$ZIM — FinTwit mentions on Surfaced

$ZIM — FinTwit mentions on Surfaced

Recent mentions

40 mentions

@joeriwestlandJul 14, 2026 · 7:42 AM

Its funny that I keep reading about how much $ZIM would fall if/when Israel pulls the plug on the HLAG deal, but there are so many other suitors circling. And Container logistics around the Middle East will remain a mess. Q2, small loss still, but Q3-Q1, 7-10$ EPS again?!

@joeriwestlandJun 29, 2026 · 6:21 PM

I think its remarkable how much $ZIM trades below the $35 HLAG takeover bid. Even if the Israeli golden share shoots down the merger, ZIM is extremely cheap on its own. Q3/Q4 should bring very nice earnings and dividends again too. Look at Maersk guidance increase 👇

@joeriwestlandJun 2, 2026 · 3:14 PM

@Hedgeye The bargain here is $ZIM

@joeriwestlandJun 1, 2026 · 2:16 PM

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 outperforming expectations....

@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.

@joeriwestlandMay 26, 2026 · 6:00 PM

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 $MAERSK

@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.

@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).

@joeriwestlandMay 8, 2026 · 1:18 PM

@ROICRHODES This makes no sense whatsoever, $ZIM. Outdated modelling, or trying to pressure the shareprice down? https://t.co/9DjV39vjv4

@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.

@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...

@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.

@joeriwestlandMay 5, 2026 · 8:33 PM

Nice!! What is most funny is all those 10$'ish price targets on $ZIM from a lot of analysts. Now we get an actual bidding war...

@ssi_investApr 27, 2026 · 10:37 AM

Weekly Updates on Active US Merger Arb Cases $WBD: Apr 23, 2026 – Shareholders approve merger (99.1% of votes cast); regulatory approvals still pending. $DBRG: Apr 23, 2026 – Shareholders approve acquisition; regulatory approvals still pending; H2 2026 close expected. $THR: Apr 23, 2026 – Definitive joint proxy filed; CECO and Thermon shareholder votes set for May 27, 2026. $TERN: Apr 23, 2026 – HSR waiting period expired; remaining closing conditions still pending. $WTRG: Apr 22, 2026 – Kentucky PSC becomes first regulatory approval obtained; HSR clearance and additional state PUC approvals still pending; Q1 2027 close expected. $STKL: Apr 22, 2026 – Ontario court grants final approval; Canadian competition clearance received Apr 20; closing imminent. $ZIM: Apr 22, 2026 – Special shareholder meeting set for Apr 30, 2026; retention bonus reduced to 12 months' salary (from 18) following ISS feedback. $STEL: Apr 22, 2026 – All regulatory approvals received; close expected ~July 1, 2026. $SKYT: Apr 24, 2026 – FTC issues Second Request, extending HSR review; Q2/Q3 2026 close still expected. $MCW: Apr 24, 2026 – Information statement mailed; majority stockholder written consent (~67%) already obtained; no further shareholder vote required. $ASRT: Apr 21, 2026 – Garda to commence tender offer on Apr 29 following expiration of 20-day window-shop period. $FOLD: Apr 23, 2026 – French FDI clearance obtained, satisfying final regulatory condition; merger closing expected Apr 27, 2026. $AMWD: Apr 17, 2026 – FTC review ongoing; closing deadline moved to Q2 2026. $CNTA: Apr 17, 2026 – Preliminary proxy filed. $ACLX: Apr 17, 2026 – All regulatory approvals obtained; tender offer extended to Apr 27, 2026. $TPH: Apr 16 & 17, 2026 – Shareholders approve merger; HSR waiting period expired; Q2 2026 close expected. $JHG: Apr 16, 2026 – Shareholders approve merger; regulatory approvals and client consents still pending. $SSTK: Apr 16, 2026 – UK CMA proposes Shutterstock divest entire editorial business as condition for merger approval. $AXTA: Apr 16, 2026 – UK CMA opens public comment period on merger; comments due May 1. $SNCY: Apr 15, 2026 – DOT exemption approval received, the last remaining regulatory condition; shareholder meeting set for May 8; closing expected as early as May 13. $SLNO: Apr 20, 2026 – Tender offer commenced; offer expires May 15.

