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Maritime Financial Research

Overview

Latest Coverage

Ask an analyst - Analyst Enquiry

Our financial analysts are standing by to help you. Use our Analyst Enquiry service to connect directly with our team and ask questions relating to the company universe we cover and our sector-focused, maritime macro research. One of our Maritime Financial Research Analysts will help you put our research into practice and take the next step.

 

We can assist via scheduled phone call or email exchange.

Get in touch today

 

 

The Drewry Maritime Financial Research company universe and maritime sector coverage is currently:

 

Equity coverage:

  • Container Shipping - AP Moller Maersk, Evergreen, Hapag Lloyd, Hyundai Merchant Marine, Yang Ming, Wan Hai.
  • Dry Bulk Shipping - DS Norden, Diana Shipping, Golden Ocean, Navios Maritime, Pacific Basin, Scorpio Bulkers and Star Bulk.
  • Gas Shipping - BW LPG, Exmar, GasLog, Golar LNG, Navigator, Stealth Gas and Teekay LNG.
  • Ports and Terminals - China Merchants, Cosco Pacific, DP World, Dalian Port, Global Ports, HPH Trust, Hamburger Hafen, Tianjin Port Dev, Westports, ICTSI and Santos Brasil.
  • Tanker Shipping - DHT, Euronav, Nordic American Tankers, Frontline, Teekay Tankers, Tsakos Energy Navigation and Ardmore Shipping.

 

Credit coverage:

  • Container Shipping - AP Moller Maersk, CMA CGM, Hapag Lloyd
  • Dry bulk shipping: Navios Maritime Holdings
  • Tanker shipping: Euronav NV
  • Gas Shipping: GasLog Ltd.
  • Ports and Terminals - DP World and ICTSI.

Please don’t hesitate to get in touch for more information regarding this service.

 

Areas we typically provide support include discuss:

  • Company-specific issues (Stock, fixed income, credit analysis, valuation)
  • Requests for company information beyond our coverage universe
  • Interpretation of Drewry Maritime Financial Research
  • Macro research, maritime sectors advise
  • Investment opportunities (Bottom-up, top-down analysis and recommendation)
  • Financial advisory work (Project valuation, due diligence)

 

Related News

Upbeat outlook for dry bulk charter rates from 2018 onwards

Drewry expects dry bulk charter rates to recover from the second quarter of 2018 on the back of strengthening Asian iron ore demand, according to its latest Dry Bulk Forecaster.

Drewry Maritime Financial Insight October 2017 - now available

Summary: Dry bulk market on strong footing, while tanker/gas shipping rates up on seasonal demand.

6

$6bn: The combined value of container shipping industry investments we have advised on since 2010.

20

$20bn: The value of financing projects we have provided commercial due diligence advice for in port M&A since 2010.

54

The number of countries in which our advisors have completed assignments since 2005.

400

Our advisors have been involved in over 400 port assignments over the past 10 years.
Latest Coverage
Our equity research service provides our clients with a range of report formats and supporting resources for the companies we cover.

Market understanding

Investment analysis based on a clear understanding of the market at both an industry and sector level.

Quality insights

Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight.

Company

Type of Report

Date

Download

Yang Ming Marine - Company note

Equity Research Report 04 Dec 2017 PDF

Credit Research Container Shipping 3Q17 - CMA CGM

Credit Research Report 01 Dec 2017 PDF

Gaslog - Company update Dec 2017

Equity Research Report 01 Dec 2017 PDF

Hapag-Lloyd AG 3Q17 - Company update

Equity Research Report 23 Nov 2017 PDF

DHT Holdings 3Q17 - Company update

Equity Research Report 22 Nov 2017 PDF

Teekay Tankers 3Q17 - Company update

Equity Research Report 21 Nov 2017 PDF

DS Norden - Company update

Equity Research Report 14 Nov 2017 PDF

Credit Research Port Operators 3Q17 - DPW

Credit Research Report 14 Nov 2017 PDF

Nordic American Tankers 3Q17 - Company update

Equity Research Report 13 Nov 2017 PDF

Ardmore 3Q17 - Result update

Equity Research Report 10 Nov 2017 PDF

View more