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ジム・インテグレーテッド・シッピング・サービシズ【ZIM】の掲示板 2022/07/21〜2022/08/22
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>>250
海事新聞でも取り上げられていましたね☆
ハパックロイドが前期比EBITベースで13〜29%増の見通し(上方修整)は、後押しとなるソース。
同程度ZIMも修整してくるなら、EBITは65.7億$〜75億$になります♪
同様に純利で見て、最大29%増程度で算出したら、その額は60億$。2Qでこの程度の見通しを出す可能性は、充分考えられます。
下手したら今の時価でみて、【PER】が1倍切る事になります(笑)
流石に市場で、今のままの時価総額で放ったらかしにされるとは考えにくい。
American shipper より
最後のパラグラフが👍
As great as 2021 was for container shipping lines, this year is turning out better. Germany’s Hapag-Lloyd has just raised its earnings outlook again.
The world’s fifth-largest liner operator said Thursday that it will post earnings before interest, taxes, depreciation and amortization of $10.9 billion for the first half of this year.
This translates into EBITDA of $5.6 billion for Q2 2022 — the best quarterly result in the company’s history and up 145% year on year. Hapag-Lloyd reported EBITDA of $5.3 billion in the first quarter.
For the first half, volume came in at 6 million twenty-foot equivalent units, flat year on year. The average freight rate increased 80%, implying a rate of $2,902 per TEU for the first half.
Hapag-Lloyd’s average freight rate was $2,774 per TEU in the first quarter, meaning that rates in the second quarter — including both contract and spot rates — rose even higher.
For full-year 2021, Hapag-Lloyd reported EBTIDA of $12.8 billion. In March, it projected this year’s EBITDA would be $12 billion-$14 billion. In May, it pushed its outlook up to $14.5 billion-$16.5 billion.
According to Deutsche Bank analyst Andy Chu, “Even though our forecasts are significantly ahead of the market, today’s new guidance — especially at the top of the range [with] management very conservative — is materially ahead of expectations. The company is making extraordinary profits.”