Haikong has to spend money to build ships again. This stock is a very simple stock, with a simple business model, simple profit calculation, simple logic deduction, and simple financial statements; it has also created a group of self-inflating pseudo-stock gods, such as the one who has few accounts to open. Annual Sleeping Powder Container Sale.
I bought Haikong more than two years ago, and it only took about half an hour to look at it before deciding to take a big position, while other stocks like biomedicine took a long time to understand.
It is enough for Haikong to get two basic economics principles, and these two principles are available in any elementary textbook of microeconomics.
First, the supply-price curve is extremely steep . If the supply is slightly behind the demand, the price will skyrocket; if the supply is slightly more than the demand, the price will plummet; it is reflected on the curve that the slope of the price line is almost vertical. This kind of curve is often used in the price model of condiments. Two years ago, I posted a post with “Jiang youjun, garlic you ruthless” as an example. If you don’t believe me, use these two keywords to search my old posts. This price model determines that Haikong can make a lot of money, and it is terrible when it loses. Cyclical stocks are cyclical stocks. Don’t easily believe that the weakening of the cycle is different this time.
Second, the prisoner’s dilemma in game theory. This principle is not difficult, I believe that most people have seen popular science articles. In this boom cycle, major shipping companies have made huge profits, and there are more than a dozen big ones plus dozens of small ones. From the perspective of the prisoner’s dilemma in game theory, the arms race of shipbuilding will inevitably repeat itself; it is purely the owner’s self-interest to expect that the major alliances will stop shipping to guarantee the freight rate. Signals, after these signals, Haikong did not give you a chance to run away, but gave you a window for more than half a year of high and volatile shipments. What I admire most in this round is Maersk, the king. The money earned is cut into the gorgeous transformation of upstream and downstream logistics, and that is the real cycle weakening. In the next three years, about 7 million to 10 million TEU of new ships will be launched. How exaggerated the increase in freight rates in this round is, and how exaggerated the decrease in freight rates in the next round. Don’t use the historical sea control to lose tens of billions to press the calculator, it will make you stunned in the future.
$COSCO SHIPPING Holdings(SH601919)$
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