$ZIM (+4,04%) +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.

$ZIM (+4,04%)

🔹 Revenue: $1.64B (Est. $1.81B) 🔴; DOWN -15% YoY

🔹 EPS: $0.19 (Est. $1.22) 🔴; DOWN -94% YoY

FY25 Guidance (Raised Midpoints)

🔹 Adj EBITDA: $1.8B–$2.2B (Prev. $1.6B–$2.2B)

🔹 Adj EBIT: $550M–$950M (Prev. $350M–$950M)

Other Metrics

🔹 Carried Volume: 895K TEUs; DOWN -6% YoY

🔹 Avg. Freight Rate per TEU: $1,479; DOWN -12% YoY

🔹 Net Income: $24M; DOWN -94% YoY

🔹 Adj EBITDA: $472M; DOWN -38% YoY

🔹 Adj EBIT: $149M; DOWN -69% YoY

🔹 Oper Income (EBIT): $149M vs. $468M LY; DOWN -68% YoY

🔹 Adjusted EBITDA Margin: 29% (vs. 40% LY)

🔹 Adjusted EBIT Margin: 9% (vs. 25% LY)

🔹 Net Leverage Ratio: 0.8x (flat vs. Dec 2024)

🔹 Net Debt: $3.03B (vs. $2.88B Dec 2024)

🔹 Cash from Operations: $441M (vs. $777M LY); Free Cash Flow: $426M (vs. $712M LY)

🔹 Dividend: $7M ($0.06/share), ~30% of Q2 Net Income

CEO Commentary

🔸 CEO Eli Glickman: “Amid market disruptions and volatility, we continued to leverage our upscaled capacity and improved cost structure in Q2.”

🔸 “Our modern fleet and agile commercial strategy allow us to respond quickly to changes in demand across global trade lanes.”

🔸 “We increased the midpoints of 2025 guidance, confident that our operational excellence and diversified footprint will drive resilience despite market uncertainty.”

Hi guys, I was today intruduced to $ZIM (+4,04%) with very high dividend payout and yield.

My question is... whats the catch here? 20-50% yield per year sounds too great ,

BUT

People are not buying it -> Price doesnt go up -> This leads to my question again, whats the catch here? why does everyone think this is a "fair" price and the yield is "fair"?

Are people chasing the big profit bursts of 100%+ valuation instead of stable income?

What are your though on dividends and also what other options with high dividends are there

$ZIM (+4,04%) brough some stocks today. Try and hold for the next 12 months. Try and get 100 stocks by December

$ZIM (+4,04%) the way too 30$

Cant wait for their earning reports

#ZIM Integrated Shipping Services Ltd. Q3 FY24 #EarningsReport Summary | $ZIM (+4,04%)

In Q3 2024, ZIM achieved record results, driven by higher freight rates, increased carried volume, and operational excellence. The company also revised its full-year guidance upward, reflecting a strong outlook for the shipping industry.

📊 Income Statement Highlights (vs Q3 2023):

▫️ Net Income: $1.13B (vs -$2.27B)

▫️ Total Revenue: $2.77B (vs $1.27B, +117%)

▫️ Adjusted EPS: $9.34 (vs -$18.90)

▫️ Operating Income (EBIT): $1.23B (vs -$2.28B)

▫️ Adjusted EBITDA: $1.53B (vs $211M, +626%)

▫️ Net Income Margin: 41% (vs -178%)

▫️ Adjusted EBITDA Margin: 55% (vs 17%)

▫️ Average Freight Rate per TEU: $2,480 (vs $1,139, +118%)

▫️ Carried Volume: 970K TEUs (vs 867K TEUs, +12%)

💼 Balance Sheet Highlights (as of Sep 30, 2024, vs Dec 31, 2023):

▫️ Total Assets: $11.02B (vs $8.35B)

▫️ Total Liabilities: $7.09B (vs $5.89B)

▫️ Equity: $3.93B (vs $2.46B)

▫️ Net Debt: $2.70B (vs $2.31B)

🔮 Future Outlook:

▫️ ZIM increased FY24 guidance, expecting Adjusted EBITDA of $3.3B–$3.6B (previously $2.6B–$3.0B) and Adjusted EBIT of $2.15B–$2.45B (previously $1.45B–$1.85B).

▫️ Continued expansion of its fleet, including LNG-powered vessels, positions the company for sustainable growth and emissions reductions.

▫️ Enhanced exposure to spot market opportunities strengthens commercial agility.