Report
EUR 285.00 For Business Accounts Only

DMER Equity Insights - May 2016

​Mixed monetary stance adopted by the central banks; dry bulk shipping stage a comeback

• China’s thrust is on credit expansion, but growth remains sluggish

• Investors’ interest reignited in dry bulk stocks amid the rally in Baltic indices

• Gas shipping stocks getting back on investors’ radar; Gaslog emerges as the top performer

• Amid container industry realignment, price performance a mixed bag

• Correction in tanker stock valuations inevitable as freight rates to soften further

• Well-ingrained dampeners surprise with growth for ports

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
Rahul Kapoor

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