Quiddity Leaderboard SE600 Jun26: TEN ADDs/DELs; Many Intra-Review Changes After Rebal
Based on the latest estimates, we now expect 10 ADDs and 10 DELs. The ADDs collectively have an inflow of around US$200mn to trade. We have one...
227 Views
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
1.3k Views
DMER - LPG Shipping - Headwinds to Persist in FY17
Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the...
281 Views
DMER - Maritime Financial Insights -Â September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
294 Views
DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"
In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...
356 Views