Is ZIM Integrated Shipping Services Ltd (ZIM) Stock a Bad Value Friday?

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G

Volition there be another big dividend in Q1 of next year?
D

If you look at other shipper/carrier stocks p/due east. ZIM should trade around $180
Due south

Don't underestimate the ability of institutions to push this to a PE of 20 and above. Then they'll tell retail information technology's a strong buy so they accept liquidity to sell at over $1,000 a share.
A

My visitor is in the import/export. ZIM is well established and highly regarded. The P/E is depression, EPS is high, & Div. The demand for ocean freight is e'er increasing as are their profits. Enjoy the ride up
E

How can a company projection and deliver $49 in almanac earnings, return fifty to 75% dorsum in dividends, and trade at its annual earnings price?! What am I missing here? Look at these companies that are risky and losing money like ROKU, Teledoc, and a hundred others. Look at Crocs, D sporting goods, CSX. Proper name a single industry that trades a 1x earnings and has contracts locked in for next xviii months and tons of cash to put to work. Seriously. Why are these shipping stocks and ZIM in particular trading so low relative to rest sheet, earnings, PE?!
O

Hapag has a sharp investor presentation on their website, pretty much relevant to ZIM. 2 things: they refer to charter costs going up, ZIM is at to the lowest degree partially hedged against that. And they look fuel to be more expensive (or peradventure I've got that incorrect): how is that? It's down from $120 to $90.
They too mention their investment in real time dry container tracking (seems that they don't have real time tracking for now). I believe that has been completed long ago on ZIMs containers, ZIM is the nigh digitised actor IMO.
They also investing in a more carbon friendly and fuel efficient fleet, just like ZIM.
And i last thing, although everything looks great, Hapag stock is now trading well within the red.
M

Someone working hard to go on Zim at $50
M

Simple, DAC sells 1.5mil shares every quarter.
J

Shares under 50. Thank you for the shares
Yard
South

ZIM today down $ two +/_ tells us how stock manipulators work the mutual ibvestor. steady as nosotros go. ZIM is doing well financially and volition sail through just fine. looking for sixty-65 before èx-dividend of $2.50-iii,00 share.
D

Acquired another thou shares below $50 and $2.85 dividend coming up in near futurity.
M

Just guessing … taking the cost down this forenoon was for MM's to learn enough shares to beginning covering options.
D

Long concord on this stock. But can't stand the manipulation
B

Just bought 300 more shares. Cheers for the dip!
D

Todays notable Institutes filings for 2022Q2: Blackrock (+296.26%), Barclays (+33.41%), Vanguard (+255.26%), Geode Capital letter (+593.78%) -- fintel
R

I run into Blackrock upped their ownership in ZIM by 296% to 3.2 one thousand thousand shares making Blackrock the 4th largest institutional holder. I like knowing that they got my back!!
H

Article in TheLoadStar:
Hapag-Lloyd profits property up – fifty-fifty as need ebbs and rates fall

"Future income at today's levels is secure, said Hapag-Lloyd as the carrier recorded bumper profits for Q2 – even equally demand ebbed and spot rates savage.
Turnover for the quarter was $9.6bn, for an average acquirement of $2,935 per teu, which was upward 71% on Q2 of last year, and compares well with the $2,491 per teu average achieved past Maersk.
Cyberspace turn a profit for Q2 was $4.8bn, for an interim H1 event of $ix.5bn, which was 188% higher than the profit in H1 last year."

This volition help united states of america in our provisional ZIM Q2 earnings calculations!
J
O

Some bought for 48.33 today, they deserve some well earned green-eyed.