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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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Wednesday, 01 June 16
ZERO SUPPLY TO FUEL GROWTH IN THE DRY BULK MARKET SAYS BIMCO PRESIDENT
The dry bulk market could become profitable again in 2019 – but only if a series of extremely tough and sustained measures are taken by shipo ...
Wednesday, 01 June 16
MARKET INSIGHT - LINOS KOGEVINAS
In another page from this year’s oil drama, oil has, after a series of gains, rebounded to ~$50 / barrel and immediately stopped climbing. &n ...
Tuesday, 31 May 16
CS50 INDONESIA COAL INDEX UP 0.28% COMPARED WITH A WEEK AGO
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.28 percent week over week to averaging $39.01 per ton this past week, shows ...
Monday, 30 May 16
BORYEONG POWER PLANT TO IMPORT HALF A MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea’s state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 500,000 Metric Tons of Bituminous Coal T ...
Monday, 30 May 16
BCI ENDING AT 830 POINTS, DOWN 4.6 PER CENT W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this week. The freight market was weak this past ...
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- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- Binh Thuan Hamico - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- Borneo Indobara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Eastern Energy - Thailand
- PTC India Limited - India
- Indonesian Coal Mining Association
- IEA Clean Coal Centre - UK
- TNB Fuel Sdn Bhd - Malaysia
- Uttam Galva Steels Limited - India
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Romanian Commodities Exchange
- Wilmar Investment Holdings
- ASAPP Information Group - India
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Ministry of Mines - Canada
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Salva Resources Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- The University of Queensland
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- Energy Development Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- MS Steel International - UAE
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Electricity Authority, New Zealand
- Tata Chemicals Ltd - India
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Interocean Group of Companies - India
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Renaissance Capital - South Africa
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Iligan Light & Power Inc, Philippines
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Riau Bara Harum - Indonesia
- Banpu Public Company Limited - Thailand
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Samtan Co., Ltd - South Korea
- Directorate Of Revenue Intelligence - India
- Central Java Power - Indonesia
- Central Electricity Authority - India
- Economic Council, Georgia
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Dalmia Cement Bharat India
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- Price Waterhouse Coopers - Russia
- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
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