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Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
 Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to overcome new ones quickly and effectively not only to continue servicing their clients but also in order to move forward. While it is still uncertain if we are still in the Covid-19 era or in the post Covid-19 era, just like in every previous crisis there will be opportunities to be exploited.
Between mid-March and the end of April most countries where either in lock down or had just started coming out of it. As we all know the lockdowns around the globe affected the pace of the different supply chains, which effectively led to reduced volumes of transported cargo. Now that most restrictive measures have started to ease, trade volumes are expected to start picking up and if we also take into account the fact that billions in stimulus packages have been announced by the largest economies, there is a lot of speculation – and great anticipation- that the market will rebound at some point during the remainder of the year.
Some even believe that the momentum will be strong enough to eventually help overcome the challenges that the shipping market was facing prior to the Covid-19 crisis. Additionally, the fact that the presidential US elections are taking place in November means that the uncertainty that was already increasing prior to the lockdowns will eventually have to abate before the end of 2020.
It goes without saying that the effect of any government money poured into any economy will take time until it is truly felt but in terms of boosting sentiment it will help even at earlier stages and before the market starts to move up decisively.
That being said, shipowners should keep a close eye on asset values now and before the market takes off. Volatile times are not for the faint hearted but the reality is that that it is more conservative to invest during a bottoming market instead of buying a vessel when prices have already appreciated, not only because tonnage is priced more realistically but also because the downside in the first instance is much smaller.
Dry bulk asset values have been dropping for the last four months with limited SnP activity during the global quarantine period between mid-March and the end of April when a total of 25 transactions have been reported, exactly half of those that took place during the same period in 2019.
Theory differs from practice many times of course and one could argue that a “wait and see strategy” is a safer investing approach. One can wait as long as she or he desires but there are two facts that nobody can deny; asset prices are low and more cargo will sooner or later start to move. So if you were looking to invest it seems that the timing might be just about right.
By Timos Papadimitriou
SnP Broker
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
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Saturday, 01 February 20
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Friday, 31 January 20
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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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- European Bulk Services B.V. - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- Mintek Dendrill Indonesia
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Sarangani Energy Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Deloitte Consulting - India
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- Africa Commodities Group - South Africa
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- IEA Clean Coal Centre - UK
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Bharathi Cement Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Bangladesh Power Developement Board
- Vizag Seaport Private Limited - India
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- TNB Fuel Sdn Bhd - Malaysia
- New Zealand Coal & Carbon
- Minerals Council of Australia
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Carbofer General Trading SA - India
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Aditya Birla Group - India
- PTC India Limited - India
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Lanco Infratech Ltd - India
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
- Banpu Public Company Limited - Thailand
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Bhushan Steel Limited - India
- Miang Besar Coal Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
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