There seems to be a secular tailwind on shipping. Probably some combination of higher volumes than 2021, upward adjusted guidance from MATX and earnings coming up, for dividend capture. I didn’t end up catching any of the spreads - they ran away from me and I did not feel like chasing on a green day. Thinking of getting Aug ATM calls instead though, not just on ZIM, but on three other tickers: DAC, GSL and CMRE.
Earnings are as follows:
- DAC: 01 Aug
- CMRE: 26 Jul
- GSL: 01 Aug
- ZIM: 18 Aug
I like these most out of the ones I track. They also have liquid, or somewhat liquid options.
Please use this link to check out the group of shippers we could choose from.
