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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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- ASAPP Information Group - India
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- Attock Cement Pakistan Limited
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- India Bulls Power Limited - India
- Independent Power Producers Association of India
- MS Steel International - UAE
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Madhucon Powers Ltd - India
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Global Green Power PLC Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Bhatia International Limited - India
- McConnell Dowell - Australia
- Interocean Group of Companies - India
- ICICI Bank Limited - India
- Orica Australia Pty. Ltd.
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Deloitte Consulting - India
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Mercuria Energy - Indonesia
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Videocon Industries ltd - India
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- White Energy Company Limited
- Parliament of New Zealand
- VISA Power Limited - India
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Ministry of Finance - Indonesia
- Planning Commission, India
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Kideco Jaya Agung - Indonesia
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
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