​In our outlook report released in February (Container Shipping, 2016 - Stock prices discounting the worst), we had argued about how carriers are facing the prisoner’s dilemma and how M&A will become a recurring theme this year, with any related decisions likely be driven by opportunity rather than immediate financial rational. The argument has played out well with the current M&A activities suggesting the following: a) shipping lines are focusing more on alliances and resource sharing; b) M&A activity is gaining momentum, with companies such as Hapag Lloyd, COSCO/CSCL and CMA-CGM being the early movers.
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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