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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, 15 September 16
INDONESIA MAY FACE A COAL CRISIS BY 2035!
COALspot.com: Indonesia is the world’s fourth-largest coal producer and the world’s largest thermal coal exporter may face a coal crisi ...
Thursday, 15 September 16
CAPESIZE: LAST WEEK ENDED ON A VERY STRONG NOTE MAINLY DRIVEN BY A ACTIVE BRAZIL MARKET - FEARNLYS
Supramax
With holidays in the eastern hemisphere beginning this week, the sentiment and activity level has been decreasing.
In the Pacific, ...
Wednesday, 14 September 16
THE DRY BULK MARKET REACHED LEVELS LAST SEEN BACK IN 2015 - INTERMODAL
In an earlier column we commented that we are undergoing “shipping’s new (ab)normal” with constrained financing, shift in demand ...
Wednesday, 14 September 16
THE PORT OF NEWCASTLE SHIPPED 12.48 MMT OF COAL IN AUGUST; AVERAGE SELLING PRICE WAS $AU 83.33
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU $1,040.4 ...
Tuesday, 13 September 16
CAPESIZE: BIG STRENGTH SEEN IN THE MARKET THIS WEEK - ALLIED
Capesize - Big strength seen in the market this week, with an upbeat in sentiment amongst owners helping pull up rates fairly quickly and many hold ...
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- Baramulti Group, Indonesia
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Latin American Coal - Colombia
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- Minerals Council of Australia
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Marubeni Corporation - India
- ICICI Bank Limited - India
- Vedanta Resources Plc - India
- Economic Council, Georgia
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Semirara Mining Corp, Philippines
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Borneo Indobara - Indonesia
- VISA Power Limited - India
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- The University of Queensland
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Standard Chartered Bank - UAE
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- Aboitiz Power Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Savvy Resources Ltd - HongKong
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Sakthi Sugars Limited - India
- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Sojitz Corporation - Japan
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- India Bulls Power Limited - India
- Lanco Infratech Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- Jaiprakash Power Ventures ltd
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