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Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
 There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest developments on a global scale indicate that most probably we are among the less fortunate. Another saying though suggests that “there is always something good in every bad”. Surely, no-one doubts that the new virus may cause thousands of deaths. It also goes without saying that a prolonged shutdown of every developed/developing country of the world will have severe economic and social consequences. This is now clear to everyone. We are constantly being bombarded with bad news by way of noisy words such as “markets free fall”, “huge sell off”, “bankruptcy”, “worst ever recession”, “collapse” etc. This is so stressful.
However, there is also some good news. Apart from the hundreds of scientists and laboratories currently looking for ways to fight the virus, there are unprecedented, huge fiscal and monetary stimulus packages offered by governments and central banks across the world and almost in a coordinated way. They are ready to do ‘’whatever it takes’’ so that the global economy gets back on its feet. Rate cuts, loan guarantees, tax cuts, wage subsidies, liquidity schemes and asset purchase programs are just a few of the tools that governments and central banks have already decided to use so that they don’t allow economies to derail.
So, apart from the daily 1-2 hours’ bad news “update”, what should the news talk about? Where is the “good” in all this bad? It is hiding in the day after. This is the day after the lockdown measures are over; the day that the global economic growth will start gathering pace. Regardless of what its shape will be – ‘’V’’, ‘’U’’, ‘’L’’ or ‘’W’’ – recovery will eventually come, as it has done in all the previous ‘’catastrophic’’ times in human history. However, it will still be the end of the world as we know it, both in micro and macro-economic level.
Digitalization will grow even faster. People will change the way they live and work. New and more productive ways of working will be adopted, through smart working, with less physical (i.e. less commuting and traveling) and much more efficient meetings. E-commerce, tele-medicine and on-line education will also flourish, all allowing more free personal time for everyone.
Supply chains - logistics. Most, if not all, large manufacturing companies will re-consider their current just-in-time inventory management and their reliance on global networks of suppliers. Raw material stocks will be increased as additional reserve cushions in order to prevent exhausted inventory and production disruption due to a global shutdown as the one we are currently facing. Logistics’ hubs will also be re-considered so that they are better (geographically) positioned.
In view of all the above, most likely debt providers will follow suit. Further to the financial standing of each company, its environmental, social and corporate governance, I would be most surprised if the financiers did not add in their checklists each company’s emergency and crisis management plans. In the meantime, and until we reach the ‘’day after’’, let’s all stay at home, stay safe and buy some more time for the people who work either to clinically fight the virus, or provide the means so that we all suffer as less casualties of any kind, as possible.
By George Laios
Deputy CEO, Intermodal Group
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
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, 17 April 20
PANDEMIC TO BRING ASIA'S 2020 GROWTH TO HALT FOR 1ST TIME IN 60 YEARS - IMF: REUTERS
Asia’s economic growth this year will grind to a halt for the first time in 60 years, as the coronavirus crisis takes an “unprecedented ...
Friday, 17 April 20
OPEC BRACES FOR OIL MARKET'S "HISTORIC SHOCK"
OPEC released its much anticipated April monthly report.
Crude Oil Price Movements
Crude oil prices collapsed in March 2020, rec ...
Friday, 17 April 20
SAUDI ARABIA'S MAY 2020 OSPS FOR CRUDE EXPORTS BODE WELL FOR ASIAN REFINERS - WOOD MACKENZIE
On 13 April, Saudi Arabia announced the Official Selling Prices (OSPs) for its May crude oil exports. The new OSPs speak volumes about Saudi Arabia ...
Friday, 17 April 20
SEABORNE COAL PRICES UNDER PRESSURE AS DEMAND SOFTENS IN CHINA, INDIA - CLYDE RUSSELL
Worrying signs are emerging for coal exporters to the world’s biggest markets in Asia, as top buyers China and India move to favour domestic ...
Thursday, 16 April 20
THERMAL POWER SECTOR FACES BLEAK SCENARIO POST-COVID SITUATION - THE HINDU BUSINESS LINE
The centre should take a fresh look at coal-energy value chain as the sector tops the chart on loan defaults.
Covid-19 may have serv ...
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- Eastern Coal Council - USA
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- Kideco Jaya Agung - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Chamber of Mines of South Africa
- Sree Jayajothi Cements Limited - India
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- MS Steel International - UAE
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Antam Resourcindo - Indonesia
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Posco Energy - South Korea
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- GVK Power & Infra Limited - India
- Australian Coal Association
- Mercator Lines Limited - India
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
- Planning Commission, India
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- The University of Queensland
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Anglo American - United Kingdom
- Vizag Seaport Private Limited - India
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Authority, New Zealand
- ASAPP Information Group - India
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Sakthi Sugars Limited - India
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
- Indonesian Coal Mining Association
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Carbofer General Trading SA - India
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Deloitte Consulting - India
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- VISA Power Limited - India
- Renaissance Capital - South Africa
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Bangladesh Power Developement Board
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
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