Решил еще раз бросить взгляд на свою основную инвест. идею сейчас- $ZIM . Данный комментарий под статьей нашел очень полезным для понимания происходящего на этом рынке (в самой статье основным аргументом к падению ставок фрахта человек приводит рекордные кол-ва заказов на контейнерные суда на 23-24гг.): "While this is an excellent and well thought out article, I feel that you have neglected the most important reason why the Containership Orderbook is set to deliver so many new vessels in 2023 and 2024. It is not to accommodate forecasted demand but to offset the implications of the new environmental requirements for maritime shippers which will cause a monumental downward pressure on available vessel supply. The industry is literally in chaos over this! New regulations will require all vessels to comply to Energy Efficiency Existing Ship Index (EEXI) and reduce their Carbon Intensity Indicator (CII) by significant amounts each year beginning in January 2023. The base requirement alone will force many older vessels to be prematurely retired as they will not be able to operate efficiently under the new standards while many others will be forced to significantly decrease their operating speed to meet these standards. The standards get increasingly difficult to meet each year, which will further exacerbate vessel supply. So, starting in January 2023 we will have many fewer vessels available, and many of the ones that are still available will have to slow down their speed and therefore have lower delivery capacity overall. This is the big reason why the industry is frantically trying to build new ships. But, more importantly, freight costs (just based on simply supply and demand) will most certainly remain elevated and has a chance at increasing at an even faster rate. The Vessels that ZIM is currently entering into new contracts with will exceed these standards and be fully efficient for their chartered lifetime at efficient operating speeds. Some of them are even using LNG as an alternative clean fuel. ZIM's management team has been excellent about managing these upcoming regulatory changes. All of the 14 ships owned by ZIM will meet these standards for their usable lifespan. Only 18 of the ships in ZIM's current fleet will have to make some modifications to comply with the new standards starting January 2023 and 14 of them have their charter lease agreements expiring the month before. ZIM may have to make some accommodations for only 4 of their vessels. This is the beauty of their asset-lite strategy. Global demand for goods may go up or down over the next few years. However, the maritime shipping industry will be facing a significantly decreased capacity of vessels, and the vessels that do survive will have diminished shipping capacity. This shortage will accelerate in future years as the standards are set to increase each year. ZIM has been positioning itself, since its IPO last year, to benefit from this changing regulatory environment. This is precisely why I am very long on ZIM". Отчет в среду. Меня чутка напрягает, что рынок ожидает почти 13$ на акцию, хотя снижение к предыдущему кв. (14,17$) скорее всего составит большую разницу, судя по отчетностям конкурентов (например: $MATX), но я надеюсь, что рынок не так глуп, чтобы не видеть общую картину