@ssi_investApr 20, 2026 · 10:54 AM

Weekly Updates on Active US Merger Arb Cases $ACLX: Apr 17, 2026 – All regulatory approvals obtained; tender offer extended to Apr 27. $CNTA: Apr 17, 2026 – Preliminary proxy filed. $DHIL: Apr 17, 2026 – Client consent threshold exceeded (78%+); merger closing set for Apr 22. $FOLD: Apr 17, 2026 – European Commission approves acquisition; no competition concerns identified. $STKL: Apr 17, 2026 – Shareholder approval obtained; court hearing set for Apr 22. $TPH: Apr 17, 2026 – HSR waiting period expired. Shareholders approve merger; Q2 2026 close expected. $SSTK: Apr 16, 2026 – UK CMA proposes Shutterstock divest entire editorial business as condition for merger approval. $JHG: Apr 16, 2026 – Shareholders approve merger; regulatory approvals and client consents still pending. $AXTA: Apr 16, 2026 – UK CMA opens public comment period on merger; comments due May 1. $CASIF: Apr 15, 2026 – CASI shares began trading on OTCQB under the symbol CASIF. $ZIM: Apr 15, 2026 – CEO will leave after a six-month transition period while the board searches for a successor. $SNCY: Apr 15, 2026 – DOT exemption approval received, the last remaining regulatory condition. Shareholder meetings set for May 8; closing expected as early as May 13. $SEM: Apr 15, 2026 – Preliminary proxy filed. $LSTA: Apr 15, 2026 – Tender offer commencement further delayed past Apr 13; acquirer Kuva Labs still arranging financing. No assurance on timing or certainty of closing. $APLS: Apr 14, 2026 – Tender offer commenced; bid expires May 13. $EHAB: Apr 14, 2026 – Definitive proxy filed; FTC granted early termination of HSR waiting period; special shareholder meeting set for May 12. $KORE: Apr 14, 2026 – Preliminary proxy filed. $WBD: Apr 13, 2026 – UK CMA seeks public comment on merger; formal investigation possible in coming weeks. $CCO: Apr 13, 2026 – Definitive proxy filed; special shareholder meeting set for May 12; FTC clearance obtained. $LNKB: Apr 13, 2026 – All regulatory approvals received; merger closing expected May 1. $LEG: Apr 13, 2026 – Definitive agreement reached. $SEER: Apr 13, 2026 – Board confirms receipt of unsolicited $2.25/share cash + CVR acquisition proposal from Radoff-JEC Group; both the deal and board nominations are under review. $KZR: Apr 13, 2026 – Tender commenced; offer expires May 8.

@joeriwestlandApr 16, 2026 · 7:40 AM

Eli Glickman out at $ZIM. This puts his insider sales in perspective. I wonder if ZIM will finally start closing the huge gap with the $35 $HLAG offer. My base case (>75% odds imo) is still that the merger ultimately proceeds normally after some time. https://t.co/5lyhpcImBJ

@joeriwestlandMar 1, 2026 · 2:24 PM

Wait, so maybe $ZIM deal blows up, but it for being too low of an offer , that would be funny 😅

@joeriwestlandFeb 24, 2026 · 1:06 PM

Very good news for $ZIM that HLAG is willing to pay even more (to Employees) to get their vote. Major roadblock now gone, only the political one remaining. I don't understand why its not trading closer to the $35 bid, esp after this news. Only up 1.5% premarket.

@ssi_investFeb 17, 2026 · 2:50 PM

Market opened with a spread on $ZIM of around 20%. If it narrows below 10% (unlikely), the short becomes very attractive. Downside to pre-rumor levels is massive.

@ssi_investFeb 17, 2026 · 11:36 AM

New Merger Arb - $ZIM finally being acquired by Hapag-Lloyd - Massive premium of 58%+, and even more since rumors started - Israeli state approval will be very difficult - Labor unions and politicians already opposing the deal Check out the M&A Tracker for more (link in bio). https://t.co/m3AiQlnpVm

@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

@marhelmdataFeb 6, 2026 · 12:19 PM

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 overcapacity as rates slump (WCI −43% in 2025). $ZIM $CMRE $GSL

@marhelmdataFeb 2, 2026 · 2:23 PM

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 $ZIM $NMM $MPCC.OL $GSL $ESEA $DAC $CMRE $SBLK $SB $HSHP.OL $2020.OL $EDRY $GNK $USEA $DSX $PANL $SFL https://t.co/E8XmSLeRoC

@ayusovalueJan 1, 2026 · 6:26 AM

Selling short term puts on $ZIM is the easiest money I have seen lately…

@marhelmdataDec 17, 2025 · 1:56 PM

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 = delayed pain, not avoided pain. $ZIM $GSL $MATX

@marhelmdataDec 16, 2025 · 1:04 PM

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 flashing. $MPCC $ZIM $MAERSK $HLAG

@joeriwestlandDec 15, 2025 · 8:50 AM

I think that $ZIM is going to be taken out at 24-28$ price range next few quarters. MBO, MSC, Hapaq, Maersk and probably some Asian liners all circling. Massive hidden value on the balance sheet from way ITM long term chip leases, and assets like ships/container boxes/cash.

@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.

@marhelmdataNov 22, 2025 · 4:45 PM

Week over week collapse in TransPac container rates - China to US West Coast down ~30% in just a week $CMRE $ZIM $MATX $DAC $GSL

@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

@marhelmdataOct 21, 2025 · 1:03 AM

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%), MRs $25k/day (+44%), SCFI 1,310 (+13%), $FRO $STNG $ZIM $CMRE

@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

@marhelmdataOct 3, 2025 · 5:04 PM

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/S8hMA1uZJe

@marhelmdataSep 15, 2025 · 11:07 PM

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 tightrope act may soon face a wake-up. $ZIM $CMRE $MPCC

@marhelmdataSep 3, 2025 · 9:22 PM

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 what's up ahead. $SFL $GSL $ZIM $DAC https://t.co/whrxDzV7Ux

@marhelmdataSep 2, 2025 · 5:26 PM

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 $GSL

@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

@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

@marhelmdataJul 25, 2025 · 5:35 PM

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. "The market doesn't believe it. This is the upside." MPCC is up 26 percent since our interview. $MPCC.OL $ZIM $DAC

@marhelmdataJul 22, 2025 · 5:59 PM

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 and best picks. $FRO $STNG $SBLK $ZIM $MPCC.OL $BWLPG.OL https://t.co/3r6jOLanIg