Dry Bulk Shipping Outlook 2019: Global Slowdown Casts Shadow on Long Held Recovery Narrative
Five of the dry bulk shipping stocks under our coverage delivered a negative return of 24.4% in 2018, owing to uncertainty in the global markets....
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Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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Will Oaktree Thank Their Lucky Stars for Reducing Its Stake in SBLK?
• Third consecutive positive adjusted net profit of USD 10.7m recorded in the second quarter of 2018.• About 60% of the available days in the third...
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Maritime Financial Insight - July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Will the Trade War Cast a Shadow on Star Bulk’s Earnings Momentum?
1. Executive Summary• Second consecutive positive adjusted net profit of USD 11.9m recorded in the first quarter of 2018, compared with adjusted...
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