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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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Tuesday, 09 August 16
CS50 COAL INDEX HITS NEW FIFTY-WEEKS HIGH
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 1.78% week over week to averaging $41.85 per ton this past week, shows CS (i) C ...
Tuesday, 09 August 16
HARD COAL PRODUCTION AND WORLD TRADE ON THE DECLINE FOR THE FIRST TIME IN YEARS - VDKI
Hard coal production and world trade on the decline for the first time in years – not a harbinger of a global energy turnaround
Worldwid ...
Tuesday, 09 August 16
BREXIT, BRITANNIA AND THE WAVES - TREVOR CROWE, CLARKSON RESEARCH
This week, the Bank of England put into place its action plan following the UK referendum on 23rd June, which indicated the British population&rsqu ...
Monday, 08 August 16
INDONESIA'S DRAFT MINING LAW HINTS AT FUTURE REGULATORY FRAMEWORK
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
Monday, 08 August 16
THE TURKISH GOVERNMENT HAS IMPOSED A $15 A TON DUTY ON POWER PLANT COAL IMPORTS - MEDIA
COALspot.com: The Turkish government has imposed a US$15 per ton duty on thermal coal imports for use in its power sector.
According to media ...
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- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- GAC Shipping (India) Pvt Ltd
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- TeaM Sual Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Bhoruka Overseas - Indonesia
- Jaiprakash Power Ventures ltd
- The University of Queensland
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- London Commodity Brokers - England
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Bukit Baiduri Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- Minerals Council of Australia
- The Treasury - Australian Government
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Semirara Mining Corp, Philippines
- San Jose City I Power Corp, Philippines
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Energy Development Corp, Philippines
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- Power Finance Corporation Ltd., India
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Ceylon Electricity Board - Sri Lanka
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- MS Steel International - UAE
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Eastern Coal Council - USA
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- VISA Power Limited - India
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
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