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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.
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Thursday, 14 May 20
NEW COVID-19 GUIDELINES FOCUS ON SAFE INTERFACE BETWEEN SHIP AND SHORE STAFF - GARD
At a time when the COVID-19 pandemic is affecting the global population, it is important that ships’ crew and port workers protect each other ...
Wednesday, 13 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.4 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.93 points Monday, down 0.4 percent week on week.
The index, released by Chin ...
Tuesday, 12 May 20
IN THE FIRST 4 MONTHS OF 2020, SOUTH KOREA IMPORTED 46.6 MLN TONNES OF CRUDE OIL BY SEA, A NET DECLINE OF 14.1% YOY - BC
South Korea is certainly one of the countries which has handled better the current Covid-19 crisis. In the first week of May 2020, new cases of ...
Tuesday, 12 May 20
OIL MARKET TURBULENCE PIVOTS FOCUS ON FLOATING STORAGE TECHNICAL NEEDS - LLOYD'S REGISTER
KNOWLEDGE TO ELEVATE
Negative oil prices and off-the-scale volatility in crude markets are positive for floating storage, as the next chapter ...
Tuesday, 12 May 20
A GLOBAL ECONOMIC RESTART HAS SLOWLY BEGUN AS COUNTRIES AROUND THE WORLD GRADUALLY - ALLIED
A global economic restart has slowly begun as countries around the world gradually set their return back to “normality”. Yet by all mea ...
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- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Edison Trading Spa - Italy
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- PTC India Limited - India
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Banpu Public Company Limited - Thailand
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Karbindo Abesyapradhi - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- Pendopo Energi Batubara - Indonesia
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Heidelberg Cement - Germany
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- MS Steel International - UAE
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- The Treasury - Australian Government
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Orica Australia Pty. Ltd.
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Jindal Steel & Power Ltd - India
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Bayan Resources Tbk. - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Barasentosa Lestari - Indonesia
- Agrawal Coal Company - India
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Indian Energy Exchange, India
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Carbofer General Trading SA - India
- Star Paper Mills Limited - India
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Planning Commission, India
- IEA Clean Coal Centre - UK
- Merrill Lynch Commodities Europe
- Siam City Cement PLC, Thailand
- Gujarat Mineral Development Corp Ltd - India
- Makarim & Taira - Indonesia
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