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Friday, 15 May 15
DRY BULK AND CONTAINER SHIPPING TO REMAIN WEAK, OUTLOOK FOR PORTS AND TANKERS POSITIVE - DREWRY MARITIME EQUITY RESEARCH
 Global economy is in a gradual recovery mode, sending mixed signals to investors. Chinese economic data continues to remain weak as economy transitions from an investment-led economy to consumption-led. We expect PBOC to continue with monetary easing with weak data prints raising concerns over growth. US GDP grew at an anaemic pace of 0.2% in 1Q15, but jobs data for April was strong. Meanwhile, the manufacturing activity in Eurozone is reviving and deflationary pressures are easing, helping continued economic recovery.
Oil and bunkers:
Oil prices staged a tremendous rally in past month with Brent up almost 50% since their multi year lows. Falling rig numbers in US shale and geopolitical tensions in Yemen helped the market sentiment. However, the increase in OPEC output and refineries’ maintenance in the second quarter will keep oil prices in check, in our view. Lower oil prices will help lower the cash break-even for ship operators.
Gas shipping:
LNG freight rates fell to the lowest since 2010 because of subdued demand and higher vessel supply. Within LPG shipping, VLGC freight rates started picking up on the back of congestion at Indian ports and start of a seasonally strong 2Q15. Freight rates of small-sized vessels also registered marginal improvement. Gas shipping stocks delivered an average return of 6% in April.
Dry bulk shipping:
The dry bulk sector continued to face headwinds due to lack of cargo availability and vessel oversupply. We expect 2015 to remain challenging, even though we are hopeful of a mild recovery in 2016 because of high vessel demolition and lack of new ordering that will favourably tilt the market equilibrium. This is mirrored by stock performance of dry bulk shipping operators vis-à-vis their counterparts in the maritime space such liners, tankers and port operators.
Tankers shipping:
Tanker charter rates have moved northwards on the back of increased non-OECD consumption, higher refinery runs and margins, lower crude oil prices, greater floating storage and tight supply. At high charter rates and lower operating costs, tanker shipping companies are expected to post higher operating revenues and improved net earnings. We expect the sector will continue to outperform the wider shipping sector on firmer rates and underlying earnings momentum.
Port Operators:
Hong Kong-listed port operators underwent rerating in April because of policy implementation. As earnings are expected to take centre stage in May, we remain optimistic that the port sector as a whole will reflect the uptick in global trade and continue to outperform MSCI World Index.
Source: Drewry Maritime Equity Research | Hellenic Shipping
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Wednesday, 06 May 15
COMBINATION OF HOLIDAYS AND A SHAKY MARKET PUT ADDITIONAL PRESSURE ON RATES
COALspot.com: The combination of holidays and a shaky market is always a recipe for additional pressure on rates and last week was no exception. Wi ...
Wednesday, 06 May 15
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
The first four months of 2015 are now behind us and they make up for a decent amount of time to look back and assess how the year is evolving so fa ...
Tuesday, 05 May 15
MIFA BERSAUDARA UNIT OF ABM INVESTAMA STARTS OPERATING $200M COAL MINE IN ACEH
Reswara Minergi Hartama, a coal mining unit of coal miner ABM Investama known as known as Reswara, inaugurated a $200 million integrated coal minin ...
Tuesday, 05 May 15
FREIGHT DERIVATIVE VOLUMES REACHED TOTALED 14,154 CONTRACTS IN APRIL - SGX
COALspot.com: “Our unique suite of freight and bulk commodity products provides market participants with a wide range of trading strategies a ...
Tuesday, 05 May 15
OVERSUPPLY PUTTING INDONESIAN COAL PRICES UNDER PRESSURE
COALspot.com: Indonesian coal swap for delivery Q3 2015 lost week over week and month on month, this past week.
The Q3 swap was declined US$ 1 ...
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- Parry Sugars Refinery, India
- McConnell Dowell - Australia
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Barasentosa Lestari - Indonesia
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Thiess Contractors Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Agrawal Coal Company - India
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- The University of Queensland
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- White Energy Company Limited
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Karaikal Port Pvt Ltd - India
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- Billiton Holdings Pty Ltd - Australia
- Planning Commission, India
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Thai Mozambique Logistica
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- SMC Global Power, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Malabar Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- London Commodity Brokers - England
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
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