Zim Integrated Shipping Services Ltd

$ZIM. 🙌🙌🙌

-$12.16 EPS vs. $10.38 VIE / $9.25 analyst avg
-$2.50/qtr dividend (20% yield)
-FY21 EBITDA > market cap
-$18/sh net cash
-Generating over $1/sh in FCF per *week*
-Guidance implies Q4 > Q3

Raising our 'fair value estimate' to $80/sh

Bought 100% more ZIM $50 Calls

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Daniel Moravec

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Earnings season is slowly coming to a close, but there are still several highly interesting events coming up. Here's next week's earnings calendar and what I'll for looking forward to.

- $SE: insights on their global e-commerce expansion.
- $NVDA: comments on their product availability and supply.
- $WMT: Update on their Walmart+ membership and comments on inflation/labor shortage/supply chain issues.
- $DLO although this stock is too richly valued for me, I like their business and I'm following it in case there's a good buying opportunity post-earnings.

Comment below which earnings report you are looking forward to the most!

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Monday
- BMO: $RAIL $TSN $OEG $VBLT $HHR $PHGE $PLX $OTLY $RMBL $BFLY
- AMC: $AAP $IDEX $POWW $MARK $IBIO $CSPR $QFIN $DRIO $DM $NEPT $JJSF
Tuesday
- BMO: $WMT $HD $SE $NTES $DAVA $ITRN $DOYU $DAO $BNR $GDS
- AMC: $STNE $LZB $CRMT $BEST $DLO $SBLK $DLB $VREX
Wednesday
- BMO: $TGT $BIDU $LOW $TJX $BILI $MANU $IQ $ZIM $NNOX $NTIC
- AMC: $NVDA $CSCO $SONO $YY $KLIC $BBWI $VSCO $ZTO $QUIK $MAXN
Thursday
- BMO: $BABA $JD $M $KSS $CSIQ $VIPS $BJ $ATHM $WOOF $AZEK
- AMC: $AMAT $WDAY $INTU $PANW $WSM $ROST $FTCH $CAL $VNET $AMSWA
Friday
- BMO: $FL $MBRX

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Upcoming Earnings Calendar! (Nov 15th-19th)

Alberto Wallis

ZIM Integrated Shipping Services Ltd. is a global, asset-light container liner shipping company with leadership positions in the markets where it operates. Founded in Israelin 1945, ZIM is one of the oldest shipping liners, with over 75 years of experience

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