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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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Saturday, 01 February 20
COAL IS NOT GOING ANYWHERE - MINING REVIEW
The coal sector is living under the constant threat of being blamed by environmentalists as being responsible for a world disaster called global wa ...
Saturday, 01 February 20
CIL PRODUCTION TO NOT EXCEED 640 MILLION TON IN FY20: OFFICIAL - PTI
Hit by disruptions due to a prolonged monsoon, mining major Coal India Ltd’s production in the current fiscal will not exceed 640 million ton ...
Saturday, 01 February 20
WHO PAYS FOR IMO 2020? - FREIGHT WAVES
The United Nations’ International Maritime Organization (IMO) implemented its low-sulfur fuel mandate on January 1, 2020. Full enforcement be ...
Friday, 31 January 20
EIA EXPECTS U.S. ELECTRICITY GENERATION FROM RENEWABLES TO SOON SURPASS NUCLEAR AND COAL
In the latest long-term projections, the U.S Energy Information Administration (EIA) projects electricity generation from renewable sources such as ...
Thursday, 30 January 20
PRIVATE SECTOR COMPANIES SEEK 'LEVEL PLAYING FIELD' FOR COAL BLOCK AUCTION - PTI
Private sector companies scouting opportunities for commercial coal mining in the country are seeking a “level playing field” to encour ...
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- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Latin American Coal - Colombia
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Aboitiz Power Corporation - Philippines
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Singapore Mercantile Exchange
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
- Ambuja Cements Ltd - India
- GVK Power & Infra Limited - India
- Edison Trading Spa - Italy
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- The University of Queensland
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- Ministry of Transport, Egypt
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- Altura Mining Limited, Indonesia
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Heidelberg Cement - Germany
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- Mercuria Energy - Indonesia
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- Australian Coal Association
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- Chamber of Mines of South Africa
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Kideco Jaya Agung - Indonesia
- Carbofer General Trading SA - India
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Siam City Cement - Thailand
- Formosa Plastics Group - Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Bank of Tokyo Mitsubishi UFJ Ltd
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