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Maritime Advisors (1) Maritime Financial Research (15) Maritime Research (116) Select All

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Container Shipping (21)
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Tanker Shipping (49)
Chemical Tankers (11) Crude Tanker Shipping (9) Product Tanker Shipping (5)
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How does the stock of BW LPG compare with FFAs and asset prices?

How does the stock of BW LPG compare with FFAs and asset prices?


01 Oct 2020


FFAs and asset prices are derivatives of earning, and earnings directly impact stock prices, especially for spot market operators. But really how closely are the three connected? And what factors influence the degree to which the three are connected? Based on the trading data of FFAs, we have discovered that the stock prices are a lot more sensitive to FFA contracts as on date rather than in the corresponding periods. Age profile and chartering strategy have the maximum impact on the

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ZIM - Is the timing right for an IPO?

ZIM - Is the timing right for an IPO?


23 Sep 2020


According to reports, Israeli shipping line ZIM is considering an initial public offering (IPO), following the company’s most profitable quarter in a decade. This will be the fourth attempt by ZIM for an IPO after three previous unsuccessful attempts in 2008, 2011 and 2016, due to weak market conditions and poor earnings track record. However, is the timing right for an IPO?

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Lacklustre returns for product tankers despite record earnings

Lacklustre returns for product tankers despite record earnings


18 Sep 2020


While key product tanker companies reported high earnings in 1H20, stock price returns of these companies continue to be negative YTD. Net earnings of key product tanker companies in 1H20 were higher than full-year net income since 2016. We decode this ongoing weakness in share prices in the following sections.

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Floating storage: a ticking time bomb for the crude tanker market

Floating storage: a ticking time bomb for the crude tanker market


17 Sep 2020


There is no denying that a sudden plunge in oil demand on account of COVID-19 proved to be a blessing in disguise for the oversupplied crude tanker market in 2Q20, which led to a surge in onshore and offshore storage of crude in March-April. While an increase in onshore storage of cheap oil by refineries boosted tonnage demand, a rise in floating storage of crude oil squeezed tonnage supply in the crude tanker market.

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Euronav NV: Stock price decoupling from fundamentals

Euronav NV: Stock price decoupling from fundamentals


11 Sep 2020


Euronav NV – the Belgian crude carrier – has made a series of purchases on the New York Stock NYSE (NYSE) and Euronext Brussels over the last two months. The company bought back ~9.32mn of its own shares between 30 June and 02 September 2020 at an average share price ranging from USD 8.31 per share to USD 9.57 per share. These share buybacks are a way to create shareholder value long-term and we expect the company to buyback more of its shares by the end of September.

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News

Drewry highlights transformation of rate conditions in transpacific container shipping

Drewry highlights transformation of rate conditions  in transpacific container shipping
Unprecedented transpacific spot freight rates signal that a transformation of the container shipping sector may be underway and that shippers need to adapt.

Reefer shipping to outpace dry cargo trade despite container shortages

Growth in seaborne perishable cargo slowed in 2019 but is forecast to better weather the COVID-19 induced economic storm than the dry cargo trade given the broader resilience of the food supply chain, according to Drewry’s latest Reefer Shipping Annual Review and Forecast.

Drewry launches detention and demurrage support service

Drewry Supply Chain Advisors launches new service combining relevant data points with best practice insights to help BCOs more effectively manage these costs.

COVID-19 to stifle container port investment

The pace of container port capacity expansion is forecast to contract at least 40% over the next five years in the wake of the COVID-19 induced slowdown in port throughput, according to the Drewry’s latest Global Container Terminal Operators Annual Review and Forecast.

Events

27th Maritime HR & Crew Management Summit

Drewry to present the outlook for manning and ship operating costs.

Port Technology Container Terminal Automation Conference

Eleanor Hadland to discuss terminal automation benefits and opportunities for larger terminals and smaller facilities.

Coastlink Conference Antwerp 2020

Chantal McRoberts will present our market outlook for European short sea ports.