$以星航运(ZIM.US)$ $达那俄斯(DAC.US)$ $环球租船(GSL.US)$ I can't comment much on land transportation stocks, but the fundamentals for containership companies (especially ZIM, DAC, and GSL) ate absolutely rock solid and support incredible profit and cashflow well into 2022 as high rates are expected to persist well into 2022. They are valued ridiculously cheap, with their P/E ratios between 1.3 to 3!! I am not as well familiar with the dry bulk sector but they are also similarly priced extremely cheap. The market mispricing, at least to me, represents an excellent buying opportunity especially ahead of earnings in November. As an aside, some of these companies are expected to give special dividends in excess of 30% in 2022.
oachkatzl : TTWO..... IV = 4, VI = 6
Moomoo Breakfast US楼主 oachkatzl: Trade safe!
Alexwu5 :
Nathalie Cobo oachkatzl: ttwo