MENU
Search

Login

Filter by...

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)
Select All

Maritime Financial Research Types

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

Keyword

Showing 1-20 of 50

Company

Type of Report

Date

Download

ICTSI 3Q16 - Results Update

Equity Research Report 10 Nov 2016 PDF

HPHT - 3Q16 - Dividend buoys interest, but not for long

Equity Research Report 26 Oct 2016 PDF

Chinese Port Operators - Avoid bottom-fishing in troubled waters

Equity Research Report 03 Oct 2016 PDF

Port Operators - Update on our Long ICTSI (ICTSI PM), Short WESTPORTS (WPRTS PM)

Equity Research Report 29 Aug 2016 PDF

DP World 1H16 - Result update

Equity Research Report 22 Aug 2016 PDF

ICTSI 2Q16 - Result update

Equity Research Report 10 Aug 2016 PDF

Santos Brasil 2Q16 - Result update

Equity Research Report 05 Aug 2016 PDF

Westports 2Q16 - Earnings unsustainable

Equity Research Report 01 Aug 2016 PDF

HPHT 2Q16 - Result Update

Equity Research Report 29 Jul 2016 PDF

DP World - Portfolio Restructuring

Equity Research Report 30 May 2016 PDF

ICTSI - Deep Value Emerging

Equity Research Report 17 Mar 2016 PDF

Ports 2016 - Bargain hunters coming out of the woodwork

Equity Research Report 02 Feb 2016 PDF

HPHT - 3Q 2015 Results - Peak of cost rationalisation

Equity Research Report 27 Oct 2015 PDF

Kumport Acquisition

Equity Research Report 23 Sep 2015 PDF

DP World - 1H 2015 - Result review

Equity Research Report 09 Sep 2015 PDF

ICTSI - 2Q 2015 Result review

Equity Research Report 01 Sep 2015 PDF

Santos Brasil - 2Q 2015 Result Review - Downgrade

Equity Research Report 11 Aug 2015 PDF

Westports - 2Q 2015 - Continues Shoring Cash

Equity Research Report 03 Aug 2015 PDF

HPHT - 2Q 2015 - Stronger margins to stabilise

Equity Research Report 23 Jul 2015 PDF

GPI - Management Meeting

Equity Research Report 28 May 2015 PDF
1
2
3

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.