Tamas Eisenberger, the portfolio manager of Sikra Capital, pitched two shipping stocks at this year’s London Sohn Conference.
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Eisenberger started his presentation by claiming that he doesn’t know “of any other sector that’s so undervalued,” as the shipping sector. The catalyst that could unlock this value is the IMO 2020 law that’s set to come into force at the beginning of next year.
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Two plays on market chaos
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