Drewry Maritime Equity Research - Congestion - A short-term problem with limited impact on the port industry’s valuation

Report

Ankush Kathuria

Congestion - A short-term problem with limited impact on the port industry’s valuation

Supply chains generally tend to be well orchestrated for moving goods across global networks. Any short-term disruption can lead to
bottlenecks as is the case with port congestion these days. Port congestions are not new to the industry and have been handled in the
past as well. Since ports are gateways for global trade, any bottleneck at ports will have a ripple effect across the maritime supply chain.
In this update, we try to demystify the current situation and explore its possible impact on the port sector valuation.

07/12/2020 1 EN

Provider

Drewry Maritime Equity Research

Drewry, since 1970, has been providing research and advisory services on the global Maritime and Shipping industries and has established itself as a firm with long history of credibility and expertise on various aspects of the maritime industry. Leveraging this in-depth market knowledge and understanding, we have extended our offering to deliver a unique, independent investment research service on globally listed companies operating in the maritime industry. Under the brand Drewry Maritime Equity Research and in accordance with the FCA, DMER led by Rahul Kapoor and his team, offers fundamental analysis on listed companies. DMER analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. By combining these market-leading resources with seasoned sector expertise and commercial awareness, we are able to offer a highly differentiated and comprehensive investment research service to prospective investors in listed maritime companies. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

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Analysts

Ankush Kathuria

Other Reports from Drewry Maritime Equity Research

Ankush Kathuria

Ankush Kathuria

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Congestion - A short-term problem with limited impact on the port industry’s valuation

Westports_Result Update 3Q22

Star Bulk Carriers - Changing our view to Neutral as market gets challenging in 2023

Nordic American Tankers to benefit from improved supply-demand fundamentals of mid-sized tankers

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