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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, 28 July 16
LAST WEEK ENDING UP WITH BUSIER TONES FOR SUPRAMAXES NOW COOLING DOWN - FEARNLEYS
Supramax
Last week ending up with busier tones for Supramaxes now cooling down as with index being down to 684. Average daily earnings for Supram ...
Wednesday, 27 July 16
RATES FOR THE SMALLER SIZES OVER-PERFORMED THE MARKET LAST WEEK - INTERMODAL
The decline the BDI noted last week was somewhat expected given the fact that the market has been overall firming for almost a month no ...
Wednesday, 27 July 16
GLOBAL OIL SUPPLY IS EXPECTED TO REMAIN HIGHER THAN GLOBAL CONSUMPTION IN 2016 - CHRISTOPHER WHITTY
Global oil supply is expected to remain higher than global consumption in 2016, keeping oil prices at relatively low levels this summer compared wi ...
Tuesday, 26 July 16
NORTH P&I CLUB EXPLAINS HOW TO AVOID CLAIMS FOR SELF-COOKING SOYA BEANS
KNOWLEDGE TO ELEVATE
North P&I Club has advised its members to be extra vigilant during loading and transport of soya beans to ensure they ...
Monday, 25 July 16
STRONG BUYER DEMAND PUSHING UP INDONESIAN THERMAL COAL INDICES
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.73 percent week over week to averaging $40.83 per ton this past week, shows C ...
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- Simpson Spence & Young - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Straits Asia Resources Limited - Singapore
- London Commodity Brokers - England
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Sojitz Corporation - Japan
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- Wilmar Investment Holdings
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- MS Steel International - UAE
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Savvy Resources Ltd - HongKong
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Anglo American - United Kingdom
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Posco Energy - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Planning Commission, India
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- GVK Power & Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
- Pendopo Energi Batubara - Indonesia
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Krishnapatnam Port Company Ltd. - India
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Wood Mackenzie - Singapore
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- McConnell Dowell - Australia
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- PowerSource Philippines DevCo
- Ambuja Cements Ltd - India
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Indogreen Group - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
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