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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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Tuesday, 14 June 16
CS COAL INDICES ROSE UP FOR A THIRD STRAIGHT WEEK; 4200 GAR COAL UP 0.73%
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.54 percent week over week to averaging $39.37 per ton this past week, shows ...
Monday, 13 June 16
DEMAND FOR DRY BULK COMMODITIES COULD PROVIDE FUTURE BOOST FOR SHIP OWNERS - HELLENIC SHIPPING NEWS
When it comes to the dry bulk market, shipowners these days are looking for news in any shape or form they can find them. However, as the discussio ...
Monday, 13 June 16
ONSHORE SHALE: WORTH KEEPING IN THE SHIPPING SPOTLIGHT CLARKSONS
Generally, shipping industry watchers spend much of their time monitoring events out to sea: how fleets are evolving, trade volumes growing and fre ...
Monday, 13 June 16
PORT OF NEWCASTLE SHIPPED 5.03% MORE COAL IN MAY; AVERAGE SELLING PRICE DECLINED 2.08% FROM APRIL
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1.162bill ...
Monday, 13 June 16
BALTIC INDEX FLAT, INDEX FOR CAPE RISE
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities flat this past week. The freight market was almost same l ...
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- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Baramulti Group, Indonesia
- Therma Luzon, Inc, Philippines
- Formosa Plastics Group - Taiwan
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Central Java Power - Indonesia
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Sojitz Corporation - Japan
- Sindya Power Generating Company Private Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Bangladesh Power Developement Board
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- The University of Queensland
- Larsen & Toubro Limited - India
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- VISA Power Limited - India
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Gujarat Sidhee Cement - India
- Ind-Barath Power Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Australian Coal Association
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Bhatia International Limited - India
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Sarangani Energy Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- PTC India Limited - India
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
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