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Just Happened: Analyst Day Catch-Up, Marine Edition

By Kenny Feng

Here's the third and final installment of the Analyst Day Catch-Up. Today, we tackle the maritime names: the GasLog family (GasLog (GLOG) and GasLog Partners LP (GLOP)) and the Höegh family (Hoegh Lng Holdings Ltd (HOLHF) and Hoegh LNG Partners LP (HMLP)). We'll begin by noting that our interest in both families is primarily at the MLP level, which probably comes as no surprise to regular Alerian Insights readers. That said, you can't claim to understand a dropdown story if you're not familiar with what's happening at the parent company. As always, we encourage investors to do their homework.

GasLog Ltd and GasLog Partners (slide presentation here)

(click to enlarge)

If you want to get excited about the long-term outlook for LNG shipping, look no further than slides 7 through 21. In short, growth in European and Asian demand alongside growth in North American… Read More …