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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, 19 July 16
INDONESIAN THERMAL COAL INDEXES CONTINUALLY FIRM UP ON ROBUST BUYING INTEREST - CS COAL INDEX
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose One percent week over week to averaging $40.38 per ton this past week, shows CS ...
Monday, 18 July 16
FROM PIT TO PORT: DRY BULK NEEDS A NEW PATH TO PROFITABILITY - TOC EUROPE
During the golden years for commodities, from 2005 to 2014, high demand and big profit margins pushed companies to produce more and more, sacrifici ...
Monday, 18 July 16
BALTIC DRY INDEX REMAIN FIRM, UP BY 5.97 WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to remain firm with all segments ending in posi ...
Friday, 15 July 16
US COAL PRODUCTION DOWN 8.4% WEEK-OVER-WEEK
COALspot.com – U.S, world’s second largest coal producers has produced approximately totalled an estimated 12.9 million short tons (mms ...
Thursday, 14 July 16
SHIPPING'S HALF YEAR REPORT - 'MUST DO BETTER' - CLARKSONS
It’s the time of year, with the school holidays and end of term approaching, that many pupils will nervously take home their school reports t ...
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- Wilmar Investment Holdings
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Coalindo Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Singapore Mercantile Exchange
- Dalmia Cement Bharat India
- Planning Commission, India
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Parliament of New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Minerals Council of Australia
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Savvy Resources Ltd - HongKong
- Krishnapatnam Port Company Ltd. - India
- Power Finance Corporation Ltd., India
- European Bulk Services B.V. - Netherlands
- Riau Bara Harum - Indonesia
- Port Waratah Coal Services - Australia
- Globalindo Alam Lestari - Indonesia
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Australian Coal Association
- Borneo Indobara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- PNOC Exploration Corporation - Philippines
- Posco Energy - South Korea
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Binh Thuan Hamico - Vietnam
- Gujarat Sidhee Cement - India
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Vizag Seaport Private Limited - India
- Bharathi Cement Corporation - India
- London Commodity Brokers - England
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- Chamber of Mines of South Africa
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
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