Meine 25 Shipping-Aktien: VLCC $420K & Hapag schluckt ZIM | Shipping-Update Mai 2026

from Shipping-Aktien — Maritime Investments & Dividenden · host MB Capital Strategies

Ich halte 25 Shipping-Aktien — 25.127 EUR (~25% Depot). Thesis, Reasoning, Zyklus, Konsolidierungswelle — jede meiner 25 Positionen einzeln erklärt.Zyklus-Update: VLCC bis $420K/Tag (Hormuz dicht seit 28.02.2026). Produkt-Tanker: 15-Jahres-Hoch bei Deliveries. LPG/VLGC: BLPG1 Houston-Chiba $290-305/Tonne Rekord. LNG: Spark30S $278K Peak, 40% Orderbook. Dry Bulk: BDI ~3.000, OB 10,7% — einziges Mid-Cycle-Segment.Konsolidierung: Hapag-Lloyd kauft ZIM $4,2bn/+58% Premium. Hafnia kauft 13,97% TORM. CMB.Tech+Golden Ocean 250 Vessels. BW LPG schluckt Avance-Flotte. Diana Tender auf Genco bis 02.06.26.Meine 25 Positionen: CMB.Tech, Dorian LPG, TORM, BW LPG, FLEX LNG, Frontline, INSW, Okeanis, NAT, DHT, Teekay, Hafnia, Ardmore, Diana, Star Bulk, Genco, Himalaya, ZIM, Hapag, MPC, GSL, COSCO, Wallenius, Höegh Autoliners, SFL.Kapitel: 00:00 Hook | 02:00 Zyklus-Update Segment | 14:30 Saisonale Cycles | 17:00 Makro-Treiber | 21:00 Orderbook & Bewertungs-Zyklen | 27:30 Konsolidierungswelle | 43:30 Meine 25 Positionen | 1:01:30 Was die Thesis kippen würdeAnalyse-Tool: https://investing-referral.com/mbcapital2 | Broker: Scalable Capital, Trade Republic | Blog: https://mbcapitalstrategies.comKeine Anlageberatung. Marco Bozem hält alle genannten Werte. Shipping ist zyklisch und volatil — eigene Recherche und Risikomanagement notwendig.

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Meine 25 Shipping-Aktien: VLCC $420K & Hapag schluckt ZIM | Shipping-Update Mai 2026

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