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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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Monday, 08 August 16
THE BALTIC EXCHANGE, TRACKING RATES FOR SHIPS CARRYING DRY BULK COMMODITIES SLIDE SLIGHTLY
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Panamax and Supramax segments ending in ...
Monday, 08 August 16
ARE EXPENSES INCURRED DURING NEGOTIATION OF A PIRATE RANSOM RECOVERABLE IN GENERAL AVERAGE? - CLYDE&CO
KNOWLEDGE TO ELEVATE
Facts
The laden chemical tanker LONGCHAMP was transiting the Gulf of Aden on passage to Vietnam. The ship was subject t ...
Saturday, 06 August 16
DRY BULK SHIPPING CHARTER RATES TO RISE ON UNEXPECTED DEMAND GROWTH - DREWRY
Increasing trade and contracting supply will support a recovery in charter rates on major dry bulk shipping routes, with the prospect of China impo ...
Friday, 05 August 16
WEEKLY U.S. COAL OUTPUT TOTALED AN ESTIMATED 16.1 MMST IN THE WEEK ENDED JULY 30 - EIA
COALspot.com – U.S., the world’s second largest coal producers has produced approximately totalled an estimated 16.1 million short tons ...
Friday, 05 August 16
CAPESIZE : RATES ARE REMAINING AT DEPRESSING LEVELS DUE TO LACK OF FRESH CARGOES - FEARNLEYS
Supramax
Last week has been one of the slowest for some time with rates under pressure in most areas.
In its latest weekly report, shipbroke ...
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- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Kepco SPC Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Kideco Jaya Agung - Indonesia
- Singapore Mercantile Exchange
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- Edison Trading Spa - Italy
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Coalindo Energy - Indonesia
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Rashtriya Ispat Nigam Limited - India
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Siam City Cement - Thailand
- PNOC Exploration Corporation - Philippines
- Altura Mining Limited, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- McConnell Dowell - Australia
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- New Zealand Coal & Carbon
- IEA Clean Coal Centre - UK
- Cigading International Bulk Terminal - Indonesia
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Thiess Contractors Indonesia
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- The Treasury - Australian Government
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Global Green Power PLC Corporation, Philippines
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Central Electricity Authority - India
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Sarangani Energy Corporation, Philippines
- Marubeni Corporation - India
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- Romanian Commodities Exchange
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Uttam Galva Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- PTC India Limited - India
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
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