Hauptforum ZIM WKN: A2QNF3 ISIN: IL0065100930 Kürzel: ZIM Forum: Aktien User: Hansmuller
Das ist aus einer englischsprachigen Gruppe wo es um die Spotrate Exposure ging und ob die wirklich bei 50% liegt. Hab mir nun die Mühe gemacht, den Q2 Webcast anzuhören inklusive der Fragen der Analysten. War recht interessant! Spoiler: Nein, liegen nicht bei 50% overall. Eher bei 30%. Die 50% betreffen nur die Transpacific Route und zumindest bis Mitte August waren laut CFO Aussage die Spot und Contract Rates in etwa gleich hoch. Demnach dürfte es meiner Meinung nach für Q3 kaum Gewinneinbrüche geben aufgrund von gesunkenen Spotrates. Eventually I found some of the information you were looking for: If you go to the Q2 webcast and check slide 10 (18:42min) you can see that the volume in TEU shipped by ZIM in Q2 and H2. The Pacific Route volumes represent only 33% of their shipped total volume. And as of min 20:00 on slide 12 it is mentioned that ZIM contract rates doubled vs 2021 (but not specific to Transpacific) For the Transpacific Route the spot vs contract rate is 50% (CFO mentions this at min 54:50). However the CFO mentions that the rates are currently the same (this was end of August). As the trans pacific contract rates had been agreed in April, effective as of May 1st - during a time where the rates were still high I assume that contract rates now bring more than spot for sure. On min 26:20 the CEO mentioned already that they already took proactive actions "to reduce dependency on the spot charging rates" @Naples Investor In the listing of # of vesses you did on 11th of Sept one point is missing: The new 28 vessels coming as of 2023, operate as per CFO (min 55:30) as significantly lower costs. So costs per TEU will decrease every month as of Feb 2023 with the brand new vessels being delivered. Not only these consume less fuel / TEU, but they are also bigger (15.000 TEU vs 10.000 TEU which means less expenses per TEU in port charges and employee costs) You can find the webcast here: https://investors.zim.com/events-and-presentations/events/default.aspx Overall @Udith Fonseka you were right :-)
Mehr zu diesem Wert
|
|
Thema | ||
|---|---|---|---|
| 1 | Hauptforum ZIM | ||
| 2 | Zim Erstattung Quellensteuer |
|
|
Thema | ||
|---|---|---|---|
| 1 | Critical Infrastructure Technologies Hauptdiskussion | -1,36 % | |
| 2 | DRONESHIELD LTD Hauptdiskussion | -0,34 % | |
| 3 | NVIDIA Hauptdiskussion | +1,30 % | |
| 4 | Trading- und Aktien-Chat | ||
| 5 | New Wave Holdings Corp Registered Shs Hauptdiskussion | -5,56 % | |
| 6 | NIO INC.A S.ADR DL-,00025 Hauptdiskussion | -2,87 % | |
| 7 | DAX Hauptdiskussion | +1,78 % | |
| 8 | Poet Technologies | +13,08 % | |
| 9 | Renk und alles was dazugehört | +3,43 % | |
| 10 | HauptForum SK HYNIC | +1,46 % | Alle Diskussionen |
|
|
Thema | ||
|---|---|---|---|
| 1 | Critical Infrastructure Technologies Hauptdiskussion | -1,36 % | |
| 2 | DRONESHIELD LTD Hauptdiskussion | -0,34 % | |
| 3 | NVIDIA Hauptdiskussion | +1,30 % | |
| 4 | New Wave Holdings Corp Registered Shs Hauptdiskussion | -5,56 % | |
| 5 | Poet Technologies | +13,08 % | |
| 6 | NIO INC.A S.ADR DL-,00025 Hauptdiskussion | -2,87 % | |
| 7 | Renk und alles was dazugehört | +3,43 % | |
| 8 | HauptForum SK HYNIC | +1,46 % | |
| 9 | MICROSOFT Hauptdiskussion | +0,87 % | |
| 10 | ARAFURA RESOURCES Hauptdiskussion | -1,10 % | Alle Diskussionen |