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'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated

Investing Experts

CHAPTER

The Declining Interest Ends in Zim

Ramil: Zim is obviously not direct correlation with interest rates, but with freight rates having plummeted, they've somehow turned from becoming a cashflow monster to generating zero profits. Ramil: It's basically just going to be a stock that's just going to trade sideways for very, very long periods of time where we could just see a chopping at around $10 or so chopping sideways for the next 18 months or two years. What would you each say if you had to take a more bullish position or say that things are really going to click on all cylinders for Zim going forward? How might that look? Let's say taking the other side of things.

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