MENU
Search

Login

Filter by...

Market Sector

Container Manufacture and Leasing (7)
CAI (1) CIMC (1) Singamas (2) TAL (1) Textainer (1)
Container Shipping (40)
AP Moeller-Maersk A/S (11) Evergreen (3) Hanjin Shipping Co Ltd (5) Hapag-Lloyd (4) 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 (38)
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 (20)
DHT Holdings Inc (6) Euronav NV (6) Nordic American Tankers Ltd (5) Teekay Tankers (4) Tsakos Energy Navigation Ltd (3)
Select All

Maritime Equity Product Types

Annual Investment Report (49) Event Update (144) Maritime Financial Insight (12) Select All

Keyword

Showing 1-20 of 20

Company

Type of Report

Date

Download

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

Event Update 17 Nov 2016 PDF

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

Event Update 16 Nov 2016 PDF

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

Event Update 15 Nov 2016 PDF

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

Event Update 12 Sep 2016 PDF

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

Event Update 11 Aug 2016 PDF

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

Event Update 09 Aug 2016 PDF

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

Event Update 05 Aug 2016 PDF

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

Event Update 29 Jul 2016 PDF

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

Event Update 17 May 2016 PDF

Nordic American Tankers – Lower our estimates; downgrade to Neutral

Event Update 19 Apr 2016 PDF

DHT Holdings - Deep discount to NAV triggers buyback programme

Event Update 05 Apr 2016 PDF

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

Annual Investment Report 14 Jan 2016 PDF

Teekay Tankers - Acquisition is the new mantra

Annual Investment Report 03 Nov 2015 PDF

Tsakos Energy Navigation - Built-in growth through newbuilds

Annual Investment Report 03 Nov 2015 PDF

NAT - 2Q 2015 Result review

Event Update 19 Aug 2015 PDF

Euronav - 2Q 2015 Result review

Event Update 11 Aug 2015 PDF

DHT - 2Q 2015 Result review

Event Update 07 Aug 2015 PDF

DHT Holdings - Capitalising on the long-haul trade

Annual Investment Report 04 Jun 2015 PDF

Euronav - Stronger hold in the VLCC segment

Annual Investment Report 04 Jun 2015 PDF

Nordic American Tankers - Growth prospects reflected in the price

Annual Investment Report 04 Jun 2015 PDF
1

Equity Coverage

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

Company

Type of Report

Date

Download

Drewry Maritime Financial insight - Shipping Outlook 2017

Maritime Financial Insight 10 Jan 2017 PDF

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

Event Update 01 Dec 2016 PDF

Golden Ocean 3Q16 - Results update

Event Update 28 Nov 2016 PDF

Star Bulk Carriers 3Q16 - Results Update

Event Update 25 Nov 2016 PDF

Diana Shipping 3Q16 - Earnings weakness in line with expectations; maintain Neutral view

Event Update 22 Nov 2016 PDF

News

Benchmarking against peers upheld among BCOs

Benchmarking against peers upheld among BCOs
International transport and logistics executives are increasingly benchmarking their companies’ costs and supplier terms in ocean transport contracts, according to data gathered by Drewry Supply Chain Advisors.

‘Returns set for a comeback’, DFRS, Shipping Outlook 2017

With supply continuing to normalise DFRS sees real profitability and returns emerging over the next 12-18 months.

Spot box rates rise above 5-year average

Spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above the average of the last 5 years.

Multipurpose shipping freight rates to improve by end 2017

The multipurpose shipping market will see the first signs of recovery by the end of 2017, following in the steps of the dry bulk and container shipping markets, according to Drewry’s latest Multipurpose Shipping Market Review and Forecast.

Events

Global Ports and Terminals Market Outlook

Join us 0900 24 Jan 2017 for a free webinar hosted by Neil Davidson, Senior Analyst in Drewry’s Ports and Terminals practice and Martin Dixon, Director - Head of Research Products. Both executives will be available to take questions following a short 20 minute presentation.