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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, 09 April 20
SUSPENSION OF WRONGFUL TRADING IN LIGHT OF COVID 19 - WF&W
KNOWLEDGE TO ELEVATE
DIRECTORS’ PERSONAL LIABILITY FOR WRONGFUL TRADING – RELIEF DURING THE CORONAVIRUS CRISIS
As the UK&rsquo ...
Wednesday, 08 April 20
LESSONS LEARNED FROM SCRUBBER INSTALLATION AND OPERATION - ABS
KNOWLEDGE TO ELEVATE
At the beginning of this year, the IMO’s global sulfur cap on marine fuels entered into force and shipowners who ch ...
Wednesday, 08 April 20
MARKET INSIGHT - INTERMODAL
With lockdown measures around the globe tightening during the last weeks of Q1, there is finally a feeling that most countries are slowly but stead ...
Tuesday, 07 April 20
SHIPPING MARKET ANALYSIS - ALLIED
With the first quarter of 2020 now firmly written in the books, it is worth examining what we have witnessed so far in the tanker market. Undoubted ...
Tuesday, 07 April 20
IS CHINA EMBARKING ON A MAJOR EXPANSION OF COAL-FIRED POWER GENERATION? - WOOD MACKENZIE
As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of t ...
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Showing 1021 to 1025 news of total 6871 |
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- Oldendorff Carriers - Singapore
- Jaiprakash Power Ventures ltd
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercuria Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- Aditya Birla Group - India
- Kepco SPC Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Singapore Mercantile Exchange
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Planning Commission, India
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Tamil Nadu electricity Board
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- The Treasury - Australian Government
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- The University of Queensland
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Timah Investasi Mineral - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
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