02 Agustus 2017

[020817.EN.SEA] 10 New Orders Placed For Box Ships in H1, Down From 56 in 2016

TEN orders for containerships were placed during the first six months of the year, compared to 56 in the first half of 2016, and 90 two years ago, according to the latest data from ship valuation service VesselsValue.

A total of 245 orders for newbuild ocean vessels were placed during the first half of this year, which is less than half of the amount placed during the same period two years ago (594), but down only slightly from the 254 orders placed during the first six months of 2016.

Of the 245 orders placed so far this year, 145 have been for tankers, a sizable increase from the 118 orders placed in 2016, but still well below the 181 orders placed during the first half of 2015, reported American Shipper.

A total of 70 bulker orders have been placed, up from last year's 43, but significantly lower than the 229 vessels ordered two years ago.

The number of LPG vessels ordered however, has remained steady, growing from 18 two years ago to 19 in 2016, before dipping slightly to 16 so far this year.

Orders of LNG vessels continued their decline, falling from 26 in the first half of the year two years ago to seven last year and four so far in 2017.

The news of the declines comes on the heels of shipbroker Clarksons saying that the number of shipyards across the globe building large commercial vessels has declined by 62 per cent in the past eight years.

Source : HKSG.

[020817.ID.BIZ] Pemprov Jabar Ingin Kuasai 51% Bandara Kertajati

BANDUNG. Pemerintah Provinsi Jawa Barat berharap bisa menguasai mayoritas atau 51% saham Bandara Internasional Jawa Barat (BIJB) Kertajati di Kabupaten Majalengka.

"Kami dari Pemprov Jawa Barat berharap bisa menguasai 51%, sedangkan Angkasa Pura (AP) II 49% di BIJB, Kertajati," kata Wakil Gubernur Jawa Barat Deddy Mizwar dalam siaran persnya, Rabu (2/8).

Ia mengatakan, pembagian saham tergantung pada penyertaan modal yang diberikan AP II. " Belum lagi nanti ada RDPT (Reksa Dana Penyertaan Terbatas) yang bisa masuk ke dalam reksa dana, kemarin juga dari bank syariah," kata dia.

agar bisa mencapai 51% maka Pemprov Jabar juga akan mencantumkan tanah yang telah dibeli untuk BIJB sebagai penyertaan modal.

"Dengan begitu, Pemprov Jabar akan tetap menguasai saham mayoritas namun dengan pola kerja sama pengelolaan bersama AP II atau beberapa pihak lain," kata Deddy.

Saat ini, AP II masih bekerja sama secara operasional. Tapi, bisa menjadi mitra jika AP II memutuskan melakukan penyertaan modal.

Menko Kemaritiman Luhut Pandjaitan optimistis, Pemprov Jawa Barat dan AP II bisa menguasai saham mayoritas di BIJB. Dia mengatakan tim teknis akan bekerja cepat untuk menentukan struktur pendanaan pastinya.

"Biar itu (BIJB) selesai kuartal pertama tahun depan, 2018 itu harus operasi. Karena dengan joint venture berdua (Pemprov Jabar dan AP II) maka Bandar Udara Kertajati akan dapat liaison," kata Luhut.

Menteri Perhubungan Budi Karya menuturkan BIJB bisa menjadi percontohan kerjasama proyek bandara antara Pemda dengan Pemerintah Pusat. Dengan model ini, Budi berharap pemda-pemda lain bisa lebih proaktif melakukan sharing equity dan kegiatan.

"Kertajati ini satu contoh model, di mana antara pusat dan daerah bekerja sama membangun bandara di daerah. Dan Pemda proaktif dalam hal pendanaan maupun accelerate project-project. Banyak bandara-bandara yang lain terutama bandara yang besar itu dananya APBN semuanya," kata Budi.

Sumber : Kontan, 02.08.17.

01 Agustus 2017

[010817.EN.SEA] Japan's Big Three Liners Bullish With Surge in Q1 Revenue

JAPAN's Big Three carriers - NYK, MOL and "K" Line - all posted improved results in their financial first quarter ending June 30 ahead of their integration into the Ocean Network Express (ONE) next April.

NYK, the biggest of the trio, and with a 38 per cent stake in the ONE alliance, saw its liner trade revenue leap 21.3 per cent on the same period of 2016 to JPY171.5 billion (US$1.54 billion) resulting in a 14.5 per cent swing back into the black of JPY5.7 billion.

MOL, which like "K" Line will have 31 per cent of ONE, also saw its turnover surge, by 22.4 per cent on the same quarter of the previous year, to JPY180.2 billion, but it was still unable to convert this into profit, albeit the loss of JPY6.2 billion improved on the JPY11.6 billion deficit previously.

Meanwhile, the turnover for "K" Line's container business jumped 20.4 per cent in the quarter, compared with the previous year, to JPY147billion propelling the carrier back into the black, with a profit of JPY6.1 billion for the quarter, against a loss of JPY12.3billion suffered the year before.

