Christian Gonzalez

EVP, International Container Terminal Services (ICTSI)
· tracked since Mar 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
ZIM long -11.9%
AMKBY long -4.0%
Most Mentioned
ZIM ×1
AMKBY ×1
Recent Calls
AMKBY long 3 months ago
ZIM long 3 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -8.0% Long Return -8.0% Short Return -
Average Return
7d -3.0%
30d -6.2%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
AMKBY A.P MOLL... A.P MOLLER-MRS UNS/ADR
Long
Mar 06
$13.24
-4.0%
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.
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.
Other
YOUTUBE
ZIM ZIM Inte... ZIM Integrated Shipping
Long
Mar 06
$27.81
-11.9%
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.
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.
Other
YOUTUBE
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