Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Monthly Container Shipping Tracker | Weak Price in Jan-Feb | Softer NAM Demand | Now US Tariff Mess

Monthly Container Shipping Tracker | Iran Conflict Lifts Fuel Prices, Spot Rates, & Carrier Shares

Monthly Container Shipping Tracker | March Price Weak, April Spot Rates, Too | Fuel Starting to Bite

Update on Potential Transaction For Israeli Container Carrier ZIM | Still Unlikely, in Our View

Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely

Container Shipping: Mean Reversion in 2025, Yes, but to WHICH Mean?

Monthly Container Shipping Tracker: Recent Improvement in Price Likely to Dissipate Soon

Monthly Container Shipping Tracker: Poor Q3 Results, Weak Guidance, A Re-Opening of Suez? | AVOID

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Event-Driven

ZIM Integrated Shipping Services / Event-Driven

ZIM Integrated Shipping Services (ZIM US)

<ul>
<li>Hapag-Lloyd last week announced an all cash US$4.2 bn bid for shares of Israel's ZIM</li>
<li>The deal will likely face regulators' scrutiny in Israel, Germany, maybe in EU, US too</li>
<li>Moreover, we believe long-term returns on the acquired assets will likely be negative</li>
</ul>


Hapag-Lloyd last week announced an all cash US$4.2 bn bid for shares of Israel's ZIM
The deal will likely face regulators' scrutiny in Israel, Germany, maybe in EU, US too
Moreover, we believe long-term returns on the acquired assets will likely be negative


Hapag-Lloyd Announced US$4.2 Bn Bid for Israel's ZIM | Unfortunately, We Can't Get the Math to Math