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)

As <a href="https://www.smartkarma.com/profiles/2" target="_blank" data-smartkarma-citation="accounts:2">Raghav Kapoor</a>  mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent thought leaders with a platform that doesn't mind being the lone voice keeping others accountable."Using this post I wanted to highlight how we are in complete sync with that thought process and independent research driven by great platform like SK will continue to evolve and will lead a change in investing landscape keeping investors interest in the…

As Raghav Kapoor  mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent thought leaders with a platform that doesn't mind being the lone voice keeping others accountable."Using this post I wanted to highlight how we are in complete sync with that thought process and independent research driven by great platform like SK will continue to evolve and will lead a change in investing landscape keeping investors interest in the…

"Reports Were Prematurely Conceived and Greatly Exaggerated"

Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial results. One of the main reasons behind the slump is the stagnation in demand for carriers’ services. Now that volume statistics are available for major 14 trades covered regularly by Drewry, representing an estimated 40% of the world total, we can see the picture more clearly. The two-way bi-lateral container traffic for the sample routes grew by…

Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial results. One of the main reasons behind the slump is the stagnation in demand for carriers’ services. Now that volume statistics are available for major 14 trades covered regularly by Drewry, representing an estimated 40% of the world total, we can see the picture more clearly. The two-way bi-lateral container traffic for the sample routes grew by…

Container Shipping - 1H16 Trade Volumes Confirm Generally Muted Market. Where's the Growth?

Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock prices, <a href="https://www.smartkarma.com/insights/tanker-shipping-cycle-counter-cyclical-investment-strategy-to-run-its-course-downgrade-to-neutral," target="_blank">https://www.smartkarma.com/insights/tanker-shipping-cycle-counter-cyclical-investment-strategy-to-run-its-course-downgrade-to-neutral,</a> all of which has materialized and honestly much faster than we had anticipated. We were early and do see the trend of lower earnings continuing on looming supply growth in 2017 and muted demand growth. The…

Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock prices, https://www.smartkarma.com/insights/tanker-shipping-cycle-counter-cyclical-investment-strategy-to-run-its-course-downgrade-to-neutral, all of which has materialized and honestly much faster than we had anticipated. We were early and do see the trend of lower earnings continuing on looming supply growth in 2017 and muted demand growth. The…

Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal

Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector<ul><li>Dry bulk stocks impacted by market malaise and company-specific events</li><li>Tide is turning for tanker operators; port sector transitioning to value play</li><li>Rally in offshore stocks could be a dead cat bounce; retracement in oil prices affect gas shipping</li></ul>

Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sectorDry bulk stocks impacted by market malaise and company-specific eventsTide is turning for tanker operators; port sector transitioning to value playRally in offshore stocks could be a dead cat bounce; retracement in oil prices affect gas shipping

DMER - Maritime Financial Insights -  July 2016

<h2>Container Shipping - 2016 Another Record Likely, This Time on Scrapping</h2>More containership capacity is being demolished than ever before, including old-design ships made redundant by the new Panama Canal.Drewry believes that, for the first time, 450,000teu of containership capacity is expected to be scrapped in just one year, as the containership sector recognises that there are far too many ships chasing too little cargo. Based on an average size of 3,000teu for ships which are being scrapped,…

Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including old-design ships made redundant by the new Panama Canal.Drewry believes that, for the first time, 450,000teu of containership capacity is expected to be scrapped in just one year, as the containership sector recognises that there are far too many ships chasing too little cargo. Based on an average size of 3,000teu for ships which are being scrapped,…

Container Shipping - 2016 Another Record Likely, This Time on Scrapping

United States

Masco Corporation manufactures, and sells home improvement and building products.  The Company's products include faucets, kitchen and bath cabinets, architectural coatings, and builders' hardware products.  Masco sells its products through mass merchandisers, home centers, hardware stores, and other wholesale and retail outlets to consumers and contractors.

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Masco Corp (MAS US)

"Reports Were Prematurely Conceived and Greatly Exaggerated"

As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...

Drewry Maritime Financial Research

Container Shipping - 1H16 Trade Volumes Confirm Generally Muted Market. Where's the Growth?

Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial...

Drewry Maritime Financial Research

Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal

Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock...

Drewry Maritime Financial Research

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...

Drewry Maritime Financial Research

Container Shipping - 2016 Another Record Likely, This Time on Scrapping

Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...

Drewry Maritime Financial Research

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