Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Thematic (Sector/Industry)

The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a greater or lesser portion of their fleet on spot rather than term charter or long-term lease - is now used by stock punters as "evidence" of dynamic demand for shipping services for commodities, and therefore underlying economic pull demand from the secondary sector (heavy and light industry), particularly in China. The big news is that it has bounced 105%…

The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a greater or lesser portion of their fleet on spot rather than term charter or long-term lease - is now used by stock punters as "evidence" of dynamic demand for shipping services for commodities, and therefore underlying economic pull demand from the secondary sector (heavy and light industry), particularly in China. The big news is that it has bounced 105%…

Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.

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.

Reading everyday of depressed shipping should one make one anxious. When I joined my 1st ship in early 2002...shipping was boring. Frankly it was not the top choice for a job but it did pay in dollars. The sole motive for me was the money and maybe I didn't want to be another software engineer from India. Tankers were the good ships (solely because they paid more). Dry bulk gave more leisure time..they stayed on ports longer, with job at Bergesen touted as the prized catch..they used to carry…

Reading everyday of depressed shipping should one make one anxious.   When I joined my 1st ship in early 2002...shipping was boring. Frankly it was not the top choice for a job but it did pay in dollars. The sole motive for me was the money and maybe I didn't want to be another software engineer from India.   Tankers were the good ships (solely because they paid more). Dry bulk gave more leisure time..they stayed on ports longer, with job at Bergesen touted as the prized catch..they used to carry…

Information Technology Consultant

Ishita Jain

China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than 100 GWs a year of installed generating capacity from wind, a third of the world&rsquo;s total. Generating capacity is up tenfold in the last decade and three of the world&rsquo;s top ten turbine manufacturers are Chinese. Xinjiang&nbsp;Goldwind, the world&rsquo;s second largest wind turbine maker, seems poised to continue its growth story and be instrumental in shaping the Chinese wind energy market.

China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than 100 GWs a year of installed generating capacity from wind, a third of the world&rsquo;s total. Generating capacity is up tenfold in the last decade and three of the world&rsquo;s top ten turbine manufacturers are Chinese. Xinjiang&nbsp;Goldwind, the world&rsquo;s second largest wind turbine maker, seems poised to continue its growth story and be instrumental in shaping the Chinese wind energy market.

Flying along China's wind of change: Goldwind

China

Qingdao TGOOD Electric Co Ltd designs and manufactures electrical transformers and provides related technical services.  The Company also provides system solutions for the electrical transformer substations.

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Qingdao TGOOD Electric A (300001 CH)

Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.

The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...

Travis Lundy

"Shipping Has to Become BORING Again"

Reading everyday of depressed shipping should one make one anxious. When I joined my 1st ship in early 2002...shipping was boring. Frankly it was...

Drewry Maritime Financial Research

Flying along China's wind of change: Goldwind

China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than...

Ishita Jain

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