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Maritime Research

Dry Bulk Shipping Equity Research (Annual Subscription)

Equity Research Subscription

October 2020

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Dry Bulk Equity Research Subscription

Independent Investment Research

Annual subscription to Equity Research on listed companies in the Dry Bulk 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

  • Scorpio Bulkers
  • Navios Maritime Holdings
  • Diana Shipping
  • Pacific Basin
  • DS Norden
  • Star Bulk Carriers
  • Golden Ocean

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News

Reefer container freight rates soar but remain outgunned by dry box rates

Reefer container freight rates soar but remain outgunned by dry box rates
Reefer container freight rates have risen sharply this year but remain far outgunned by the inexorable rise in dry box pricing, according to Drewry’s newly launched Reefer Shipping Forecaster report.

Drewry and Freightender partner to bring all-in-one ocean freight procurement e-solution to medium sized shippers

Drewry and Freightender announce they have entered a value-add partnership, combining Drewry’s industry leading ocean freight cost benchmarking and procurement support services with Freightender’s cloud-based, next generation procurement technology platform.

Multipurpose earnings rally at risk from overordering in competing sectors

The rapid recovery in earnings for multipurpose vessels is expected to slow from the second half the year as capacity constraints and supply chain disruptions in competing sectors ease, according to Drewry’s latest Multipurpose Annual.

Drewry extends spot market ocean freight rate service coverage and Benchmarking Club participation numbers

Drewry is pleased to announce a series of enhancements to its spot market and contract ocean freight rate benchmarking services and new participation milestones in its flagship, ocean freight cost comparison service, Benchmarking Club.

Events

LPG shipping market outlook

Join us at 09:30 GMT on Thursday 27 May 2021 to explore some of the key findings from our latest LPG Forecaster report. The presentation will provide an update on the LPG shipping market outlook as well as give guidance on freight rates and carrier profitability. The event will be hosted by Aman Sud, Lead Analyst – Gas Shipping at Drewry and Ishan Dafaria, Senior Research Analyst at Drewry Maritime Financial Research.