doozii
2023-04-07

For "investors" looking for a long-term growth company that is a market disruptor, this could be the company. ZIM has solid operating metrics. Once their transition happens expect the numbers to grow with solid divs. To be realistic the stock in 2023 will probably be in the $12-14 range at the current P/E but if they are valued fairly ZIM would grow to $20-$30 range at a typical P/E of 2-3 like other shipping companies. This company has better metrics than most other shippers but without the heavy burden of debt and assets.  They can react quicker and since they don't have heavy ownership in vessels & they can limit losses on shipping and can more easily take advantage of more profitable routes and markets. For me, this is a long-term play. I am personally upsidedown on the stock price because I initially jumped at the div last year, however I see value long terms. Go read ZIM guidance reports and be realistic.

$以星航运(ZIM)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Sonoma
    2023-04-07
    Sonoma
    Thank you for sharing
  • GREEDisGOOD
    2023-04-07
    GREEDisGOOD
    thanks for sharing this
  • maricel
    2023-04-07
    maricel
    [Cool] [Cool] [Cool]
  • KukuSaguru
    2023-04-09
    KukuSaguru
    fear is also good
  • boo1234
    2023-04-09
    boo1234
    go
  • HL Chua
    2023-04-09
    HL Chua
    Good
Leave a comment
37
16