I've wanted to add a container shipping company to the portfolio for a while now. $ZIM (-1.53%) I would have liked to, but they are now out of the running following the takeover. I have therefore opted for $MPCC (-3.08%) even though they have become quite expensive again in the meantime.
With $WAWI (-0.62%) (Wallenius Wilhelmsen) and $TRMD A (-0.6%) (Torm) I have now mapped the ferry, tanker and container areas. Maybe I'll add bulk goods at some point.
I am aware that the whole sector is a cyclical business, which is also sensitive to customs duties, crises and political developments. Nevertheless, I believe that globalization cannot be stopped in the long term and that the need to transport bulk goods is more likely to increase than decrease.
(Image generated with Lovart.ai, modified in Photoshop)
