Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Asia Economics: Governments Buy Time as Energy Crisis Deepens

Asia Economics: Hormuz Crisis Imposes Fiscal Squeeze on Asia

Malaysia Politics: Fault Lines Expose the Limits of Coalition Government

Equity Research Firm

Cross Asset Strategy

Israel & United states / Cross Asset Strategy

<div><ul><li>Following the February 28 US-Israeli strikes, Iran moved to effectively close the Strait of Hormuz, with commercial traffic sharply curtailed by March 1–2. </li><li>Tanker traffic has fallen by an estimated 70-90%, with all major carriers—Maersk, MSC, Hapag-Lloyd, and CMA CGM—suspending transits.</li><li>Approximately 170 containerships (~450,000 TEUs) remain stranded, according to industry sources.</li></ul></div>

Following the February 28 US-Israeli strikes, Iran moved to effectively close the Strait of Hormuz, with commercial traffic sharply curtailed by March 1–2. Tanker traffic has fallen by an estimated 70-90%, with all major carriers—Maersk, MSC, Hapag-Lloyd, and CMA CGM—suspending transits.Approximately 170 containerships (~450,000 TEUs) remain stranded, according to industry sources.

Special Report : Strait of Hormuz Closure; Assessing the Consumer Sector Impact