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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, 23 August 16
4200 GAR COAL INDEX CLIMB 15.96% YEAR TO DATE - CS COAL INDEX
COALspot.com: Average 4200 GAR coal index of Indonesian origin rose 1.65 % week over week to averaging $31.46 per ton this past week, shows CS (i) ...
Tuesday, 23 August 16
KOMIPO TO IMPORT 250K OF 5,700 KCAL/KG NAR COAL FOR Q4' 16
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for total 250,000 Metric Tons of Bituminous Coal for ...
Monday, 22 August 16
INDONESIA'S CS 5000 GAR THERMAL COAL INDEX, ROSE TO A 57-WEEKS HIGH TO TOP $43.47 A TON
COALspot.com: Indonesia’s CS 5000 GAR thermal coal index, rose to a 57-weeks high to top $US43. 47 a ton in the latest week, extending a 18-w ...
Monday, 22 August 16
THE FREIGHT MARKET WAS STEADY THIS PAST WEEK; CAPE INDEX DECLINE 5.38%
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, 19 August 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALLED AN ESTIMATED 421.6 MMST
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.8 million short ton ...
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Showing 2311 to 2315 news of total 6871 |
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- Central Electricity Authority - India
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Lanco Infratech Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Mintek Dendrill Indonesia
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Iligan Light & Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- McConnell Dowell - Australia
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Carbofer General Trading SA - India
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
- The University of Queensland
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- PTC India Limited - India
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- Tamil Nadu electricity Board
- Kalimantan Lumbung Energi - Indonesia
- The State Trading Corporation of India Ltd
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Vizag Seaport Private Limited - India
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Wood Mackenzie - Singapore
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Madhucon Powers Ltd - India
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- IEA Clean Coal Centre - UK
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Planning Commission, India
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Interocean Group of Companies - India
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- White Energy Company Limited
- Parliament of New Zealand
- PowerSource Philippines DevCo
- Vedanta Resources Plc - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
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