Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Equity Bottom-Up

<p>Our fair value of USD 16 is arrived at using NAV valuation, applying 20% discount to current asset prices. The investment in the stock is dicey proposition and investors looking for a punt on the dry bulk market can look at the stock. The company’s better liquidity position will steer it clear of the challenging dry bulk market, but the unanticipated actions by management is the key downside risk. Management’s confidence in business is underpinned by Scorpio Service Holdings’ buyback of 3.4m…</p>

Our fair value of USD 16 is arrived at using NAV valuation, applying 20% discount to current asset prices. The investment in the stock is dicey proposition and investors looking for a punt on the dry bulk market can look at the stock. The company’s better liquidity position will steer it clear of the challenging dry bulk market, but the unanticipated actions by management is the key downside risk. Management’s confidence in business is underpinned by Scorpio Service Holdings’ buyback of 3.4m…

Scorpio Bulkers (SALT US) -  SALT Withdraws from Capesize Segment and Executes Reverse Stock-Split

United States

Eneti Inc. is a renewable energy company. The Company focuses on the construction of offshore wind farms on the US continental shelf and around the world. Eneti has ordered the next generation of wind turbine installation vessels (WTIVs) which it will own and operate. Eneti serves offshore wind farm developers and integrated energy companies.

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Eneti (NETI US)

Scorpio Bulkers (SALT US) - SALT Withdraws from Capesize Segment and Executes Reverse Stock-Split

Our fair value of USD 16 is arrived at using NAV valuation, applying 20% discount to current asset prices. The investment in the stock is dicey...

Drewry Maritime Financial Research

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