$ZIM 20260116 18.0 CALL$  Just bought ZIM call options because I believe the company is set for a strong run. Shipping demand is steady, the fleet renewal program is moving ahead, and ESG initiatives are adding long term value.

In the second quarter of 2025, ZIM reported 1.64 billion dollars in revenue, adjusted EBITDA of 472 million dollars, and net income of 24 million dollars. The company raised its full year 2025 guidance with adjusted EBITDA expected between 1.8 billion and 2.2 billion dollars and adjusted EBIT between 550 million and 950 million dollars.

ZIM is upgrading its fleet and by the end of 2025 about 40 percent of its ships will be LNG powered. They also signed long term charters for ten 11,500 TEU LNG dual fueled vessels worth about 2.3 billion dollars with delivery planned in 2027 and 2028. On top of that, ZIM is leaning into digitalization and ESG strategies to maintain competitiveness.

Yes, margins are under pressure and there are some geopolitical risks, but the long term setup is solid. With improved efficiency, new vessels, and strong demand, I see ZIM stock heading towards the 25 to 30 dollar range by year end. Calls look attractive at these levels.