Hauptforum ZIM WKN: A2QNF3 ISIN: IL0065100930 Forum: Aktien User: Hansmuller

Auf 30 sollte langsam mal.

Klasse News. Ausgerechnet an einem Tag, an dem die Amis nicht mitspielen. 😂

Danke ! 👍

Und hier: https://www.calcalistech.com/ctechnews/article/mzh7ld7u7

Verbessertes strukturelles Angebot, dafür 30 Tage Zeit… https://en.globes.co.il/en/article-hapag-lloyed-fimi-to-submit-improved-offer-for-zim-1001554643

Was geht denn jetzt ab? 🤔

Ich gehe davon aus, dass in dem Moment, wo die Ankündigung kommt, dass der Deal nicht durchgeht, das Ding um 30 % abrauscht

Das hoffe ich sowieso.

Demnach müsste man ja fast hoffen, dass der Deal nicht durchgeht…

Yet ZIM’s new CEO Chen Lichtenstein can make the case that the company has room to close the gap with Hapag’s offer on its own. The shipping group trades at 6.4 times forecast 2027 EBITDA, against 7.5 times for Maersk, according to Visible Alpha. The discount partly reflects slower expected revenue growth this year — about 7.5%, versus 13.9% for Maersk, per Visible Alpha forecasts. But ZIM is expecting a significantly stronger performance in the second half of this year. If that translates into faster sales growth and narrows the gap with Maersk, closing the valuation discount would imply a share price of roughly $38. A standalone ZIM would regain the freedom to return cash to shareholders, add vessels or pursue bolt-on deals. Fearnley Securities estimates it could end 2026 with roughly $3 billion in cash, enough to support a 25% dividend yield if the takeover fails. Israel may yet clear the deal. If not, ZIM's improving outlook could help its shares sail past Hapag-Lloyd's offer.