Stonk Research

3.3 ZIM

I can understand why the stonk price cratered with the shutdown on the china port, but its good for the long run, disruption increases shipping costs with increase profits. For way too long the cost of shipping goods has been too low, and the ability to get things quickly was always extremely fragile.

Expect costs to go up with the shutting down and reopening and the chinese vaccine does not work well. With all these things considered.

if 93 ships are still chartered for more than one year in March 2023, then the chances of zim continuing to be viable is amazing.

With their increased guidance, %46 percent dividend expected this year, seems about right to me, think supply chain issues will persist until 2023.

With the new laws banning certain materials from uyghurs, likely to have more supply chain issues.

More covid lockdowns, supply chain issues, south korea truckers, german ports, us ports, export numbers still decent, keep holding. With work shortages cancelling ferries and/or airplanes like in air canada, zim remains a strong hold at least until mid 2023. Can sell before march 2023, to capitalize on big dividend.

Think the shipping industry has shifted, we can no longer rely on consistent shipping routes, too many climate related disasters with covid lockdowns and companies repositioning their supply chains, need to model this tho.