ZIM Integrated Shipping Services 향후 성장
Future 기준 점검 0/6
ZIM Integrated Shipping Services 의 수익과 수익은 각각 연간 2.5% 및 76.8% 감소할 것으로 예상됩니다. EPS는 연간 89.2% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 -7.6% 로 예상됩니다.
핵심 정보
-76.8%
이익 성장률
-89.18%
EPS 성장률
| Shipping 이익 성장 | 1.1% |
| 매출 성장률 | -2.5% |
| 향후 자기자본이익률 | -7.62% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 30 Jun 2026 |
최근 향후 성장 업데이트
분석 기사 • Aug 22
ZIM Integrated Shipping Services Ltd. Just Missed EPS By 83%: Here's What Analysts Think Will Happen Next
The analysts might have been a bit too bullish on ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ), given that the...분석 기사 • Mar 14
Results: ZIM Integrated Shipping Services Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates
ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) just released its latest full-year results and things are looking...분석 기사 • Nov 22
ZIM Integrated Shipping Services Ltd. Just Recorded A 33% EPS Beat: Here's What Analysts Are Forecasting Next
A week ago, ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) came out with a strong set of third-quarter numbers that...Recent updates
Seeking Alpha • Jul 07
ZIM Integrated: Even If Israel Blocks The Deal, You're Buying Assets At A Discount - Strong Buy
Summary ZIM Integrated Shipping is rated a strong buy with a $31 price target, reflecting a substantial discount to both deal and asset value. Even if the deal fails, ZIM's $29–$30/share asset floor provides downside protection; the current price offers a 30% upside to fair value. The main risk is ongoing cash burn and time value erosion, but recent sell-off presents an attractive entry point for patient investors. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 02
ZIM: Pending Buyout And Regulatory Reviews Will Shape Fairly Valued Shares
Analysts have raised their price target for ZIM Integrated Shipping Services from $22.90 to $24.95 after updating their assumptions on revenue contraction, profit margins, and future P/E, which they now view as more supportive of the stock's fair value. What's in the News ZIM Integrated Shipping Services reported a wider Q1 2026 loss of $0.72 per share, with freight rates, carried volumes, and revenues all lower than the prior year.
내러티브 업데이트 • Jun 18
ZIM: Competing Cash Bids And CEO Transition Will Drive Future Upside
Analysts have reaffirmed their $35.00 price target for ZIM Integrated Shipping Services, citing updated assumptions that include a slightly lower discount rate, less severe expected revenue contraction, a modestly higher projected profit margin, and a marginally lower future P/E multiple. What’s in the News for ZIM Integrated Shipping Services ZIM Integrated Shipping Services received multiple acquisition proposals, including a US$4.5b offer from Sakal Group and partners at US$37.50 per share with a pledged US$250 million employee bonus and commitments on fleet size and Israeli headquarters, alongside a separate US$4.2b cash offer from Hapag Lloyd at US$35 per share.
