ZIM Integrated: Still Ship-Shape And Great Deal With 20%+ Yield Post-Selloff

Sunrise Analysis
2.92K Followers

Summary

  • ZIM's shares have cratered over the past week as concerns about rising economic tailwinds have gripped the markets.
  • Despite the prospect of lower freight rates for container shipping, ZIM can still be *immensely* profitable.
  • And even if it were to return to a level of early-2021 profitability, it could keep its 20% yield.
Aerial view of cargo ship in transit.

bfk92/E+ via Getty Images

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) has faced choppy trading in recent weeks, and this week in particular, amidst a worsening macroeconomic situation and broader market swings. It is beginning to look like the container shipping boom is winding down. However, the music has

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I'm an individual investor. I generally invest for the long term and look for companies at an attractive price that have the ability to grow naturally and who stand to benefit from large trends in the economy. I try to provide insight into how new developments at certain companies will affect their long-term prospects. I also try to share other interesting investment ideas with investors where I think there is significant mispricing or potential for growth.

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