In 2021, the price of shipping 🚢 skyrocketed, and it was hard to find a container. There was Malaysia's Glove 🧤 frenzy in 2020, and Taiwan also had the Age of Discovery in 2021. The three major shipping companies, Evergreen Shipping, Wanhai, and Yangming, skyrocketed 10-20 times. Meanwhile, Malaysia's HARBOUR also broke through a new high of RM1.73 in September 2021, and the single-day limit was up 30% on September 29, 2021.
⚠️ Container shipping stocks are cyclical stocks. They can only be in the short to medium term, not suitable for the long term ⚠️⚠️
Beginning in April, freight rates on European and American routes have been rising steadily, leading to a sharp rise in demand for containers in China and Taiwan. There are many factors that have caused the increase in freight rates 📈. One of them is that shipping companies are taking advantage of this opportunity 🈹️ and there is also talk of a wave of chives.
The picture above shows the stock price trends of Taiwan's Sanjiong, China's COSCO Sea & Air, and Malaysia's HARBOUR. Taiwan's Q1 has been released, and Q2 is expected to be better. Meanwhile, the Malaysian stock company HARBOUR is still awaiting Q1 results, and its counterpart SYGROUP has been trending very well over the past month.
$SYGROUP (5173.BMS)$
The chart above shows the stock price trend over the past 6 months.
At the end of August last year, the Moo Moo community shared that Harbor's cash flow was very strong. At the time, the stock price was in the RM1.20 range. Since the Age of Discovery in 2021, HARBOUR has caught that round of wealth and kept cash for years...

Source: CCTV13 News
China released automobile sales data for August. Production and sales of new energy vehicles were 843,000 units and 846,000 units respectively, reaching a record high. Normally, the end of the year is the peak season for car sales, and it is expected that the data for the next few months will be very impressive.
$PENTA (7160.BMS)$ $ECA (0267.BMS)$ $MPI (3867.BMS)$
All of the above are industries where the automotive business has contributed significantly, and it is expected that they will continue to benefit from the EV trend in the future.