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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, 14 June 16
CS COAL INDICES ROSE UP FOR A THIRD STRAIGHT WEEK; 4200 GAR COAL UP 0.73%
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.54 percent week over week to averaging $39.37 per ton this past week, shows ...
Monday, 13 June 16
DEMAND FOR DRY BULK COMMODITIES COULD PROVIDE FUTURE BOOST FOR SHIP OWNERS - HELLENIC SHIPPING NEWS
When it comes to the dry bulk market, shipowners these days are looking for news in any shape or form they can find them. However, as the discussio ...
Monday, 13 June 16
ONSHORE SHALE: WORTH KEEPING IN THE SHIPPING SPOTLIGHT CLARKSONS
Generally, shipping industry watchers spend much of their time monitoring events out to sea: how fleets are evolving, trade volumes growing and fre ...
Monday, 13 June 16
PORT OF NEWCASTLE SHIPPED 5.03% MORE COAL IN MAY; AVERAGE SELLING PRICE DECLINED 2.08% FROM APRIL
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1.162bill ...
Monday, 13 June 16
BALTIC INDEX FLAT, INDEX FOR CAPE RISE
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities flat this past week. The freight market was almost same l ...
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- Bahari Cakrawala Sebuku - Indonesia
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
- Wilmar Investment Holdings
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Power Finance Corporation Ltd., India
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Trasteel International SA, Italy
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ind-Barath Power Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Sojitz Corporation - Japan
- Ministry of Finance - Indonesia
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- New Zealand Coal & Carbon
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Africa Commodities Group - South Africa
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Heidelberg Cement - Germany
- IEA Clean Coal Centre - UK
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- Posco Energy - South Korea
- PTC India Limited - India
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- PNOC Exploration Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Cement Manufacturers Association - India
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Indika Energy - Indonesia
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Port Waratah Coal Services - Australia
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Sical Logistics Limited - India
- Uttam Galva Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Toyota Tsusho Corporation, Japan
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
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