Evergreen Marine: Fundamentals Under Strain

Container Shipping 2018 - Demand Buoyancy Drives Positive Outlook

AP Moller Maersk A/S (MAERSKB DC) - 1Q18 Result Update

Hyundai Merchant Marine (HMM)- What Lies Ahead?

Hyundai Merchant Marine - Recovery Not in Sight

Equity analyst - Containers, Drewry Maritime Financial Research

Nilesh Tiwary

Equity analyst - Containers

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.

Equity Bottom-Up

AP Moeller - Maersk A/S / Equity Bottom-Up

<p>Investors have been subjected to a roller coaster ride in container shipping stocks over the last 12 months. While the market was looking brighter in the latter half of 2017, when almost all liner companies posted profits, it has been a complete U-turn since then. Stocks have been on a downwards trajectory since the beginning of 2018 as the upsurge in bunker costs took a toll on carrier profitability. Higher vessel charter rates, the inability of carriers to push up freight rates and the news…</p>

Investors have been subjected to a roller coaster ride in container shipping stocks over the last 12 months. While the market was looking brighter in the latter half of 2017, when almost all liner companies posted profits, it has been a complete U-turn since then. Stocks have been on a downwards trajectory since the beginning of 2018 as the upsurge in bunker costs took a toll on carrier profitability. Higher vessel charter rates, the inability of carriers to push up freight rates and the news…

Container Shipping 2018 - Trade War and Higher Costs Dim Hope of Recovery; Revise Sectoral Calls