1 roundtable forum, 1 analyst and 4 sector firms examine the Marine Transportation segment in this 36-page report from The Wall Street Transcript.
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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