Report

Container shipping equities

The spread of COVID-19 over the past few months has weakened the economic outlook, and experts project a decline in the global economy similar to that of the great depression in the 1930s. The pandemic has spread to nearly 210 countries and territories with confirmed cases of more than three million and counting with varied impact on Italy, Iran, the US, Japan, South Korea, Australia, Canada and India, among others. Major economies have enforced a lockdown of varying degrees in an attempt to contain the spread of the virus and minimise potential damages.

Medium and short-term economic activities have been hit with potential long-term consequences for the world at large. Within shipping, bulkers and containers are struggling while crude and product tankers are benefitting from increasing demand for floating storage that is set to prop up earnings in 2Q20 and beyond.
Provider
Drewry Maritime Equity Research
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.

Analysts
Nilesh Tiwary

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