Dalmia Cement Bharat India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Global Coal Blending Company Limited - Australia
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- Kaltim Prima Coal - Indonesia
- Goldman Sachs - Singapore
- Straits Asia Resources Limited - Singapore
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Riau Bara Harum - Indonesia
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- PowerSource Philippines DevCo
- Planning Commission, India
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Jaiprakash Power Ventures ltd
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Interocean Group of Companies - India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Bukit Makmur.PT - Indonesia
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