내러티브 업데이트 • Jun 04
ZIM: Regulatory Opposition To Hapag Lloyd Merger Will Pressure Shares
Analysts have reduced their price target for ZIM Integrated Shipping Services from $9.80 to $9.00, citing updated assumptions related to discount rates, revenue trends, profit margins and future P/E levels. What's in the News Israel's Ministry of Economy, Ministry of Agriculture and the Shipping and Ports Authority opposed the proposed merger between ZIM Integrated Shipping Services and Hapag Lloyd, flagging risks to Israel's maritime traffic, economic interests, supply chains and food security (source: recent ministry statements reported May 29, 2026).내러티브 업데이트 • May 20
ZIM: Competing Buyout Offers And Ongoing Dividends Will Drive Future Upside
Analysts are keeping their $35.00 price target for ZIM Integrated Shipping Services unchanged, citing relatively stable fair value assumptions along with small adjustments to the discount rate, revenue growth expectations, profit margin and future P/E estimates. What's in the News Sakal Group and others proposed to acquire ZIM Integrated Shipping Services for US$4.5b, offering US$37.50 per share and pledging a US$250m employee bonus pool and continued Israeli operational control of the 145 vessel fleet; Hapag Lloyd separately proposed an acquisition valued at about US$4.2b, or US$35 per share (M&A Transaction Announcements).내러티브 업데이트 • May 01
ZIM: Pending Buyout Price And Ongoing Dividends Will Drive Future Upside
Analysts have maintained their $35.00 price target on ZIM Integrated Shipping Services, citing updated assumptions that include a higher discount rate, a smaller projected revenue decline, a slightly stronger profit margin and a lower future P/E multiple as key factors behind the unchanged view. What's in the News Hapag-Lloyd AG and First Israel Mezzanine Investors (FIMI) agreed to acquire ZIM Integrated Shipping Services in a transaction valued at US$4.2b, with ZIM shareholders set to receive US$35 per share in cash, subject to shareholder, regulatory and Israeli state approvals and with closing targeted for late 2026 (M&A transaction announcement).내러티브 업데이트 • Apr 17
ZIM: Pending Buyout And Delisting Will Sustain Pressure On Overvalued Shares
Analysts have nudged their price target for ZIM Integrated Shipping Services slightly higher from $22.83 to $22.90. They cite updated assumptions around discount rates, revenue trends, profit margins and a much lower forward P/E multiple.내러티브 업데이트 • Apr 01
ZIM: Pending Takeover And Dividend Policy Will Support Future Upside
Analysts have raised their price target on ZIM Integrated Shipping Services from $21.00 to $35.00, citing adjustments to projected revenue declines, a slightly higher profit margin outlook, an updated forward P/E assumption, and a modestly lower discount rate in their models. What's in the News Proposed acquisition of ZIM Integrated Shipping Services by Hapag-Lloyd Aktiengesellschaft and First Israel Mezzanine Investors Ltd.내러티브 업데이트 • Mar 18
ZIM: Pending Hapag-Lloyd Buyout Will Continue To Pressure Overvalued Shares
Analysts have nudged their price target for ZIM Integrated Shipping Services higher to $22.83 from $22.30, citing updated assumptions around revenue contraction, profit margins, and a higher future P/E multiple. What's in the News Hapag-Lloyd AG and First Israel Mezzanine Investors (PIMI) agreed to acquire ZIM Integrated Shipping Services for US$4.2b in cash, valuing the company at US$35 per share.내러티브 업데이트 • Mar 04
ZIM: Pending Hapag-Lloyd Takeover Will Sustain Pressure On Overvalued Shares
Analysts have lifted their price target on ZIM Integrated Shipping Services from $13.78 to $22.30, citing updated assumptions around discount rates, long term revenue trends, profit margins, and a higher future P/E multiple. What’s in the News Hapag-Lloyd AG agreed to acquire ZIM Integrated Shipping Services Ltd.내러티브 업데이트 • Feb 17
ZIM: Takeover Bids And Board Changes Will Shape Fairly Valued Outlook
Analysts have maintained their $21.00 price target for ZIM Integrated Shipping Services, with slightly adjusted assumptions around discount rate, revenue contraction, profit margin, and forward P/E helping to fine tune their valuation framework rather than shift it. What's in the News Hapag-Lloyd and Israeli fund PIMI proposed to acquire ZIM Integrated Shipping Services for approximately US$3.5b in cash on February 15, 2026, with Hapag-Lloyd set to take the international business and PIMI retaining Israeli operations, subject to multiple corporate, shareholder, state and regulatory approvals (Key Developments).내러티브 업데이트 • Feb 03
