Product Type: Market Research Report
Published by: Wall Street Transcript
Published: September 2008
Product Code: R275-1084Description The Wall Street Transcript has just published its Marine Transport issue, a report offering a timely review of the sector to serious investors and industry executives. This 36-page feature contains industry commentary through an expert roundtable, 1 Industry Analyst and CEOs from 4 sector firms. Topics covered: Marine transportation performance this year - Outlook for dry bulk shipping - Order book for dry bulk ships - Order book for new tankers - M&A activity - Cash flows - Investor interest - Impact of the global economy - Stock recommendations - Stocks to avoid - Oil prices - Steel markets - The growing economies - The import growthTable of Contents - Marine Tran Report - 36 pages of exclusive interviews, featuring:
- Roundtable Forum: Jonathan Chappell, J.P. Morgan Securities; Urs Dur, Lazard Capital Markets; Gregory Lewis, Credit Suisse
- Outlook for the Shipping Industry: Omar Nokta, Dahlman Rose & Co.
- CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: General Maritime Corporation, Horizon Lines, Inc., Rand Logistics, Inc., Trailer Bridge, Inc.
- Topics covered:
- Marine transportation performance this year
- Outlook for dry bulk shipping
- Order book for dry bulk ships - Order book for new tankers
- M&A activity
- Cash flows
- Investor interest
- Impact of the global economy
- Stock recommendations
- Stocks to avoid
- Oil prices
- Steel markets
- The growing economies
- The import growth
- Companies covered: Teekay Corporation (TK); DryShips (DRYS); Genco (GNK); Eagle (EGLE); Nordic American Tanker (NAT); Seaspan (SSW); TOP Ships (TOPS); Arlington (ATB); Knightsbridge Tankers (VLCCF); Golden Ocean; Ship Finance (SFL); Navios (NM).
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