General | ||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||
Comparison | ||||||||||||||||||||||||||||
|
Cool Company Ltd. Surges 5.6%: Is This an Indication of Further Gains? By Benzinga | news.google.com • |
Will ZIM Integrated Shipping (ZIM) Continue to Surge Higher? | news.google.com • |
ZIM Integrated Shipping Services (NYSE:ZIM) Trading Down 3.9% | news.google.com • |
ZIM Integrated Shipping Services (ZIM) Stock Sinks As Market Gains: What You Should Know | news.google.com • |
What Awaits ZIM Integrated Shipping (ZIM) in Q1 Earnings? | zacks.com • |
What Awaits ZIM Integrated Shipping (ZIM) in Q1 Earnings? | news.google.com • |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-05-21 | 2024-03 | 1.09 | N/A | N/A | N/A |
2024-03-13 | 2023-12 | -1.33 | -1.23 | 0.1 | 7.52% |
2023-11-15 | 2023-09 | -1.56 | N/A | N/A | N/A |
2023-11-15 | 2023-09 | -1.56 | -1.97 | -0.41 | -26.28% |
2023-08-16 | 2023-06 | -0.87 | N/A | N/A | N/A |
2023-08-16 | 2023-06 | -0.87 | -1.37 | -0.5 | -57.47% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-09-28 | Barclays | Upgrade | Underweight | Underweight |
2023-09-26 | JP Morgan | Upgrade | Overweight | Overweight |
2023-09-17 | JP Morgan | Upgrade | Neutral | Overweight |
2023-08-17 | Barclays | Upgrade | Underweight | Underweight |
2023-08-16 | JP Morgan | Upgrade | Neutral | Neutral |
2023-08-16 | Jefferies | Upgrade | Hold | Hold |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Menora Mivtachim Holdings Ltd. | 2.69M | 33.34M | 2.24% |
2023-06-29 | Blackrock Inc. | 2.17M | 26.92M | 1.81% |
2023-06-29 | Citadel Advisors Llc | 1.65M | 20.47M | 1.37% |
2023-06-29 | Mackenzie Financial Corporation | 1.28M | 15.84M | 1.06% |
2023-06-29 | Goldman Sachs Group Inc | 1.20M | 14.86M | 1.00% |
2023-06-29 | American Century Companies, Inc. | 799.01K | 9.90M | 0.66% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | Avantis International Small Cap Value ETF | 744.15K | 7.78M | 0.62% |
2023-08-30 | iShares Core MSCI EAFE ETF | 680.70K | 8.22M | 0.57% |
2023-08-30 | iShares MSCI EAFE Small Cap ETF | 408.58K | 4.93M | 0.34% |
2023-07-30 | Vanguard Whitehall Funds-High Dividend Yield Index Fund | 367.66K | 5.57M | 0.31% |
2023-08-30 | iShares Core MSCI Total International Stock ETF | 115.00K | 1.39M | 0.10% |
2023-09-29 | Avantis International Equity ETF | 105.73K | 1.10M | 0.09% |
Dividend | Date |
---|---|
6.4 | 2023-04-04 |
2.95 | 2022-12-07 |
2.95 | 2022-11-28 |
4.75 | 2022-08-26 |
2.85 | 2022-05-27 |
17 | 2022-03-22 |
Zacks will not be accurate. For example, they reference higher costs. The new LNG-fueled vessels are lowering costs. ZIM is charging shippers certain added fees such as BAF. Freight rates are substantially higher. Etc.
What’s been improving?
We do not have an update yet on Financials from Q1 but we do know what was expected when they announced FY2024 guidance. We also know ZIM is heavily skewed towards spot rates vs contracts. We know rates are up significantly since the beginning of 2024. We know volumes are increasing across key routes such as Asia to USWC. We know container availability has been an issue. Etc.
That Loadstar article is 110% bullish…
Maersk up nearly 8% this morning…
Charts are showing a massive inverse head and shoulder formation, I got nothing to lose and everything to gain .
128,000 shares set at $85 sell price.
Maersk raised full year guidance (EBITDA). Now it’s between $4B and $6B. Originally it was $1B to $6B.
If the Q1 results are solid, would you rather have a dividend payout or a stock buy-back?
All available data points to a likely dividend announcement in the next 2 weeks or so. But need to wait & see. Never know. Not a guarantee.
The 11 dollar key technical level has broken . The flood gates open
Future demand chart for global container trade thru 2027. Growth across the board.
Rough analysis of 1Q result
Analyzing from the freight rate for the last quater, TEU rate should be about $1800 on average, making a profit of roughly $173Mil and should secure a dividend of $2.66. should be announced in a month's time. Hopefully the CEO doesn't surprise investors with losses after losses.
Please entertain us with your math on the fair value at those prices…
A lot of ZIM containers on that vessel…