Marine shipping monitor
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  1. #1
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    Marine shipping monitor

    Carissimi,
    non so perchè ma mi interessa approfondire titoli appartenenti a questo settore. Vorrei valutare aziende in EUR o USD.
    Per comodità di valutazione vorrei, se possibile, fare un excel da poi condividere per discuterne insieme. Il fine non è detto che sia investire ma analizzare un settore nel suo insieme. Spero di iniziare questo weekend.

    Mi piacerebbe partire dai "7 criteria" di Graham (non è detto siano applicabili) + DCF
    Criteria 1. Size of the company.
    Criteria 2. Healthy Current Ratio.
    Criteria 3. Consistent Earnings.
    Criteria 4. Dividend Payment History.
    Criteria 5. Earnings Growth.
    Criteria 6. Price to Earnings (P/E) Ratio.
    Criteria 7. Price to Asset Ratio.

    Altri suggerimenti?

  2. #2
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    Queste le aziende iniziali

    Star Bulk Carriers Corp.
    Public Joint Stock Company Novorossiysk Commercial Sea Port
    Costamare Inc.
    Danaos Corporation
    Westshore Terminals Investment Corporation
    Wilh. Wilhelmsen Holding ASA
    KNOT Offshore Partners LP
    Pangaea Logistics Solutions, Ltd.

  3. #3
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    Star Bulk Carriers Corp

    Star Bulk Carriers Corp., a shipping company, engages in the ocean transportation of dry bulk cargoes worldwide. The company's vessels transport a range of major bulks, including iron ores, coal, and grains, as well as minor bulks, such as bauxite, fertilizers, and steel products. As of March 16, 2021, it had a fleet of 128 vessels with an aggregate capacity of approximately 14.1 million deadweight tons, including 17 Newcastlemax, 22 Capesize, 2 Mini Capesize, 7 Post Panamax, 41 Kamsarmax, 2 Panamax, 20 Ultramax, and 17 Supramax vessels. The company also provides vessel management services. Star Bulk Carriers Corp. was incorporated in 2006 and is based in Maroussi, Greece.

    40 Agiou Konstantinou Street
    Marousi 15124
    Greece
    30 210 61 78 400
    Star Bulk | "Give me a Ship and I Shall move the Earth"
    Sector(s):Industrials
    Industry: Marine Shipping
    Full Time Employees: 180

  4. #4
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    Costamare Inc.

    Costamare Inc. owns and charters containerships to liner companies worldwide. As of June 14, 2021, it had a fleet of 81 containerships with a total capacity of approximately 581,000 twenty foot equivalent units and 16 dry bulk vessels with a total capacity of approximately 932,000 DWT. The company was founded in 1974 and is based in Monaco.

    7 Rue du Gabian
    Monaco 98000
    Monaco
    377 93 25 09 40
    Please Wait... | Cloudflare

    Sector(s): Industrials
    Industry: Marine Shipping
    Full Time Employees: 1,704

  5. #5
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    Danaos Corporation

    Danaos Corporation, together with its subsidiaries, owns and operates containerships in Australia, Asia, Europe, and the United States. The company offers seaborne transportation services, such as chartering its vessels to liner companies. As of February 28, 2021, it had a fleet of 65 containerships aggregating 403,793 twenty foot equivalent units in capacity. The company was formerly known as Danaos Holdings Limited and changed its name to Danaos Corporation in October 2005. Danaos Corporation was founded in 1972 and is based in Piraeus, Greece.

    14 Akti Kondyli
    Athens
    Piraeus 185 45
    Greece
    30 210 41 96 480
    Danaos Corporation - Home
    Sector(s): Industrials
    Industry: Marine Shipping
    Full Time Employees: 4

  6. #6
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    Westshore Terminals Investment Corporation

    Westshore Terminals Investment Corporation, through its limited partnership interests in Westshore Terminals Limited Partnership, operates a coal storage and loading terminal at Roberts Bank, British Columbia in Canada. It has contracts to ship coal from mines in British Columbia, Alberta, and the Northwestern United States. The company was founded in 1970 and is headquartered in Vancouver, Canada.

    1067 West Cordova Street
    Suite 1800
    Vancouver, BC V6C 1C7
    Canada
    604 688 6764
    Westshore Terminals Ltd.
    Sector(s): Industrials
    Industry: Marine Shipping
    Full Time Employees: 237

  7. #7
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    Wilh. Wilhelmsen Holding ASA

    Wilh. Wilhelmsen Holding ASA provides maritime products and services in Europe, the Americas, Asia, Africa, and Oceania. It operates in Maritime Services and Supply Services segments. The Maritime Services segment offers marine products, ship agency services, and logistics to the merchant fleet, as well as ship management services, including manning for various vessel types. The Supply Services segment engages in the operation of supply bases for the offshore industry; development and operation of real estate properties on and off the supply bases; and maintenance of rigs and handling of logistics related to international pipeline projects and windmill parks. The company's marine products include Unitor chemicals and equipment to clean vessels; Unitor fuel treatment chemicals; Unitor oil spill kits and other damage control solutions; Unitor cylinders; Timm ropes; Unitor equipment for the maintenance and performance vessels; and Nalfleet water treatment products to treat and protect on board systems, as well as Unicool refrigerants. It also provides marine and non-marine insurance services; and maritime training solutions. The company was founded in 1861 and is headquartered in Lysaker, Norway. Wilh. Wilhelmsen Holding ASA is a subsidiary of Tallyman AS.

    Strandveien 20
    Lysaker 1366
    Norway
    47 67 58 40 00
    Wilhelmsen
    Sector(s): Industrials
    Industry: Marine Shipping
    Full Time Employees: 15,113

  8. #8
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    KNOT Offshore Partners LP

    KNOT Offshore Partners LP owns and operates shuttle tankers under long-term charters in the North Sea and Brazil. The company provides loading, transportation, and storage of crude oil under time charters and bareboat charters. As of March 18, 2021, it operated a fleet of seventeen shuttle tankers. The company was founded in 2013 and is headquartered in Aberdeen, the United Kingdom.


    2 Queens Cross
    Aberdeen AB15 4YB
    United Kingdom
    44 12 2461 8420
    KNOT Offshore Partners LP - Home
    Sector(s): Industrials
    Industry: Marine Shipping
    Full Time Employees: 1

  9. #9
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    Pangaea Logistics Solutions, Ltd.

    Pangaea Logistics Solutions, Ltd., together with its subsidiaries, provides seaborne dry bulk logistics and transportation services to industrial customers worldwide. The company offers various dry bulk cargoes, such as grains, coal, iron ore, pig iron, hot briquetted iron, bauxite, alumina, cement clinker, dolomite, and limestone. Its ocean logistics services comprise cargo loading, cargo discharge, vessel chartering, voyage planning, and technical vessel management. As of February 8, 2021, the company owned and operated a fleet of 18 ships. Pangaea Logistics Solutions, Ltd. was founded in 1996 and is based in Newport, Rhode Island.

    109 Long Wharf
    Newport, RI 02840
    United States
    401 846 7790
    http://www.pangaeals.com
    Sector(s): Industrials
    Industry: Marine Shipping
    Full Time Employees: 70

  10. #10
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    https://youtu.be/r7c2duYBnok

    Breve analisi del settore del 2019

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