ATHENIAN SHIPBROKERS S.A.

Transcription

1 Apr-3 Aug-3 Dec-3 Apr-4 Aug-4 Dec-4 Apr-5 Aug-5 Dec-5 Apr-6 Aug-6 Dec-6 Apr-7 Aug-7 Dec-7 Apr-8 Aug-8 Dec-8 Apr-9 Aug-9 Dec-9 Apr-1 Aug-1 Dec-1 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 Apr , Vas. Pavlou Str., GR , Voula, Athens, Greece Tel: Fax: Internet Mail: athenian@atheniansa.gr M O N T H L Y R E P O R T Baltic Dry Index April 213 PRICES TANKERS ($ MIO) * Prices reflect Year s End 28* 29* 21* 211* 212* Apr-13 VLCC 5Y VLCC 1Y SUEZMAX 5Y AFRAMAX 5Y AFRAMAX1Y PANAMAX5Y K 5Y D/H K 1Y D/H K 2Y PRICES BULKERS ($ MIO) * Prices reflect Year s End 28* 29* 21* 211* 212* Apr-13 CAPESIZE 5Y CAPESIZE 1Y CAPESIZE 15Y CAPESIZE 2Y PANAMAX 5Y PANAMAX 1Y PANAMAX 15Y PANAMAX 2Y SUPRAMAX 5Y HANDYMAX1Y HANDYMAX15Y HANDYMAX2Y

2 Prices (USD Mio) Price (USD) Price (USD Mio) Price (USD) 2 S E C O N D H A N D S A L E S & C H A R T E R F I X T U R E T R E N D S 18. Monthly Tanker Market Trend 1 Monthly 1 Yr TC Rates VLCC 5Y VLCC 1Y SMAX 5Y AMAX 5Y VLCC 1 Yr T/C SMAX 1 Yr T/C AMAX 1 Yr T/C AMAX 1Y PMAX 5Y 45K 5Y D/H 45K 1Y D/H PMAX 1 Yr T/C MR 1 Yr T/C 16. Monthly Bulk Carrier Market Trend 18 Monthly 1 Yr TC Rates CAPE 5Y CAPE 1Y CAPE 15Y PMAX 5Y PMAX 1Y PMAX 15Y SUPRA 5Y HMAX 5Y HMAX 1Y HMAX 15Y CAPE 1 Yr T/C SUPRA 1 Yr T/C PMAX 1 Yr T/C HMAX 1 Yr T/C

3 3 S E C O N D H A N D T O N N A G E M A R K E T S&P Activity Dry (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD PREVIOUS MONTH A/BLE FOR SALE PREVIOUS MONTH SALES S&P Activity Tankers (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD PREVIOUS MONTH A/BLE FOR SALE PREVIOUS MONTH SALES THIS MONTH - PREVIOUS MONTH THIS MONTH - PREVIOUS MONTH *Excluding demolition sales Sale and Purchase Market - Second Hand units Ship Type Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 Total BULK TANK GAS CONT TWEEN REEF 1 1 RORO FERRY 1 1 CRUISE Total