ZIM: Cancelled Buyout And Dividend Policy Will Shape Fairly Valued Outlook
Analysts have kept their price target for ZIM Integrated Shipping Services steady at US$21.00, citing updated assumptions that include a slightly lower discount rate, softer revenue expectations, a higher projected profit margin and a reduced future P/E multiple. What's in the News CEO Eli Glickman and President Rami Ungar proposed a management buyout of ZIM Integrated Shipping Services Ltd.내러티브 업데이트 • Jan 20
ZIM: Future P/E And Buyout Uncertainty Will Shape Fairly Valued Shares
Analysts have lifted their price target on ZIM Integrated Shipping Services from US$15.00 to US$21.00, reflecting updated views on fair value, risk assumptions, revenue trends, profitability, and a higher potential future P/E outlook. What's in the News On November 25, 2025, Eli Glickman, Chief Executive Officer, and Rami Ungar, President, proposed a management buyout of ZIM Integrated Shipping Services Ltd.내러티브 업데이트 • Jan 06
ZIM: Management Buyout Review Will Sustain Pressure On Overvalued Shares
Analysts have raised their price target on ZIM Integrated Shipping Services from US$12.92 to US$13.78, citing updated assumptions around discount rates, revenue growth, profit margins, and a future P/E of 22.00x. What's in the News On December 14, 2025, independent proxy advisory firm Glass Lewis recommended that shareholders vote for all 8 ZIM board nominees and against all dissident nominees at the December 26, 2025 Annual General Meeting, aligning with an earlier recommendation from Institutional Shareholder Services (Key Developments).내러티브 업데이트 • Dec 14
ZIM: Future Earnings May Not Support Buyout-Driven Share Price
Analysts have cut their price target on ZIM Integrated Shipping Services from 19.00 dollars to 15.00 dollars, citing lower expected fair value in spite of improved profit margin assumptions and a sharply reduced forward earnings multiple. What's in the News CEO Eli Glickman and shipping tycoon Rami Ungar have proposed a management buyout to acquire all outstanding shares of ZIM Integrated Shipping Services.내러티브 업데이트 • Nov 30
ZIM: Management Buyout Uncertainty And Industry Volatility Will Pressure Shares
Analysts have revised their price target for ZIM Integrated Shipping Services slightly downward from $13.26 to $12.92. This adjustment is based on updated expectations for revenue decline and modest changes to discount rates and profitability forecasts.분석 기사 • Nov 18
ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Shares Fly 26% But Investors Aren't Buying For Growth
ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) shareholders would be excited to see that the share price has had a...분석 기사 • Oct 02
Investors Should Be Encouraged By ZIM Integrated Shipping Services' (NYSE:ZIM) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...내러티브 업데이트 • Sep 19
Overoptimistic US-China Trade Shifts Will Lower Earnings
ZIM Integrated Shipping Services’ lower analyst price target reflects a significant drop in its Future P/E ratio alongside a modest improvement in net profit margin, resulting in a revised fair value estimate of $13.26. What's in the News Turkish authorities have barred vessels connected to Israel, including ZIM-operated ships, from berthing in Turkish ports, forcing ZIM to reroute scheduled vessels.분석 기사 • Sep 11
ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough
ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) shareholders won't be pleased to see that the share price has had a...내러티브 업데이트 • Sep 04
Overoptimistic US-China Trade Shifts Will Lower Earnings
With both the Future P/E and Net Profit Margin essentially unchanged, there is little fundamental shift in ZIM Integrated Shipping Services' valuation, resulting in only a slight reduction in the consensus Analyst Price Target from $14.04 to $13.83. What's in the News Turkish authorities have implemented regulations barring vessels owned, managed, or operated by entities related to Israel, including ZIM, from berthing in Turkish ports, prompting ZIM to re-route some vessels.분석 기사 • Aug 22
ZIM Integrated Shipping Services Ltd. Just Missed EPS By 83%: Here's What Analysts Think Will Happen Next
The analysts might have been a bit too bullish on ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ), given that the...
내러티브 업데이트 • Aug 22
Recent rain and low relative dollar bode well For 2026
JohnaTheWhale made no meaningful changes to valuation assumptions.분석 기사 • Jun 21
Is ZIM Integrated Shipping Services (NYSE:ZIM) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • May 14
Is It Time To Consider Buying ZIM Integrated Shipping Services Ltd. (NYSE:ZIM)?
While ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) might not have the largest market cap around , it saw a...Seeking Alpha • Apr 22
ZIM Integrated: Dividend Ship Has Sailed, Now It's A Bet On Global Chaos
Summary I live in Israel, and I don’t believe the Middle East conflict is close to resolution. If anything, escalation seems more likely than not. The company's recent profitability is driven by geopolitical chaos, not sustainable business transformation, making its high dividend yield unsustainable. ZIM's cash position is precarious due to capital-intensive operations and sensitivity to spot rates, questioning its long-term financial stability. Despite low valuation metrics, ZIM's future profitability heavily relies on ongoing global instability, making it a risky investment. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
ZIM Integrated Shipping: Long-Term Profitability Ahead
Summary Suez Canal re-opening will likely be later than ZIMs conservative Mid-2025 guidance in Q4 report. Geopolitical impacts (trade wars, decarbonization) on freight are widely overblown given the 2018+ tariff impacts of only -0.5% volume growth. “Pull-forward” effects have not led to an inventory glut and should not significantly impact 2025 peak season. Overcapacity in 2025+ will be an issue, but ZIM is set to outperform as slow steaming, blanking, idling, and scrapping will set a bottom on freight rates. ZIM can decrease spot exposure at profitable contract rates or return inefficient tonnage as charters come up for renewal. Read the full article on Seeking Alpha분석 기사 • Mar 14
Results: ZIM Integrated Shipping Services Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates
ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) just released its latest full-year results and things are looking...Seeking Alpha • Mar 10
ZIM Integrated: Unlikely Management Buyout During Weak 2025
Summary ZIM Integrated Shipping Services Ltd. rallied on buyout rumors, but a buyout appears unlikely due to plunging shipping rates and weak 2025 guidance expectations. The Red Sea attacks have ceased, reducing shipping disruptions, sending shipping rates lower. ZIM's Q4 earnings are expected to be strong, but the shift to spot rates and overcapacity issues suggest weaker future performance. The stock is too expensive here with the sector facing a 2023 scenario where ZIM fell below $7. Read the full article on Seeking AlphaSeeking Alpha • Mar 03
ZIM Integrated: Why I Wouldn't Buy More Before Q4 Earnings Release
Summary I maintain a "Hold" rating on ZIM Integrated Shipping despite its strong Q3 results and impressive financials, due to anticipated higher volatility and potential earnings pressure. The surge in freight rates in mid-2024 boosted ZIM's financials, but rates are now declining due to oversupply and market normalization. Geopolitical factors and increased tariffs are likely to weaken demand and negatively impact ZIM's earnings, making the stock less attractive in the near term. The valuation is less than 2x earnings on a TTM basis. However, looking 2-3 years ahead, we see a valuation that is within a normal range for a cyclical stock. I will consider adding to my position if ZIM experiences negative earnings again, as the stock's valuation aligns with a cyclical downturn. Read the full article on Seeking Alpha분석 기사 • Feb 25
ZIM Integrated Shipping Services Ltd.'s (NYSE:ZIM) P/S Is Still On The Mark Following 30% Share Price Bounce
ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) shareholders would be excited to see that the share price has had a...
새로운 내러티브 • Feb 19
Geopolitical Challenges And Oversupply Will Hurt Future Shipping Earnings
Potential oversupply and geopolitical challenges could depress revenues and compress ZIM's net margins due to inefficiencies and cost pressures.분석 기사 • Feb 10
ZIM Integrated Shipping Services (NYSE:ZIM) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Feb 05
ZIM Integrated: Sell In Case Tariff Dispute Escalates
Summary Many investors are drawn to ZIM’s current low P/E ratio (about 1x) and high yield (over 63%). These figures are misleading due to an unusually profitable FY 2024. Its earnings in FY 2025 and 2026 are expected to be less than 1/10 of the 2024 level. The ongoing tariff disputes between the U.S. and its major trade partners (especially China) could severely disrupt ZIM’s lucrative routes. This could shrink its earnings even worse than the worst scenarios the market is currently prepared for. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
ZIM Integrated: Emerging Stronger But Still An Important Risk Remains
Summary Despite the recent rate recovery, ZIM's risk/reward ratio doesn't justify a long position due to potential Red Sea disruptions and volatile freight rates. Vessel redeliveries could reduce costs and boost profitability by replacing expensive contracts with market-based ones. The 50/50 split between spot rate and time charter contracts on the Transpacific route enhances returns amid strong rates. Technical analysis shows ZIM's shares trading sideways, with a potential drop to $14.5 if the $16 support area breaks. I prefer to remain on the sidelines for now, as the Red Sea issue remains a top-tier risk, given the weak fundamentals of the container shipping market. Read the full article on Seeking Alpha분석 기사 • Jan 23
At US$16.52, Is It Time To Put ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) On Your Watch List?
ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ), is not the largest company out there, but it saw significant share...Seeking Alpha • Jan 20
ZIM Integrated: Now's The Time To Buy, Outlining A Bullish Idea After The Plunge
Summary Global freight rates have rebounded, benefiting international shipping stocks, but elevated tariff risk and geopolitical tensions pose potential threats to freight fees. ZIM Integrated Shipping Services is upgraded to a buy due to its strong Q3 performance, decent valuation, and favorable risk/reward situation at current levels. Despite cyclical risks and potential headwinds, ZIM's compelling valuation metrics and positive free cash flow support a bullish outlook. Technically, ZIM is at key support levels with potential upside to $21, though the long-term trend remains bearish, and RSI momentum is weak. Read the full article on Seeking AlphaSeeking Alpha • Jan 11
ZIM Integrated Shipping Services: High Dividends Amid Freight Rates Uncertainty
Summary I believe the upcoming US tariffs will drive importers to front-load, leading to an increase in short-term freight demand and, therefore, freight prices. However, I’m projecting a freight rate correction if a ceasefire emerges in the conflict between Israel and Hamas, yet I foresee limited downside due to ZIM’s undervaluation. Speaking of valuation, I find ZIM’s valuation ratios quite attractive, with a spectacular dividend yield that I believe justifies holding the stock through market fluctuations. I maintain a buy rating for this stock, expecting continued high dividend yields and a share price recovery if a near-term selloff occurs due to freight rate corrections. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
ZIM Integrated: Too Many Uncertainties Ahead
Summary ZIM Integrated Shipping Services Ltd. faces significant uncertainties, including fluctuating shipping rates, tariff outlook, and Red Sea disruptions. These factors create an unpredictable earnings outlook for ZIM in the next 1–2 years. Investors should thus not be misled by its current low P/E ratio or high yield. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
ZIM Integrated Shipping: The Return Of The Fat Dividend
Summary ZIM Integrated Shipping Services is experiencing a major comeback with a substantial increase in sea freight rates, boosting profitability and dividends. The company raised its 2024 EBIT forecast significantly, reflecting strong financial performance and a promising outlook for passive income investors. ZIM's stock trades at a 40% discount to book value, offering a high margin of safety and potential for re-rating to intrinsic value. Elevated sea freight rates and geopolitical tensions could further enhance ZIM's profitability, though a drop in rates poses a risk to the investment thesis. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
ZIM Integrated Shipping: Why The Valuation Could Double
Summary ZIM Integrated Shipping Services reported strong Q3 earnings last week, driven by a surge in freight rates and higher shipment volumes, leading to significant revenue and free cash flow growth. The company raised its EBITDA outlook for FY 2024, now projecting $3,300M to $3,600M, reflecting robust fundamentals in the cargo freight market. The reinstatement of dividends in 2024 and a special Q3 dividend of $100M enhance ZIM's investment appeal. Risks include potential declines in freight rates, but the current industry outlook supports a buy rating for ZIM Integrated Shipping. Read the full article on Seeking Alpha분석 기사 • Nov 22
