Out Fox The $treet

Update - Mar.7, 2025 A CEO led deal right now makes no sense with shipping rates set to collapse and the Drewry World Container Index already down to $2,541. -ZIM Integrated Shipping (NYSE: ZIM) +7% - Shares soared amid takeover speculation, following reports that CEO Eli Glickman is exploring a management-led buyout of the Israel-based shipping firm. According to a StreetInsider report citing an unidentified source, Glickman is working with advisers on a potential bid, though it remains unclear whether his efforts will materialize or if the board will be receptive. The company is set to report its Q4 earnings on Wednesday. Original article posted on January 21.   ZIM Integrated Shipping Services Ltd. faces a bearish outlook due to the expected collapse in shipping rates following the end of the Red Sea disruption on a Hamas/Israel ceasefire. The container shipping market faces a potential 25% tonnage oversupply and an 11% drop in TEU-mile demand by the sector returning to the Suez...

FedEx smashed FQ3 estimates on solid volumes and higher margins. The stock sold off on unwarranted expectations that Amazon could somehow disrupt the delivery sector so quickly. The stock is a bargain at the current valuation based on historical prices. Despite ongoing worries about a future entrant into the delivery sector,  FedEx (NYSE: FDX )  continues to produce solid results that aren't impacted by competitive threats. The stock price though suggests a big impact is on the way from  Amazon.com (NASDAQ: AMZN ) . Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.