Global Ports Investment Plc
GLPR is the leading container terminal operator in Russia, which is characterised by a low containerisation level. For the last two years, GLPR has started gaining steam with containerised volumes surpassing Russian container market’s growth. This is a marked change from 2015-17 when both throughput and market share were under pressure. The introduction of a more flexible pricing policy intended at market share retention seems to be driving this volume growth. Led by the detrimental impact of the pandemic and the slump in the oil prices, the company’s stock has already plummeted 27% (YTD) and is currently trading at a discounted EV/EBITDA and P/E multiple (when compared with industry’s average), highlighting the window of opportunity for investors
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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