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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, 28 April 17
DELTA DUNIA RECORDED $24 MILLION NET PROFIT FOR FIRST QUARTER OF 2017; UP 700% Y/Y
COALspot.com: PT Delta Dunia Makmur Tbk. has announced its financial results for the first quarter of 2017 yesterday. According to the ...
Thursday, 27 April 17
PACIFIC IS SOFTENING WITH MORE TONNAGE OPENING AND LESS COAL ORDERS AROUND - FEARNLEYS
Supramax
Relatively slow week, with both basins showing signs of cooling down. Although grain cargoes out ECSA and ECCA on Ultras still delivered ...
Wednesday, 26 April 17
IRON ORE PRICES HAVE BEEN ON A ROLLERCOASTER RIDE OVER THE LAST MONTH - CHRISTOPHER WHITTY
Iron ore prices have been on a rollercoaster ride over the last month. Prices started the year on a very positive note, surging up to their highest ...
Tuesday, 25 April 17
FIONA POUNDS: VALID TENDER OF NOTICE OF READINESS
KNOWLEDGE TO ELEVATE
In the recent English High Court case of MV Arundel Castle1, the Judge ruled that a vessel, that could not immediately pr ...
Tuesday, 25 April 17
SHIPPING MARKET - ALLIED
Over the weekend we witnessed a second win over the rising populism that has become present in global politics since last summer, Allied shipping s ...
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- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- Jorong Barutama Greston.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Baramulti Group, Indonesia
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Coal and Oil Company - UAE
- PowerSource Philippines DevCo
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- Mercator Lines Limited - India
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Tamil Nadu electricity Board
- Petron Corporation, Philippines
- Tata Chemicals Ltd - India
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- Kumho Petrochemical, South Korea
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- White Energy Company Limited
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- San Jose City I Power Corp, Philippines
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- CNBM International Corporation - China
- MS Steel International - UAE
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- McConnell Dowell - Australia
- Chettinad Cement Corporation Ltd - India
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- Port Waratah Coal Services - Australia
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
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