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...
673 Views
Container Shipping - 2016 Another Record Likely, This Time on Scrapping
Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...
175 Views
Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
201 Views
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
182 Views
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
315 Views