Houthis Target 4 Saudi Airports and Yanbu After Sanaa Raids
Published . Updated .
This report is about Red Sea and Shipping. Names like ZIM and MATX typically gain because container lines are exposed when a shipping lane is disrupted.
Directly affected
- No company is named in this report.
Indirectly affected
- ZIM ZIM Integrated Shipping-1.2%
Container lines are exposed when a shipping lane is disrupted
- MATX Matson-5.7%
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-8.5%
Ship owners earn more when vessels are tied up longer
- SBLK Star Bulk Carriers-6.2%
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
- FRO Frontline+4.7%
Longer voyages raise tanker earnings when ships avoid the Red Sea
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when a shipping lane is disrupted
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ZIM | -1.23% | -0.66% | base | after close | after close | after close | after close |
| MATX | +1.35% | +2.85% | base | after close | after close | after close | after close |
| DAC | -1.41% | +0.02% | base | after close | after close | after close | after close |
| GSL | -2.52% | -0.04% | base | after close | after close | after close | after close |
| SBLK | -3.12% | -0.53% | base | after close | after close | after close | after close |
| GOGL | +11.63% | +11.63% | base | after close | after close | after close | after close |
| FRO | -4.16% | -3.04% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Houthis Target 4 Saudi Airports and Yanbu After Sanaa Raids houseofsaud.com
Source: houseofsaud.com
Red Sea
| Company | When | Move | Status |
|---|---|---|---|
| DAC | three days earlier | +0.02% | final price |
| DAC | five days earlier | -1.41% | final price |
| FRO | three days earlier | -3.04% | final price |
| FRO | five days earlier | -4.16% | final price |
| GOGL | three days earlier | +11.63% | final price |
| GOGL | five days earlier | +11.63% | final price |
| GSL | three days earlier | -0.04% | final price |
| GSL | five days earlier | -2.52% | final price |
| MATX | three days earlier | +2.85% | final price |
| MATX | five days earlier | +1.35% | final price |
| SBLK | three days earlier | -0.53% | final price |
| SBLK | five days earlier | -3.12% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
| ZIM | three days earlier | -0.66% | final price |
| ZIM | five days earlier | -1.23% | final price |
Where this story sits: Red Sea
Geopolitics Alpha has 68 stories about Red Sea from the past 7 days and 140 stories from the past 30. That is faster than its usual pace over the past month. “Houthis Target 4 Saudi Airports and Yanbu After Sanaa Raids” is tagged to Red Sea.
How solid “Houthis Target 4 Saudi Airports and Yanbu After Sanaa Raids” looks
12 out of 100
“Houthis Target 4 Saudi Airports and Yanbu After Sanaa Raids” scores 12 out of 100. The score uses 1 sources.