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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 22

Company

Type of Report

Date

Download

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

Equity Research Report 03 Feb 2017 PDF

Tanker Shipping 2017 - Returns unlikely before 2018, further dividend cuts likely

25 Jan 2017 PDF

Teekay Tankers 3Q16 - Reduce fair value on asset disposal; maintain Neutral stance

Equity Research Report 17 Nov 2016 PDF

DHT Holdings 3Q16 - Results update - Slash our fair value estimate in light of impairments; reiterate Neutral

Equity Research Report 16 Nov 2016 PDF

Euronav 3Q16 - Results update - Weaker rates and high opex erode earnings; reduce fair value

Equity Research Report 15 Nov 2016 PDF

Tsakos Energy Navigation - Reduce our fair value estimate and downgrade to Neutral

Equity Research Report 12 Sep 2016 PDF

DHT Tankers - Trim our fair value estimate; maintain Neutral rating

Equity Research Report 11 Aug 2016 PDF

Nordic American Tankers - Reduce our fair value estimate, maintain stance as Neutral

Equity Research Report 09 Aug 2016 PDF

Teekay Tankers - Challenging outlook, pressured dividend, downgrade to Neutral

Equity Research Report 05 Aug 2016 PDF

Euronav - Earnings in line with our estimates; maintain Neutral rating

Equity Research Report 29 Jul 2016 PDF

Teekay Tankers - trim our fair value estimate and maintain our Attractive stance

Equity Research Report 17 May 2016 PDF

Nordic American Tankers – Lower our estimates; downgrade to Neutral

Equity Research Report 19 Apr 2016 PDF

DHT Holdings - Deep discount to NAV triggers buyback programme

Equity Research Report 05 Apr 2016 PDF

Tanker Shipping 2016 - Moderation likely but it ain't over yet

Equity Research Report 14 Jan 2016 PDF

Teekay Tankers - Acquisition is the new mantra

Equity Research Report 03 Nov 2015 PDF

Tsakos Energy Navigation - Built-in growth through newbuilds

Equity Research Report 03 Nov 2015 PDF

NAT - 2Q 2015 Result review

Equity Research Report 19 Aug 2015 PDF

Euronav - 2Q 2015 Result review

Equity Research Report 11 Aug 2015 PDF

DHT - 2Q 2015 Result review

Equity Research Report 07 Aug 2015 PDF

DHT Holdings - Capitalising on the long-haul trade

Equity Research Report 04 Jun 2015 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.