· 个股论点
伊朗现在正在霍尔木兹海峡布设水雷。 你可能和大家一样在想：我该如何从伊朗封锁石油水道中获利？ 方法如下： 水雷场声呐：$CODA，$KRKNF。 Coda Octopus（$CODA，市值1.74亿美元）：提供用于浑浊水域探测水雷的3D/4D/5D体积声呐。为美国海军爆炸物处理部队（EOD）提供DAVD以解除水雷。 Kraken Robotics（$KRKNF，市值29.7亿美元）：KATFISH拖曳式水下航行器正被北约海军积极用于高速、高分辨率的海底测绘和水雷搜索。 水雷识别与销毁： Exail（$EXALF，市值22亿美元）：运营MIDS——水雷识别与销毁系统。 这是水下防御公司今年最大的顺风： 随着战场从陆地转向水下：在海峡中搜索并摧毁伊朗水雷。 鉴于这是几分钟前才发布的最新新闻，我认为市场尚未将其计入价格。
Iran is now deploying mines in Strait of Hormuz. You might be wondering like everyone else: How do I profit off Iran mining the waterway for oil? Here's how: Sonar for Minefields: $CODA, $KRKNF. Coda Octopus ( $CODA, $174M): 3D/4D/5D volumetric sonar for mines in muddy water. DAVD for U.S. Navy EOD to defuse mines. Kraken Robotics ( $KRKNF, $2.97B): KATFISH towed underwater vehicle is actively used by NATO navies for high-speed, high-resolution seabed mapping and minehunting Mine Identification and Disposal: Exail ( $EXALF, 2.2B MC ): Operates MIDS - Mine Identification and Disposal Systems This is the biggest tailwind of the year for underwater defense companies: As the battle moves from land to underseas: Search and Destroy for Iranian mines in the Straight. Given this is brand new news, that came out a few minutes ago, don’t think they’ve been priced in yet.