NYK said: "Conditions in the container shipping market improved owing to brisk shipping traffic and steady spot rates along the European shipping routes."

It added that other routes had "also mostly recovered", which it said included tradelanes in Central and South America, but a tonnage increase on the transpacific routes "was delaying a recovery in the market".

NYK said: "The group worked to limit fleet and operating costs by continuing efforts taken in the previous fiscal year to boost cargo-loading efficiency, switch to new highly fuel-efficient vessels with capacity for 14,000 TEU, and optimise vessel assignment and economic performance. By implementing measures for cutting freight costs, particularly the efficient operation of container ships, the group improved profitability and its resistance to market fluctuations."

MOL said it carried "record high volumes" from Asia to the US during the period, while Asia to Europe volumes were "steady" with backhaul liftings at increased levels.

"The spot freight market proceeded at a significantly improved level compared with the same period of the previous year."

It added that annual contract rates "showed an overall rise upon renewal" and this combination, along with its continued cost-cutting measures, enabled MOL to reduce its loss in the sector.

"K" Line said its liner business had seen "solid cargo movements" on east- west and intra-Asia services, handling 6 per cent more containers between Asia and North America, 9 per cent more on Asia-Europe and an impressive 17 per cent more on intra-Asia.

This however had to be tempered against a 5 per cent decrease in volume on "K" Line's north-south routes, primarily due to the termination of its South America east coast services.

These much improved sector results in the second quarter of the year, when the majority of new higher rated contracts began to be recorded in voyage results, is further evidence of a return to profit in the liner industry, the UK's Loadstar reported.

Source : HKSG.

[010817.ID.BIZ] Crane Proyek LRT Jakabaring Jatuh Menimpa Rumah

PALEMBANG. Alat berat atau "crane" pemasanga dan pembangunan "Light Rail Transif" (jalur kereta api ringan) di kawasan Jakabaring Palembang jatuh Selasa (1/8) dini hari.

Belum diktehaui secara pasti dan penyebab terjadinya musibah tersebut karena saat ini Dinas Perhubungan dan petugas terkait lainnya masih melakukan pendataan.

Kabid Perkeretaan dan Pengembangan Dinas Perhubungan Sumsel Afrian Joni  membenarkan bahwa adanya kejadian tersebut.

Pihaknya sekarang ini terus mendata dan mengumpulkan informasi terkait kejadian tersebut, kata dia.

"Nanti kita akan berikan keterangan kepada wartawan apa penyebab terjadinya musibah tersebut," kata dia.

Yang jelas, katanya, pihaknya sudah turun ke lokasi untuk melihat tiang crane yang jatuh tersebut.

Ketika ditanya mengenai korban atas kejadian tersebut, dia mengatakan pihaknya belum bisa memberikan informasi lengkap karena nanti akan disampaikan kepada dinas.

Berdasarkan data subuh dini hari terjadi "crane" jatuh yang mengakibatkan menimpa satu rumah penduduk di sekitar pembangunan jalur kereta api ringan tersebut.

Sekarang ini petugas masih sibuk mengamankan lokasi alat berat yang jatuh tersebut.

Sebagaimana jalur kereta api ringan dari Bandara Internasional Sultan Mahmud Badaruddin II Palembang menuju kawasan olahraga Jakabaring sekarang sedang tahap penyelesaian untuk persiapan Asian Games 2018.

Sumber : Kontan, 01.08.17.

31 Juli 2017

[310717.EN.SEA] Panama Canal Regains Lost Traffic Between Asia and USEC From Suez Canal

ENLARGEMENT of the Panama Canal has enabled the Central American waterway to win back most of the all-water traffic between Asia and the US East Coast that it had lost to the rival Suez Canal route.

The Panama Canal's share of the total headhaul capacity on the route has risen to 74 per cent, the level it had in 2010, after slumping to 48 per cent at the beginning of 2016, according to Alphaliner.

The opening of the new locks in June 2016 shifted the advantage back to the Panama Canal as the larger neo-Panamax and sub neo-Panamax ships, now able to transit, helped lift average vessel size to the same as on the Suez route, the industry analyst says.

The Egyptian waterway has, however, retained the headhaul and backhaul legs of five all-water services, while five services that use the Panama Canal on the headhaul direction, return to Asia via the Suez Canal, according to IHS Media.

The battle between the two waterways is continuing, with the Panama Canal Authority planning to cut tariffs for neo-Panamax vessels from October 1. However, the reductions are relatively modest, at only 6 to 12 per cent, and may not be sufficient to entice carriers to reroute their backhaul services via the Panama Canal.

The Suez Canal Authority has also extended its 45 to 65 per cent rebates on toll tariffs for a further six months to the end of the year, which should ensure it retains some of the traffic for the time being.

The Panama Canal tariff reductions will benefit the nine existing services transiting the waterway on both legs with weekly savings of up US$400,000 for the carriers, based on estimated weekly discounts of $40,000 to $50,000 for each service.

