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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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Friday, 07 October 16
INDONESIA'S DEMAND FOR COAL REMAINS STRONG: BP
Indonesia's domestic demand for coal shows no sign of slowing down as the country is banking on its coal abundance to meet the country' ...
Friday, 07 October 16
CEYLON SHIPPING CORPORATION HAS TAKEN DELIVERY OF COAL CARRIER MV.CEYLON PRINCESS
Sri Lanka’s Ceylon Shipping Corporation (CSC) has taken delivery of its second newly built bulk carrier for the transportation of coal to pow ...
Friday, 07 October 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALLED AN ESTIMATED 540.5 MMST; DOWN 21.9% Y-O-Y, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.7 million short ton ...
Thursday, 06 October 16
SHIPS IN PACIFIC ACHIEVE JUST ABOVE $10K DAILY FOR A BRAZIL ROUND VOYAGE - FEARNLEYS
Supramax
Slower week with limited activity due to holidays in the East. Mixed feelings within different markets, with slight downturn in Pacific ...
Wednesday, 05 October 16
OPEC TO SHUT OFF MORE THAN 6 PERCENT OF ITS PRODUCTION; MIXED FEELING AMONGST TRADERS - ALLIED
OPEC recent accord to shut off more than 6 percent of its production this past week has been met with mixed feeling amongst traders. As we mo ...
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- ICICI Bank Limited - India
- CNBM International Corporation - China
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- Parliament of New Zealand
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Vedanta Resources Plc - India
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Samtan Co., Ltd - South Korea
- Sree Jayajothi Cements Limited - India
- GAC Shipping (India) Pvt Ltd
- Bhushan Steel Limited - India
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Ind-Barath Power Infra Limited - India
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Sical Logistics Limited - India
- Globalindo Alam Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Ministry of Mines - Canada
- Eastern Energy - Thailand
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Australian Coal Association
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Posco Energy - South Korea
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Salva Resources Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Electricity Authority, New Zealand
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- CIMB Investment Bank - Malaysia
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Central Java Power - Indonesia
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Iligan Light & Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Rio Tinto Coal - Australia
- The University of Queensland
- Indika Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- OPG Power Generation Pvt Ltd - India
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Independent Power Producers Association of India
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- PowerSource Philippines DevCo
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Sinarmas Energy and Mining - Indonesia
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
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