ZIM Integrated Shipping Services

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NichtRelevant

@NichtRelevant

5G·

Share price rise underestimated

$ZIM (+0,2%) - Wouldn't have thought that after the rumors about a possible takeover that have been around for a few weeks, the share price would go up again like this. Not bad. Unfortunately, I only ever had them on my watchlist.

6 Commenti

jkb92@jkb92

Maybe I'm wrong, but the figures are 35$ per share. Isn't it then a no brainer that the share price is heading in that direction?

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Stefan

@Asgard19

6G·

Hapag-Lloyd acquires Israel shipping company

$HLAG (+0,9%)
$ZIM (+0,2%)

Hamburg - A new giant is emerging on the world's oceans. Germany's largest container shipping company Hapag-Lloyd is taking over its Israeli rival ZIM. The Hamburg-based group is putting around 3.5 billion euros on the table for the deal. This was officially announced by the company on Monday. Hapag-Lloyd is paying 35 dollars per share. The takeover will be financed entirely in cash, not via a share swap. For Hapag-Lloyd it is one of the largest acquisitions in the company's history.

A spirit of optimism for the shipping companies

During the corona years, freight rates exploded and shipping companies earned billions. Then came the crash: overcapacity, falling prices, geopolitical tensions. Many companies had to reposition themselves. Now the next phase is beginning - the big players are securing market shares and expanding their networks. ZIM, based in the Mediterranean port of Haifa, is currently the ninth largest container shipping company in the world. The company operates 145 ships, including 130 container ships and 15 vehicle carriers. Hapag-Lloyd is currently in fifth place in the global rankings. With the takeover, the Group intends not only to defend this position, but also to strategically expand it.

Together over 400 ships

Together, the two companies would have more than 400 ships. According to analysts' estimates, Hapag-Lloyd's global market share would rise from around 7 percent to just under 9 percent. This would bring the Hamburg-based group closer to its Chinese rival Cosco and consolidate its role as one of the largest players in the global container business.

Hapag-Lloyd is merging its own subsidiary in Israel with ZIM. The billion-euro purchase will be financed partly from the company's own funds and partly through loans of up to around 2.1 billion euros. The closing of the transaction is still subject to the approval of the State of Israel. Hapag-Lloyd expects the deal to be completed by the end of 2026. According to Israeli media, parts of the workforce at the ZIM headquarters in Haifa reacted to the takeover with a strike. The works council reportedly felt ignored.

Found at Bild

3 Commenti

Raketentoni@Raketentoni

Since you didn't write this text yourself, you should cite the newspaper with the four letters from which you copied it as the source. Just as a tip. Copyright laws and such also apply here 😬

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$ZIM (+0,2%)
$HLAG (+0,9%)

1Settimana·

🚢 ZIM Integrated Shipping + Hapag-Lloyd in advanced takeover talks

Israeli media report:

• Deal value: $3.5B+

• 100% acquisition → $ZIM to be delisted from NYSE

• Hapag-Lloyd to take global ops, fleet & international routes

• FIMI to acquire Israeli strategic assets (ships, HQ, national lines)

Official ad-hoc (Hapag-Lloyd):

• Advanced negotiations to acquire all shares of ZIM

• No binding agreements signed yet

• Board & Supervisory Board approvals still required

• Israeli state approval needed (special rights in ZIM charter)

• Talks with FIMI to assume obligations tied to those special rights

• Subject to further regulatory approvals & ZIM shareholder vote

Deal not final — but clearly moving into late-stage territory. Shipping consolidation narrative just got serious.

2 Commenti

Nuno@Nalm

what does 100% acquisition means? do they buy all stocks including the ones circulating, aka mine?

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NichtRelevant@NichtRelevant

2Mes·

THE RACE HEATS UP: MSC, the world’s second-largest shipping company, has submitted an acquisition offer for ZIM.

• Swiss-based MSC (Aponte family-owned) has formally approached ZIM’s board

• Competes directly with Hapag-Lloyd, which has also submitted a bid

• Hapag-Lloyd shareholders include Qatar (12.3%) and Saudi Arabia (10.2%)

• Political risk rising: Israel’s transport ministry may intervene via golden share

• Labor union warns of national security & supply chain risks

• $ZIM stock fell −5.5% in NY amid fears of state intervention

• Sale process led by Evercore; additional bids still possible

$ZIM (+0,2%)

2 Commenti

2Mes

Would MSC try to delist $ZIM if the acquisition is successful?

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NichtRelevant@NichtRelevant

2Mes·

🚢 ZIM takeover chatter:

$ZIM (+0,2%) +6.95% pre-market as Hapag-Lloyd explores a potential acquisition, facing worker pushback over security concerns tied to Saudi/Qatari shareholders. Israel’s golden share means government approval is required; multiple bidders still in play.

1 Commento

2Mes

Wow, cool. I did not expect this one.

I wanted to buy some, but now $ZIM is going to be expensive.🧨

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NichtRelevant

@NichtRelevant

3Mes·

Investment in shipping

$WAWI (-0,44%)

Today I put 700 shares $WAWI (-0,44%) into my portfolio today. Originally I wanted to buy a larger position in the $BOAT (-0%) - ETF, but unfortunately it is probably difficult to buy this security in a regular German custody account as the ETF has not issued a fact sheet for the European market.

I am now building up a small portfolio of shipping stocks myself and will see how it develops or whether my fleet goes under.

So far I have bought:

325 x Torm ($TRMD A (+1,49%) ), tanker

750 x Wallenius Wilhelmsen ($WAWI (-0,44%)), car ferries and logistics

I would like to add the following in perspective:

Hafnia ($HAFNI (+2,48%) ), Tanker

ZIM Integrated Shipping ($ZIM (+0,2%) ), Shipping and Logistics

MPC Container Ships ($MPCC (+1,51%) ), container ships

Graphic created with lovart.ai, modified in Photoshop

29.10

Wallenius Wilhel

Acquistato x700 a 6,90 €

4830,00 €

4 Commenti

Dividendenopi👴@Dividendenopi

3Mes

Interesting sector and a courageous approach to enter at the moment. I already like this sector because of the dividends ☝️😇, but have gradually reduced my investments in recent months. $HAUTO I still hold a smaller position and am now waiting for the figures and the dividend announcement, $MPCC is again within the range of an entry. They are a little less susceptible to disruption due to intra-regional trading if the 🍊 should go crazy again. Good luck, I'm still watching the whole thing from the sidelines

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