ao link
MENU
Search
Login

Maritime Research

Dry Bulk Shipping Equity Research (Annual Subscription)

Equity Research Subscription

October 2020

Please login to buy
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

Ask the analyst!

This catalogue item is already in the basket and it can be purchased once.A single catalogue item can only be purchased in an online transaction, would you like to remove the other items in your basket?

News

Multipurpose Time Charter Index - Sep 21

Multipurpose Time Charter Index - Sep 21
Our MPV Time Charter Index tracks one-year period charter rates across a basket of vessel types and sizes and forecasts the market movement over the coming month.

Reefer container freight rates to outgun dry cargo rates in 2022

Reefer container freight rates have risen sharply through 2021, but in contrast to dry cargo rates, are forecast to rise further in 2022, driven by catch up on North-South routes, according to Drewry’s recently published Reefer Shipping Annual Review and Forecast report.

Container equipment prices have peaked and are expected to moderate

Prices of dry freight shipping containers have doubled over the past year to reach historic highs but will moderate over the next few years, according Drewry’s recently published Container Census & Leasing Annual Review and Forecast 2021/22 report.

Drewry launches shipmanager Steering Group to power vessel opex benchmarking

Drewry has launched a new Steering Group of shipmanagers to support development of its flagship Ship Operating Costs Annual Review & Forecast report and share best practice.