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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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Wednesday, 01 June 16
ZERO SUPPLY TO FUEL GROWTH IN THE DRY BULK MARKET SAYS BIMCO PRESIDENT
The dry bulk market could become profitable again in 2019 – but only if a series of extremely tough and sustained measures are taken by shipo ...
Wednesday, 01 June 16
MARKET INSIGHT - LINOS KOGEVINAS
In another page from this year’s oil drama, oil has, after a series of gains, rebounded to ~$50 / barrel and immediately stopped climbing. &n ...
Tuesday, 31 May 16
CS50 INDONESIA COAL INDEX UP 0.28% COMPARED WITH A WEEK AGO
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.28 percent week over week to averaging $39.01 per ton this past week, shows ...
Monday, 30 May 16
BORYEONG POWER PLANT TO IMPORT HALF A MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea’s state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 500,000 Metric Tons of Bituminous Coal T ...
Monday, 30 May 16
BCI ENDING AT 830 POINTS, DOWN 4.6 PER CENT W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this week. The freight market was weak this past ...
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Showing 2411 to 2415 news of total 6871 |
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- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Tata Chemicals Ltd - India
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- The University of Queensland
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- Ministry of Mines - Canada
- Economic Council, Georgia
- Singapore Mercantile Exchange
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Borneo Indobara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- Indian Oil Corporation Limited
- Coastal Gujarat Power Limited - India
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Marubeni Corporation - India
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- Central Electricity Authority - India
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Madhucon Powers Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Commonwealth Bank - Australia
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- PTC India Limited - India
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Global Business Power Corporation, Philippines
- SMC Global Power, Philippines
- ICICI Bank Limited - India
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Minerals Council of Australia
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Meralco Power Generation, Philippines
- Baramulti Group, Indonesia
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Karbindo Abesyapradhi - Indoneisa
- SN Aboitiz Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Finance - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- The Treasury - Australian Government
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- Thai Mozambique Logistica
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petron Corporation, Philippines
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
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