The East and overseas have already become demons. Well, to what extent are demons? It's probably about the same as Hapag-Lloyd. Hapag-Lloyd, had it not been for the weak Hong Kong stock market and far-flung maritime control here, I think it would have been even more ferocious, but it has really been speeding up recently, so let's wait and see.
Returning to stock trading, everyone still has to follow their own logical judgment. I have previously shared the question of how to choose between Maritime Control AH and Oriental Overseas. This is inherently a dynamic change; there is nothing absolute. As far as I am concerned, I really like Dongfang Overseas, but I still sell more and more, so I only have a few positions now. If there are suitable buying points in the future, we will also consider increasing positions as a long-term investment. However, for now, we still need to see whether the overseas countries in the East are expensive or not worth it (everything is relative).
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Put a few pictures first
Status of overseas shareholders as of the end of 2020
Shareholder situation of Oriental Overseas as of 2021
Is this just the largest shareholder of Haikong? This is actually not the case. Please take a look at the next picture
In fact, after the acquisition was completed in 2018, Oriental Overseas had a total of 5 major shareholders. Now that these shareholders are all hidden, let's disassemble them. You should pay attention to the picture below before disassembling
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Let's talk about it first...