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.

Thematic (Sector/Industry)

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2% globally, but the fourth quarter showed a marked uptick almost across the board, suggesting signs of a recovery. North America and Southeast Asia led the way, with sample ports growing on average by around 7% in the quarter, and major transhipment hubs worldwide also saw the benefit.<ul><li>
Strong growth in fourth-quarter 2016 was observed in a number of transhipment…</li></ul>

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2% globally, but the fourth quarter showed a marked uptick almost across the board, suggesting signs of a recovery. North America and Southeast Asia led the way, with sample ports growing on average by around 7% in the quarter, and major transhipment hubs worldwide also saw the benefit.
Strong growth in fourth-quarter 2016 was observed in a number of transhipment…

DFRS Port Operators - Signs of Recovery ?

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. <a href="https://www.smartkarma.com/insights/no-coal-exports-from-north-korea-to-china-in-2017-turning-off-the-money-spigot-to-north-korea" target="_blank" data-smartkarma-citation="insights:8882">No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?</a>After the United Nations Security Council passed a resolution to toughen…

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?After the United Nations Security Council passed a resolution to toughen…

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget 2017, and what impact it would have on businesses operating in India.

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget 2017, and what impact it would have on businesses operating in India.

Budget 2017: As the World Looks On, India Moves Slowly Towards a Cleaner Economy

Did Hanjin bankruptcy mark the bottom for the container industry?We at Drewry believe so, confluence of factors such as demand support from better economic growth, controlled capacity and fear among customers (cargo security over freight for free) played a part. Drewry was on Bloomberg TV this morning discussing what next after Hanjin, return to profitabilty and the real pain point in Shipping being the shipyards. <a href="https://www.smartkarma.com/insights/dfrs-container-shipping-outlook-2017-return-to-profitability" target="_blank">https://www.smartkarma.com/insights/dfrs-container-shipping-outlook-2017-return-to</a>…

Did Hanjin bankruptcy mark the bottom for the container industry?We at Drewry believe so, confluence of factors such as demand support from better economic growth, controlled capacity and fear among customers (cargo security over freight for free) played a part. Drewry was on Bloomberg TV this morning discussing what next after Hanjin, return to profitabilty and the real pain point in Shipping being the shipyards. https://www.smartkarma.com/insights/dfrs-container-shipping-outlook-2017-return-to…

Did Hanjin Bankruptcy Mark the Bottom for the Container Industry?

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels<ul><li>
In the current interest rate environment, we support issues that lie higher on the risk spectrum with a short duration. We believe in high yield notes from companies that have proven abilities in raising funds through various sources, mitigating refinancing risk as rates pick up. Short duration is a key metric for our bond picks at the moment, as we anticipate further rate hikes during the year by…</li></ul>

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
In the current interest rate environment, we support issues that lie higher on the risk spectrum with a short duration. We believe in high yield notes from companies that have proven abilities in raising funds through various sources, mitigating refinancing risk as rates pick up. Short duration is a key metric for our bond picks at the moment, as we anticipate further rate hikes during the year by…

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels

Finland

Kone Oyj provides solutions for the installation, maintenance, and modernization of elevators and escalators and the maintenance of automatic building doors.

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Kone OYJ (KNEBV FH)

DFRS Port Operators - Signs of Recovery ?

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2%...

Drewry Maritime Financial Research

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be...

Drewry Maritime Financial Research

Budget 2017: As the World Looks On, India Moves Slowly Towards a Cleaner Economy

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget...

Control Risks

Did Hanjin Bankruptcy Mark the Bottom for the Container Industry?

Did Hanjin bankruptcy mark the bottom for the container industry?We at Drewry believe so, confluence of factors such as demand support from better...

Drewry Maritime Financial Research

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...

Drewry Maritime Financial Research

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