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Stock impact report

ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted [Seeking Alpha]

ZIM Integrated Shipping Services Ltd. Ordinary Shares (ZIM) 
Company Research Source: Seeking Alpha
The offer implies a 1.06x P/B ratio, nearly double ZIM's historical average, and is highly attractive given ZIM's cyclical earnings and unpredictable future dividends. Shareholder and board approval is likely due to the compelling financial incentive, but regulatory, geopolitical, and labor-related risks remain. I see the current spread between ZIM's trading price ($29.3) and the offer price as an attractive arbitrage opportunity. I do much more than just articles at Envision Early Retirement: Members get access to model portfolios, regular updates, a chat room, and more. Learn More » bee32/iStock via Getty Images ZIM acquisition: new development My last analysis on ZIM Integrated Shipping Services Ltd. ZIM ) was published on Jan 13 under a title of "ZIM Integrated: Takeover Uncertainties Met With Muted Volatility - Buy Call Options". The article rated More on my IG service As you can tell, our core style is to provide actionable and unambiguous ideas from our indepen Show less Read more
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