Geopolitics Alpha

Two killed in attack on airport in eastern Saudi Arabia, authorities say

Published . Updated .

DEFENSE · RED SEATwo killed in attack on airport ineastern Saudi Arabia, authoritiessayGEOPOLITICS ALPHA

It is the latest in a series of attacks by the Houthi movement which have targeted airports and other sites in the kingdom.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping-1.9%

    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+2.6%

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease-8.6%

    Ship owners earn more when vessels are tied up longer

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • SBLK Star Bulk Carriers-6.6%

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • FRO Frontline+1.5%

    Longer voyages raise tanker earnings when ships avoid the Red Sea

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when a shipping lane is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM+1.29%-0.57%base-0.33%after closeafter closeafter close
MATX+0.90%-1.46%base-3.19%after closeafter closeafter close
DAC+0.75%-1.43%base-0.30%after closeafter closeafter close
GSL+0.43%-2.49%base-1.06%after closeafter closeafter close
LMT-3.46%-0.65%base+6.92%after closeafter closeafter close
RTX-2.43%+0.25%base+1.56%after closeafter closeafter close
SBLK-2.90%-2.60%base-0.49%after closeafter closeafter close
GOGL+0.00%+0.00%base-10.42%after closeafter closeafter close
FRO+2.40%-1.15%base-0.12%after closeafter closeafter close
XLE-2.35%-0.51%base-0.84%after closeafter closeafter 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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It is the latest in a series of attacks by the Houthi movement which have targeted airports and other sites in the kingdom.

Source: BBC

Red Sea

CompanyWhenMoveStatus
DACthat day-0.30%final price
DACthree days earlier-1.43%final price
DACfive days earlier+0.75%final price
FROthat day-0.12%final price
FROthree days earlier-1.15%final price
FROfive days earlier+2.40%final price
GOGLthat day-10.42%final price
GOGLthree days earlier0.00%final price
GOGLfive days earlier0.00%final price
GSLthat day-1.06%final price
GSLthree days earlier-2.49%final price
GSLfive days earlier+0.43%final price
LMTthat day+6.92%final price
LMTthree days earlier-0.65%final price
LMTfive days earlier-3.46%final price
MATXthat day-3.19%final price
MATXthree days earlier-1.46%final price
MATXfive days earlier+0.90%final price
RTXthat day+1.56%final price
RTXthree days earlier+0.25%final price
RTXfive days earlier-2.43%final price
SBLKthat day-0.49%final price
SBLKthree days earlier-2.60%final price
SBLKfive days earlier-2.90%final price
XLEthat day-0.84%final price
XLEthree days earlier-0.51%final price
XLEfive days earlier-2.35%final price
ZIMthat day-0.33%final price
ZIMthree days earlier-0.57%final price
ZIMfive days earlier+1.29%final price

Red Sea

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Where this story sits: Red Sea

Red Sea has 124 linked stories in the last 7 days and 124 in the last 30 on the page that also carries “Two killed in attack on airport in eastern Saudi Arabia, authorities say.” The recent pace is rising.

How solid the defense case looks

12 out of 100

“Two killed in attack on airport in eastern Saudi Arabia, authorities say” scores 12 out of 100. The score uses 1 sources.