ZIM - ZIM Integrated And Danaos Have OMICRON = 'Offering More Income Cash Ripping On Neutral'

• How many times have you read/heard that supply chain disruptions are easing in recent weeks? It almost feels as if no vessels are waiting at ports anymore.
• Seasonality is playing a major part in container shipping activity/volume, and things are slowing down this time of year, regardless of how efficient ports are these days.
• A new bullish cycle has started for container stocks. This cycle won't last forever, but it did cause some sticky behavioral/fundamental changes.
• You don't need Omicron (the variant) to give container stocks a booster shot. They're doing just fine with OMICRON (the abbreviation), thanks for asking.

For further details see: