Christian Gonzalez 2.2 2 ideas
EVP, International Container Terminal Services (ICTSI)
After 1 day
N/A
2/15 min ideas
After 1 week
N/A
2/15 min ideas
After 1 month
N/A
2/15 min ideas
By sector
Stock
2 ideas
-6.2%
Top tickers (by frequency)
ZIM
1 ideas
0% W
-5.4%
AMKBY
1 ideas
0% W
-7.0%
Best and worst calls
Best calls
ZIM LONG
-5.4%
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Go...
Mar 06
AMKBY LONG
-7.0%
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Go...
Mar 06
Worst calls
AMKBY LONG
-7.0%
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Go...
Mar 06
ZIM LONG
-5.4%
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Go...
Mar 06
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Good Hope. Rerouting around Africa adds weeks to voyage times. This artificially constricts global vessel supply (ships are tied up longer). When supply drops and demand is constant (or panic-driven), freight rates skyrocket. Long global container shippers. They benefit directly from the "war premium" on rates. A quick resolution to the conflict reopens the Suez/Hormuz, crashing rates.
EVP, International...