EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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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