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)

Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector<ul><li>Dry bulk stocks impacted by market malaise and company-specific events</li><li>Tide is turning for tanker operators; port sector transitioning to value play</li><li>Rally in offshore stocks could be a dead cat bounce; retracement in oil prices affect gas shipping</li></ul>

Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sectorDry bulk stocks impacted by market malaise and company-specific eventsTide is turning for tanker operators; port sector transitioning to value playRally in offshore stocks could be a dead cat bounce; retracement in oil prices affect gas shipping

DMER - Maritime Financial Insights -  July 2016

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

We mentioned in our previous report <a href="https://www.smartkarma.com/insights/national-assembly-4-year-cycles-its-impact-on-korean-construction-stocks" target="_blank" data-smartkarma-citation="insights:2812">National Assembly 4 Year Cycles &amp; Its Impact on Korean Construction Stocks</a> how the major Korean construction stocks on average tended to outperform the KOSPI index on absolute and relative to KOSPI three months leading into the election and underperform the KOSPI index on absolute and relative terms three months after each of the past four National Assembly elections in Korea.We believe now is a prime time to become more cautious on the four major construction…

We mentioned in our previous report National Assembly 4 Year Cycles &amp; Its Impact on Korean Construction Stocks how the major Korean construction stocks on average tended to outperform the KOSPI index on absolute and relative to KOSPI three months leading into the election and underperform the KOSPI index on absolute and relative terms three months after each of the past four National Assembly elections in Korea.We believe now is a prime time to become more cautious on the four major construction…

Warning on Korean Construction Stocks: Ruling Saenuri Party Is Crushed in National Assembly Election

Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMMContract rates under severe pressure, losses to widen. According to Drewry’s Benchmarking Club, ocean freight rates for cargo moving under contracts on the major East-West trade routes have already dropped by 20% in the year to February and are on course to see further deep reductions from May. The Drewry Benchmarking Club Contract Rate Index, based on Trans Pacific and Asia-Europe contract freight rate data, declined by another…

Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMMContract rates under severe pressure, losses to widen. According to Drewry’s Benchmarking Club, ocean freight rates for cargo moving under contracts on the major East-West trade routes have already dropped by 20% in the year to February and are on course to see further deep reductions from May. The Drewry Benchmarking Club Contract Rate Index, based on Trans Pacific and Asia-Europe contract freight rate data, declined by another…

Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMM

Oil tanker market has been pretty strong past couple of days with rates on benchmark AG-Japan trade crossing $80,000 per day. Higher number if cargoes have supported the demand with West African chartering activity rising the to highest level since January. There has been some notable spike in Chinese demand as well. We would like to highlight another key factor which could be underpinning the market in short term, the return of floating storage. After a brief period of profitable window in…

Oil tanker market has been pretty strong past couple of days with rates on benchmark AG-Japan trade crossing $80,000 per day. Higher number if cargoes have supported the demand with West African chartering activity rising the to highest level since January. There has been some notable spike in Chinese demand as well.  We would like to highlight another key factor which could be underpinning the market in short term, the return of floating storage. After a brief period of profitable window in…

Brimming Onshore Storage Forcing Traders Towards Oil Tankers

• Global macroeconomics: The economists surveyed by Bloomberg expect the US Fed to postpone the next interest rate hike (anticipated to happen in March 2016) because of the global economic turmoil and massive sell-off in emerging markets. Bank of Japan also adopted an aggressive monetary policy as it lowered interest rates to negative 0.1% on excess funds that banks keep with the central bank in an attempt to fight deflation. Meanwhile, the Chinese government has set a lower GDP growth rate of…

• Global macroeconomics: The economists surveyed by Bloomberg expect the US Fed to postpone the next interest rate hike (anticipated to happen in March 2016) because of the global economic turmoil and massive sell-off in emerging markets. Bank of Japan also adopted an aggressive monetary policy as it lowered interest rates to negative 0.1% on excess funds that banks keep with the central bank in an attempt to fight deflation. Meanwhile, the Chinese government has set a lower GDP growth rate of…

Drewry Maritime Equity Research Monthly Insight - Feb 2016

United States

Xylem, Inc. is a designer, manufacturer, equipment and service provider for water and wastewater applications addressing the full-cycle of water from collection, distribution, and use to the return of water to the environment. The Company's products include water and wastewater pumps, treatment and testing equipment, industrial pumps, valves, heat exchangers, and dispensing equipment.

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Xylem Inc (XYL US)

DMER - Maritime Financial Insights - July 2016

Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector Dry bulk stocks impacted by market...

Drewry Maritime Financial Research

Warning on Korean Construction Stocks: Ruling Saenuri Party Is Crushed in National Assembly Election

We mentioned in our previous report National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks how the major Korean...

Douglas Kim

Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMM

Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMMContract rates under severe pressure, losses to widen. According to Drewry’s...

Drewry Maritime Financial Research

Brimming Onshore Storage Forcing Traders Towards Oil Tankers

Oil tanker market has been pretty strong past couple of days with rates on benchmark AG-Japan trade crossing $80,000 per day. Higher number if...

Drewry Maritime Financial Research

Drewry Maritime Equity Research Monthly Insight - Feb 2016

• Global macroeconomics: The economists surveyed by Bloomberg expect the US Fed to postpone the next interest rate hike (anticipated to happen in...

Drewry Maritime Financial Research

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