NYSE
ZIM
6 stories
$3.3B Market cap · 2026-11-05
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I kind of love this, sets up the capital slosh effect that happened in 2000s with the great rotation from tech to value. I think something similar happens here eventually and offers uncorrelated returns which will be more valuable. I will be eating dirt on value until then, clipping my coupons and buybacks. $KSPI $BOC $SLM $HHS $ZIM $CCLD $WU $HY $AMR $CNR $METC $HCC $FISV $YB $BTU $CNRD
Good news, however if you are following this please keep cash around as when it is ‘officially’ announced arbs exiting will likely sell it down a good chunk. $ZIM
$ZIM
Given today’s $ZIM news that the improved offer has been submitted, likely delaying closing of the same $35 acquisition to 1H 2027 I think it is even more relevant to understand why this is a good thing, which I explain in the attached article as well as backing it up with some facts and figures
ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…
ZIM faces Israeli review of Hapag-Lloyd’s $35-per-share bid, with $2.46 billion cash and elevated transpacific rates supporting potential…
Melissa Tucker Companies the stories above are also about, besides ZIM.
