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 $3.65 per share. Despite expectations of lower earnings, the payout for Q4 is anticipated to remain substantial.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美银证券分析师Muneeba Kayani维持$以星航运 (ZIM.US)$卖出评级，并将目标价从13.7美元上调至15.9美元。
根据TipRanks数据显示，该分析师近一年总胜率为52.9%，总平均回报率为-12.0%。
此外，综合报道，$以星航运 (ZIM.US)$近期主要分析师观点如下：
该公司由于第三季度业绩强于预期，将2024年的EBITDA预估上调了18%，同时提高了2024财年的调整后EBITDA指引。对2025年的估值调整采用了修订的、更加保守的市净率目标，反映出预计20%的总回报，包括股息。
第三季度的盈利显著超出预期，主要受到强劲货运市场的推动。此外，管理层的战略决策，即避免以低价签约并保持对即期汇率的高曝光率，发挥了关键作用。ZIm宣布每股常规股息为2.81美元，遵循其标准的30%的季度派息比例，并同时宣布每股特别股息为84美分，总计每股3.65美元。尽管预期盈利会降低，第四季度的派息仍预计将保持可观。
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