ZIM Integrated Shipping Services Ltd. Just Recorded A 33% EPS Beat: Here's What Analysts Are Forecasting Next
A week ago, ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) came out with a strong set of third-quarter numbers that...Seeking Alpha • Nov 17
ZIM Integrated Shipping: Fleet Expansion On Track While Red Sea Conflict Maintains Freight Rates
Summary ZIM is bound to complete its fleet upgrade by year-end, with 46 new vessels introduced since 2021, improving capacity and lowering fuel costs. The MSC and Hapag-Lloyd partnerships could lead to new trade routes, better fleet utilization, and operational savings, starting in 2025. Institutional ownership jumped 15% in the past quarter, with activist fund Jane Street taking a 5.3% stake, signaling increased confidence in ZIM’s undervaluation. Speaking of valuation, ZIM’s valuation metrics are near historical lows and well below most of its industry peers and sector median. The oversupply of new ships could hurt freight rates, but the Red Sea conflict is keeping rates steady for now. Therefore, I maintain a cautious buy rating for this stock. Read the full article on Seeking Alpha분석 기사 • Nov 11
Even With A 25% Surge, Cautious Investors Are Not Rewarding ZIM Integrated Shipping Services Ltd.'s (NYSE:ZIM) Performance Completely
Despite an already strong run, ZIM Integrated Shipping Services Ltd. ( NYSE:ZIM ) shares have been powering on, with a...Seeking Alpha • Nov 04
ZIM Integrated: Probably No Dividend In 2025 H1
Summary I expect an earning loss from ZIM Integrated Shipping Services Ltd. stock for 2025 H1, and thus do not expect a dividend payout. The expectation is based primarily on considerations of fuel costs and ZIM’s cash flow obligations. Shipping rates fluctuations add further uncertainties, especially with the ongoing Red Sea situation. Dividend payouts are a substantial return mechanism for the stock, and the potential lack of it should lead investors to reexamine the stock. Read the full article on Seeking Alpha분석 기사 • Oct 28
These 4 Measures Indicate That ZIM Integrated Shipping Services (NYSE:ZIM) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Oct 21
ZIM Integrated: A Buy Ahead Of Anticipated Stellar Q3 Results Next Month
Summary On Monday, leading liner company A.P. Moller-Maersk, or “Maersk” reported strong preliminary Q3 results and raised full-year guidance for the fourth time in less than six months. The news bodes well for smaller competitor ZIM Integrated Shipping Services or “ZIM” particularly given ZIM's higher spot market exposure and less impact from the provision of lower-margin services. As a result, I would expect ZIM to report stellar third quarter results and raise full-year guidance materially next month. With the company usually distributing 30% of net income to common shareholders, ZIM's Q3 dividend could exceed $3 per share. With an anticipated very strong Q3/2024 report, including a sizeable dividend announcement ahead, I would expect the company's shares to mark new 52-week highs very soon. Consequently, I am reiterating my “Buy” rating on the stock. Read the full article on Seeking Alpha분석 기사 • Oct 07
Is ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Trading At A 48% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, ZIM Integrated Shipping Services fair value estimate is...Seeking Alpha • Oct 01
ZIM Integrated Shipping: Buy The Dip On Strong Near-Term Outlook
