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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, 20 June 16
THE BDI HAS FELL 23 POINTS WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities declined this past week. The BDI was fell 3.77 percent fr ...
Friday, 17 June 16
CHINA'S NEW POLICY TO REDUCE WASTE IN RENEWABLE ENERGY - FITCH
Chinese renewable energy producers are likely to benefit from a new policy that guarantees a minimum amount of solar and wind power is purchased in ...
Friday, 17 June 16
KOMIPO INVITES BIDS FOR BITUMINOUS COAL FOR BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 780,000 Metric Tons of Bituminous Coal for its B ...
Friday, 17 June 16
U.S WEEKLY COAL PRODUCTION UP 7.7% - EIA
COALspot.com – U.S., the world’s one of the largest coal producer has produced approximately totalled an estimated 12.9 million short t ...
Wednesday, 15 June 16
THE DRY BULK PRICES CORRECTED UPWARDS ROUGHLY 15% - KONSTANTINOS KONTOMICHIS
Once more, the international shipping community turned its attention to Greece and more specifically to Attica that hosted Posidonia, the biggest m ...
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- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Riau Bara Harum - Indonesia
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indika Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Jaiprakash Power Ventures ltd
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Directorate General of MIneral and Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Renaissance Capital - South Africa
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Iligan Light & Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Antam Resourcindo - Indonesia
- Deloitte Consulting - India
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Rio Tinto Coal - Australia
- Bharathi Cement Corporation - India
- Siam City Cement - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Sojitz Corporation - Japan
- Sindya Power Generating Company Private Ltd
- Kaltim Prima Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- ASAPP Information Group - India
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Independent Power Producers Association of India
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Parry Sugars Refinery, India
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- White Energy Company Limited
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Barasentosa Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- Maheswari Brothers Coal Limited - India
- SMC Global Power, Philippines
- The University of Queensland
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Electricity Authority, New Zealand
- Directorate Of Revenue Intelligence - India
- Xindia Steels Limited - India
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- LBH Netherlands Bv - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
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