Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Thematic (Sector/Industry)

We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found at <a href="https://www.smartkarma.com/insights/maritime-model-portfolio-adding-risk-with-upgrade-on-dry-bulk-and-downgrade-on-tanker-shipping" target="_blank">https://www.smartkarma.com/insights/maritime-model-portfolio-adding-risk-with-upgrade-on-dry-bulk-and-downgrade-on-tanker-shipping</a> &amp; <a href="https://www.smartkarma.com/insights/dmer-launches-model-stock-portfolio-for-the-maritime-sector" target="_blank">https://www.smartkarma.com/insights/dmer-launches-model-stock-portfolio-for-the-maritime-sector</a>The Timeline<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/015/357/original/mmp1.JPG?1477455972" class="editor-image img-responsive" data-smartkarma-image-id="15357"></figure>Model portfolio – revisiting our tactical idea, How has it panned out so far?<ul><li>
Our selected stocks from the Dry Bulk sector generated a return of 8.7% (28%…</li></ul>

We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found at https://www.smartkarma.com/insights/maritime-model-portfolio-adding-risk-with-upgrade-on-dry-bulk-and-downgrade-on-tanker-shipping &amp; https://www.smartkarma.com/insights/dmer-launches-model-stock-portfolio-for-the-maritime-sectorThe TimelineModel portfolio – revisiting our tactical idea, How has it panned out so far?
Our selected stocks from the Dry Bulk sector generated a return of 8.7% (28%…

Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

A Hillary victory would benefit Thai markets in terms of TIP market re-allocations and export strength, while hurting us on global stability. Victims of Trump includes energy and exporters. If Hillary extends Obamacare, chances of Americans coming to Thailand for medical tourism will also decline yo.In Las Vegas, Hillary and Trump meet for their final debate, and both of them were SPECTACULAR. Not all the polls are out yet, but we generally agree that Hillary won narrowly. Trump had better grasps of foreign politics and exuded more confidence, but President (yes, trust me on this) Hillary won a vote from MCorp Review for superior thematic consistency (very important to us) and sportsmanship. The two candidates tied on economics, and no scores were awarded for emotional connection since this ain't no town hall format. At the end of the day, we regret to inform Trump supporters that well...he really shot himself in the foot yo. :(

A Hillary victory would benefit Thai markets in terms of TIP market re-allocations and export strength, while hurting us on global stability. Victims of Trump includes energy and exporters. If Hillary extends Obamacare, chances of Americans coming to Thailand for medical tourism will also decline yo.In Las Vegas, Hillary and Trump meet for their final debate, and both of them were SPECTACULAR. Not all the polls are out yet, but we generally agree that Hillary won narrowly. Trump had better grasps of foreign politics and exuded more confidence, but President (yes, trust me on this) Hillary won a vote from MCorp Review for superior thematic consistency (very important to us) and sportsmanship. The two candidates tied on economics, and no scores were awarded for emotional connection since this ain't no town hall format. At the end of the day, we regret to inform Trump supporters that well...he really shot himself in the foot yo. :(

What Happens in Vegas...Goes to the White House (Hillary 2, Trump 1...Game Over!)

Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the demand side, with lower price of LPG in Asia, the propane trade has been hurt, and there has been no major driver of incremental demand to absorb the excess tonnage available. Freight rates across segments have dropped in the recent past, and we do not expect a meaningful recovery over the next 12 months, even thoughthere could be a short-lived…

Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the demand side, with lower price of LPG in Asia, the propane trade has been hurt, and there has been no major driver of incremental demand to absorb the excess tonnage available. Freight rates across segments have dropped in the recent past, and we do not expect a meaningful recovery over the next 12 months, even thoughthere could be a short-lived…

DMER - LPG Shipping - Headwinds to Persist in FY17

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its standard-bearer, should normally seal the presidency for the Democrat, in this case former secretary of state Hillary Clinton.  Yet this is anything but a ‘normal’ political cycle in the United States.Control Risks believes Clinton will be the next president of the United States, the first female ever to serve in that position. But a number of eye-widening firsts in this presidential contest obligates us to take very seriously the possibility that her Republican rival, Donald Trump, can overcome his disadvantages and wind up in the White House.Beyond a core of about 20% of the electorate on each side that hold favourable views of their candidate of choice, it appears that for the most of the electorate, the more they see of either candidate, the less inclined they are to vote for him or her. Turnout is likely to be very low. In a recent series of articles on the US elections, <a href="https://www.controlrisks.com/" target="_blank">Control Risks</a>' chief US political risks analyst, Michael Moran, looks at both scenarios - a Clinton presidency and a Trump presidency.

A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its standard-bearer, should normally seal the presidency for the Democrat, in this case former secretary of state Hillary Clinton.  Yet this is anything but a ‘normal’ political cycle in the United States.Control Risks believes Clinton will be the next president of the United States, the first female ever to serve in that position. But a number of eye-widening firsts in this presidential contest obligates us to take very seriously the possibility that her Republican rival, Donald Trump, can overcome his disadvantages and wind up in the White House.Beyond a core of about 20% of the electorate on each side that hold favourable views of their candidate of choice, it appears that for the most of the electorate, the more they see of either candidate, the less inclined they are to vote for him or her. Turnout is likely to be very low.  In a recent series of articles on the US elections, Control Risks' chief US political risks analyst, Michael Moran, looks at both scenarios - a Clinton presidency and a Trump presidency.

2016 US Elections Scenario Two: Donald Trump Wins

2016 US Elections Scenario One: Hillary Clinton Wins

United States

General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.

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General Electric (GE US)

Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses

We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...

Drewry Maritime Financial Research

What Happens in Vegas...Goes to the White House (Hillary 2, Trump 1...Game Over!)

A Hillary victory would benefit Thai markets in terms of TIP market re-allocations and export strength, while hurting us on global stability....

Athaporn Arayasantiparb, CFA

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...

Drewry Maritime Financial Research

2016 US Elections Scenario Two: Donald Trump Wins

A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...

Control Risks

2016 US Elections Scenario One: Hillary Clinton Wins

A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...

Control Risks

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