Trending Creators in 2025$COSCO SHIP HOLD(01919.HK)$TS LINES(02510.HK)$CNOOC(00883.HK)
The Hong Kong stock market itself has limited upside and is far from being overvalued.
The escort + insurance plan proposed by Trump is also unlikely to materialize.
Most insurance companies have already suspended war risk coverage in the relevant regions.
Given the massive scale of the shipping fleet, it's unlikely that insurance funds will cooperate and advance the plan just because of the US government's "consideration."
Moreover, the simplest and most reasonable mindset for shipping companies is that guns and artillery are merciless. Even if a frigate sails right next to our oil tanker, it might not be able to protect it. 😑😑😑
Warship escorts are somewhat useful for dealing with problems like Somali pirates.
But now we're facing missiles and sea mines. How can you protect against those…
The fleet will definitely reroute if possible. The market's pullback today is an overreaction.
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