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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, 04 August 16
INDONESIAN COAL PRICES ARE STARTING TO ZOOM HIGHER; HBA ROSE 10.13% TO US$ 58.37 PER TON
COALspot.com: The Indonesia coal benchmark price hits to its highest level since August 2015.
The Director General of Mineral and Coa ...
Thursday, 04 August 16
BREXIT: IMPLICATIONS FOR GLOBAL SHIPPING AND SEA TRADE - EVERSHEDS
The buzzword for the post-Brexit landscape both in Europe and further afield is ‘uncertainty’. No-one really knows the long term effect ...
Wednesday, 03 August 16
RECAAP INFORMATION SHARING CENTRE ISSUES SPECIAL REPORT ON THE ABDUCTING OF CREW FROM SHIPS IN WATERS OFF EASTERN SABAH AND SOUTHERN PHILIPPINES - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In the light of three incidents where the crew of tug boats were abducted in the waters off Eastern Sabah and Southern Ph ...
Wednesday, 03 August 16
SHIPPING MARKET INSIGHT - EVA TZIMA
The Good…
Demand. Amidst all the unprecedented geopolitical turmoil and shifts in the likes of Brexit, the IMF lowered last month its glob ...
Wednesday, 03 August 16
SHIP TRADING AND ORDERING CLOSE TO A STALEMATE AS SUMMER LULL KICKS IN
With newbuilding activity already at a near standstill since the start of the year, most of 2016’s trading activity in shipping was evident i ...
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- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- IHS Mccloskey Coal Group - USA
- Indonesian Coal Mining Association
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Marubeni Corporation - India
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Oldendorff Carriers - Singapore
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ASAPP Information Group - India
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Thiess Contractors Indonesia
- Posco Energy - South Korea
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- India Bulls Power Limited - India
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Maheswari Brothers Coal Limited - India
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Aditya Birla Group - India
- Sical Logistics Limited - India
- LBH Netherlands Bv - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Transport, Egypt
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
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