Summary Recently, shares of Israel-based liner company ZIM Integrated Shipping Services have appreciated by almost 50%. For my part, I would attribute the move to market participants positioning in correct anticipation of the first ILA strike in almost 50 years. While a near-term end to the strike could negatively impact ZIM Integrated shares, I would consider this an opportunity to position in the shares ahead of a potentially stellar Q3 report. For my part, I wouldn't be surprised to see the company paying out $7 in dividends for H2/2024, which would be equal to 30% of its current market capitalization. As a result, I am reiterating my “Buy” rating on ZIM stock. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,210 | -918 | N/A | 586 | 2 |
| 12/31/2027 | 5,917 | -466 | 906 | 710 | 4 |
| 12/31/2026 | 6,808 | 665 | 2,271 | 2,151 | 4 |
| 3/31/2026 | 6,294 | 98 | 1,537 | 1,708 | N/A |
| 12/31/2025 | 6,904 | 479 | 2,082 | 2,300 | N/A |
| 9/30/2025 | 7,587 | 1,003 | 2,834 | 3,077 | N/A |
| 6/30/2025 | 8,575 | 2,004 | 3,720 | 3,946 | N/A |
| 3/31/2025 | 8,872 | 2,353 | 4,014 | 4,281 | N/A |
| 12/31/2024 | 8,427 | 2,148 | 3,539 | 3,753 | N/A |
| 9/30/2024 | 7,465 | 1,438 | 2,581 | 2,763 | N/A |
| 6/30/2024 | 5,973 | -1,959 | 1,458 | 1,603 | N/A |
| 3/31/2024 | 5,350 | -2,546 | 1,068 | 1,173 | N/A |
| 12/31/2023 | 5,162 | -2,696 | 904 | 1,020 | N/A |
| 9/30/2023 | 6,146 | -2,133 | 1,823 | 1,926 | N/A |
| 6/30/2023 | 8,100 | 1,303 | 3,117 | 3,260 | N/A |
| 3/31/2023 | 10,220 | 2,851 | 4,425 | 4,624 | N/A |
| 12/31/2022 | 12,562 | 4,619 | 5,765 | 6,110 | N/A |
| 9/30/2022 | 13,839 | 5,910 | 6,479 | 7,046 | N/A |
| 6/30/2022 | 13,748 | 6,208 | 6,579 | 7,383 | N/A |
| 3/31/2022 | 12,701 | 5,762 | 5,799 | 6,854 | N/A |
| 12/31/2021 | 10,729 | 4,640 | 4,966 | 5,971 | N/A |
| 9/30/2021 | 8,623 | 3,300 | 3,599 | 4,381 | N/A |
| 6/30/2021 | 6,500 | 1,982 | 2,118 | 2,617 | N/A |
| 3/31/2021 | 4,913 | 1,119 | 1,385 | 1,557 | N/A |
| 12/31/2020 | 3,992 | 518 | 838 | 881 | N/A |
| 9/30/2020 | 3,458 | 153 | 532 | 556 | N/A |
| 6/30/2020 | 3,288 | 14 | 453 | 468 | N/A |
| 3/31/2020 | 3,327 | -6 | 397 | 413 | N/A |
| 12/31/2019 | 3,300 | -18 | N/A | 371 | N/A |
| 9/30/2019 | 3,325 | -65 | N/A | 342 | N/A |
| 6/30/2019 | 3,324 | -77 | N/A | 238 | N/A |
| 3/31/2019 | 3,293 | -115 | N/A | 227 | N/A |
| 12/31/2018 | 3,248 | -126 | N/A | 225 | N/A |
| 9/30/2018 | 3,156 | -88 | N/A | 226 | N/A |
| 6/30/2018 | 3,132 | -57 | N/A | 219 | N/A |
| 3/31/2018 | 3,075 | -21 | N/A | 255 | N/A |
| 12/31/2017 | 2,978 | 6 | N/A | 231 | N/A |
| 9/30/2017 | 2,871 | 18 | N/A | 187 | N/A |
| 6/30/2017 | 2,698 | -43 | N/A | 153 | N/A |
| 3/31/2017 | 2,564 | -118 | N/A | 82 | N/A |
| 12/31/2016 | 2,539 | -168 | N/A | 33 | N/A |
| 9/30/2016 | 2,573 | -201 | N/A | 32 | N/A |
| 6/30/2016 | 2,678 | -151 | N/A | 37 | N/A |
| 3/31/2016 | 2,829 | -66 | N/A | 105 | N/A |
| 12/31/2015 | 2,991 | 2 | N/A | 173 | N/A |
| 9/30/2015 | 3,117 | 24 | N/A | 199 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ZIM 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -76.8%).
수익 vs 시장: ZIM 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -76.8%).
고성장 수익: ZIM 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: ZIM 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -2.5%).
고성장 매출: ZIM 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -2.5%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ZIM는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/12 21:43 |
| 종가 | 2026/07/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ZIM Integrated Shipping Services Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Marco Limite | Barclays |
| Muneeba Kayani | BofA Global Research |
| Tianyu Fu | Citigroup Inc |