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