MacGregor TTS Acquisition Overview
Market
Environmental regulations & global economy uncertainties
dragging short term investment, mega mergers in Asia,
European yards retaining big value stake
Global Contracting Activity (1st September 2019)
No.
Builder country split
YTD 1st Sep 2019
m. CGT
TOTAL (>2,000 Dwt/GT**)
2017 2018 2019ytd 2017
1,264 1,324 487 29.6
2018 2019yt 2017
m. CGT
2018 2019ytd
3%
5%
6%
10%
13%
34.7 13.5
29.6
34.7
13.5
28%
Vessel Type
Bulkers
424
463
129
9.1
9.6
2.9
9.1
9.6
2.9
38%
Tankers
376
266
124
8.5
6.3
3.1
8.5
6.3
3.1
44%
Containerships
147
213
56
4.0
6.2
1.4
4.0
6.2
1.4
29%
Gas Carriers
48
123
57
1.8
6.8
3.0
1.8
6.8
3.0
Offshore
47
56
14
0.8
1.0
0.5
0.8
1.0
0.5
Others
222
203
107
5.4
4.7
2.7
5.4
4.7
2.7
25%
34%
Builder Country/Region
30%
China
598
517
212
4.8
12.1
5.1
4.8
12.1
5.1
16%
12%
South Korea
203
288
120
2.2
7.8
4.6
2.2
7.8
4.6
8%
Japan
215
376
80
2.4
3.5
1.6
2.4
3.5
1.6
Nbr of Ships
Value
CGT
487 ships
$37.8b
13.5m
Europe
99
93
51
3.7
4.0
1.7
3.7
4.0
1.7
Other
149
50
24
16.5
7.3
0.4
16.5
7.3
0.4
■Japan Korea ■China ■Europe Others
Source: Clarksons Rsearch, Aug 2019 actual, March 2019 forecast
MACGREGOR
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