DMER Launches Model Stock Portfolio for the Maritime Sector
We are pleased to announce that Drewry Maritime Equity Research (DMER) has launched a model portfolio, selecting stocks within the global maritime...
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National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks
Because construction and real estate represent such a large component of the total economy in Korea, we have noticed that there tends to me much...
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Container Shipping 2016 – Operators Facing Prisoner's Dilemma; Industry Could Lose USD 5bn in 2016
Seven years after the start of the global financial crisis in 2008, the supply-demand balance of the container shipping industry remains...
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Container Leasing 2016 - Outlook Remains Placid
Stocks down on gloomy industry outlook Source: Bloomberg, DMER Investors suffered massive wealth erosion in 2015, as share prices of container...
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Tanker Shipping-2016 - Moderation Likely but It Ain't over Yet, The Preferred Investment In Shipping
Moderation likely but it ain't over yet Source: Bloomberg, DMER The uptrend in share prices that started in the tail end of FY14 continued in 2015...
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