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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, 27 May 16
PET-COKE IMPORTS TO FACE PRESSURE IN INDIA
COALspot.com: An Indian environmental activist moved the National Green Tribunal seeking ban on the use of all forms of petroleum coke, also called ...
Friday, 27 May 16
US COAL PRODUCTION ROSE 2.9% WOW, ACCORDING TO EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.7 million short tons (mm ...
Thursday, 26 May 16
GIANT ORE CARRIERS SET TO PLAY A BIGGER ROLE IN THE GLOBAL SHIPPING FLEET: CHINA EMBRACES VALEMAXES - RICHARD SCOTT
Another phase of the giant ships era is approaching. Chinese shipowners placed orders recently for 30 huge ‘valemax’ ore carriers. Thes ...
Wednesday, 25 May 16
MEDIATION AS A WAY TO RESOLVE DISPUTES IN THE SHIPPING INDUSTRY - LANA JACOBS
KNOWLEDGE TO ELEVATE
The shipping market is currently experiencing a serious recession with the Baltic Dry Index and Baltic Capesize Index bot ...
Wednesday, 25 May 16
DRY BULK SNP MARKET DISPLAYS SIGNS OF STRENGTH - GEORGE ILIOPOULOS
Only a couple of weeks away from the world’s most prominent maritime event, the market for tankers displays an evident lack of confidence in ...
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- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Therma Luzon, Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tamil Nadu electricity Board
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Independent Power Producers Association of India
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- The University of Queensland
- Medco Energi Mining Internasional
- White Energy Company Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- Metalloyd Limited - United Kingdom
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Australian Coal Association
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Marubeni Corporation - India
- Jaiprakash Power Ventures ltd
- AsiaOL BioFuels Corp., Philippines
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GMR Energy Limited - India
- Mercuria Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Bahari Cakrawala Sebuku - Indonesia
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
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