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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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- Bayan Resources Tbk. - Indonesia
- Standard Chartered Bank - UAE
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Billiton Holdings Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- Interocean Group of Companies - India
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- GMR Energy Limited - India
- Indian Oil Corporation Limited
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Tamil Nadu electricity Board
- Electricity Generating Authority of Thailand
- Meenaskhi Energy Private Limited - India
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- Aditya Birla Group - India
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- OPG Power Generation Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Indika Energy - Indonesia
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Medco Energi Mining Internasional
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- PTC India Limited - India
- Sarangani Energy Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Australian Coal Association
- The University of Queensland
- The State Trading Corporation of India Ltd
- Bhoruka Overseas - Indonesia
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Energy Development Corp, Philippines
- Petron Corporation, Philippines
- Bhatia International Limited - India
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