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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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Thursday, 20 November 14
HANDY: INDO ROUNDS ARE BEING FIXED IN REGION OF US$ 10K - FEARNLEYS
Handy
In the Atlantic we have experienced firmer rates this week much lead by the grain activity out of USG. Vsls open in the USG can achieve in ...
Thursday, 20 November 14
DEMAND FOR DRY BULK CARRIERS INCREASES ON THE BACK OF HEIGHTENED FREIGHT RATE MARKET - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Ship owners are looking to take advantage of favorable market conditions through the acquisition of more dry bulk carriers. According to shipbroker ...
Wednesday, 19 November 14
INDONESIA FUEL-PRICE RISE A CLEAR, POSITIVE REFORM SIGNAL - FITCH
COALspot.com: Indonesia's hike of more than 30% in administered fuel prices, announced on 17 November, provides a clear, positive signal of the ...
Wednesday, 19 November 14
CAPES WERE UNDER PRESSURE; LOST 20% WITHIN A WEEK
COALspot.com: " The negative environment in which the week prior ended, marked this past week as well, which closed off on Friday noting the f ...
Wednesday, 19 November 14
SHIPPING MARKET INSIGHT - BY KATERINA RESTIS
The current Ebola outbreak in West Africa has been declared as a worldwide health emergency by the World Health Organization and has had a great im ...
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- PTC India Limited - India
- Videocon Industries ltd - India
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Posco Energy - South Korea
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Bhoruka Overseas - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GVK Power & Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Xindia Steels Limited - India
- The University of Queensland
- Altura Mining Limited, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Directorate General of MIneral and Coal - Indonesia
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Agrawal Coal Company - India
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Deloitte Consulting - India
- Semirara Mining Corp, Philippines
- Thiess Contractors Indonesia
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Simpson Spence & Young - Indonesia
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Bharathi Cement Corporation - India
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Petron Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Minerals Council of Australia
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Kaltim Prima Coal - Indonesia
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- The Treasury - Australian Government
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Authority, New Zealand
- Mintek Dendrill Indonesia
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- White Energy Company Limited
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- Sarangani Energy Corporation, Philippines
- Wilmar Investment Holdings
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
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