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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, 07 June 16
CS COAL INDEX ROSE FOR SECOND STRAIGHT WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.38 percent week over week to averaging $39.16 per ton this past week, shows ...
Monday, 06 June 16
BDI GAINED ON A STRONGER DEMAND FOR CAPESIZE SHIPS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week on a stronger demand for Capesize ves ...
Friday, 03 June 16
DRY BULK VESSEL DELIVERIES COULD BE LESS THAN 50 MILLION DWT IN 2016, AS OWNERS DELAY OR CANCEL NEWBUILDING ORDERS
The dry bulk market has been caught between a rock and a hard place over the course of the past couple of years, as on one hand demand has plunged, ...
Friday, 03 June 16
U.S WEEKLY COAL PRODUCTION SLIDES 1.3% - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.5 million short tons (mm ...
Wednesday, 01 June 16
INDIA'S COAL IMPORTS IN APRIL 2016 DECLINED 15% Y/Y; COAL INDIA INCREASED COAL PRICES BY 6.2%
Coal India has approved raising weighted average coal prices by 6.2 per cent over the current price for both regulated and non-regulated sectors.
...
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- Simpson Spence & Young - Indonesia
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Deloitte Consulting - India
- ICICI Bank Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Directorate Of Revenue Intelligence - India
- Mercator Lines Limited - India
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jaiprakash Power Ventures ltd
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- Central Electricity Authority - India
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- VISA Power Limited - India
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- GAC Shipping (India) Pvt Ltd
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Romanian Commodities Exchange
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- Uttam Galva Steels Limited - India
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Barasentosa Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- Holcim Trading Pte Ltd - Singapore
- Gujarat Mineral Development Corp Ltd - India
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- Singapore Mercantile Exchange
- Trasteel International SA, Italy
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- International Coal Ventures Pvt Ltd - India
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Chamber of Mines of South Africa
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Aditya Birla Group - India
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- Pipit Mutiara Jaya. PT, Indonesia
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Energy Link Ltd, New Zealand
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Power Finance Corporation Ltd., India
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- OPG Power Generation Pvt Ltd - India
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
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