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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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Tuesday, 28 June 16
WEEKLY CS COAL INDICES ROSE ON RENEWED DEMAND FROM CHINA
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up by 0.66 percent week over week to averaging $39.65 per ton this past week, sh ...
Tuesday, 28 June 16
CHINA'S IRON ORE IMPORTS: HOW MUCH MORE WORK FOR CAPES? - CLARKSONS
Chinese iron ore imports account for around two thirds of global seaborne iron ore shipments, making it the key driver of Capesize employment. Whil ...
Monday, 27 June 16
LATEST NEWS ON BIMCO'S CONTRACTS AND CLAUSES
BIMCO is currently updating several of its most widely used charter parties including SUPPLYTIME and BARECON. New developments include the Standard ...
Monday, 27 June 16
BREXIT RESULT COULD SEE UK FACING AN EXODUS OF MARITIME TALENT - FASTSTREAM
The UK’s decision to leave the EU has the potential to drive many of its maritime employees away, according to the results of a survey issued ...
Monday, 27 June 16
THE BDI UP 3.75 PERCENT ; BCI FELL 1.51% WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week. The BDI was up 3.75 percent from las ...
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- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Edison Trading Spa - Italy
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- Indian Energy Exchange, India
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Pendopo Energi Batubara - Indonesia
- Romanian Commodities Exchange
- Africa Commodities Group - South Africa
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- Minerals Council of Australia
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Coal and Oil Company - UAE
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Gujarat Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Ministry of Finance - Indonesia
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Bulk Trading Sa - Switzerland
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Bhoruka Overseas - Indonesia
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- Electricity Authority, New Zealand
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- PNOC Exploration Corporation - Philippines
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
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