ZIM: Transaction price is below cash, Kenon is about to exit (rating upgrade)
Oriol Madaula is an experienced actuary with a keen interest in value investing and a pragmatic approach to the world of finance. He holds a Master’s degree in Actuarial and Financial Sciences from the University of Barcelona. With a background in insurance and finance, he has also held consulting and banking positions in Spain and the UK. Oriol’s investment approach is clearly centered around value investing, with a particular focus on the shipping industry and a macroeconomic perspective. He manages long and short positions and utilizes options to make hedging recommendations and optimize investment returns.
Analysts revealed: I/we hold a beneficial long position in ZIM stock through equity, options or other derivatives. This article was written by myself and expresses my own opinions. I received no compensation (other than from Seeking Alpha). I have no business relationships with any of the companies whose stock is mentioned in this article.
Seeking Alpha Disclosure: Past performance is no guarantee of future results. No advice or recommendation is given as to whether any investment is suitable for a particular investor. Any views or opinions stated above may not reflect the views of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or U.S. investment adviser or investment bank. Our analysts are third-party authors, including professional and individual investors, who may not be licensed or certified by any agency or regulatory body.