TT stock price forecast shows resilience against global supply chain fluctuations. Enhanced logistics and strategic sourcing reduce risk premiums, fostering investor confidence in sustained performance. Today we'll do a simple run through of a valuation method used to estimate the attractiveness of TT Electronics plc ( LON:TTG ) as an investment opportunity by taking the expected future cash flows and discounting them to today's value. One way to achieve this is by employing the Discounted Cash Flow (DCF) model. Believe it or not, it's not too difficult to follow, as you'll see from our example! Maersk’s ability to thrive during the biggest attack on free trade in decades is just the latest example of a seemingly negative global event that has ended up benefiting the shipping industry. When transit through the Red Sea was disrupted in late 2023, forcing container lines to sail south of Africa, freight rates jumped because the extra journey effectively reduced the global shipping fleet by 7-8%. A similar imbalance to supply and demand was triggered in 2021 when a massive container ship blocked the Suez Canal, helping the industry. Image (Bloomberg) And during the COVID-19 pandemic, shipping shares initially fell, before investors understood that lockdowns were a boon for container lines, which benefited from increased demand for consumer goods. According to data from the Danish Financial Supervisory Authority, Marshall Wace LLP was the only hedge fund with a Maersk short position exceeding the reporting threshold of 0.5% of the total share capital, at 0.59% , when the company raised its outlook last week. A spokesperson for Marshall Wace declined to comment. Mads Zink, Danske Bank’s head of equities in Denmark, said that the Maersk stock is being shorted because of its current high valuation and because some are using it as a bet that tariffs will harm global trade. “It may be that their thesis was correct, but the share price hasn’t developed the way they might have hoped for over the summer,” Zink said by phone. “So far, those who have shorted the stock haven’t been proven right.” Want more news? Listen to today's daily briefing below or go here for more info: TT stock price forecast models highlight a potential breakout scenario if macro tailwinds, such as interest rate cuts, materialize in H2