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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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Tuesday, 02 August 16
INDONESIAN CS COAL INDICES STAY POSITIVE
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.71% week over week to averaging $41.12 per ton this past week, shows CS (i) C ...
Monday, 01 August 16
4200 GAR INDONESIAN COAL PRICE MAY TOUCH $ 32/33 A TON LEVELS SOON
COALspot.com: Indonesian coal prices are likely surge further in 2016 as the recent price movement in Indonesian coal markets suggests that the mar ...
Monday, 01 August 16
BALTIC INDEX ENDED NEGATIVE NOTE THIS PAST WEEK ON WEAKER RATES ACROSS ALL LARGE VESSEL SEGMENTS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Cape, Panamax and Supramax segments end ...
Friday, 29 July 16
U.S. COAL OUTPUT SLIPS SLIGHTLY WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers has produced approximately totalled an estimated 15 million short tons ( ...
Thursday, 28 July 16
FITCH RAISES CORPORATE OIL PRICE ASSUMPTION FOR 2016 TO USD42
Fitch Ratings has raised the 2016 oil price assumptions it uses when rating energy-sector corporates, but expects record high inventories to slow a ...
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- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PetroVietnam Power Coal Import and Supply Company
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Energy Development Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Altura Mining Limited, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- Semirara Mining Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Vedanta Resources Plc - India
- Kalimantan Lumbung Energi - Indonesia
- The Treasury - Australian Government
- Wilmar Investment Holdings
- Therma Luzon, Inc, Philippines
- Energy Link Ltd, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Antam Resourcindo - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Bharathi Cement Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Sical Logistics Limited - India
- Minerals Council of Australia
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Standard Chartered Bank - UAE
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Madhucon Powers Ltd - India
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Aboitiz Power Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- Alfred C Toepfer International GmbH - Germany
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
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