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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, 31 October 14
BUKIT ASAM'S NET PROFIT ROSE 27.42% FOR THE PERIOD JANUARY - SEPTEMBER 2014
COALspot.com: Publicly listed coal miner Bukit Asam reported solid profits in the first nine months of 2014 year.
Coal miner Bukit Asam manage ...
Friday, 31 October 14
U.S PRODUCED AROUND 19.3 MMST OF COAL IN A WEEK
COALspot.com – United States the world's one of largest coal producers, produced approximately 19.3 million short tons (mmst) of coal in ...
Thursday, 30 October 14
COAL & GRAINS SUPPORT PANAMAX AND IRON ORE SUPPORTS CAPES
Handy
The Atlantic market has been flat this week. Rates are up about US$ 200 from last week on the TA´s, but the volumes are about the sam ...
Thursday, 30 October 14
DOES A LOU ARBITRATION AGREEMENT FOR THE UNDERLYING CARGO CLAIM COMPLETELY REPLACE THE BILL OF LADING ARBITRATION CLAUSE? - INCE &CO
KNOWLEDGE TO ELEVATE
In the context of cargo claims brought under four bills of lading, the Commercial Court has recently considered whether a ...
Wednesday, 29 October 14
GOOD REASON WHY Q4 CAPESIZE OUTLOOK WAS SO BULLISH AT START OF THE YEAR - COMMODORE RESEARCH
COALspot.com: There was good reason why so many analysts' capesize outlook for Q4 was so very strong at the start of this year. Brazilian ...
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- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Borneo Indobara - Indonesia
- Energy Development Corp, Philippines
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- Indian Energy Exchange, India
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Alfred C Toepfer International GmbH - Germany
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Indogreen Group - Indonesia
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- TNB Fuel Sdn Bhd - Malaysia
- Planning Commission, India
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- Mercator Lines Limited - India
- Deloitte Consulting - India
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- PowerSource Philippines DevCo
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Malabar Cements Ltd - India
- Grasim Industreis Ltd - India
- Merrill Lynch Commodities Europe
- Mercuria Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Maheswari Brothers Coal Limited - India
- Parliament of New Zealand
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Bhushan Steel Limited - India
- Electricity Generating Authority of Thailand
- Petron Corporation, Philippines
- Ministry of Transport, Egypt
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Parry Sugars Refinery, India
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Central Electricity Authority - India
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Oil Corporation Limited
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- SN Aboitiz Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sojitz Corporation - Japan
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Interocean Group of Companies - India
- The Treasury - Australian Government
- Romanian Commodities Exchange
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Essar Steel Hazira Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
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