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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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Monday, 12 September 16
THE CAPE MARKET HAS GAINS ON WEEK; THE CAPE INDEX SETTLING AT 1566 POINTS ON FRIDAY
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 ...
Friday, 09 September 16
U.S. WEEKLY COAL OUTPUT DECLINED SLIGHTLY TO 16.1 MMST, EIA SAYS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Friday, 09 September 16
CAPESIZE: THE SENTIMENT IS SOLID, SAYS FEARNLEYS
Supramax
A quiet start with Labour Day celebrations in the United States leading to very little being reported from the Atlantic basin. Supramaxe ...
Thursday, 08 September 16
U.S. COAL EXPORTS IN JUNE 2016 UP 29% COMPARED TO MAY 2016, SAYS EIA
U.S. coal production in August was 71 million short tons (MMst), which is 6 MMst (9%) higher than in the previous month and 12 MMst (14%) lower tha ...
Wednesday, 07 September 16
WEEKLY MARKET (TANKER) REPORT - INTERMODAL
What goes around comes around! The Shipping industry is infamous for its seasonality and cyclicality and the tanker sector is no exception to these ...
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- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- MS Steel International - UAE
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- White Energy Company Limited
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Neyveli Lignite Corporation Ltd, - India
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Tata Chemicals Ltd - India
- Orica Mining Services - Indonesia
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Toyota Tsusho Corporation, Japan
- Bhoruka Overseas - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- Gujarat Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Vedanta Resources Plc - India
- Riau Bara Harum - Indonesia
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Australian Commodity Traders Exchange
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Kumho Petrochemical, South Korea
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- PTC India Limited - India
- The University of Queensland
- London Commodity Brokers - England
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Antam Resourcindo - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coal and Oil Company - UAE
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- ASAPP Information Group - India
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- Australian Coal Association
- Gujarat Sidhee Cement - India
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Baramulti Group, Indonesia
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- Borneo Indobara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- San Jose City I Power Corp, Philippines
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Semirara Mining and Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Eastern Coal Council - USA
- Minerals Council of Australia
- Agrawal Coal Company - India
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Economic Council, Georgia
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
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