Webinar: The attraction of Shipping Equities
At the Marine Money Virtual Ship Finance Week (September 21-24, 2020) Seahawk Investments has given its outlook on Shipping Equities.
Seahawk Equity L/S Fund – Factsheet August
Stock indices from New York to Tokyo have pushed higher over the past month. As US crude oil inventory levels have further decreased throughout the month, the price of Brent Oil has further increased from 43.3 $/barrel to 45.3 $/barrel….
Shipping equity market outlook
Issued by: Xuemin Jia, MSc, Seahawk Investments GmbH Hubertus Clausius, MBA, CFA, Seahawk Investments GmbH Joshua Politis, MBA, Transport Capital Septermber 10, 2020 Executive summary The shipping industry is highly cyclical in nature. The rapid expansion before the global financial…
Seahawk Equity L/S Fund – Factsheet July
The broad equity markets have shown positive returns during the month of July. The US DOE (Department of Energy) Crude inventory level fell, giving further support to oil prices. Brent has increased from USD 41.25/barrel to USD 43.30 /barrel. Within…
Seahawk Equity L/S Fund – Factsheet June
The broad equity markets have shown positive returns during the month of June. The end of the lock-down coupled with increased domestic air traffic in the US has triggered a sentiment-driven rally in aviation stocks. Within this segment the fund…
Serena Wang joins Transport Capital
Singapore July 15, 2020 Transport Capital is pleased to announce that Serena Wang has joined as Head of Greater China, based in Beijing. Serena was formerly Head of Shipping Finance at Minsheng Financial Leasing where she completed more than 20…
Marine Money Webinar – a changing shipping landscape
Transport Capital has participated in the Marine Money Webinar on the 2nd of July 2020. As a panel speaker Philip Clausius of Transport Capital has discussed the changing shipping landscape in Deal Origination, Finance & Operations.
Energy in a Post Covid-19 World
Issued by: Joshua Politis, MBA 3rd of July 2020 “The energy industry that emerges from this crisis will be significantly different from the one that came before,” Fatih Birol, IEA’s executive director. Executive Summary: The International Energy Agency (IEA),…
Global airline outlook: Are airlines investable post COVID-19?
Issued by Xuemin Jia, Msc, Seahawk Investments GmbH Executive summary: COVID-19 has thrown the global airline industry into the darkest period in history – due to the rapid, massive spread of the virus, almost all countries have imposed lockdown and…
Seahawk Equity L/S Fund – Factsheet May
The broad equity markets have enjoyed another strong performance in the month of May. OPEC+ supply cuts of around $ 9.7mn/barrel have supported the oil price. The price of Brent oil has gone up from $ 25/barrel to $ 35/…
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