Calls
1
Lin Zhu
Managing Editor for Asia Equities, Bloomberg
Win Rate
0.0%
return
-15.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 02
$28.83
-15.7%
"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.
Shipping & Tankers
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Lin Zhu has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: ZIM, MAERSK.
