Lin Zhu 0.3 2 ideas

Managing Editor for Asia Equities, Bloomberg
After 1 day
N/A
1/15 min ideas
After 1 week
N/A
1/15 min ideas
After 1 month
N/A
1/15 min ideas
0 winning  /  1 losing  ·  1 positions (30d)
Net: -10.0%
By sector
sector
1 ideas
Stock
1 ideas -10.0%
Top tickers (by frequency)
ZIM 1 ideas
0% W -10.0%
MAERSK 1 ideas
Best and worst calls
"Cosco Shipping... is up some 10%." Korean shipping companies are considered winners. The "effective closure" of the Strait of Hormuz and broader regional instability forces vessels to take longer routes or demand significantly higher risk premiums. This reduces effective global shipping capacity, driving up freight rates. LONG. Shipping acts as a hedge against supply chain disruption. Demand destruction from a global recession caused by the energy spike.
MAERSK ZIM Bloomberg Markets Mar 02, 05:41
Managing Editor for Asia...
Lin Zhu (Managing Editor for Asia Equities, Bloomberg) | 2 trade ideas tracked | ZIM, MAERSK | YouTube | Buzzberg