Neo-Panamax ships, with 19 rows of containers, and sub neo-Panamax vessels, 16 to 18 rows, made 795 voyages, or 50.5 per cent of all transits, through the expanded Panama Canal during its first year of operations.

The number of 16- to 19-row container ships sailing through the canal is likely to almost double in the coming year, with around 1,400 transits, Alphaliner said.

Fifteen weekly services currently transit the Panama Canal of which nine make a return voyage, for a total of 24 passages.

At least two carriers are planning to launch new Asia-US East Coast services next year, which could significantly increase transits through the waterway, while five current trans-Panama services deploying classic 13-row vessels of 4,000-5,100 TEU capacity could be up-sized in the coming year, further boosting traffic of larger vessels.

Source : HKSG.

[310717.ID.BIZ] INTP Optimis Tumbuh 5%

Jakarta. Meski pada semester I 2017 PT Indocement Tunggal Prakarsa Tbk harus kecewa dengan penyusutan perolehan laba, namun produsen semen dengan kode INTP ini optimis menyongsong pertumbuhan di semester II. Antonius Marcos, Corporate Secretary PT Indocement Tunggal Prakarsa Tbk mengatakan, perseroan mematok target pertumbuhan sebesar 4%-5% dibanding tahun lalu.

Tahun lalu, INTP berhasil mencetak pendapatan sebesar Rp 15,36 triliun. "Kami  berharap, semester II ini akan lebih baik dari semester I," ujar Antonius.

Sepanjang semester I 2017, INTP harus mencatatkan rapor merah. Laba perseroan merosot lebih dari separo dibanding tahun lalu.

Paruh pertama tahun ini, laba perseroan turun drastis, hingga 62,9% atau menjadi Rp 901 miliar. Padahal, pada periode yang sama tahun lalu, perseroan mampu membukukan laba sebesar Rp 2,4 triliun.

Antonius menyebut kondisi ini sebagai imbas dari penurunan harga jual yang dialami perseroan di semester ini dibandingkan tahun lalu. "Kendala utamanya adalah persaingan usaha," terang Antonius kepada Kontan, Senin (31/7).

Setali tiga uang dengan laba perseroan, pendapatan perseroan juga mengalami penurunan sebesar 15,4% dibanding periode yang sama tahun lalu, yakni dari Rp 7,7 triliun menjadi Rp 6,5 triliun.

Antonius juga menambahkan, momen Lebaran yang jatuh di bulan Juni menjadi alasan mengapa penjualan perseroan mengalami penurunan dibandingkan tahun lalu di mana Lebaran jatuh di bulan Juli. "Sehingga tahun lalu penjualan di bulan Juni masih baik. Jadi di sini terjadi perbedaan waktu," tambah Antonius.

Sumber : Kontan, 31.07.17.

19 Juli 2017

[190717.EN.BIZ] FedEx's TNT Uninsured For Costly Damage in Data Destroying Cyber Attack

THE impact from the cyberattack on TNT Express has turned out to be far greater than estimated, says its Memphis-based parent company FedEx, reports New York's Air Cargo World.

"We do not have cyber or other insurance in place that covers this," said the Memphis-based parent company FedEx.

"Although we cannot currently quantify amounts, we have experienced loss of revenue due to decreased volumes at TNT and incremental costs associated with the implementation of contingency plans and the remediation of affected systems," said a FedEx statement to the New York Stock Exchange.

With many offices reduced to pen-and-paper operations, critical business data appears to have been permanently destroyed, according to a 10-K filing by FedEx, to the US Securities and Exchange Commission (SEC).

The virus first struck the company's Ukraine operations on June 27, before infiltrating the company's global network, the filing said.

The cyber-attack that shut down TNT Express operations late last month is still impeding the company's operations.
"Customers are still experiencing widespread service and invoicing delays, and manual processes are being used to facilitate a significant portion of TNT operations and customer-service functions," FedEx said. "We cannot estimate when TNT services will be fully restored."

FedEx information technology teams are currently working to recover critical data. However, in the days that followed the attack, it emerged that the virus, known as Petya, was a "wiper," not ransomware.

That means that the virus was designed to destroy data, rather than restore data once the ransom is paid.

"We are currently focused on restoring remaining operational systems, along with finance, back-office and secondary business systems," FedEx said.

The express company said that there was no timeframe for full restoration of impacted systems, and that it might never fully recover critical business data that was encrypted by the virus.

"We are still evaluating the financial impact of the attack, but it is likely that it will be material," FedEx said.

TNT services are available, but customers are still experiencing widespread service and invoicing delays, and manual processes are being used to facilitate a "significant portion" of TNT operations and customer service functions.

FedEx said it could not estimate when services would be fully restored but contingency plans that make use of both FedEx and TNT networks remain in place to minimise the impact to customers.

The company said its IT teams have been focused on the recovery of critical systems and continue to make progress in resuming full services.

Source : HKSG.