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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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Thursday, 29 September 16
FREIGHT RATES MIGHT CONTINUE TO SLIDE NEXT WEEK DUE TO HOLIDAYS IN CHINA
Supramax
Flat start to week followed by a slight gain in rates for Supramaxes, says Fearnleys in its latest weekly report.
According to Fear ...
Wednesday, 28 September 16
WITHOUT A DOUBT FREIGHT RATES HAVE MOVED UP A BIT TO HEALTHIER LEVELS - INTERMODAL
As we are approaching Q4, it is interesting to perform a review of the last nine months with respect to the second-hand prices of Supramax and Pana ...
Tuesday, 27 September 16
THE CAPESIZE RATE OF INCREASE HAS BEEN IMPRESSIVE, UP 39% W/W AND 123% MONTH TO DATE - ALLIED
The Dry bulk market has seen a rare shine in its performance as the capesize sector manages to rally at an unprecedented rate compared to its perfo ...
Monday, 26 September 16
COAL PRICES HAVE BEEN MOVING STEADILY HIGHER AFTER YEARS OF DECLINE
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing and it is expected to rally at l ...
Monday, 26 September 16
THE FREIGHT MARKET WAS FIRM; ALL SEGMENTS WERE UP THIS PAST WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week. The BD ...
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- Price Waterhouse Coopers - Russia
- Bayan Resources Tbk. - Indonesia
- Global Coal Blending Company Limited - Australia
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Indian Energy Exchange, India
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- Marubeni Corporation - India
- Makarim & Taira - Indonesia
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- Anglo American - United Kingdom
- Coal and Oil Company - UAE
- Kalimantan Lumbung Energi - Indonesia
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Thai Mozambique Logistica
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- CNBM International Corporation - China
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Eastern Energy - Thailand
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Maharashtra Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- The University of Queensland
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Minerals Council of Australia
- GMR Energy Limited - India
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Cement Manufacturers Association - India
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Ministry of Finance - Indonesia
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