高盛:交通运输国加沙决议后股价波动
联合资信·2024-06-13 11:35
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Goldman Equity Sachs Research 11 June 2024 | 11:53PM HKT China Transportation: Shipping: Share price volatility following UN Gaza resolution Our covered shipping companies and ports share prices dropped by 7%-13% and 4%-9% today (Exhibit 3) following news that the UN Security Council had adopted a_i调 Goiaman Sachs (Asia) L.L.c. resolution aimed at establishing a ceasefire deal. Since Dec-23, as we highlighted in our initial discussion and several follow-ups (Jan 24, Mar 25, May ...