EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Could disruptive technologies in container ports & terminals be a game changer?

Industrials

Drewry Maritime Financial Research

We are seeing a rapid adoption of innovative technologies as competition intensifies among terminal operators - DMFR notes the marked difference in strategies with some companies building on their internal capabilities and others that are acquiring specialist firms in an attempt to quickly gain an advantage. DMFR also discuss the cost saving opportunities (e.g. how automation significantly boosts APM Terminals’ margins), in addition to exciting developments such as the revolutionary BOXBAY container stacking system (JV between DP World & SMS Group) that dramatically improves a port's efficiency.

Edition: 120

- 01 October, 2021