ZIM Integrated Shipping Services Refutes Acquisition Media Reports

Tuesday, Aug 12, 2025 7:58 am ET1min read

ZIM Integrated Shipping Services has no comment on acquisition media reports. The company reported Q1 2025 earnings, with revenue rising to $2.01B, beating FactSet estimates of $1.84B. ZIM Integrated Shipping Services also signed $2.3 billion in long-term charter agreements and announced a quarterly dividend. The company's shares surged over the US-China trade deal and transportation, shipping companies' shares rose on the U.S., China tariff pause.

ZIM Integrated Shipping Services (ZIM) shares ended the last trading session 14.9% higher at $17.81, following reports that CEO Eli Glickman is collaborating with shipping magnate Rami Unger to potentially acquire all of ZIM's shares. The transaction, if materialized, could result in ZIM going private and merging with one of Unger's companies [1].

The stock's recent jump was also attributed to the company's Q1 2025 earnings report, which showed revenue rising to $2.01 billion, beating FactSet estimates of $1.84 billion. Additionally, ZIM signed $2.3 billion in long-term charter agreements and announced a quarterly dividend [1].

The consensus EPS estimate for ZIM's upcoming report has been revised 33.3% higher over the last 30 days to $1.50 per share, which usually translates into price appreciation. The stock currently carries a Zacks Rank #3 (Hold) [1].

ZIM's performance is also linked to the U.S.-China trade deal, as transportation and shipping companies' shares rose on the U.S., China tariff pause. The pause, extended by President Donald Trump, allows for further negotiations between the two countries [3].

Flex LNG (FLNG), another shipping company in the same industry, closed the last trading session 0.6% lower at $25.26. Over the past month, FLNG has returned 10.7%. However, its consensus EPS estimate for the upcoming report has changed -9.3% over the past month to $0.45, with a year-over-year change of -19.6%. FLNG currently boasts a Zacks Rank of #4 (Sell) [1].

References:
[1] https://www.nasdaq.com/articles/zim-zim-soars-149-further-upside-left-stock
[2] https://finance.yahoo.com/news/why-zim-integrated-shipping-services-142407365.html
[3] https://www.npr.org/2025/08/12/nx-s1-5500039/us-china-tariffs-trade-truce

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