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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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Monday, 29 August 16
THE 5000 GAR THERMAL COAL INDEX HAS STRENGTHENED BY 9.90% SINCE JANUARY
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing upward and it is expected to ral ...
Monday, 29 August 16
THE FREIGHT MARKET WAS STEADY AND FIRM THIS PAST WEEK; BCI ROSE 18.74%
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week except ...
Friday, 26 August 16
WEEKLY US COAL OUTPUT UP 0.7% W/W TO 16 MMST: EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16 million short tons ...
Thursday, 25 August 16
SUPRAMAXES ARE BEING FIXED IN REGION OF $9000
Supramax
Due to Chinese coal imports which continues to source much of the tonnage in SE Asia combined with a good flow of mineral exports ex Aus ...
Wednesday, 24 August 16
DRY BULK VESSELS FACE CONTINUED DISTRESS - CLEAR ASSET
Dry bulk vessels have faced extreme distress in recent years. With a combination of factors including newer vessels being ordered with up to 5-year ...
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- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Central Electricity Authority - India
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parliament of New Zealand
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bangladesh Power Developement Board
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- Sinarmas Energy and Mining - Indonesia
- PTC India Limited - India
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Timah Investasi Mineral - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- SMG Consultants - Indonesia
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Economic Council, Georgia
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Rio Tinto Coal - Australia
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- Australian Coal Association
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Coal and Oil Company - UAE
- Global Coal Blending Company Limited - Australia
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- Kartika Selabumi Mining - Indonesia
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- MS Steel International - UAE
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Aboitiz Power Corporation - Philippines
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Renaissance Capital - South Africa
- Essar Steel Hazira Ltd - India
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bhushan Steel Limited - India
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- Ministry of Mines - Canada
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Offshore Bulk Terminal Pte Ltd, Singapore
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
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