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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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Thursday, 30 April 15
IRON ORE PLAYS EXPECTED TO SHAPE UP MAY DRY BULK SCHEDULE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Market plays in the iron ore commodities’ markets, are expected to carve out the future demand for the shipping industry as well, said Allied ...
Wednesday, 29 April 15
MARKET INSIGHT - INTERMODAL
The figures of China’s slowing down imports of coking coal for the first quarter of the year are coming to confirm what everybody was expecti ...
Wednesday, 29 April 15
SHIPBUILDERS START OFFERING DISCOUNTS FOR DRY BULK NEWBUILDINGS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
It took a while, but now it appears that some shipbuilders are beginning to adjust their price lists to the new grim reality of the dry bulk market ...
Tuesday, 28 April 15
FOB INDONESIA COAL SWAP DECLINED M-O-M; INCREASED W-O-W
COALspot.com: Indonesian coal swap for delivery Q2 2015 gained week over week but declined month on month.
The Q2 swap was declined US$ 0.15 ( ...
Tuesday, 28 April 15
Q2' 15 FOB RICHARDS BAY COAL SWAP CLOSED 4.18% HIGHER FROM MONTH AGO
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q2' 2015 increased month over month and slightly week over week.
The Q2 swap ha ...
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- Thai Mozambique Logistica
- Vijayanagar Sugar Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Indonesian Coal Mining Association
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- The University of Queensland
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Timah Investasi Mineral - Indoneisa
- Indian Oil Corporation Limited
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Bhushan Steel Limited - India
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- Bhoruka Overseas - Indonesia
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Maheswari Brothers Coal Limited - India
- Barasentosa Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Parry Sugars Refinery, India
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Gujarat Sidhee Cement - India
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- Mercator Lines Limited - India
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- CNBM International Corporation - China
- Bayan Resources Tbk. - Indonesia
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Heidelberg Cement - Germany
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Planning Commission, India
- Australian Coal Association
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
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