袁 缘缘 妙不可言
TWIMO (151403908)
OP
:
Tariffs were announced in April and began to decline. Then in May, the affected goods arrived in the USA, but there were few goods at the ports.
73372627
:
In fact was not tariffs. was more 100% shorted on the hews that they expand theirs flot. If not wrong they ordered 2.8 Billions in China for the new ships. If tariffs will be as is now, we will see decresing shipping in 3-4 month from now and this it is because the tariffs was not announced with retro. The tariff generally apply for unshiped orders starting with the date on application.
TWIMO (151403908)
:
Hi NG, unfortunately I’m caught holding ZIM as it looked more attractive than SB when I entered. Even with the dividend, feels like a mistake under such economic clouds… There are more promising stocks to look at I reckon… Please share your thoughts if you have a few minutes .
Nidia_Girl
OPTWIMO (151403908)
:
Zim can rebound a lot if or when they lower those tariffs and imports begin pouring in again , at the moment they look like massive drop in imports , the longer this happens the more likely the stock can drop unfortunately
The Nasdaq Composite, S&P 500 and Dow-30 all gained better than 1.5% Friday after the White House said it's "optimistic" about reaching a trade deal with China to end a burgeoning trade war between the world's top two economies. The$Nasdaq Composite Index (.IXIC.US)$rose 337.14 points (2.1%) to close at 16,724.46, while the$S&P 500 Index (.SPX.US)$added 95.31 ticks (1.8%) to 5,363.36 and the$Dow Jones Industrial Average (.DJI.US)$gained 61...
Minotor
:
why do you want a trade deal with china - when trump is reviving the Trans Pacific Partnership trade agreement with India and the remaining countries ?
gghjh hghj
:
It's just a unilateral statement from the USA. Given the current situation, what is there to talk about? What can be used for negotiation? What China wants, the USA is not willing to sell. Consider what else the two countries have that is worth discussing.
151490696
Minotor
:
the problem is, china has the best tech, experience and quality control from the manufacturer perspective. this is partly due to its years of experience in manufacturing AND the dictatorship, hence the efficiency and effectiveness. SE asia is considered lower end of the manufacturing with relatively lower technical requirements, in short, you can make clothes and shoes from vietnam and Bangladesh. good luck making smart phones and computers in those countries.
Minotor
151490696
:
search TPP trade agreement - and you will understand what is at stake here - you are looking at a mega trade deal with Japan, South korea , india, australia , vietnam, mexico and canada to compete against china - trump did not want to join in 2018 unless the terms were better - trump is very serious about decoupling - but to tour point this comes with disruption ans pain.
73372627
:
Depend on reorganisation of the shipping ports of exit and ports of entry. Trading reorganisation. Due to the US vs China trading war, it is to see how can affect Zim on theirs order for new shipps (26) build in China and suppose to be delivered in 2026. Could affect because manny parts are manufacture in US and the shipps communications and computing are all made in US and few in Europe. If those parts will move to be manufatured or assembly in Israel, then no increase in shipp build will be.
$ZIM Integrated Shipping (ZIM.US)$ ZIM Announces New Long-Term Chartering Agreements for Ten 11,500 TEU LNG Dual-Fueled Vessels Monday, 7th April at 8:00 am Continued Strategic Investment in Core LNG Capacity Enhances ZIM's Commercial Agility and Supports Long-Term Growth Strategy Vessels are Expected to be Delivered in 2027-2028 HAIFA, Israel, April 7, 2025 /PRNewswire/ --ZIM Integrated Shipping Services Ltd.(NYSE: ZIM) announced today new agreements for the long-term charter of ten 11,500...
1
Report
ColdJoke
:
The trade war is raging, signing new contracts. Impressive.
Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data. Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data.
U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data. U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data.
U.S. Crypto Concept Stocks U.S. Crypto Concept Stocks
Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data.
ZIM Integrated Shipping Stock Discussion
The $Nasdaq Composite Index (.IXIC.US)$ rose 337.14 points (2.1%) to close at 16,724.46, while the $S&P 500 Index (.SPX.US)$ added 95.31 ticks (1.8%) to 5,363.36 and the $Dow Jones Industrial Average (.DJI.US)$ gained 61...
Major Fleet Deal: ZIM Invests $2.3B in Green Shipping Revolution
ZIM Announces New Long-Term Chartering Agreements for Ten 11,500 TEU LNG Dual-Fueled Vessels
Monday, 7th April at 8:00 am
Continued Strategic Investment in Core LNG Capacity Enhances ZIM's Commercial Agility and Supports Long-Term Growth Strategy
Vessels are Expected to be Delivered in 2027-2028
HAIFA, Israel, April 7, 2025 /PRNewswire/ -- ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) announced today new agreements for the long-term charter of ten 11,500...
No comment yet