DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story

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.

Equity Bottom-Up

DFRS Trading Idea 2017 #3 - Golar LNG - FLNG Conviction Gaining Ground for Top Pick in LNG ShippingWe reiterate our Attractive view on Golar LNG as we believe that high oil prices will help the prospects of its core business i.e. FLNG operations. Furthermore, the company has made material progress towards the completion of its first FLNG Hilli which is due to complete in 2H 2017, and its JV Golar Power also brings value to the table. We have assigned a fair value of USD 38, which is based on sum…

DFRS Trading Idea 2017 #3 - Golar LNG - FLNG Conviction Gaining Ground for Top Pick in LNG ShippingWe reiterate our Attractive view on Golar LNG as we believe that high oil prices will help the prospects of its core business i.e. FLNG operations. Furthermore, the company has made material progress towards the completion of its first FLNG Hilli which is due to complete in 2H 2017, and its JV Golar Power also brings value to the table. We have assigned a fair value of USD 38, which is based on sum…

DFRS Trading Idea 2017 #3 - Golar LNG - FLNG Conviction Gaining Ground for Top Pick in LNG Shipping

Golar Lng Ltd

DFRS Trading Idea 2017 #3 - Golar LNG - FLNG Conviction Gaining Ground for Top Pick in LNG Shipping