BofA Securities analyst Muneeba Kayani maintains $ZIM Integrated Shipping (ZIM.US)$ with a sell rating, and adjusts the target price from $13.7 to $15.9.
According to TipRanks data, the analyst has a success rate of 52.9% and a total average return of -12.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $ZIM Integrated Shipping (ZIM.US)$'s main analysts recently are as follows:
The firm has heightened its 2024 EBITDA estimate by 18%, triggered by the stronger than expected Q3 earnings, in light of the company raising its FY24 adjusted EBITDA guidance. The valuation adjustment into 2025 with a revised, more conservative price-to-book target reflects an anticipated -20% total return including dividend.
Q3 earnings significantly exceeded expectations, primarily fueled by a robust freight market. Additionally, strategic decisions by management to avoid contracting at low rates and maintain a high exposure to spot rates played a crucial role. ZIM announced a regular dividend of $2.81 per share, adhering to its standard 30% quarterly payout ratio, along with a special dividend of 84 cents per share, totaling $3.65 per share. Despite expectations of lower earnings, the payout for Q4 is anticipated to remain substantial.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Muneeba Kayani維持$以星航運 (ZIM.US)$賣出評級,並將目標價從13.7美元上調至15.9美元。
根據TipRanks數據顯示,該分析師近一年總勝率為52.9%,總平均回報率為-12.0%。
此外,綜合報道,$以星航運 (ZIM.US)$近期主要分析師觀點如下:
該公司已經將其2024年EBITDA預估提高了18%,這主要是由於Q3收益強於預期,考慮到公司提高了FY24調整後的EBITDA指導。2025年的估值調整反映出一個修訂後的、更加保守的價格對賬目的目標,預計包括股息在內的總回報率爲-20%。
Q3收益大幅超出預期,主要受到強勁的貨運市場的推動。此外,管理層爲避免以低利率簽約並保持高暴露於現貨利率的戰略決定發揮了關鍵作用。ZIm宣佈每股定期股息爲2.81美元,遵守其標準的30%季度支付比率,同時每股特別股息爲84分,總共爲每股3.65美元。儘管預計收益較低,Q4的股息預計仍將保持可觀。
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