Danielwang002
TMW1986
OP
:
I had a look of HAPAG and have the following comments 1. HAPAG is now trading at its half of historical high while ZIM is 1/4th of historical high, which means ZIM is more undervalued 2. HAPAG seems to be annual dividend. 63EUR dividend vs 280ish EUR stock price is not that competitive vs ZIM. But yeah its a bigger company and ZIM has risks 3. U said ZIM is a cash company which benefits dividends but potentially harm dividend sustainability.
勇敢韭韭不怕困难
:
You can also take a look at Maersk. There is a big difference between an old interest rate and a quarterly dividend. Quarterly dividends are paid quarterly, and senior interest is paid every other year. Self-experience.
Danielwang002 : You mean HAPAG stock?
TMW1986 OP Danielwang002 : Yea. Hapag is another container company. But top 3.
Danielwang002 TMW1986 OP : USD 17 would be amazing
Danielwang002 TMW1986 OP : I had a look of HAPAG and have the following comments
1. HAPAG is now trading at its half of historical high while ZIM is 1/4th of historical high, which means ZIM is more undervalued
2. HAPAG seems to be annual dividend. 63EUR dividend vs 280ish EUR stock price is not that competitive vs ZIM. But yeah its a bigger company and ZIM has risks
3. U said ZIM is a cash company which benefits dividends but potentially harm dividend sustainability.
勇敢韭韭不怕困难 : You can also take a look at Maersk. There is a big difference between an old interest rate and a quarterly dividend.
Quarterly dividends are paid quarterly, and senior interest is paid every other year.
Self-experience.
72878051 : My calculation this time the dividend is between 9_12. Around $10 is most likely.