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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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Monday, 27 June 16
INDONESIA BANS (AGAIN) SHIPS SAILING TO THE PHILIPPINES FROM INDONESIA
COALspot.com: The Indonesian Transport Ministry strictly prohibited harbour masters issuing permits to all Indonesian-flagged vessels bound for the ...
Friday, 24 June 16
U.S WEEKLY COAL PRODUCTION UP MARGINALLY
COALspot.com – U.S, world’s one of the largest coal producers has produced approximately totalled an estimated 13.4 million short tons ...
Wednesday, 22 June 16
SMALL RISE IN SHIPPING CONFIDENCE - MOORE STEPHENS
In May 2016, the average confidence level expressed by respondents in the markets in which they operate was 5.1 on a scale of 1 (low) to 10 (high). ...
Wednesday, 22 June 16
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
Stagnation- With the BDI stuck in the low 600 points for almost a month now, if we had to choose a word to describe the state of the Dry Bulk freig ...
Monday, 20 June 16
CS COAL INDICES CONTINUE UPWARD TREND SINCE END APRIL
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up again by 0.05 percent week over week to averaging $39.39 per ton this past we ...
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- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- MS Steel International - UAE
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- Economic Council, Georgia
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Ceylon Electricity Board - Sri Lanka
- Iligan Light & Power Inc, Philippines
- Edison Trading Spa - Italy
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Bhatia International Limited - India
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Tamil Nadu electricity Board
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Star Paper Mills Limited - India
- Manunggal Multi Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Australian Commodity Traders Exchange
- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- Sojitz Corporation - Japan
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- PowerSource Philippines DevCo
- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- Commonwealth Bank - Australia
- Meralco Power Generation, Philippines
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Holcim Trading Pte Ltd - Singapore
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- Grasim Industreis Ltd - India
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Parliament of New Zealand
- Planning Commission, India
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Formosa Plastics Group - Taiwan
- Therma Luzon, Inc, Philippines
- Thiess Contractors Indonesia
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Globalindo Alam Lestari - Indonesia
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Australian Coal Association
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Sical Logistics Limited - India
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
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