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Earnings Call Summary | ZIM Integrated Shipping(ZIM.US) Q1 2024 Earnings Conference

Earnings Call Summary | ZIM Integrated Shipping(ZIM.US) Q1 2024 Earnings Conference

業績電話會議摘要 | ZIM 綜合航運 (ZIM.US) 2024 年第一季度業績發佈會
富途資訊 ·  05/22 01:02  · 電話會議

The following is a summary of the ZIM Integrated Shipping Services Ltd. (ZIM) Q1 2024 Earnings Call Transcript:

以下是ZIM綜合航運服務有限公司(ZIM)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • ZIM reported Q1 revenue of $1.56 billion, net income of $92 million, and declared a dividend of $0.23 per share or $28 million total.

  • Adjusted EBITDA was $427 million, up from $373 million in Q1 2023.

  • The adjusted EBIT for the same period was $167 million, improving from a loss of $14 million in Q1 2023.

  • The financial guidance for 2024 forecasts an adjusted EBITDA between $1.15 billion and $1.55 billion, and adjusted EBIT between 0 and $400 million.

  • ZIM predicts that its 2024 financial performance will outperform its 2023 results.

  • ZIM公佈的第一季度收入爲15.6億美元,淨收入爲9200萬美元,並宣佈分紅爲每股0.23美元,合計2,800萬美元。

  • 調整後的息稅折舊攤銷前利潤爲4.27億美元,高於2023年第一季度的3.73億美元。

  • 同期調整後的息稅前利潤爲1.67億美元,高於2023年第一季度的1,400萬美元虧損。

  • 2024年的財務指導預測,調整後的息稅折舊攤銷前利潤在11.5億美元至15.5億美元之間,調整後的息稅前利潤在0億至4億美元之間。

  • ZIM預測,其2024年的財務表現將超過其2023年的業績。

Business Progress:

業務進展:

  • In Q1 2024, ZIM carried 846,000 TEUs, marking a 10% growth from Q1 2023; further growth is expected.

  • Expansion in transpacific and Latin America regions resulted in 27% and 129% year-over-year volume growth respectively.

  • Working on taking delivery of 30 newbuild vessels aimed at upgrading its fleet and operating larger, more fuel-efficient vessels, leading to a reduced cost per TEU.

  • The company's ESG strategy has resulted in a 23% decrease in operational carbon intensity, aiming to reduce carbon intensity by 30% by 2025 and achieve net-zero emissions by 2050.

  • ZIM expects 35% of its volume from May 2024 to April 2025 to be contract cargo.

  • ZIM's future plans involve potential increase in its equipment fleet due to anticipated constraints in Asia.

  • ZIM has renewed 11 vessels and plans to renew the remaining 21 vessels due for renewal in 2024 by the end of the year.

  • 在2024年第一季度,ZIM的運送量爲84.6萬標準箱,較2023年第一季度增長了10%;預計將進一步增長。

  • 跨太平洋和拉丁美洲地區的擴張分別使銷量同比增長27%和129%。

  • 正在着手交付30艘新造船隻,旨在升級其船隊,運營更大、更節油的船隻,從而降低每標準箱的成本。

  • 該公司的ESG戰略使運營碳強度降低了23%,目標是到2025年將碳強度降低30%,到2050年實現淨零排放。

  • ZIM預計,從2024年5月到2025年4月,其貨量的35%將是合同貨物。

  • 由於亞洲的預期限制,ZIM的未來計劃涉及其設備機隊的潛在增加。

  • ZIM已經續訂了11艘船隻,並計劃在年底之前續訂剩餘的21艘船隻,這些船將於2024年更新。

更多詳情: ZIM 綜合運輸 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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