4 4 Baltic Clean Tanker - Yearly WEEK NO 213 Baltic Clean Tanker - Monthly /3/213 4/4/213 11/4/213 18/4/213 25/4/213 Baltic Dirty Tanker - Yearly WEEK NO 213 Baltic Dirty Tanker - Monthly /3/213 4/4/213 11/4/213 18/4/213 25/4/213 TANKER SALES NAME DWT BLT PRICE $ BUYER ANATOLIA SKY JAPAN DH 5 MIO GREEK MOUNT JIUHUA CHINA DH 8.6 MIO SINGAPOREAN (Via Auction) HELENE KNUTSEN SPAIN DH 6 MIO WEST AFRICAN MARIELLA AMORETTI GERMANY DH 7.5 MIO UNDISCLOSED GOURITZ CHINA DH 16 MIO EUROPEAN GAMTOOS CHINA DH 16 MIO EUROPEAN LEO STAR S.KOREA DH 12.8 MIO GREEK (Via Auction) DORIS JAPAN DH 3.4 MIO UNDISCLOSED BOW LIMA JAPAN DH * ENBLOC BSS BOW CAPE JAPAN DH 46 MIO SINOCHEM (Stst tanker. Total Price) BOW RIO JAPAN DH 2 MIO UNDISCLOSED (Stst tanker) KALTENE S.KOREA DH 12.9 MIO GREEK UACC SILA S.KOREA DH 29 MIO UACC (Purchase option) STX JINHAE S.KOREA DH 34.5 MIO GREEK INDIGO POINT S.KOREA DH * ENBLOC BSS IVORY POINT S.KOREA DH 46.5 MIO GREEK (Bss TC attached at Usd 16 k & Usd 14.5 k Pd. Total Price) HYUNDAI MIPO S.KOREA DH * ENBLOC BSS HYUNDAI MIPO S.KOREA DH * ENBLOC BSS HYUNDAI MIPO S.KOREA DH * ENBLOC BSS HYUNDAI MIPO S.KOREA DH 146 MIO SCORPIO TANKERS (Total Price) CHEMTRANS SUN CHINA DH 7 MIO NIGERIAN ATHENS STAR CHINA DH * ENBLOC BSS HAMBURG STAR CHINA DH * ENBLOC BSS LONDON STAR CHINA DH * ENBLOC BSS NEW YORK STAR CHINA DH 74 MIO BW SHIPPING (Bank driven deal)

5 $/Day $/Day 5 MARAN ALTAIR S.KOREA DH 9.3 MIO SOECHI, ASIA NORDMARK S.KOREA DH 8.2 MIO UKRAINIAN (SS/DD Due) BRITISH OAK JAPAN DH 15 MIO GREEK (RBS controlled sale) EAGLE ALBANY JAPAN DH 9.5 MIO FAR EASTERN NORTHERN SPIRIT CHINA DH 3 MIO SONANGOL, ANGOLA ALMI EXPLORER S.KOREA DH 55 MIO UNDISCLOSED ARTOIS JAPAN DH 28 MIO SBM EAGLE VALENCIA S.KOREA DH * ENBLOC BSS EAGLE VENICE S.KOREA DH 8 MIO GREEK (Total Price) GAS SALES NAME DWT BLT CBM PRICE $ BUYER SAKURA SERENITY JAPAN MIO GREEK SAKURA SYMPHONY JAPAN MIO GREEK TOYO MARU ROMANIA MIO TUFTON OCEANIC GROUP CRYSTAL MERMAID JAPAN MIO UNDISCLOSED FLANDERS HARMONY BULGARIA MIO UNDISCLOSED Spot Market - Tankers VLCC SUEZMAX AFRAMAX Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr-13 Period Market - Tankers 1 Year T/C VLCC SUEZMAX AFRAMAX Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr-13

