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ZIM - Why The Bull Market In Container Shipping Will Continue
ZIM Integrated Shipping Services Ltd.
Container shipping rates have been soaring and stock prices for companies have been rocketing upwards - creating many multi-baggers along the way.
The demand side deserves some credit but the bull market roots can be traced back to a supply-side outlook that has correctly been forecasting a tighter market.
Here we examine the supply side in depth, as it typically shapes the medium to longer-term markets, in an effort to understand why this bull market has staying power.