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Market Sector

Container Manufacture and Leasing (7)
CAI (1) CIMC (1) Singamas (2) TAL (1) Textainer (1)
Container Shipping (41)
AP Moeller-Maersk A/S (12) CMA CGM SA (1) Evergreen (3) Hanjin Shipping Co Ltd (5) Hapag-Lloyd (5) Hyundai Merchant Marine (8) Orient Overseas (8) Wan Hai Lines Ltd (2) Yang Ming Marine (2)
Dry Bulk Shipping (36)
DS Norden (7) Diana Shipping (7) Golden Ocean Group Ltd (4) Navios Holdings (6) Pacific Basin (8) Scorpio Bulkers (7) Star Bulkers Carriers Corporation (3)
Gas Shipping (39)
BW LPG (7) Exmar NV (5) GasLog (9) Golar LNG (7) Navigator (10) Stealth Gas (5) Teekay LNG Partners (10)
Ports and Terminals (50)
China Merchants (5) Cosco Pacific (4) DP World (7) Dalian Port (5) Global Ports Inv (6) HPH Trust (13) Hamburger Hafen (6) ICTSI (11) Santos Brasil (6) Tianjin Port Dev (4) Westports (6)
Tanker Shipping (22)
DHT Holdings Inc (7) Euronav NV (7) Nordic American Tankers Ltd (6) Teekay Tankers (4) Tsakos Energy Navigation Ltd (3)
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Maritime Financial Research Types

Credit Research Report (1) Equity Research Report (197) Maritime Financial Insight (12) Select All

Keyword

Showing 1-20 of 41

Company

Type of Report

Date

Download

Credit Research Container Shipping 1Q17 - APMM CMACGM and HL

Credit Research Report 07 Feb 2017 PDF

A. P. Moller Maersk - Looking through the noise double upgrade to Attractive

Equity Research Report 01 Dec 2016 PDF

Hapag-Lloyd 3Q16 - Results update - Back to black despite weak top line

Equity Research Report 16 Nov 2016 PDF

Hapag-Lloyd 2Q16 - Result update

Equity Research Report 11 Aug 2016 PDF

APMM 2Q16 - Outlook subdued; Maintain unattractive

Equity Research Report 01 Aug 2016 PDF

OOIL - 2Q16 operational data update, Maintain Neutral

Equity Research Report 25 Jul 2016 PDF

Container Shipping - Recovery further away as industry re-alignment continues

Equity Research Report 14 Jun 2016 PDF

Mærsk – lower for longer

Equity Research Report 10 Jun 2016 PDF

OOIL Company Update 1Q16 operational data update; downgrade to Neutral

Equity Research Report 26 Apr 2016 PDF

Container Shipping - Woes for carriers deepen, stay sellers of APMM

Equity Research Report 14 Apr 2016 PDF

APMM - Why we are turning sellers of APMM

Equity Research Report 07 Apr 2016 PDF

Hyundai Merchant Marine - How will the Endgame play out

Equity Research Report 25 Feb 2016 PDF

Hapag Lloyd AG - Valuations discounting challenging market environment

Equity Research Report 29 Jan 2016 PDF

APMM 2Q 2015 Result review - Resilient despite weak industry fundamentals

Equity Research Report 02 Sep 2015 PDF

OOIL 1H 2015 Result review - Earnings remain strong; maintain Attractive rating

Equity Research Report 19 Aug 2015 PDF

NOL - 2Q 2015 result review - APL sale in play, operational news-flow to take a backseat

Equity Research Report 10 Aug 2015 PDF

Rising red flags repeat of 1Q 2015 performance unlikely

Equity Research Report 16 Jun 2015 PDF

Korean Liners - Outlook 2015

Equity Research Report 07 Jan 2015 PDF

HMM - Healthier balance sheet augurs well

Equity Research Report 12 Dec 2014 PDF

APMM - Stock price decline presents an attractive entry point

Equity Research Report 25 Nov 2014 PDF
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Equity Coverage

Latest maritime equity research coverage, issued by our Maritime Financial Research team.
Latest updates

Company

Type of Report

Date

Download

Gas Shipping 2017 Outlook - Stocks returns to be muted; oversupply to cap recovery

Equity Research Report 14 Feb 2017 PDF

Nordic American Tankers 4Q16 - Earnings in line with expectations; maintain our Unattractive stance

Equity Research Report 08 Feb 2017 PDF

Credit Research Container Shipping 1Q17 - APMM CMACGM and HL

Credit Research Report 07 Feb 2017 PDF

DHT Holdings 4Q16 - Better earnings and Frontline’s offer up the ante; upgrade to Neutral

Equity Research Report 06 Feb 2017 PDF

Euronav 4Q16 - Earnings shy of our estimates; reiterate our Unattractive stance

Equity Research Report 03 Feb 2017 PDF

News

Illogical port choices by liner alliances

Illogical port choices by liner alliances
In a ground-breaking analysis, Drewry’s recently launched Ports and Terminals Insight report examines the correlation between carrier terminal ownership and the choice of port calls by the 2M and upcoming Ocean and THE liner alliances.

Bloomberg TV interview with Rahul Kapoor, Drewry Maritime Financial Research Services

Rahul Kapoor, Head of Drewry Financial Research Services discussing the recovery prospects for the shipping industry post-Hanjin, and the areas where pain continues to be felt.

Container port and shipping market challenges

Neil Davidson, Senior Analyst Ports & Terminals at Drewry, discussing ways Ports and Carriers can better collaborate

Continued oversupply to put further pressure on LPG shipping rates

LPG shipping trade will continue to grow at a healthy pace on the back of strong Asian demand, but fleet growth will outpace it, keeping rates under pressure in 2017, according to Drewry’s latest LPG Forecaster.

Events

17th Annual TPM Conference

Drewry’s Head of Supply Chain Advisors, Philip Damas, will be discussing terminal efficiency and selection by BCOs.