6 6 Baltic Handysize /3/213 4/4/213 11/4/213 18/4/213 25/4/213 Baltic Supramax /3/213 4/4/213 11/4/213 18/4/213 25/4/ Baltic Panamax /3/213 4/4/213 11/4/213 18/4/213 25/4/ Baltic Capesize /3/213 4/4/213 11/4/213 18/4/213 25/4/213 4 BULKER SALES NAME DWT BLT GEAR PRICE $ BUYER AFRICAN ORYX CHINA CR 4X3 3.8 MIO CHINESE (SS/DD Due) SAN SIMEON CHINA CR 4X3 4.9 MIO UNDISCLOSED NEW LIGHT JAPAN CR 4X MIO GREEK NORTHERN LIGHT JAPAN CR 4X3 1.8 MIO UNDISCLOSED VENUS SHINING JAPAN CR 4X MIO GREEK BRIGHT LAKER JAPAN CR 4X3 9.8 MIO UNDISCLOSED GREAT MARY JAPAN CR 4X3 13 MIO CHINESE ORIENT TRIBUNE CHINA CR 4X35 16 MIO USA BASED ORIENT TRIUMPH CHINA CR 4X MIO USA BASED C. EMERALD JAPAN CR 4X MIO UNDISCLOSED GLORY SANYE JAPAN CR 4X MIO MIDDLE EASTERN KEN JAPAN CR 4X3 9.5 MIO UNDISCLOSED HONESTY OCEAN JAPAN CR 4X3 8.3 MIO UNDISCLOSED STAR SEA BREEZE JAPAN CR 4X MIO GREEK KEN UNITY JAPAN CR 4X MIO GREEK ALICIA CHINA CR 4X35 25 MIO GREEK YANGZHOU DAYANG DY CHINA CR 4X MIO UNDISCLOSED YANGZHOU DAYANG DY CHINA CR 4X MIO UNDISCLOSED ATLAS SUN S.KOREA GLESS 5.5 MIO CHINESE YM CULTIVATION JAPAN GLESS 5 MIO CHINESE (Generator damaged) SD NOVA JAPAN GLESS 6.7 MIO UNDISCLOSED (DD Due 1/213) KING COAL TAIWAN GLESS 6 MIO GREEK (Via Auction) FEARLESS I S.KOREA GLESS 6.7 MIO CHINESE (Via Auction)

7 $/Day $/Day 7 MING MAY JAPAN GLESS 8.5 MIO UNDISCLOSED PERUVIAN EXPRESS CHINA CR 4X35 19 MIO GREEK TSUNEISHI ZHOUSHAN SS CHINA GLESS 28.2 MIO UNDISCLOSED MICAELA DELLA GATTA JAPAN GLESS 18.5 MIO UNDISCLOSED BRILLIANT TRADER JAPAN GLESS 19 MIO GREEK CAPE EUROPE TAIWAN GLESS 8.3 MIO UNDISCLOSED (For further trading) BRILLIANT RIVER JAPAN GLESS 9 MIO UNDISCLOSED (For further trading) SEAKOH S.KOREA GLESS 16.2 MIO GREEK TAMOU JAPAN GLESS 27 MIO GREEK PACIFIC TIARA JAPAN GLESS 25.2 MIO UNDISCLOSED Spot Market - Bulkers CAPESIZE PANAMAX HANDYMAX 1 5 Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr Period Market - Bulkers 1 Year T/C CAPE PMAX HANDYMAX Apr-12 Jun-12 Aug-12 Oct-12 Dec-12 Feb-13 Apr-13

8 8 CONTAINER SALES NAME DWT BLT GEAR TEU PRICE $ BUYER NERI CHINA CR 2X MIO UNDISCLOSED DANIELA CHINA CR 2X MIO OCEANIC CONT LINES, PHILIPPINES ARMINIA POLAND CR 2X MIO UNDISCLOSED MARCHEROKEE GERMANY CR 2X6 (COMB 12) 13 5 MIO UNDISCLOSED YM PEOPLE JAPAN GLESS 162 * ENBLOC BSS YM SKY JAPAN GLESS 162 * ENBLOC BSS YM EARTH JAPAN GLESS MIO SITC, CHINA (Total price) GALLANT WAVE JAPAN GLESS MIO INDONESIAN MSC HOBART S.KOREA GLESS MIO CHINESE R.R. AMERICA GERMANY CR 3X MIO GREECE KENO S.KOREA GLESS MIO UNDISCLOSED TWEEN SALES NAME DWT BLT GEAR TEU PRICE $ BUYER ATLANTIC SUN NETHERLANDS GLESS MIO CHINESE RORO SALES NAME GT BLT LANE MTS/CARS PAX PRICE $ BUYER EGLANTINE CHINA MIO SAUDI ARABIAN NORMAN TRADER SPAIN MIO UNDISCLOSED

