Geopolitics Alpha

Big earnings reports, homebuilding and the mood of consumers up front next week

Published . Updated .

Big earnings reports, homebuilding and the mood of consumers up front next week GreenevilleSun.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————

Big earnings reports, homebuilding and the mood of consumers up front next week GreenevilleSun.com

Source: GreenevilleSun.com

How solid the shipping case looks

100 out of 100

“Big earnings reports, homebuilding and the mood of consumers up front next week” scores 100 out of 100. The score uses 12 sources.