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Beneficiary of Strait Reopening; Reiterate Bullish Views-20260615
摩根士丹利· 2026-06-15 23:07
June 15, 2026 02:29 PM GMT Tanker Shipping | Asia Pacific Beneficiary of Strait Reopening; Reiterate Bullish Views We answer the market's key questions and pushback on our tanker shipping call, and preview tanker names' 2Q26 earnings. Key Takeaways A reverse of market pessimism in the past three weeks: Tanker shipping names' share prices underperformed market indexes by 17-27ppts during May 21 and Jun 11, 2026, mainly on the market's disappointment that the Strait of Hormuz had remained closed for longer th ...