赫伯罗特(Hapag-Lloyd)将以42亿美元收购其以色列竞争对手Zim Integrated Shipping Services，旨在增强 其运力。总部位于德国的赫伯罗特周一表示，已签署协议，将以每股35美元的现金收购Zim，这较Zim 周五22.20美元的收盘价有58%的溢价。总交易价格约为42亿美元，将由现金储备和最高25亿美元的外 部融资提供资金。赫伯罗特曾在周日表示，正就一项交易与Zim进行深入谈判。 来源：滚动播报 ...

Core Viewpoint - The Zacks Transportation - Shipping industry is experiencing growth due to strategic diversification, digitalization, environmental compliance, and low fuel costs [1][2]. Industry Overview - The industry focuses on liquefied natural gas and crude oil marine transportation services under long-term contracts, primarily dealing with crude oil and oil products globally [2]. - The shift in e-commerce due to COVID-19 has led to increased reliance on third-party logistics providers, positively impacting the industry as economic activities resume [2]. Key Trends - **Digitalization and AI Adoption**: Enhancements in efficiency and decision-making through digitalization and AI are reducing operational costs and emissions, improving cargo visibility, and streamlining processes [3]. - **Increased Focus on Green Transition**: Adoption of alternative fuels and sustainable practices is driving technological progress and operational efficiency, while also improving access to green financing [4]. - **Low Oil Prices**: A decline in oil prices, which fell 7% during the October-December period, is benefiting the bottom line of industry participants, particularly oil tanker companies [5]. Challenges - **Supply-Demand Imbalance**: A persistent imbalance is compressing freight rates and weakening profitability due to excess vessel capacity and fluctuating cargo volumes [6]. Industry Performance - The Zacks Transportation-Shipping industry ranks 60 out of 243 Zacks industries, indicating strong near-term prospects [8]. - The industry has outperformed the S&P 500 and broader sector, gaining 32.9% over the past year compared to the S&P 500's 14.1% increase [10]. Valuation - The industry is currently trading at a forward P/E of 14.28X, below the S&P 500's 22.52X and the sector's 14.78X [13]. Stock Recommendations - **Seanergy Maritime (SHIP)**: Strong performance in the Capesize market with a Zacks Rank 1 and an average earnings beat of 76.4% over the past four quarters [17]. - **ZIM Integrated Shipping**: Fleet expansion initiatives and a Zacks Rank 2, with a 10% share price increase over the past year [20]. - **Genco Shipping & Trading (GNK)**: Strong balance sheet and modernization efforts, with a 36% stock gain over the past six months and a significant upward revision in earnings estimates [23].

In a merger of two of the world’s largest container shipping lines, Hapag-Lloyd of Germany will acquire Israel’s Zim Integrated Shipping Services for $4.2 billion. Zim (NYSE: ZIM) confirmed an earlier report by FreightWaves in an announcement Monday. The all-cash deal values Zim at $35 per share, or $4.2 billion, a 58% premium to its prior-day closing price and 126% premium to its unaffected stock price. Zim said the sale is structured so that a new Israel-based company, New ZIM, will acquire a portion ...

Core Viewpoint - Hapag-Lloyd is set to acquire ZIM Integrated Shipping Services Ltd. for $35.00 per share, totaling approximately $4.2 billion, representing significant premiums to ZIM's recent stock prices [1][2]. Strategic Benefits - The merger strengthens ZIM's global market position and secures Hapag-Lloyd's status as the fifth-largest container shipping company worldwide [1]. - The transaction will enhance service offerings through an expanded global network covering key trade routes including Transpacific, Intra Asia, Atlantic, Latin America, and East Mediterranean [1]. - "New ZIM," formed in partnership with FIMI Opportunity Funds, will operate with 16 vessels and focus on connecting Israel to major ports in the EU, US, Mediterranean Sea, and Black Sea [1][2]. - Hapag-Lloyd will provide commercial support to "New ZIM" and maintain a significant business presence in Israel, ensuring long-term employment for ZIM employees [1][2]. Financial Highlights - The acquisition price of $35.00 per share represents a 58% premium to ZIM's stock price on February 13, 2026, a 90% premium to ZIM's 90-day volume-weighted average price (WVAP), and a 126% premium to ZIM's unaffected stock price of $15.50 on August 8, 2025 [1]. - Since its IPO in January 2021, ZIM has returned approximately $10 billion to shareholders, including $5.7 billion in dividends [1]. Operational Improvements - ZIM has modernized its fleet, adding 46 new containerships and adopting LNG technology, which now accounts for about 40% of its operated capacity [1]. - The company has invested over $1 billion since 2021 in renewing its fleet and enhancing operational capabilities through digital solutions and AI tools [1]. Transaction Details - The transaction has been unanimously approved by ZIM's Board of Directors and is expected to close by late 2026, pending shareholder and regulatory approvals [2]. - Until the transaction closes, Hapag-Lloyd and ZIM will operate as independent companies [2].

赫伯罗特同意以每股 35 美元现金收购以星航运（ZIM）。 来源：滚动播报 ...

This Shipping Giant Is in Talks to by U.S.-Listed Rival. What to Know About the Potential Merger. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# This Shipping Giant Is in Talks to by U.S.-Listed Rival. What to Know About the Potential Merg ...

Core Viewpoint - Hapag-Lloyd is in advanced negotiations to acquire ZIM Integrated Shipping Services, which would enhance its position as one of the largest ocean shipping companies globally [1] Company Summary - Hapag-Lloyd aims to consolidate its market position by acquiring ZIM's international operations for over $3 billion, while FIMI Opportunity Funds will acquire ZIM's Israeli operations [1] - The acquisition could increase Hapag-Lloyd's global market share from 7% to just under 9%, making it the fifth-largest ocean shipping company [1] Industry Context - The deal is seen as a strategic move to gain additional capacity in the short term, especially given the current limitations in shipyard delivery slots [1] - Regulatory approvals and a vote by ZIM's shareholders will be necessary for the transaction to proceed [1]

BlueScope Steel's plans to expand further in the U.S. by investing in midstream capacity have fallen down the agenda. ...

Core Viewpoint - ZIM Integrated's stock price has significantly increased due to rising acquisition prospects, closing at $22.20, which represents a more than 115% increase from its lowest level in 2025 [1] Company Summary - ZIM Integrated's stock price has jumped over the past few months, indicating positive market sentiment regarding potential acquisition opportunities [1] - The stock ended the week at $22.20, reflecting a substantial recovery and investor confidence [1]

Core Viewpoint - Hapag-Lloyd is in advanced negotiations to acquire Zim Integrated Shipping Services Ltd. for approximately $3.5 billion, partnering with private equity investor FIMI Opportunity Funds of Israel [1][4][5] Group 1: Acquisition Details - The acquisition will involve assuming financial obligations related to Israel's golden share in Zim, which allows the government to control the carrier's strategic assets for security purposes [1] - No binding agreements have been signed yet, and the deal requires approval from regulators and Zim shareholders, with completion not expected until 2027 [4] Group 2: Company Profiles - Hapag-Lloyd is the world's fifth-largest container line, with a capacity of 2.38 million TEUs, representing 7.1% of the global total [3] - Zim, currently ranked 10th, has a capacity of 704,000 TEUs, and the acquisition would strengthen Hapag-Lloyd's position in the market, although it would still remain outside the top four carriers [3] Group 3: Market Context - Zim shares were valued at $1.5 billion at its public offering in 2021 and are currently valued at $2.7 billion [4] - The acquisition would delist Zim shares from public trading [4]