DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
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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...
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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...
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Container Shipping - 2015 Full of Records, Big Ships, Super Size Me and It Ain't Over Yet
Last year saw a record amount of container-ship capacity hit the water. We take a look at which operators accepted delivery and which trades they...
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Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
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