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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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- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- Bayan Resources Tbk. - Indonesia
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- McConnell Dowell - Australia
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maharashtra Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Interocean Group of Companies - India
- Ministry of Mines - Canada
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Kaltim Prima Coal - Indonesia
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- Oldendorff Carriers - Singapore
- Bharathi Cement Corporation - India
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- SN Aboitiz Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Port Waratah Coal Services - Australia
- Maheswari Brothers Coal Limited - India
- Coalindo Energy - Indonesia
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Vedanta Resources Plc - India
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- Mercuria Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- The University of Queensland
- AsiaOL BioFuels Corp., Philippines
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- Aditya Birla Group - India
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Banpu Public Company Limited - Thailand
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Parliament of New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
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