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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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Friday, 23 September 16
"COLLATERAL LIES" DO NOT NECESSARILY UNDERMINE AN INSURANCE CLAIM
KNOWLEDGE TO ELEVATE
An insured was not precluded from recovering under an insurance policy even though it had made a false statement during t ...
Friday, 23 September 16
EIA SEES U.S. COAL WEEKLY OUTPUT INCREASE
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Thursday, 22 September 16
CHINA IS THE PRICE-SETTING COUNTRY FOR GLOBAL THERMAL COAL
COALspot.com: China has been the driver of global coal growth since 2009. When China became the largest coal importer in 2011, the country also has ...
Thursday, 22 September 16
SUPRAMAXES ARE ACHIEVING AROUND $7000 FOR A TRIP WITH SINGAPORE DELIVERY VIA INDONESIA TO CHINA
Supramax
A slow start to the week in the Supramax segment in the Atlantic with not much being reported.
In the Blacksea Supramaxes are getti ...
Wednesday, 21 September 16
THE CAPESIZE MARKET HAS BEEN ON A RALLYING TREND SINCE THE END OF AUGUST - GEORGE LAZARIDIS
The Capesize market has been on a rallying trend since the end of August, fuelled mainly by the chase by traders to pre-stock before the typical pi ...
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- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Medco Energi Mining Internasional
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- MS Steel International - UAE
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Grasim Industreis Ltd - India
- Electricity Authority, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Aditya Birla Group - India
- Indonesian Coal Mining Association
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Savvy Resources Ltd - HongKong
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Bukit Makmur.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Planning Commission, India
- Coalindo Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- CNBM International Corporation - China
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Mintek Dendrill Indonesia
- London Commodity Brokers - England
- McConnell Dowell - Australia
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Oldendorff Carriers - Singapore
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Interocean Group of Companies - India
- Rashtriya Ispat Nigam Limited - India
- Thiess Contractors Indonesia
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Essar Steel Hazira Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- Sical Logistics Limited - India
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