Container shipping equities: what is the current state of affairs?
Since the beginning of November, stock markets across the globe have rallied after the apparent Biden win, and yet again after thevaccine announcements by Pfizer-BioNtech, Moderna and AstraZeneca-Oxford University. Nonetheless, in our view, a vaccine will be
available next year, not next week, and needs to be transported and supplied globally to have any positive effect.
With the US elections recently concluded, we had a very interesting trading experience in the markets mainly because of vaccine
enthusiasm combined with post-election volatility reduction which led to a massive gain in container shipping stocks. The average
share price return of the 12 selected liner operators on YTD basis was more than +70%. The Drewry liner equity index has registered a
cumulative gain of 16% since the beginning of November until 16 November which speaks volume about the market sentiment.
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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