In today’s briefing:
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (17 March 2025)
- ZIM Q424 Results, FY25 Guidance: Listen When Management Says “We’re Gonna Earn Much Less This Year”
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (17 March 2025)
- In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 17 March.
- Some of the top 10 Korean stock picks in the bi-weekly (starting 17 March) include Kepco Plant Service & Engineering, Hyundai Wia, Poongsan, and Doosan Enerbility.
- The biggest near-term negative catalyst on the Korean stock market remains tariffs. The final legal outcome on President Yoon Seok-Yeol is expected to be made by the end of March.
ZIM Q424 Results, FY25 Guidance: Listen When Management Says “We’re Gonna Earn Much Less This Year”
- Rates fell by -24% Q/Q in Q424, but ZIM exceeded consensus Q4 revenue & earnings targets
- Management guidance & commentary regarding 2025 profitability paints a bleak picture
- In our view, investors in container carriers would do well to heed these clear warnings
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