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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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Friday, 18 May 18
INDONESIA'S SAMARINDA ANCHORAGE COAL LOADING ACTIVITIES WERE RESUMED YESTERDAY AT 4PM LOCAL TIME
Samarinda Anchorage coal loading activities were resumed yesterday at 4PM local time.
Local fishermen in Samarinda Anchorage have been demonst ...
Wednesday, 16 May 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Half-way through the second quarter of the year and as the Posidonia week approaches everyone is getting ready for this unique gathering that besid ...
Thursday, 10 May 18
PRIVATE POWER PRODUCERS NEED A 'POWERFUL PUSH' - PRADEEP MITTAL
- PLF of the Private Sector in the country (Coal and Lignite based) for FY 2017-18 (till Dec 2017) is 56%.
- 51 GW of stressed assets (Thermal &a ...
Tuesday, 08 May 18
BUMA SIGNED OVER US$1 BILLION WORTH OF NEW CONTRACT WITH PT INDONESIA PRATAMA
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama, has entered into mining services contracts with PT Indones ...
Monday, 07 May 18
BENCHMARK PRICE OF INDONESIAN THERMAL COAL DROPPED BACK BELOW $90 A TON THIS MONTH
COALspot.com: According to latest ministerial decree No. 1812 K/30/MEM/2018 dated 3 May 2018, the Indonesian Coal Price Reference (HBA) decline 5.5 ...
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Showing 1721 to 1725 news of total 6871 |
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- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- IEA Clean Coal Centre - UK
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- London Commodity Brokers - England
- Central Electricity Authority - India
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- OPG Power Generation Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Minerals Council of Australia
- Australian Coal Association
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Wilmar Investment Holdings
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Standard Chartered Bank - UAE
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Makarim & Taira - Indonesia
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Singapore Mercantile Exchange
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- Cement Manufacturers Association - India
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Merrill Lynch Commodities Europe
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- Maheswari Brothers Coal Limited - India
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- SMG Consultants - Indonesia
- GMR Energy Limited - India
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- The University of Queensland
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- India Bulls Power Limited - India
- TeaM Sual Corporation - Philippines
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