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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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Thursday, 18 August 16
CAPESIZE: AN EXTREMELY VOLATILE LAST WEEK, WHERE THE MAIN DRIVER HAS BEEN THE WEST AUSTRALIA MARKET
Supramax
The week has held up. After the most of the world is back at work there is some optimism again in the market. The Far East volume has in ...
Tuesday, 16 August 16
WEEKLY CS42 COAL INDEX SOARS 14.08% YEAR TO DATE AMID HIGH DEMAND
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 2.37% week over week to averaging $42.84 per ton this past week, shows CS (i) C ...
Monday, 15 August 16
DRY BULK: 2017 COULD MARK THE START OF LOWER SHIP DELIVERIES HELPING TONNAGE SUPPLY ISSUES IN THE MARKET, SAYS SHIPOWNER - HELLENIC SHIPPING NEWS
Dry bulk owner Pacific Basin, mainly active in the Handysize and Supramax trades appeared optimistic in its analysis of the prospects of the dry bu ...
Monday, 15 August 16
INDONESIAN COAL PRICES RALLYING; COAL OUTPUT REMAINS FLAT
COALspot.com: Global thermal coal prices, including Indonesian coal prices have risen sharply due to jump in imports from China as it curbs domesti ...
Monday, 15 August 16
THE SPOT FREIGHT MARKET STRENGTHEN OVER THIS WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose as Cape and Panamax segments ending in a positive no ...
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Showing 2316 to 2320 news of total 6871 |
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- Mjunction Services Limited - India
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- SMG Consultants - Indonesia
- Tamil Nadu electricity Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Miang Besar Coal Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- The University of Queensland
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Karbindo Abesyapradhi - Indoneisa
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
- White Energy Company Limited
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Antam Resourcindo - Indonesia
- Indika Energy - Indonesia
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Posco Energy - South Korea
- Goldman Sachs - Singapore
- Madhucon Powers Ltd - India
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Economic Council, Georgia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Manunggal Multi Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- McConnell Dowell - Australia
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
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