After initiating bullish coverage on DryShips last week, Dahlman Rose & Company has issued a comprehensive report covering the entire dry bulk shipping sector. With dry bulk IPOs lined up at the SEC and owners believing, with conviction, that the boom will continue, a report predicting that the supply/demand balance will remain tight in the sector for the foreseeable future is a welcome one indeed. The Dahlman Rose analysts attribute the strength of the dry bulk market to the strength of the world economy, and they back up their belief in this with sections dedicated to macro economic drivers, the impact of China and an analysis of bulk commodity markets including steel, iron ore, coal and grain.
This is only an excerpt of Dahlman Rose & Dry Bulk
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Tags: · Baltic Exchange, Bote de Vries, Caterpillar Financial Services, Christian Salamon, Christina Stahn, Dahlman Rose & Company, DNV, DryShips, DVB, DVB Bank, Erol Yucel, Galbraiths, GE Capital, Geden Lines, Gunay Surenkok, HSH Nordbank, Jefferies & Co., Kevin Oates, Marine Money Istanbul Ship Finance Forum, Metin Kalkavan, Michael Drayton, Minister of Transport, Mr. Binali Yildirim, NFC Shipping Funds, Philip Rogers, Salamon AG, Stefanie Kasselakis, Turkish Chamber of Shipping, Turkon Line
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