lystn

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?