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$ZIM

Zim Integrated Shipping Services

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$ZIM

Zim Integrated Shipping Services

Past 12mo:28mentions2voices

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All voices13 calls since Aug 2025show all

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Frequently asked

Who mentions $ZIM most on Surfaced?

@marhelmdata (Marhelm) mentions $ZIM most — 18 mentions in the past 12 months.

When was $ZIM first mentioned on Surfaced?

The earliest tracked mention of $ZIM in the Surfaced archive was on Jul 22, 2025.

How many voices track $ZIM?

2 FinTwit voices have mentioned $ZIM 28 times in the past 12 months.

What kind of voices mention $ZIM most?

$ZIM is mentioned most by Long Research voices on Surfaced.

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Recent calls

13 calls

@joeriwestlandJun 2, 2026 · 3:14 PM

@Hedgeye The bargain here is $ZIM

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@joeriwestlandJun 1, 2026 · 1:52 PM

Wow... I get that all eyes are on the $ZIM $HLAG deal, and recent share price action in $ZIM highly suggest the current deal is in trouble. But especially given how strong H2 2026 now starts looking, people forget that $ZIM is fundamentally super cheap here even without a deal.

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@joeriwestlandMay 20, 2026 · 11:43 AM

@ROICRHODES Main thing is that $ZIM maintained the Q4 timeline. One pretty likely outcome that is pretty likely is that HLAG adds some assets/guarantees to the FIMI part of the deal and it proceeds normally at $35 imo.

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@joeriwestlandMay 12, 2026 · 12:17 PM

@christankerfund If Israel rejects the deal, and $ZIM possibly drops below 25$, it seems like such an obvious buy then. Many buyers circling, its for sale. And an activist ownership structure with board access (previously pushing to dividend out excess cash).

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@joeriwestlandMay 8, 2026 · 9:25 AM

Reasons why I think $ZIM will be well supported and likely remains well above 20$, even if $HLAG bid gets shot down by the Israeli golden share veto. - Freight rates held up WAY better then anybody expected last quarters. - Lots of interested parties , apart from HLAG, Are clearly circling the company - New shareholder base and new management, is likely to push for large dividends to get the excess cash off the balance sheet, if HLAG deal fails.

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@joeriwestlandMay 7, 2026 · 3:17 PM

What a lot of $ZIM discussions miss is that container rates did way better then anybody expected a year ago. Another (final) year of legacy boom time high charter-in rates gone, without losses...

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@joeriwestlandMay 6, 2026 · 9:00 AM

The justification for a 27$’ish $ZIM share price was always a variation of x % odds of deal at 35$ progressing with HLAG and y % odds of a crash in share price if it is declined. I think with Maersk and groups like Skaal circling, the crash scenario is unlikely imo.

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@marhelmdataFeb 16, 2026 · 2:32 PM

Hapag-Lloyd is in advanced talks to acquire 100% of ZIM Integrated Shipping Services for up to $3.7bn. The deal would increase capacity to ~3 million TEUs, market share to 8.8%, and charter exposure to ~52%, pending approvals and expected to close in 2027. $HLAG $ZIM

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@marhelmdataDec 11, 2025 · 3:01 PM

$ZIM investor revolt Shareholders accuse management of a low-ball, conflict-ridden takeover, saying insiders kept the stock depressed to their advantage. They are now demanding transparency and a board shake-up.

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@marhelmdataNov 20, 2025 · 6:15 PM

ZIM lifts FY25 midpoints: Adj. EBITDA now $2.0–2.2bn & Adj. EBIT $700–900m. Q3 cash from ops hit $628m with book-to-bill >2x and backlog nearing $14bn. Volatility or not, they are printing cash. $ZIM

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@marhelmdataOct 15, 2025 · 1:17 PM

Container charter rates are up 200% vs 2019 and still climbing, even as spot freight rates fall. Tight vessel supply, Cape of Good Hope reroutes, long-term charters & eco-ship demand keep the market hot. Liner-owned fleet share rose from 54% (2019) to 64% (Oct 2025). $ZIM $MPCC

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@marhelmdataAug 20, 2025 · 2:16 PM

$ZIM Q2 Strong fleet, agile strategy & cost control drive resilience amid volatility. 2025 guidance raised: Adj. EBITDA $1.8–2.2bn, Adj. EBIT $550–950m. Focus remains on long-term profitable growth. https://t.co/DN0zpZiRmK

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@marhelmdataAug 11, 2025 · 3:32 PM

Transpacific container rates have hit their lowest point since 2023, as tariffs imposed by Trump take effect. Baltic-Freightos shows Asia–US East Coast at May low, with West Coast spot rates down $207 to $1,941/FEU, marking the first sub-$2,000 rate since 2023. $ZIM $MAERSK

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