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    The Bull Case For ZIM (ZIM) Could Change Following Expanded Maersk Partnership On Asia–Latin America Routes

    Simply Wall St·01/05/2026 13:18:43
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    • ZIM Integrated Shipping Services and A.P. Moller – Maersk recently expanded their joint Far East–East Coast South America ASAS/ASE service, adding an eastbound call at Ngqura, South Africa and deploying 14 vessels averaging 10,000 TEU each to enhance connectivity on this trade lane.
    • This broader cooperation with a major global carrier underscores ZIM’s focus on optimizing network coverage and strengthening its role on emerging South–South and Asia–Latin America routes.
    • We’ll now examine how this expanded Maersk collaboration and added Ngqura call could reshape ZIM’s existing investment narrative.

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    ZIM Integrated Shipping Services Investment Narrative Recap

    To own ZIM, you need to believe its asset‑light model, modern fleet, and diversified trade lanes can support acceptable profitability through shipping cycles. The expanded Maersk service and Ngqura call strengthen ZIM’s South–South and Asia–Latin America footprint, but do not materially change the near term catalyst around industry capacity pressure or the central risk from earnings volatility tied to freight rates and charter costs.

    Among recent developments, the ongoing strategic review announced on 20 November 2025 stands out alongside this Maersk expansion, as both highlight ZIM’s effort to refine its network and corporate structure. While the Maersk cooperation focuses on operational coverage between the Far East and East Coast South America, any outcome of the review could influence how ZIM balances growth opportunities on routes like Ngqura with its exposure to overcapacity and rate pressure.

    However, investors should also be aware that substantial industry overcapacity and ZIM’s charter-heavy cost base could...

    Read the full narrative on ZIM Integrated Shipping Services (it's free!)

    ZIM Integrated Shipping Services' narrative projects $4.9 billion revenue and $61.6 million earnings by 2028. This involves a 16.8% yearly revenue decline and an earnings decrease of about $1.9 billion from $2.0 billion today.

    Uncover how ZIM Integrated Shipping Services' forecasts yield a $12.92 fair value, a 41% downside to its current price.

    Exploring Other Perspectives

    ZIM 1-Year Stock Price Chart
    ZIM 1-Year Stock Price Chart

    Thirty three fair value estimates from the Simply Wall St Community span roughly US$3 to over US$450 per share, showing how far apart individual views can be. Against that backdrop, ongoing concerns about industry overcapacity and freight rate pressure give you a concrete lens to compare these very different expectations and explore several alternative viewpoints.

    Explore 33 other fair value estimates on ZIM Integrated Shipping Services - why the stock might be worth less than half the current price!

    Build Your Own ZIM Integrated Shipping Services Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.