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Maritime Research

Crude Tanker Equity Research (Annual Subscription)

Equity Research Subscription

September 2019

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Crude Tanker Equity Research Subscription

Independent Investment Research

Annual subscription to Equity Research on listed companies in the Crude Tanker Shipping sector. NB Access this service is subject to status/eligibility check.

 

1. Bi-annual investment updates

For each company covered in a particular sector of interest, you also receive ‘Biannual Investment Reports’ providing a deeper insight into each company.

These in-depth assessments give consideration to sector-specific and background market and macroeconomic factors. Bi-annual reports provide:

  • A brief industry overview
  • A deeper Company analysis
  • Situation analysis, if any
  • Financial review and valuation
  • Key valuation drivers
  • Risk/reward matrix
  • Outlook and forecasts

The company valuation forms part of a bespoke risk/reward matrix which provides Drewry’s view on each company, on both a short-term valuation and long-term risk perspective.

 

2. Regular Event or Result Updates

’Event’ or ’Result Update’ reports tend to focus on either a particular material company event or provide a short update on the most recent financial results.


Our analysts keep a constant watch on market developments and update their opinions by factoring in:

  • Quarterly/Interim result announcements
  • Stock commentary/opinions
  • M&A and corporate action
  • Financial results update
  • Financial analysis
  • Key risks to our fair value
  • Valuation

3. Model Stock Portfolio

Our model portfolio report includes:

  • DFRS portfolio performance analysis
  • DFRS Portfolio vs major indices
  • Key risks and returns
  • Sector wise investment recommendation
  • Stock wise investment recommendation
  • Published bi-annually

 

4. Complimentary ask the analyst service

Areas we typically provide support include:

  • 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)

 

Complimentary Maritime Financial Insights

  • Published quarterly: Read the latest update
  • Updates summarising market movements and our latest analysis across all sectors and companies under coverage
  • Financial Insight reports include:
    - Stock performance updates
    - Stock commentary
    - Market operating metrics
    - Market snapshot and commentary

 

 

Disclaimer:

Drewry Maritime Financial Research (DMFR) is the marketing name of Drewry Financial Research Services Ltd. DFRS is incorporated in the UK and is authorised to provide investment advice in accordance with and pursuant to the UK Financial Services and Markets Act of 2000 (the “FSMA”). Drewry Financial Research Services Ltd is a wholly owned subsidiary of Drewry Shipping Consultants Holdings Limited, which as a group is focused on maritime research and advisory services. Drewry Financial Research Services Ltd. is authorised by the Financial Conduct Authority (FCA). Firm FCA Ref No – 572297.


More Information

Fast facts...

Equity Research Coverage

  • Euronav
  • DHT
  • Nordic American Tankers
  • Teekay Tankers
  • Tsakos Energy Navigation
  • Frontline

News

ESC, Drewry announce an IMO 2020 BAF transparent indexing mechanism

ESC, Drewry announce an IMO 2020 BAF transparent indexing mechanism
Drewry and the European Shippers’ Council (ESC) have published a bunker adjustment factor indexing mechanism to help shippers monitor and control bunker charges in the run-up to and following the introduction of the IMO 2020 low-sulphur regulation.

New risks heap more pressure on beleaguered container market

The mood-music surrounding the container market has deteriorated further in the last three months, resulting in Drewry downgrading its outlook for world container port throughput for the current year and the rest of the five-year horizon, in its latest Container Market Annual Review and Forecast.

Study findings: Drewry believes future online marketplaces could bring mutual benefit to both carriers and shippers

Online technology platforms where shipping lines and their customers can negotiate forward contracts could help improve vessel utilisation levels and reduce freight rate volatility, according to a joint study conducted by global shipping consultancy, Drewry and maritime supply chain technology provider, CyberLogitec.

Slow car carrier recovery to trigger more distressed asset sales

Car carrier shipping is expected to continue its slow recovery, supported by improving utilisation and minimal vessel ordering, according to Drewry’s latest Finished Vehicle Shipping Annual Review and Forecast.

Events

South Carolina International Trade Conference

Philip Damas presenting the container shipping outlook and challenges and opportunities for BCOs.

Global Biofuels Summit

Hu Qing to present the outlook for biofuels in Malaysia and Indonesia shipping markets.

TOC Americas 2019

Drewry will present its outlook for the container shipping industry.