The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Value Investor's Edge Live #45: Zim Integrated Shipping: Update For 2022
MP3•Jakson koti
Manage episode 318173221 series 2505215
Sisällön tarjoaa Seeking Alpha. Seeking Alpha tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since then due to the remarkably persistent freight rates.
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
…
continue reading
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
181 jaksoa
MP3•Jakson koti
Manage episode 318173221 series 2505215
Sisällön tarjoaa Seeking Alpha. Seeking Alpha tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since then due to the remarkably persistent freight rates.
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
…
continue reading
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
181 jaksoa
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