9 $m $m 9 N E W B U I L D I N G M A R K E T A N D R E P O R T E D C O N T R A C T S Tanker Prices VLCC Suezmax Aframax MR Bulker Prices Capesize Panamax Handymax Handysize Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 Apr-13 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 Apr-13 Dry Bulk Orderbook Ship Type 213 (deliv) Total VLOC Capesize Small Cape Panamax Supramax Handys Total Tanker Orderbook Ship Type 213 (deliv) Total ULCC/VLCC Suezmax Aframax Panamax MR Handy Total LPG Tank Orderbook Ship Type 213 (deliv) Total VLGC LGC MR Handy Small Total

10 m. dwt m. dwt No. of Vessels m. dwt 1 Newbuilding Sales Tankers >1, dwt Bulkers >1, dwt Containerships Apr Delivery Schedule Bulkers >1, dwt. Tankers >1, dwt Apr Tanker Newbuildings on Order VLCC Aframax Products Suezmax Panamax Bulker Newbuildings on Order Capesize Panamax Handymax Handysize April 213 April 213 Newbuilding Historical Prices ($m) Tankers Apr , DWT , DWT , DWT , DWT Bulkers 18, DWT , DWT , DWT , DWT Before 21 sizes to read 28, - 14, - 95, - 4, respectively for tankers and 15, - 69, for Bulkers 2 Single Hull 3 3, DWT (note: above is for vessels built Japan / Korea, you should also consider US$ / Yen / Won relation for the years mentioned)

11 11 The Shipbuilding Market TYPE DWT BUILDER DELIVERY PRICE $ OWNER NOTES AHTS 15 Yuexin S.B. 214 PT Wintermar AHTS 15 Yuexin S.B. 214 PT Wintermar BULK 27 Hyundai H.I. 214 Oldendorff Carriers BULK 27 Hyundai H.I. 214 Oldendorff Carriers BULK 27 Hyundai H.I. 215 Oldendorff Carriers BULK 27 Hyundai H.I. 215 Oldendorff Carriers BULK 82 Jiangsu New YZJ Mio Marine Management BULK 82 Jiangsu New YZJ Mio Marine Management BULK 82 Jiangsu New YZJ Mio Marine Management BULK 181 STX Dalian 215 Frontline 212 BULK 181 STX Dalian 215 Frontline 212 BULK 181 STX Dalian 215 Frontline 212 BULK 181 STX Dalian 215 Frontline 212 BULK 6 Japan Marine Utd 215 Golden Ocean BULK 6 Japan Marine Utd 215 Golden Ocean BULK 15 STX S.B. 215 STX Pan Ocean BULK 15 STX S.B. 216 STX Pan Ocean BULK 15 Hanjin H.I. 215 Hyundai M.M. BULK 15 Hanjin H.I. 215 Hyundai M.M. BULK 15 Hanjin H.I. 215 Hyundai M.M. BULK 15 Sungdong S.B 216 SK Shipping Co. Ltd BULK 15 Sungdong S.B 216 SK Shipping Co. Ltd BULK 15 Sungdong S.B 216 Hanjin Shpg Co BULK 15 Sungdong S.B 216 Hanjin Shpg Co BULK 84 Oshima S.B. Co. 214 U-Ming Marine Tran. BULK 84 Oshima S.B. Co. 214 U-Ming Marine Tran. BULK 64 Chengxi Shipyard 215 Wah Kwong Shpg. BULK 64 Chengxi Shipyard 215 Wah Kwong Shpg. BULK 64 Chengxi Shipyard 215 Wah Kwong Shpg. BULK 64 Chengxi Shipyard 215 Wah Kwong Shpg. BULK 34 Namura Shipbuilding 215 Wisdom Marine Lines BULK 34 Namura Shipbuilding 215 Wisdom Marine Lines BULK 55 Kawasaki S.B. 216 Wisdom Marine Lines BULK 37 Imabari S.B Mio Uni-Asia Finance BULK 37 Imabari S.B Mio Uni-Asia Finance BULK 37 Imabari S.B Mio Uni-Asia Finance Cement 2 Shanhaiguan S.Y Mio Assoc. Bulk Carriers Chem & Oil 38 Hyundai Mipo 214 Scorpio Tankers Chem & Oil 38 Hyundai Mipo 214 Scorpio Tankers Chem & Oil 5 Guangzhou S.Y. Int Mio Stena Bulk AB Chem & Oil 5 Guangzhou S.Y. Int Mio Stena Bulk AB Chem & Oil 495 Brod. Trogir 215 Arne Blystad AS Chem & Oil 495 Brod. Trogir 215 Arne Blystad AS CONT 126 Zhejiang Yangfan 214 NOSC CONT 126 Zhejiang Yangfan 214 NOSC CONT 215 CSBC Mio SITC CONT 215 CSBC Mio SITC CONT 11 Samsung H.I Mio CSAV CONT 11 Samsung H.I Mio CSAV CONT 11 Samsung H.I Mio CSAV CONT 11 Samsung H.I Mio CSAV CONT 11 Samsung H.I Mio CSAV CONT 11 Samsung H.I Mio CSAV CONT 11 Samsung H.I Mio CSAV CONT 125 Unknown Korean Mio Heung-A Shpg Co. Ltd CONT 125 Unknown Korean Mio Heung-A Shpg Co. Ltd CONT 125 Unknown Korean Mio Heung-A Shpg Co. Ltd CONT 125 Unknown Korean Mio Heung-A Shpg Co. Ltd Crew Boat 22 Strategic Marine (S) 213 Damai Jitu Crew Boat 22 Strategic Marine (S) 213 Damai Jitu

