Added to YB: 2026-07-20
Pitch date: 2026-07-15
ZIM [bullish]
ZIM Integrated Shipping Services Ltd.
Author Info
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Company Info
ZIM Integrated Shipping Services Ltd., together with its subsidiaries, provides container shipping and related services in Israel and internationally.
Market Cap
$3.0B
Pitch Price
N/A
Price Target
49.00
Dividend
N/A
EV/EBITDA
4.18
P/E
30.16
EV/Sales
1.08
Sector
Marine Transportation
Category
value
One of the Most Mispriced Companies in the Market
ZIM: Trades at negative ~$200M EV ($3B cap, $2.6B cash) after HLAG buyout collapsed on govt opposition. Youngest LNG fleet (35% of world's LNG boxships), high spot-rate sensitivity. Tight capacity (Suez, congestion, trade growth) keeps HARPEX at highs. Est ~$10 normalized EPS/cycle. ~100% total return over 24mo mostly via divs (~70% of price back, plus $10-14 special). 20% position.
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