Guidance is not good.
$ZIM Integrated Shipping(ZIM.US$ In the midst of bad predictions for the fourth quarter, part of the fourth quarter is almost over when the Houthis made a fuss. 2024 guidance EBIT is about 0, then EPS will be about -0.5 per quarter. In this way, you can also get 0.6 to 0.8 p/b. The stock price may not be truly promising until 2025 (20 yuan). As a matter of course, you can buy the 10 yuan support here; it only rises longer and farther when you get back to squatting. The month K and overall market valuation do not support going to June or 7 again, but mental and financial preparations are required.
While the real economy is in recession, don't listen to the old crook Biden fooling AI, and AI will not be able to save the European and American manufacturing industries. Many people in the tech industry have begun to profit and invest in the industry. We need to understand serious wealth management (not only stocks and bonds, but also mass allocation of private placement). This indicator is half a year ahead. Even though the cost is low, there's really no need to sell it here before dawn. The position is much better now.
I listened to the earnings conference. The guidance is based on the fact that Houthis soon admitted to being cowardly, and navigation resumed in the Red Sea. All kinds of guidance from analysts... but we don't even know from executives... the Shanghai Container Shipping Index is also included in the ppt![]()
Strong country routes account for more than half of the index. Naturally, it cannot reflect the market after decoupling. When shipping around the world has recovered, the powerful countries are very poor... Industry websites and Niusan have downgraded the weight of the powerful country's routes and recalculated them. Many institutions, including businesses, are still using that extremely distorted index to set prices. As a result, container ships are very poor, and bulk carriers are OK, which is outrageous.
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Mhd Trump bin Biden : Does that mean we'll probably have to wait until 2025 for the stock price to rebound at $20? Sometimes I just want to sell at a loss, and it's so tiring
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QianmengYuOP Mhd Trump bin Biden: In the traditional valuation model, the loss situation is very poor, and turning a loss into a profit will be highly valued. Last year, 3Q writeoff amortized the costs that had to be slowly amortized in one go, and you can lose tax deductions for a few years. This effect makes it easier to make a profit... but if you say it now (even if it's a bad operation), it's still going to be a small loss
Well, turning a loss into a profit will have to wait.
Mhd Trump bin Biden QianmengYuOP: If I had the chance to get back 20 yuan, I sold it at a loss. Being stuck and not being able to do other transactions is also troublesome.
QianmengYuOP Mhd Trump bin Biden: I listened to the earnings conference. The prediction was based on the fact that Houthis soon admitted to being arrogant. Analysts are guiding executives to say something nice, but executives say it's too early
. I don't know what to think.