There's a dark line that's quietly kicking in, and many people haven't paid attention to it yet!European container carriers have been up and down for several days, and the domestic port shipping sector has also begun to move!
There are three reasons for being optimistic about the shipping sector in the short term
The Palestinian-Israeli war reached the Red Sea。The Houthis threatened to attack Israeli targets and ships, and several merchant ships were attacked. The Red Sea is a globally important passage connecting the Suez Canal to the Mediterranean, with about 12% of the volume passing through it. At present, 12 shipping companies have suspended the Red Sea route or chosen to detour, increasing transportation costs and risks, and causing an impact on the shipping market.
At the end of the year, the demand for container transportation increases。With the efforts of China's cross-border e-commerce giants and the price increase strategy of leading airlines, the container shipping business will gain higher returns. According to statistics, the volume of express delivery in November increased by 32% year-on-year, and the cross-border express business volume of some enterprises increased by more than 70%.
Valuations in the shipping sector are undervalued。At present, the price-to-earnings ratio of the shipping sector is about 15 times, which is significantly lower than the historical average. Considering the performance growth and market demand of the shipping sector, the shipping sector will achieve valuation repair.
Over the weekend, we also sorted out this port shipping leader's internal referenceSo why did you choose this company on the list?
Reason 1: The company is the leader in the concept of port shipping.
Reason 2: State-owned background.
Reason 3: Northbound funds began to increase their positions significantly.
Reason 4: ** The large white line is activated, and the chips at the bottom are highly concentrated.
The other one is more interesting, it has raised the freight rate of Europe and the Mediterranean route early next year, and the financing has recently secretly increased its position, and a new wave of the main rising wave is expected to open!