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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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Friday, 10 June 16
INDONESIAN 6322 GAR COAL PRICE REFERENCE RISES TO $51.81 A TON
COALspot.com: The Indonesia Coal Benchmark Price increased in June 2016.
The Director General of Mineral and Coal of Indonesia, the regulator ...
Friday, 10 June 16
WEEKLY U.S. COAL PRODUCTION TOTALED AN ESTIMATED 12 MMST IN THE WEEK ENDED JUNE 4, UP 4% W/W - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 12 million short tons (mmst ...
Wednesday, 08 June 16
BPI ACHIEVES FINANCIAL CLOSE FOR ITS 2000 MW POWER PROJECT IN CENTRAL JAVA
COALspot.com: PT Bhimasena Power Indonesia (BPI) on June 6th, 2016 Achieves financial close for its 2x1,000 MW power project in Batang Regency, Cen ...
Wednesday, 08 June 16
U.S COAL IMPORTS ARE PROJECTED TO BE 12 MMST IN 2016 AND 11 MMST IN 2017 - EIA
Coal Supply
U.S. coal production in May was 50 million short tons (MMst), a 4 MMst (10%) increase from the previous month but 19 MMst (28%) lower ...
Wednesday, 08 June 16
THE DRY BULK MARKET KEPT MOVING SIDEWAYS LAST WEEK; SECOND HAND PURCHASES MOVING NORTH - INTERMODAL
Once again its Posidonia time and the biannual exhibition takes place during a very warm June here in Athens, as if the performance of the dry bulk ...
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- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Aditya Birla Group - India
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Wilmar Investment Holdings
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Barasentosa Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Renaissance Capital - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- PTC India Limited - India
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- ICICI Bank Limited - India
- Bhatia International Limited - India
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Africa Commodities Group - South Africa
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Energy Development Corp, Philippines
- Ministry of Finance - Indonesia
- Merrill Lynch Commodities Europe
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- Toyota Tsusho Corporation, Japan
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Grasim Industreis Ltd - India
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