ROICRHODES

$ZIM announced ZX3 Shanghai/Xiamen to LA starting in December. 12 days direct, best-in-market 15 days from Xiamen. That takes its premium expedited network to 7 weekly departures from China and Vietnam. Dedicated berth at the Port of LA, dedicated chassis, no appointment needed.

$ZIM Q4 rates still sitting at 2021 supercycle levels eight weeks into $ZIM's Q4 booking window. SCFI Oct 30 - USWC $7,479 (2021 $6,414), USEC $10,199 (2021 $10,454). That’s roughly 3x last year on both lanes.

$ZIM 📈

$ZIM WC held last weeks gains while EC burped a bit. EC still holding at almost $10,000 which is nuts at this point😎

$ZIM TP rates just made new 12-month highs...again🔥🔥🔥 NYFI Asia-USEC $10,125 NYFI Asia-USWC $7,725 Late October is when peak season is supposed to fade. Instead both coasts are ~4x where they were a year ago...and still climbing 📈. Q4 divvy gonna be nicey😎

$ZIM SCFI holding strong💪💪

$ZIM First week with some pressure being shown on rates. Still holding at extremely high levels...

$ZIM short interest is now a minuscule 2.35% of the float. Lowest since 2021. Peak was 25.4M shares last Nov. Golden share risk rose all summer and nobody re-shorted it. The float is protected.💪💪

$ZIM Meitav sold 5.48M shares (~4.5% of shares outstanding) in Q3. Stock still rose from ~$25 to ~$29. Known arb funds (per Q2 13Fs) hold~4.6% of the float. The market just absorbed a block that size with the Meitav exit so I can't see a massive selloff "when🤞" the deal breaks

Meitav- likely profit taking as a pension and MF mandates they avoid binary outcomes like the GS decision.They likely see a deal break Yelin- value oriented fund that held through the halt at $29 then added suggests they see standalone value with a deal break Interesting.. $ZIM

Anemic $ZIM volume today with 345k shares traded😂. The float is in strong hands as the sellers have left the building...

Yelin Lapidot's latest 13F filling shows they now hold 3.35M shares ($98,294,420) of $ZIM, up again q/q, on top of a near 3x build since mid-2025. Israeli institutions know the golden share politics better than anyone...and the locals aren’t selling 🔥🔥🔥

$ZIM If Eisenkot wins and forms the next government, the golden share clock resets. Results certified, coalition talks, new ministers sworn in, then a fresh review of Hapag’s new filing. June ‘27 extension becomes the base case. Q3, Q4, 26' True-up and Q1 27' divvys incoming 🙌

Asia-Europe double sailings just topped pandemic peaks as Asian congestion is overriding GW cuts while Suez return slowly adds capacity. Rates look to be well supported into CNY and through Q1. Q2 and beyond is anyones guess. The war and the Houthis will determine that... $ZIM

$ZIM SCFI settled rates holding strong💪💪

joc.com/article/msc-zim-retu… $ZIM

gcaptain.com/ustr-proposes-e… China ship fee delay to Jan 9 gives $ZIM optionality. Truce extends - status quo with rates already elevated. Fees kick in - Chinese-built tonnage rotates off US trades, TP capacity tightens, and a ~65% spot carrier captures the upside. 🤑💰💵🫰

No Pacific slump in the NYFI futures, per Jensen. Rates hold near peak into Chinese New Year. That’s the setup for $ZIM’s Q4. ZIM is ~65% spot and heavy on TP/USEC, so it captures these rates faster than most. SCFI USEC is averaging ~$10.5k in the Q4 booking window, 28% above Q3