Zim Integrated Shipping Services. Every tracked FinTwit mention of $ZIM, newest first. 28 mentions since the first on Jul 22, 2025. See the price chart.
Joeri — To clarify, $HLAG willing to pay $35 for $ZIM with everybody expecting pretty bad 2026-2027 cashflows, says enough about current ZIM price around $24, with 2026 drastically outperf…↗
Jun 1
Joeri — 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…↗
May 2026 · 7 mentions
May 26
Joeri — It goes mostly unnoticed, but container freight rates lifted a lot. Container stocks are about to report pretty good Q3 earnings, Who would have thought that?!?
$ZIM $HLAG $MAERS…↗
May 20
Joeri — @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 d…↗
May 12
Joeri — @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 ownershi…↗
Marhelm — 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%,…↗
Feb 6
Marhelm — Container shipping keeps adding more supply
4.8 mteu ordered in 2025 (+290 kteu in Jan). Deliveries ~180 kteu/month, demolitions just 6 kteu all year.
Result: chronic overcapac…↗
Feb 2
Marhelm — Sneak peek from upcoming subscriber interview with Fernresearch on shipping market and macro outlooks
$FRO $ECO $CBMT $STNG $DHT $TRMD $INSW $NAT $TEN $ASC $PXS $SNI.OL $DIS.MI $Z…↗
December 2025 · 3 mentions
Dec 17
Marhelm — Rates firm, scrapping dead
The Container charter market is tight with the TC index at 266, but demolition collapsed to just 11 ships in 2025, the lowest since 2005. Aging tonnage…↗
Dec 16
Marhelm — Container ship ordering frenzy: 2025 hits a record 5.08m teu (633 ships). Order book 11.61m teu = 34.8% of fleet. China dominates with 72% (3.66m teu). Overcapacity alarms are flas…↗
Dec 11
Marhelm — $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 t…↗
November 2025 · 2 mentions
Nov 22
Marhelm — Week over week collapse in TransPac container rates - China to US West Coast down ~30% in just a week
$CMRE $ZIM $MATX $DAC $GSL↗
Nov 20
Marhelm — 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, th…↗
October 2025 · 3 mentions
Oct 21
Marhelm — Short-term chaos, long-term profit.
Fee war = Good for shipping.
ClarkSea Index hits $30,461/day, 1st time >$30k since 2022 (+5% WoW, +50% vs 10yr avg).
VLCCs $90k/day (+10…↗
Oct 15
Marhelm — 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…↗
Oct 3
Marhelm — Arctic is expecting guidance to be revised downwards for containers in Q3. Tonnage providers could take a hit if contracts end up being renegotiated. $DAC $ZIM $GSL https://t.co/S8…↗
September 2025 · 3 mentions
Sep 15
Marhelm — Container charter market still red hot, but 2nd-hand action stalls: buyers balk at high tags, owners won’t sell into strength. Newbuilds keep flowing at firm prices. Market’s tight…↗
Sep 3
Marhelm — Containers have been the dark horse of shipping for some time. Rates have remained attractive and the Red Sea continues to be a risky option.
SFL shared some thoughts with us on w…↗
Sep 2
Marhelm — ABG observes a slight increase of vessels passing through the Red Sea. This could be temporary, but a full reopening would mean a drop of 10 percent in containter demand. $DAC $ZIM…↗
August 2025 · 2 mentions
Aug 20
Marhelm — $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 l…↗
Aug 11
Marhelm — 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…↗
July 2025 · 2 mentions
Jul 25
Marhelm — Containers have been the dark horse of shipping for years with rates proving to be stronger than anticipated. CEO Constantin Baack sees several signs that this will continue. "Th…↗
Jul 22
Marhelm — Where does shipping stand after half a year of turbulence?
Shipping-analyst at Arctic, Kristoffer Barth Skeie, is coming to our platform to discuss the various shipping segments a…↗
— @ROICRHODES This makes no sense whatsoever, $ZIM. Outdated modelling, or trying to pressure the shareprice down? https://t.co/9DjV39vjv4
Joeri — 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 b…↗
May 7
Joeri — What a lot of $ZIM discussions miss is that container rates did way better then anybody expected a year ago. Another (final) year of legacy boom time high charter-in rates gone, wi…↗
May 6
Joeri — The justification for a 27$’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.…↗