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Maritime Financial Research

Maritime Financial Research

Model Stock Portfolio - performance update

1 Mar 18: Drewry Maritime Financial Research (DMFR) provides its latest Model Portfolio performance update - NB you must be registered and logged-in to download the update.

Download the March 2018 update

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Drewry launches special report: Hyundai Merchant Marine (HMM) - what lies ahead?

Drewry Financial Research launches an in-depth assessment of the issues faced and HMM’s future prospects given the current and anticipated future market context.

Maritime Financial Model Portfolio Report - March 2018 - now available

Our model portfolio gained 2.8% between November 2017 and February 2018, outperforming its sector-specific benchmark – Bloomberg’s BI SHIP (down 4.5%)

7

Market sectors covered.

43

Listed companies within the shipping and maritime industry covered by our financial research team.

67

Leading industry publications featuring our equity research opinions each month (2016 average).

141

New company reports and sector updates published in the 12 months before December 2016.

Research finder

Find research by

  • Rich heritage

More than 45 years charting the world's maritime markets, providing insight and analysis that informs business decisions.

  • Proudly independent

Our voice is our own and is not defined by others. This objective outlook has cemented our reputation as an indispensable reference.
  • Full coverage

From containers and ports to tankers and dry bulk, we offer one of the most comprehensive and respected sources of market insight.

  • The industry standard

Our market reports and forecasts set the industry standard for quality and objectivity others are compared against.

Latest Releases

Company

Type of Report

Date

Download

HPHT 1Q18 - Result Update

Equity Research Report 25 Apr 2018 PDF

Credit Research Port Operators - DPW and ICTSI

Credit Research Report 17 Apr 2018 PDF

Santos Brasil FY17 - Result update

Equity Research Report 11 Apr 2018 PDF

HHLA FY17 - Result update

Equity Research Report 10 Apr 2018 PDF

Star Bulk Carriers 4Q17 - Result update

Equity Research Report 06 Apr 2018 PDF

StealthGas 4Q17 - Result update

Equity Research Report 29 Mar 2018 PDF

Credit Research Container Shipping 4Q17 - CMA CGM

Credit Research Report 27 Mar 2018 PDF

ICTSI FY17 - Result update

Equity Research Report 26 Mar 2018 PDF

Navigator Holdings 4Q17 - Result update

Equity Research Report 21 Mar 2018 PDF

DP World FY17 - Result update

Equity Research Report 19 Mar 2018 PDF

View more

Bespoke Research and Special Projects

Bond analysis
DMER can provide objective, tailored research solutions to institutional investors, as well as a selection of multi-client reports on maritime, shipping bonds:
  • Assessment and forecasts to manage credit risk
  • Detailed assessment of capital structure and debt profiles
  • Covenants appraisal of bond structures incl pricing and returns
Mergers & Acquisitions
Provide services to assist companies, advisors and financial institutions involved in M&A and primary equity and debt investment activity globally. We can help:
  • Oversee and help in special projects and targeted due diligence
  • Assess the target’s strategic position versus competitive/market dynamics
  • Identify market opportunities
Due Diligence
We help clients evaluate the potential for investments. We offer multi-phase studies and conduct thorough due diligence on multiple assets.
  • Financial projections for extended periods
  • Interview stakeholders to determine the viability of the investment
  • Pre-acquisition due diligence for private equity/venture capital investor
  • Commercial due diligence prior to taking a stake in the listed target
Valuations
We can provide our clients with multiple valuation assessments ranging from vessels, terminals to full fleet. Areas where we have particular expertise include:
  • Market studies and fleet valuation, freight rate modelling and forecasts
  • Residual Value Assessments and Charter Free Valuations
  • Valuations for outstanding financial instruments