ZIM: Cutting Target Price But Keeping A BUY Rating At Current Prices

In our earlier initial coverage of ZIM, we viewed the company as a bet on increasing trade uncertainty and supply chains getting longer/more complex. One of the mainstays of our investment thesis was an expectation that ocean freight rates would go up, justInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and private clients. Here’s what we do: - Cove ...