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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, 25 July 16
THE BDI FELL ON WEAKER RATES FOR CAPESIZE & PANAMAX VESSELS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Cape and Panamax segments ending in neg ...
Friday, 22 July 16
U.S COAL OUTPUT ROSE 17.2% WEEK OVER WEEK - EIA
COALspot.com – U.S, world’s second largest coal producers has produced approximately totalled an estimated 15.1 million short tons (mms ...
Thursday, 21 July 16
WHAT TO DO WHEN YOU DON'T GET PAID - SHIPOWNERS CLUB
Present market conditions have led to an increase in claims related to unpaid hire. To recover unpaid hire, Owners need to fully understand who the ...
Thursday, 21 July 16
CONSTRUCTIVE TOTAL LOSS: WHAT GOES IN TO CALCULATING QUANTUM? - HILL DICKINSON
KNOWLEDGE TO ELEVATE
The Commercial Court recently delivered its judgment in an important case (Connect Shipping Inc and Machrimar Management ...
Wednesday, 20 July 16
EDIBLE OIL MARKETS ACROSS THE GLOBE REMAIN UNDER PRESSURE - STELIOS KOLLINTZAS
The edible oil markets across the globe remain under pressure on the back of lackluster demand. Some of the main factors causing the low activity a ...
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- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Minerals Council of Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ICICI Bank Limited - India
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Bhoruka Overseas - Indonesia
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Dalmia Cement Bharat India
- Therma Luzon, Inc, Philippines
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Indian Oil Corporation Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Jorong Barutama Greston.PT - Indonesia
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- Kaltim Prima Coal - Indonesia
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meralco Power Generation, Philippines
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- The Treasury - Australian Government
- Petrochimia International Co. Ltd.- Taiwan
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- European Bulk Services B.V. - Netherlands
- The State Trading Corporation of India Ltd
- Posco Energy - South Korea
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Banpu Public Company Limited - Thailand
- Holcim Trading Pte Ltd - Singapore
- Cement Manufacturers Association - India
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- Tata Chemicals Ltd - India
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karaikal Port Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
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