Italian Finance Minister Giancarlo Giorgetti says he’s concerned about potential damage to European economies from trade tensions and the weakening of the US dollar https://t.co/wRXaOyj5JO ...

Core Viewpoint - ZIM Integrated Shipping is facing challenges in 2025 due to ongoing tariff tensions, which have negatively impacted its operations and financial outlook after a strong performance in 2024 driven by elevated freight rates from the Red Sea Shipping crisis [1][4]. Group 1: Trade Tensions and Operational Challenges - ZIM has significant exposure to both China and the United States, and ongoing trade tensions are adversely affecting transpacific volumes [2][3]. - The current U.S. administration's protectionist policies, including new port fees for Chinese-linked ships, pose operational and financial challenges for ZIM, as over 50% of its U.S. port calls are made by Chinese-built ships [3][4]. - The absence of a long-term trade deal continues to create uncertainty for ZIM's operations, leading to a cautious outlook for 2025 [2][4]. Group 2: Financial Projections - ZIM's adjusted EBITDA for 2025 is projected to be in the range of $1.6 billion to $2.2 billion, a significant decrease from $3.7 billion in 2024, which represented a year-over-year increase of 252% [4][9]. - Adjusted EBIT for 2025 is expected to be between $350 million and $950 million, down from $2.55 billion in 2024 [4][9]. - Management has indicated that declining freight rates could further pressure ZIM's future earnings [4]. Group 3: Market Performance - ZIM's shares have declined by 26.7% year-to-date, underperforming the broader Transportation-Shipping industry's growth of 0.2% during the same period [7][9]. - From a valuation perspective, ZIM trades at a 12-month forward price-to-sales ratio of 0.3X, indicating it is inexpensive compared to its industry peers [10].

Industry Trend - Chinese airlines received three Boeing aircraft on the same day, indicating a potential relaxation of trade relations between China and the United States [1]

Indian stocks are poised to begin the week on a subdued note, tracking losses across Asian markets after Trump escalates trade tensions.Read for free with your email on what could move markets today. https://t.co/ZqfufJCJqd ...

Indian stocks are poised to begin the week on a subdued note, tracking losses across Asian markets after Trump escalates trade tensions. Read for free with your email on what could move markets today. https://t.co/JsmXOvLp9b ...

European Trade Tensions Rise Ahead Of The July Summit In China https://t.co/yHOMbJ7gc9 https://t.co/yHOMbJ7gc9 ...

Marco Rubio’s first trip to Asia as secretary of state was aimed at assuring U.S. partners. Instead, it was cut short and dominated by trade tensions. https://t.co/NksR3rGUaQ ...

Vietnam’s stocks rallied for a third consecutive day to a three-year high as trade tensions shifted to other Asian nations facing higher tariffs while waiting to strike a deal with the US https://t.co/NmWqof9jcT ...

Altcoins XRP, SOL, DOGE Slump as Trump Reignites Trade Tensions, Passes ‘Big, Beautiful Bill’► https://t.co/fvF54vRoCb https://t.co/fvF54vRoCb ...

DANI: HERE IS WHAT YOU NEED TO KNOW. THE PRESIDENT TRUMP'S TAX BILL FACES REPUBLICAN RESISTANCE WITH A VOTE SCHEDULED TODAY. NO DELAY THE PRESIDENT SELECT -- STICKS TO HIS JULY 9 TARIFF DEADLINE THREATENING JAPAN WITH LEVEES UP TO 35% AND THE BIGGEST BANKS ON WALL STREET BOOST THEIR DIVIDENDS AFTER PASSING DEFENSE STRESS TESTS.MOMENTUM STARTS TO WANE. ALL-TIME HIGHS AND THEN WE FELL YESTERDAY. A BIG ROTATION INTO VALUE STOCKS THAT CONTINUES INTO THE FUTURE SESSION THIS MORNING.S&P HIGHER BY ABOUT 1/10. RUSS ...