Posted by skwan1940 on 18th of Dec 2023 at 12:15 pm
something is going on because if you look at the fact sheet for
BOAT, it is 57% containerized/dry bulk shipping vs liquid tankers;
if you look at a holding like MItsui OSK which is the #2 weighting
w/significant container fleet, it hit a multi year high recently.
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I see $34+ as '22
Container Ships like ZIM
Posted by shellson2 on 18th of Dec 2023 at 10:28 am
I see $34+ as '22 high..
BOAT has, _BOAT no, on
Posted by skwan1940 on 18th of Dec 2023 at 11:49 am
BOAT has, _BOAT no, on stockcharts
That would be a pipe
Posted by steve on 18th of Dec 2023 at 10:48 am
That would be a pipe dream with current charter rates for container ships..tanker fundamentals much stronger.
something is going on because
Posted by skwan1940 on 18th of Dec 2023 at 12:15 pm
something is going on because if you look at the fact sheet for BOAT, it is 57% containerized/dry bulk shipping vs liquid tankers; if you look at a holding like MItsui OSK which is the #2 weighting w/significant container fleet, it hit a multi year high recently.