ZIM - Kenon Holdings Is More Than Just An Option On ZIM Integrated Shipping Services

• Following the sale of Qoros Auto Co., Kenon Holdings has two main holdings: ZIM Integrated Shipping Services Ltd, a containership liner, and OPC Energy Ltd, a green energy producer.
• If only allowed one name between ZIM and KEN, most investors, including yours truly, would pick the former.
• ZIM is hitting on all cylinders and containership rates seem like they have no ceiling. Nonetheless, the current booming cycle won't last forever.
• Although OPC looks as if it's the 'weaker hand' among Kenon's two largest holdings, this company is likely to add significant value over the coming years.
• All three stocks are a 'BUY' in our book, but even with ZIM currently being the 'go-to-guy' we wouldn't dismiss KEN too quickly. The parent company has merits, especially over the long-run.

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