The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Контент предоставлен Seeking Alpha. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Seeking Alpha или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Player FM - приложение для подкастов
Работайте офлайн с приложением Player FM !
Работайте офлайн с приложением Player FM !
Value Investor's Edge Live #45: Zim Integrated Shipping: Update For 2022
MP3•Главная эпизода
Manage episode 318173221 series 2505215
Контент предоставлен Seeking Alpha. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Seeking Alpha или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since then due to the remarkably persistent freight rates.
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
…
continue reading
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
181 эпизодов
MP3•Главная эпизода
Manage episode 318173221 series 2505215
Контент предоставлен Seeking Alpha. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Seeking Alpha или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since then due to the remarkably persistent freight rates.
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
…
continue reading
(1:30) Outlook for the containership business in 2022?
(5:15) Risk of a near-term drop in rates? Largest risks in 2022?
(8:30) Update on LA/LB service, still diverting ships?
(11:00) Current freight negotiations, contract mix going forward?
(18:15) Status of 2M Alliance negotiations, any changes?
(20:30) Dividend policy: what determines 30-50% payout range?
(24:30) What to do with remaining cash: capital allocation priorities?
(33:15) Why not have an active share repurchase? Block purchases?
(39:00) Update on potential tax rate reduction?
(44:15) Results of digital ventures and investments? Valuation potential?
(52:00) Potential for FY22 earnings to be even higher than FY21?
181 эпизодов
Все серии
×Добро пожаловать в Player FM!
Player FM сканирует Интернет в поисках высококачественных подкастов, чтобы вы могли наслаждаться ими прямо сейчас. Это лучшее приложение для подкастов, которое работает на Android, iPhone и веб-странице. Зарегистрируйтесь, чтобы синхронизировать подписки на разных устройствах.