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桑迪飓风刮来的八大商机

桑迪飓风刮来的八大商机

《财富》 2012-11-05
桑迪飓风横扫美国东部地区,造成损失无数,但它同时也给一些人带来了商机。桑迪过后,保险、家装、超市、运输等行业都有望大赚一笔。

保险股空头

    桑迪飓风造成的保险损失粗略估计为100亿美元,总损失更是高达200亿美元。这对于美国的财产意外险公司是一大利空,自从桑迪飓风可能造成严重损失的消息传出来后,相关公司的股价就下跌了约5%。

    周三美国股市重新开市后,这些公司遭到华尔街做空也属意料之中。丘博(Chubb)、旅行者(Travelers)和哈特福德(Hartford)开盘时均告下跌。我们也许永远都不会知道是哪家空头赚进了百万美元。除了素来行事隐秘,空头可能也不想让公众知道自己从桑迪飓风中获利一事——但他们是飓风过后大发灾难财的行业之一。

Insurance shorts

    Ballpark estimates of insured losses from Sandy are $10 billion, while total losses rise to $20 billion. That was grim news for the country's property and casualty insurers, whose stocks have lost about 5% since the storm's potential for destruction first became known.

    Wall Street's short sellers no doubt pounced on the companies once trading began Wednesday. Chubb, Travelers, and Hartford all opened in the red. We might never know which shorts made millions -- besides being a secretive bunch, shorts probably don't want the publicity that comes from profiting off Sandy -- but they're another slice of those hitting post-Hurricane pay dirt.

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