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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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Friday, 20 September 19
INDIA TO INVITE BIDS FOR COMMERCIAL COAL MINING IN DECEMBER - MINISTER FOR COAL
India aims to begin the process of holding the first round of commercial coal mining auctions December end, Minister for Coal, Mines and Parliament ...
Friday, 20 September 19
INDIA: ECONOMIC SLOWDOWN IMPACTS COAL IMPORT CARGO IN H1 FY20 - PTI
Economic slowdown has impacted coal import cargo in the first half of this fiscal, as overall cargo growth at major ports registered a marginal gro ...
Wednesday, 18 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
During the first week of September, I had the privilege of attending the Donsö Shipping Meet 2019, in Donsö, a small island of around 1,& ...
Tuesday, 17 September 19
PANAMA SHIP REGISTRY MODERNIZES SHIP REGISTRATION
The Panama Ship Registry has announced it will integrate in a single platform “Electronic Ship Registration System (ESRS)” the present ...
Tuesday, 17 September 19
THE DRY BULK FREIGHT MARKET IS ALREADY ON A DOWNWARD CORRECTION - ALLIED
Here we are again, just a breath before the final quarter of the year. Under typical circumstances and on the basis of what we have seen during the ...
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- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- GMR Energy Limited - India
- Wood Mackenzie - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Price Waterhouse Coopers - Russia
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- MS Steel International - UAE
- Samtan Co., Ltd - South Korea
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- India Bulls Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Kideco Jaya Agung - Indonesia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Siam City Cement PLC, Thailand
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- Jindal Steel & Power Ltd - India
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Bukit Asam (Persero) Tbk - Indonesia
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Planning Commission, India
- Electricity Generating Authority of Thailand
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- Bahari Cakrawala Sebuku - Indonesia
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Global Green Power PLC Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Aditya Birla Group - India
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Indo Tambangraya Megah - Indonesia
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Georgia Ports Authority, United States
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- PTC India Limited - India
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- SMC Global Power, Philippines
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