Transportation U.S. Investing Ideas

US$83.18
11.2% undervalued intrinsic discount
Fair Value
Revenue
10.71% p.a.
Profit Margin
19.33%
Future PE
14.68x
Price in 2031
US$122.86
US$95.21
0.7% overvalued intrinsic discount
Fair Value
Revenue
1.75% p.a.
Profit Margin
7.25%
Future PE
14.5x
Price in 2028
US$120.44
US$252.81
95.0% undervalued intrinsic discount
Fair Value
Revenue
3.7% p.a.
Profit Margin
25.17%
Future PE
22.5x
Price in 2030
US$368.69
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ZIM Integrated Shipping Services

Recent rain and low relative dollar bode well For 2026

Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.Read more

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US$452.35
94.3% undervalued intrinsic discount
Fair Value
Revenue
55% p.a.
Profit Margin
26.52%
Future PE
4x
Price in 2030
US$695.99
US$4.62
66.9% undervalued intrinsic discount
Fair Value
Profit Margin
18.5%
Future PE
30x
Price in 2035
US$11
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Uber Technologies

UBER Thesis 2025-06-13

SWOT Analysis S: Growing in popularity and suitable to the younger generation. Metro areas are having a decrease in car ownership due to cost of vehicles and the cost to park.Read more

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US$115.85
36.2% undervalued intrinsic discount
Revenue
15% p.a.
Profit Margin
20%
Future PE
21.5x
Price in 2028
US$143.92