Lin Zhu

Managing Editor for Asia Equities, Bloomberg
@byzhulin · tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
ZIM long -15.0%
Most Mentioned
ZIM ×1
MAERSK ×1
Recent Calls
ZIM long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -15.0% Long Return -15.0% Short Return -
Average Return
7d +1.0%
30d -10.0%
90d -14.3%
Result
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Thesis
Theme
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ZIM ZIM Inte... ZIM Integrated Shipping
Long
Mar 02
$28.83
-15.0%
"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.
"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.
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