12 12 FPSO 9975 Hyundai H.I. 216 Chevron North Sea LNG 28 Jiangnan Changxing 215 CNOOC EnerTech LNG 26 COSCO Dalian 215 Dalian In the Group LNG 1 Samsung H.I Mio SK Shipping Co. Ltd LNG 1 Samsung H.I Mio SK Shipping Co. Ltd MPP 125 Jiangsou S/Y 215 Unknown MPP 125 Jiangsou S/Y 215 Unknown MPP 125 Jiangsou S/Y 215 Unknown MPP 125 Jiangsou S/Y 215 Unknown MPP 125 Jiangsou S/Y 216 Unknown MPP 125 Jiangsou S/Y 216 Unknown MSV 5 Havyard Leirvik 214 MPL Products 16 Hyundai H.I. 215 Densa Shipping Products 5 Hyundai Mipo Mio Dong-A Tanker Co. Products 5 Hyundai Mipo Mio Dong-A Tanker Co. PSV 54 Leevac Shipyard 214 Tidewater Marine PSV 54 Leevac Shipyard 214 Tidewater Marine PSV 54 Leevac Shipyard 215 Tidewater Marine PSV 54 Leevac Shipyard 215 Tidewater Marine RORO 116 Visentini 214 Nordana Line Seis. Survey 7 Mitsubishi H.I. 215 PGS TANKER 113 Daewoo-Mangalia 215 Eastern Med. Mar. TANKER 113 Daewoo-Mangalia 215 Eastern Med. Mar. TANKER 113 Daewoo-Mangalia 215 Eastern Med. Mar. TANKER 113 Daewoo-Mangalia 215 Eastern Med. Mar. TANKER 113 STX S.B. 215 Teekay Tankers TANKER 113 STX S.B. 215 Teekay Tankers TANKER 113 STX S.B. 215 Teekay Tankers TANKER 113 STX S.B. 216 Teekay Tankers

