National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks
Because construction and real estate represent such a large component of the total economy in Korea, we have noticed that there tends to me much...
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Container Shipping 2016 – Operators Facing Prisoner's Dilemma; Industry Could Lose USD 5bn in 2016
Seven years after the start of the global financial crisis in 2008, the supply-demand balance of the container shipping industry remains...
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Container Leasing 2016 - Outlook Remains Placid
Stocks down on gloomy industry outlook Source: Bloomberg, DMER Investors suffered massive wealth erosion in 2015, as share prices of container...
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LPG Shipping - Consolidation Wave Set to Begin in the VLGC Sector?
Expect bigger players with financial flexibility to grow inorganically Source: Bloomberg, DMER• The VLGC market is highly fragmented as 54% vessel...
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Tanker Shipping-2016 - Moderation Likely but It Ain't over Yet, The Preferred Investment In Shipping
Moderation likely but it ain't over yet Source: Bloomberg, DMER The uptrend in share prices that started in the tail end of FY14 continued in 2015...
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