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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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Tuesday, 06 September 16
INDO GOVT. SETS SEPTEMBER COAL REFERENCE PRICE AT US$ 63.93 PER TON; JUMP 20.17% YTD
COALspot.com: The Indonesia coal benchmark price hits to its highest level since April 2015. The government declared benchmark prices f ...
Tuesday, 06 September 16
CAPESIZE: THE PACIFIC BASIN WAS THE MAIN REGION KEEPING UP WITH THE POSITIVE SUPPORT - ALLIED
Capesize
Despite some mixed feelings being seen early on in the week, we managed to see a positive week-on-week close on Friday with some positiv ...
Monday, 05 September 16
INDIA BECAME ADARO'S SECOND LARGEST MARKET IN 1H' 16
COALspot.com: The Wara Balangan blend product has been well received by customers in China and India - AI
In the second quarter of 2 ...
Monday, 05 September 16
POOR FREIGHT RATES DESPITE STRONG DEMAND GROWTH FROM CHINA - BIMCO
Demand
The dry bulk commodity imports into and exports out of China we have seen in the first half of 2016 are very positive – and nothing ...
Monday, 05 September 16
FREIGHT RATE FROM INDONESIA TO INDIA IS EXPECTED TO BE FLAT TO SOFT THIS WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week except ...
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- Central Electricity Authority - India
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chamber of Mines of South Africa
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Kapuas Tunggal Persada - Indonesia
- International Coal Ventures Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- McConnell Dowell - Australia
- Africa Commodities Group - South Africa
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Bhatia International Limited - India
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Romanian Commodities Exchange
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Borneo Indobara - Indonesia
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Neyveli Lignite Corporation Ltd, - India
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Heidelberg Cement - Germany
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Port Waratah Coal Services - Australia
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Uttam Galva Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Petron Corporation, Philippines
- Australian Commodity Traders Exchange
- Riau Bara Harum - Indonesia
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Energy Link Ltd, New Zealand
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Maheswari Brothers Coal Limited - India
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- PTC India Limited - India
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- MS Steel International - UAE
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