kenbkb
$ZIM ZIM news: verdict buy. Update on ZIM stock falling because market discounting longer time horizon for same offer of $35 which now has better shot of going through. what the market isn’t realizing/pricing in is we will get substantial dividends in Q3 and Q4 this year maybe even Q1 2027 depending on shipping rates and timing, meaning the gross return will be higher. new offer with same price was submitted. 45 days to finalize. Closing likely mid 1H 27 which means due to where shipping rates are we get more dividends and higher dividends so the overall return gross should be higher.
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