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)

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.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

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?

Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

Global Gaming and Casinos Industry Specialist

<ul><li>Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to challenge the globalism mantra.</li><li>The election of US President Trump reinforces the idea that the nation state, not globalism per se, is the key actor in its own economic destiny.</li><li>Eurozone stalwarts Germany and France face seminal electoral tests on their globalism over national priorities this year.</li><li>Since announced in 2103, Chinas Silk Road mega-project is looking more like a "me first" deal than a "we" global citizen action.</li><li>The new Global Populism could produce mispricings in industry sectors heretofore considered sleepy in comparison with glamorous technology disruptors.</li></ul>

Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to challenge the globalism mantra.The election of US President Trump reinforces the idea that the nation state, not globalism per se, is the key actor in its own economic destiny.Eurozone stalwarts Germany and France face seminal electoral tests on their globalism over national priorities this year.Since announced in 2103, Chinas Silk Road mega-project is looking more like a "me first" deal than a "we" global citizen action.The new Global Populism could produce mispricings in industry sectors heretofore considered sleepy in comparison with glamorous technology disruptors.

Globalization May Be Going Extinct, Replaced by a New Global Populism

South Korea

Samsung C&T Corporation conducts diversified business support services and resort operation activities. The Company offers a range of services in areas including clothing retail, construction, energy, real estate, food service, and resort accommodations. Samsung C&T also operates a resort with amusement rides, a zoo, water park, golf clubs, and restaurants.

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Samsung C&T (028260 KS)

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

Thailand's Troubled Transition

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...

Control Risks

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

Globalization May Be Going Extinct, Replaced by a New Global Populism

Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to...

Howard J Klein

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