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Hong Kong stock concept tracking | Red sea situation escalates again! Institutions: global marine transportation companies with European business will benefit significantly. (Attached with concept stocks)
Considering the current situation of long-term contract signing and the possibility of further tightening of marine transportation capacity, it is expected that global marine transportation companies with European business will significantly benefit and their performance is expected to improve in 2024.
Guolian Securities: Marine transportation costs have risen sharply from the beginning of the year to now. Enterprises with a high FOB proportion are worth paying attention to.
Since 2024, marine transportation fees have increased significantly, and as a result, the market is more concerned about the short-term profit performance of export companies.
Guolian Securities: How much impact will the significant increase in marine transportation fees have on export categories?
Guolian Securities believes that companies with a higher proportion of FOB, a larger proportion of production capacity transferred overseas, and a higher unit volume value are less affected by the rise in freight rates.
Investors Five-year Losses Continue as COSCO SHIPPING Ports (HKG:1199) Dips a Further 6.5% This Week, Earnings Continue to Decline
HK stocks fluctuate | ooil (00316) rose more than 5% due to tight capacity situation, and the second quarter INE freight index (Europe) surged 227%.
According to the Wisdom Finance and Economics App, the tense situation of logistics capacity remaining unchanged, as of press time, OOIL (00316) rose 5.05% to HKD 133.10; COSCO Shipping Holdings (01919) rose 4.39% to HKD 14.28; COSCO Ship Port (01199) rose 4.27% to HKD 5.62; SITC International (01308) rose 3.30% to HKD 21.90. In terms of news, on July 1, the Shanghai Shipping Exchange announced the latest Shanghai Containerized Freight Index (SCFI) for exports. Among them, the latest report on the European route is 5,353.02 points.
Cosco Shipping Ports Chairman Retires; Shares Fall 3%
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