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