(3-i) Cosco Energy Transport (1138.HK), because it shall perhaps continue to transport trade-balancing US energy to China even if America its own purchases from Russia in favor of Iranian and Venezuelan crude by rehabilitating those two domains on some excuse, and / or get back into the market of state-sanctioned transport of Iranian crude at the parent-level as opposed to at less efficient related-party levels. $ 3.50 is okay for the prospect.

(3-ii) Pacific Basin (2343.HK), a bulk carrier expected to distribute upwards of HK$ 1.2 of dividends, ramped, and ramping, but very cheap at $4.3x. The ships should be shipping lots of goodies here there everywhere given commodity musical chair game is full-on. $4.25 is okay for the risk.