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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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Tuesday, 03 November 15
EU OIL MAJORS FACE FURTHER EARNINGS DECLINE IN Q415 - FITCH RATINGS
The sharp drop in major European oil companies' third-quarter profits is likely to be extended in the fourth quarter as refining margins, which ...
Monday, 02 November 15
DESPITE CHALLENGING MARKET CONDITIONS, ADARO LOWERS COSTS, DEBT AND DELIVERS STRONG FREE CASH FLOW
COALspot.com: Despite challenging market conditions, Adaro lowers costs, lowers debt and delivers strong free cash flow.
The Indonesia’s ...
Monday, 02 November 15
CFR SOUTH CHINA COAL SWAPS CLOSED ON A WEAK NOTE
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery declined US$ 1.81(3.71 %) per ton month over month.
A commodity swap ...
Sunday, 01 November 15
THE FREIGHT MARKET SENTIMENT REMAINS WEAK
This week’s freight market sentiment remains weak compared to last week.
The Baltic Dry Index (BDI), an economic indicator issued daily ...
Saturday, 31 October 15
ADARO ENERGY'S CORE EARNINGS DECLINE 21 PER CENT FOR THE NINE MONTHS PERIOD TO SEPTEMBER 2015
COALspot.com: Adaro Energy's core earnings decline 21% to US$228 Million for first 9months of this year compared to the same period last year. ...
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- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Marubeni Corporation - India
- Australian Coal Association
- PTC India Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Ind-Barath Power Infra Limited - India
- Kumho Petrochemical, South Korea
- Maheswari Brothers Coal Limited - India
- Jaiprakash Power Ventures ltd
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Rio Tinto Coal - Australia
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Eastern Coal Council - USA
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Kapuas Tunggal Persada - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Oldendorff Carriers - Singapore
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- Vizag Seaport Private Limited - India
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- Planning Commission, India
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Bangladesh Power Developement Board
- Karaikal Port Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- Madhucon Powers Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Thai Mozambique Logistica
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Sarangani Energy Corporation, Philippines
- Chamber of Mines of South Africa
- Agrawal Coal Company - India
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Formosa Plastics Group - Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- Ministry of Finance - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- GAC Shipping (India) Pvt Ltd
- Malabar Cements Ltd - India
- CNBM International Corporation - China
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- London Commodity Brokers - England
- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
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