Geopolitics Alpha

Investors in Anticipation Over Musk’s Next Big SpaceX Deal

Published . Updated .

Ahead of SpaceX’s quarterly earnings report, many on Wall Street are wondering whether Elon Musk will combine it with Tesla.

Directly affected

  • TSLA Tesla

    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
TSLA———————
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————

Ahead of SpaceX’s quarterly earnings report, many on Wall Street are wondering whether Elon Musk will combine it with Tesla.

Source: The New York Times

How solid the shipping case looks

12 out of 100

“Investors in Anticipation Over Musk’s Next Big SpaceX Deal” scores 12 out of 100. The score uses 1 sources.