Stewardship Risk in Focus
Evidente developed a measure of firm complexity and agency costs, which was originally launched for Australian stocks in 2015, designed to provide...
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Valemaxes May Have Delivered the Knock-Out Punch to the Capesize Market
It was a pleasure reading https://www.smartkarma.com/insights/china-s-ship-subsidies-from-hell by Charles De Trenck this morning. Great insight...
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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...
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Deja Vu - They Are Throwing in the Towel
Readers of Smartkarma will remember our piece lamenting how PE was partly to be blamed for the pain in dry bulk shipping. We questioned the wisdom...
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Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
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