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

Equity Research Firm

Thematic (Sector/Industry)

United states Energy / Thematic (Sector/Industry)

<ul><li>Iran war ceasefire has had minimal impact on Strait of Hormuz shipping traffic. </li><li>Despite all the talk with respect to the pending reopening of the Strait of Hormuz to vessel traffic over the past two weeks since the Iran war ceasefire announcement, the actual average daily activity level has remained minimal (Figure 1) compared with ~140 ships daily moving through the Strait prior to the Iran war. </li><li>Although more than 20 vessels passed through the ?Strait of Hormuz last Saturday per shipping analytics firm Kpler, including one tanker carrying ~2 million barrels of Saudi crude headed to Taiwan, ship traffic was down to three vessels yesterday. </li></ul>

Iran war ceasefire has had minimal impact on Strait of Hormuz shipping traffic. Despite all the talk with respect to the pending reopening of the Strait of Hormuz to vessel traffic over the past two weeks since the Iran war ceasefire announcement, the actual average daily activity level has remained minimal (Figure 1) compared with ~140 ships daily moving through the Strait prior to the Iran war. Although more than 20 vessels passed through the ?Strait of Hormuz last Saturday per shipping analytics firm Kpler, including one tanker carrying ~2 million barrels of Saudi crude headed to Taiwan, ship traffic was down to three vessels yesterday. 

에너지 동향 요약: 세 자릿수 유가 전망 여전히 유효...