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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.

Talk to an analyst 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

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

Drewry Financial Research has conducted an in-depth assessment of the issues facing HMM and their future prospects with consideration given to current and anticipated future market conditions.

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%)

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

Frontline 1Q18 - Result update

Equity Research Report 15 Jun 2018 PDF

Golden Ocean 1Q18 - Result update

Equity Research Report 14 Jun 2018 PDF

Credit Research Container Shipping 1Q18 - CMA CGM

Credit Research Report 11 Jun 2018 PDF

DP World - Company update

Equity Research Report 08 Jun 2018 PDF

BW LPG 1Q18 - Result update

Equity Research Report 08 Jun 2018 PDF

StealthGas 1Q18 - Result update

Equity Research Report 04 Jun 2018 PDF

Teekay Tankers 1Q18 - Result update

Equity Research Report 29 May 2018 PDF

Nordic American Tankers 1Q18 - Result update

Equity Research Report 23 May 2018 PDF

ICTSI 1Q18 - Result update

Equity Research Report 22 May 2018 PDF

AP Moller-Maersk 1Q18 - Result update

Equity Research Report 18 May 2018 PDF

View more