National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks
Because construction and real estate represent such a large component of the total economy in Korea, we have noticed that there tends to me much...
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Container Shipping 2016 – Operators Facing Prisoner's Dilemma; Industry Could Lose USD 5bn in 2016
Seven years after the start of the global financial crisis in 2008, the supply-demand balance of the container shipping industry remains...
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Container Leasing 2016 - Outlook Remains Placid
Stocks down on gloomy industry outlook Source: Bloomberg, DMER Investors suffered massive wealth erosion in 2015, as share prices of container...
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LPG Shipping - Consolidation Wave Set to Begin in the VLGC Sector?
Expect bigger players with financial flexibility to grow inorganically Source: Bloomberg, DMER• The VLGC market is highly fragmented as 54% vessel...
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Gas Shipping 2016 - Is Capitulation over for Gas Shipping Stocks?
2015: LNG/LPG shipping stocks fall prey to low oil prices Source: Bloomberg, DMER• The downward trend in share prices that started in 4Q14...
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