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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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Friday, 10 June 16
INDONESIAN 6322 GAR COAL PRICE REFERENCE RISES TO $51.81 A TON
COALspot.com: The Indonesia Coal Benchmark Price increased in June 2016.
The Director General of Mineral and Coal of Indonesia, the regulator ...
Friday, 10 June 16
WEEKLY U.S. COAL PRODUCTION TOTALED AN ESTIMATED 12 MMST IN THE WEEK ENDED JUNE 4, UP 4% W/W - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 12 million short tons (mmst ...
Wednesday, 08 June 16
BPI ACHIEVES FINANCIAL CLOSE FOR ITS 2000 MW POWER PROJECT IN CENTRAL JAVA
COALspot.com: PT Bhimasena Power Indonesia (BPI) on June 6th, 2016 Achieves financial close for its 2x1,000 MW power project in Batang Regency, Cen ...
Wednesday, 08 June 16
U.S COAL IMPORTS ARE PROJECTED TO BE 12 MMST IN 2016 AND 11 MMST IN 2017 - EIA
Coal Supply
U.S. coal production in May was 50 million short tons (MMst), a 4 MMst (10%) increase from the previous month but 19 MMst (28%) lower ...
Wednesday, 08 June 16
THE DRY BULK MARKET KEPT MOVING SIDEWAYS LAST WEEK; SECOND HAND PURCHASES MOVING NORTH - INTERMODAL
Once again its Posidonia time and the biannual exhibition takes place during a very warm June here in Athens, as if the performance of the dry bulk ...
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- Central Java Power - Indonesia
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Deloitte Consulting - India
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Indika Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Indogreen Group - Indonesia
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Formosa Plastics Group - Taiwan
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Interocean Group of Companies - India
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- McConnell Dowell - Australia
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Makarim & Taira - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Coal Council - USA
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Economic Council, Georgia
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- New Zealand Coal & Carbon
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- VISA Power Limited - India
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Kartika Selabumi Mining - Indonesia
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- MS Steel International - UAE
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Bulk Trading Sa - Switzerland
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
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