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ZIM Announces Agreement with Shareholder Group
Prnewswire· 2025-12-16 22:30
HAIFA, Israel, Dec. 16, 2025 /PRNewswire/ -- ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) ("ZIM" or the "Company") today announced that it has reached an agreement with a shareholder group led by Mor Gemel Pension Ltd., Reading Capital Ltd. and Sparta 24 Ltd. (the "Shareholder Group") regarding the composition of the Company's Board of Directors ahead of ZIM's upcoming Annual and Extraordinary General Meeting of Shareholders scheduled to be held on December 26, 2025 (the "Annual Meeting"). Pursuant to ...
X @Bloomberg
Bloomberg· 2025-12-16 19:50
European investigators are probing whether Russian military hackers breached computer systems on a vessel owned by MSC-Mediterranean Shipping Company SA, the world’s largest container shipping group, according to people familiar with the matter. https://t.co/oBVfBjZRw2 ...
Is Global Trade Making a Comeback? 3 Shipping Stocks for 2026
ZACKS· 2025-12-16 16:56
Core Insights - The shipping industry is essential for global trade but faces challenges from inflation, tariffs, and supply-chain disruptions [1] - The outlook for the shipping sector is improving as macroeconomic conditions become more favorable heading into 2026 [2] Industry Overview - The shipping industry is considered the backbone of the world economy, handling the bulk of global trade [1] - Despite current challenges, the macro backdrop is showing signs of improvement, particularly in the United States where inflation is decreasing [3] Economic Factors - Easing monetary policies and lower global interest rates are creating favorable financing conditions for shipping companies [4] - Lower interest rates can stimulate consumer spending and business investment, boosting demand for shipping services [6] Shipping Stocks Performance - Companies like Seanergy Maritime Holdings (SHIP), Global Ship Lease (GSL), and KNOT Offshore Partners LP (KNOP) are positioned to benefit from the improving economic conditions [2][9] - The consensus estimate for 2026 earnings indicates significant growth: SHIP at 32.7%, GSL at 3.1%, and KNOP at 85.1% [10] Specific Company Insights - Seanergy Maritime is a leading Capesize ship-owner with a strong track record of exceeding earnings estimates, projecting a 32.7% increase in 2026 earnings [14] - Global Ship Lease operates a diversified fleet of containerships and has consistently outperformed earnings estimates, with a projected 3.1% increase in 2026 earnings [15] - KNOT Offshore specializes in shuttle tankers for crude oil transport and has shown exceptional earnings performance, with an expected 85.1% increase in 2026 earnings [16] Market Trends - The demand for capsize bulk carriers is expected to rise due to strong iron ore and bauxite demand, supported by the inauguration of Guinea's Simandou iron ore mine [7][8]
Robin Energy Announces Share Buyback Program
Globenewswire· 2025-12-16 14:00
LIMASSOL, Cyprus, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Robin Energy Ltd. (NASDAQ: RBNE) ("Robin Energy" or the "Company"), an international ship-owning company providing energy transportation services globally, today announces that its Board of Directors has approved a share repurchase program and authorized the officers of the Company to repurchase, from time to time, up to $1.0 million of the Company’s common shares. Shares may be purchased in open market or privately negotiated transactions, at times and p ...
X @Bloomberg
Bloomberg· 2025-12-16 07:44
Thailand is stepping up efforts to inspect domestic shipping vessels in a bid to prevent fuel and military supplies being diverted to Cambodia https://t.co/GG7OGlPn8R ...
Imperial Petroleum: Solid Quarter And Outlook But Surprise Equity Offering Weighs - Hold
Seeking Alpha· 2025-12-16 04:13
We also offer income-focused picks for those who prefer lower-risk firms with steady dividend payouts. Our 10-year track record proves the ability of our analyst team to outperform across all market conditions.Value Investor's Edge provides the world's best energy, shipping, and offshore market research. Over the past decade, we have achieved an annualized return of almost 40% with a long-only model portfolio return of over 23x.I am mostly a trader engaging in both long and short bets intraday and occasiona ...
Euroseas: Gap Between Contract Earnings And Spot Valuation
Seeking Alpha· 2025-12-15 22:58
Based out of Greece, Euroseas ( ESEA ) is a containership operator and the only US-listed pureplay feeder operator. Feeder container ships are smaller container vessels - typically 700 to 3,500 TEU - which “feed” cargo to long-hauls vessels that cannotDubai-based investor focused on building a resilient, income-generating portfolio with a long-term growth mindset. My approach is primarily long-only, blending dividend-paying equities, REITs, and other income strategies with selective growth opportunities. I ...
MSC Emerges as ‘Leading Contender’ to Acquire ZIM, Report Says
Yahoo Finance· 2025-12-15 19:22
Mediterranean Shipping Company (MSC) is reportedly in the mix to be the new owner of container shipping competitor ZIM. According to a report from Israeli business publication Calcalist, the world’s largest ocean carrier submitted a bid to ZIM’s board of directors to acquire the fellow shipping company. More from Sourcing Journal A previous report from another Israeli publication, Globes, said MSC had expressed interest in an acquisition while indicating that another major carrier, Hapag-Lloyd, had put i ...
Why 2026 Could Be a Turning Point for the U.S. Economy
Youtube· 2025-12-15 18:39
Joining me now, Brian Jacobson, chief economist, Annex Wealth Management. Brian, great to have you back. Thanks for joining us.>> Yeah, thank you for having me. >> Brian, you say there's quite a bit to like about the outlook for 2026. Kick things off and tell us what you like.>> Sure. Well, I think maybe part of it is that it's not 2025. that uh was a little bit of a low bar there in terms of the policy uncertainty that we knew that we were going to be facing in terms of, you know, tariffs, taxes, all sorts ...
Stocks Turn Lower on AI Spending Concerns
Yahoo Finance· 2025-12-15 16:56
Weaker-than-expected Chinese economic news is negative for global growth prospects. China's Nov industrial production unexpectedly eased to +4.8% y/y from +4.9% y/y in Oct, versus expectations of an increase to +5.0% y/y. Also, China's Nov retail sales rose +1.3% y/y, weaker than expectations of +2.9% y/y and the smallest pace of increase in 2.75 years. In addition, China's new home prices fell 0.39% m/m, marking the 30th consecutive month of declines.Today’s US economic news was mixed for stocks. The Dec E ...