Drewry Maritime Equity Research

Drewry, since 1970, has been providing research and advisory services on the global Maritime and Shipping industries and has established itself as a firm with long history of credibility and expertise on various aspects of the maritime industry. Leveraging this in-depth market knowledge and understanding, we have extended our offering to deliver a unique, independent investment research service on globally listed companies operating in the maritime industry. Under the brand Drewry Maritime Equity Research and in accordance with the FCA, DMER led by Rahul Kapoor and his team, offers fundamental analysis on listed companies. DMER analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. By combining these market-leading resources with seasoned sector expertise and commercial awareness, we are able to offer a highly differentiated and comprehensive investment research service to prospective investors in listed maritime companies. 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.

Regulatory Information

  • Regulatory Status: FCA Regulated


Title Date
Dry bulk shipping - Turning Neutral as normalisation takes hold 2016/06/15
Container Shipping - Recovery further away on industry re-alignment 2016/06/14
Port Operators - Valuations downshift on structural changes 2016/06/13
A.P. Møller Mærsk – lower for longer 2016/06/10
Tanker Shipping - Downgrade to Neutral on multiple headwinds 2016/06/10
Gas Shipping - Gaining Traction Amid Recovery in Oil Prices 2016/06/10
DP World - Portfolio Restructuring to Support Capacity Ambition 2016/05/30
Teekay Tankers (TNK US) – High Spot Exposure and Increased Leverage 2016/05/17
DMER Equity Insights - May 2016 2016/05/06
OOIL (316 HK) - 1Q16 operational data update; downgrade to Neutral 2016/04/26
Pacific Basin - Valuations appear attractive with debt repayment 2016/04/22
Nordic American Tankers – Lowering estimates; downgrade to Neutral 2016/04/19
Gaslog (GLOG US) - Managing Capital Requirements Well 2016/04/12
Why we are turning sellers of A.P. Møller - Mærsk A/S 2016/04/07
DHT Holdings (DHT US) - Deep Discount to NAV Triggers Buyback Programme 2016/04/05
Navigator Holdings - the preferred player in LPG shipping 2016/03/29
Euronav - Our preferred pick in maritime space 2016/03/29
International Container Terminal Services, Inc - Deep value emerging? 2016/03/21
Teekay LNG Partners (TGP US/) - Should Investors Throw Caution to the Winds? 2016/03/21
Drewry Maritime Equity Research Monthly Insight - Feb 2016 2016/03/11
DMER - Container shipping 2016 – Stock prices discounting the worst 2016/02/02
Hapag-Lloyd AG, HLAG GR : Valuations discounting challenging market environment 2016/01/29
DMER - Container leasing 2016 - Stocks down on gloomy industry outlook 2016/01/25
DMER - Gas shipping 2016 - Is capitulation over for gas shipping stocks? 2016/01/20
DMER - Tanker Shipping 2016- Moderation Likely but It Ain’t over Yet 2016/01/18
DMER - Dry Bulk Shipping 2016 - Falling knife disguised as pocket of value ? 2016/01/13


  • Rahul Kapoor

    Director-Equity Research Years of Experience: 13

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