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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, 24 May 16
WEEKLY CS COAL INDICES NEGATIVE FOR ALL TYPES OF COAL EXCEPT 3800 GAR COAL
COALspot.com: Average 5000 GAR coal index of Indonesian origin was down 0.10 percent week over week to averaging $38.90 per ton this past week, sho ...
Monday, 23 May 16
A PERFECT STORM FOR INDONESIAN STEAM COAL EXPORTS - CLARKSON RESEARCH
Indonesia is the world’s leading steam coal exporter, accounting for over 40% of global seaborne steam coal exports since 2010. However in 20 ...
Monday, 23 May 16
THE PANAMAX INDEX WAS UP 17 POINTS W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this week.
The freight market was firm and all ...
Friday, 20 May 16
SHIPBUILDING CONTRACTS: CAN I CANCEL? SHOULD I CANCEL? - THE SHIPOWNER CLUB
KNOWLEDGE TO ELEVATE
There are many circumstances in which a buyer of a new-build vessel might want to terminate or cancel their contract with ...
Friday, 20 May 16
U.S COAL PRODUCTION FOR THE WEEK ENDED 14 MAY TOTALED 11.4 MMST; UP 3.8% W/W
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.4 million short tons (mm ...
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- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- PowerSource Philippines DevCo
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Siam City Cement - Thailand
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GMR Energy Limited - India
- Kartika Selabumi Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Independent Power Producers Association of India
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- ICICI Bank Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- The University of Queensland
- Madhucon Powers Ltd - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- Georgia Ports Authority, United States
- Bangladesh Power Developement Board
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Global Business Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
- Meenaskhi Energy Private Limited - India
- Global Coal Blending Company Limited - Australia
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- Vizag Seaport Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- LBH Netherlands Bv - Netherlands
- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- Bhoruka Overseas - Indonesia
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Uttam Galva Steels Limited - India
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