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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, 02 September 16
EIA FORECASTS U.S. COAL EXPORTS TO DECLINE BY 19 MMST IN 2016 TO 55 MMST
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.3 million sho ...
Thursday, 01 September 16
SUPRAMAX GETTING LEVELS OF MID/HIGHER 7K DELIVERY SINGAPORE FOR TRIPS TO CHINA AND AROUND 9K FOR DIRECTION INDIA - FEARNLEYS
Supramax
This week started slower with London on bank holiday Monday. The south east Asian market seems to have been taking a breather with chart ...
Thursday, 01 September 16
AUSTRALIA'S NEWCASTLE PORT SHIPPED 2.33 PERCENT MORE COAL IN JULY
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1.10 bill ...
Wednesday, 31 August 16
THE DRY BULK MARKET MANAGED TO FIND FURTHER SUPPORT DURING THE LAST DAYS OF THE SUMMER SEASON - INTERMODAL
The Dry Bulk market managed to find further support during the last days of the summer season, with the BDI climbing above 700 last Friday, reachin ...
Tuesday, 30 August 16
THE SUDDEN SURGE IN IRON ORE TRADE HAS CREPT UP ON THE MARKET THIS PAST WEEK - GEORGE LAZARIDIS
The sudden surge in Iron ore trade has crept up on the market this past week bringing about a change in the prospects for Capes. Continued increase ...
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- Singapore Mercantile Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Planning Commission, India
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Makarim & Taira - Indonesia
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- OPG Power Generation Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kalimantan Lumbung Energi - Indonesia
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Directorate Of Revenue Intelligence - India
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- The University of Queensland
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- ASAPP Information Group - India
- Xindia Steels Limited - India
- PTC India Limited - India
- Siam City Cement - Thailand
- Eastern Energy - Thailand
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Minerals Council of Australia
- Eastern Coal Council - USA
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- Australian Coal Association
- Attock Cement Pakistan Limited
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- GVK Power & Infra Limited - India
- Global Business Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Commodity Traders Exchange
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Indian Oil Corporation Limited
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Aditya Birla Group - India
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Maharashtra Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Global Green Power PLC Corporation, Philippines
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Tata Chemicals Ltd - India
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- PowerSource Philippines DevCo
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Coal and Oil Company - UAE
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Deloitte Consulting - India
- ICICI Bank Limited - India
- Mintek Dendrill Indonesia
- Electricity Authority, New Zealand
- Formosa Plastics Group - Taiwan
- Straits Asia Resources Limited - Singapore
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- Directorate General of MIneral and Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Jaiprakash Power Ventures ltd
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