13 Million dwt USD/ton USD/ton 13 Demolition Historical Data D E M O L I T I O N M A R K E T Demolition Prices Gen Cargo Tanker India USD 41 /lt Ldt USD 425 /lt Ldt Bangladesh USD 45 /lt Ldt USD 425 /lt Ldt Pakistan USD 415 /lt Ldt USD 435 /lt Ldt China USD 355 /lt Ldt USD 375 /lt Ldt Price Tankers* JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC *India month's end prices Price Bulkers* JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC *India month's end prices Total Demolition (Dwt) * Bss reported sales

14 USD/ton 14 6 Historical Demolition Prices (India Year's End) TANKERS BULKERS Avg. Trend 1 HISTORICAL DEMOLITION PRICES (*Indian Year s End) CURR. TANK BULK India TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK LEOPARD B BULK KOZNITSA BULK SAPPHIRE II Full Spares BULK STANISLAW KULCZYNSKI BULK MACIEJ RATAJ BULK ST. PAVEL BULK KRAIRACH DIGNITY BULK RADONEZH BULK MSC GIANNA BULK SEA PRINCE Incl 25T RoB BULK WORLD SWAN Woodchip Carrier CONT BACO-LINER CONT BACO-LINER CONT SAFMARINE PAKISTAN Asis Salalah CONT DAMALI CONT MAERSK MADRID Full Spares RORO SEABOARD VICTORY Asis Freeport & payment fr RoB TANK PAPUDO Asis Chile with extra payment for RoB TANK OMVATI PREM TWEEN HIYA BUILDER TWEEN SAINT DEMETRIOS Bss dely Calcutta Bangladesh TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK WARRIOR I BULK HUA TU BULK WINNING FRIEND CONT E.R. BRISBANE TANK G. GLORY TWEEN BAO YING Asis Singapore

15 15 China TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK HUA JIN SONG BULK GLOBE BRIGHT Full Spares COMBO HUA DI CONT STADT HAMBURG TANK NAPA TWEEN WIN MOONY Pakistan TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK SENECA BULK DOXA D BULK HANGANG ELITE BULK PSU FIRST TWEEN ISLAMABAD Turkey TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK ZEHRA VI

16 USD/ton USD/ton 16 H I S T O R I C A L B U N K E R P R I C E S Bunkers Cost (38 cst) Rotterdam Fujeirah Houston Average Trend Bunkers Cost (MGO) Rotterdam Fujeirah Houston Average Trend HISTORICAL BUNKER PRICES Rotterdam Fujeirah Houston 38 cst MGO 38 cst MGO 38 cst MGO Apr

17 $/Barrel USD-EUR USD-JPY 17 M A R K E T I N D I C A T O R S Currencies USD-EUR USD-JPY Brent Oil GBP CAD EUR JPY CHF USD AUD GBP CAD EUR JPY CHF USD AUD * 3/4/213 values

18 18 S T O C K W A T C H NAME TICKER THIS MONTH* LAST MONTH CHANGE % 52w HIGH 52w LOW NewLead Holdings NEWL Capital Product Partners CPLP Diana Shipping DSX Dryships DRYS Eagle Bulk EGLE Euroseas ESEA Excel Martime EXM Freeseas FREE Genco Shipping&Trading GNK Costamare Inc. CMRE Goldenport GPRT Navios NM GasLog LNG Services GLOG Paragon PRGN Safe Bulkers SB Star Bulk SBLK Stealthgas GASS TEN TNP TOP Ships TOPS Box Ships Inc TEU Diana Containerships Inc DCIX Danaos Corporation DAC Aegean Marine Petroleum ANW * 29/4/213 closing values ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Disclaimer: Information and data that appear in this report have been obtained from various sources which are believed to be correct and reliable. However, Athenian Shipbrokers S.A. does not guarantee their accuracy or completeness and therefore cannot be held liable for any loss incurred as a result of reliance in any way whatsoever on the information contained herein. Kind Regards,