Financial Analysis of ZIM Shipping Ltd.
Budget: $30 – $250 USD
INSTRUCTIONS
Description and Tasks
Full report 2500 to 3000 words. In this assignment, you will analyze ZIM Integrated Shipping Services Ltd. (ZIM)
along several dimensions related to managing financial resources. More specifically, you will perform an analysis on the company’s corporate governance and shareholders, offer comparisons among multiple financial ratios between the firm and its peer group, and estimate its cost of capital (WACC).
In particular, the analysis will stress the links between analysis of financial statements, firm behavior, and value creation.
Report: Your submission will include Word and then also the Excel file on which you make your calculations (yes, calculations will be checked!)
Please see below for instructions on the individual parts.
1. Introduction In this section you will introduce the firm, Specific guidance:
2. Corporate Governance and Shareholders Analysis Critically analyze the corporate governance and shareholders relying on answering the following questions:
• How does this firm interact with financial markets? How do markets get information on the firm?
• How does this firm view its social obligations and manage its image in society?
• Who is the average investor in this stock? (Individual or pension fund, taxable or tax-exempt, small or large, domestic or foreign)
• Who is the marginal investor in this stock? There are many scores that you would like to explore on ESG and Corporate Governance (see my handouts)
3. Financial Ratios Analysis Here you will conduct a financial statement analysis using financial ratios. You may look at common-size statements of your firm and its peers in the same industry like MERSK TIDEWATER Inc and Matson.
The Ratio analysis should include:
**Profitability Analysis (Table of results with peers + Analysis)
**Asset utilization Analysis (Table of results with peers + Analysis)
**Solvency (short- and long-term) Analysis (Table of results with peers + Analysis)
**Dupont Analysis (Table of results with peers + Analysis)
-Balance sheet and income statement should be put as appendix.
-Excel sheet will be uploaded separately
Specific Guidance:
• Standard financial statement 2024 and 2023.
• Profitability ratio
• Asset utilization ratio
• Liquidity ratio
• Debt utilization ratio
• Inventory ration
• Receivables ratio
• Market Price Value
• Evaluation of Fiancial Statement
• Benchmarking
•
4. Cost of Capital (WACC)
• In your Excel file, your WACC calculations should be a separate tab, titled ‘WACC.
5. Conclusions Here you should summarize your major findings from each section
6. Criteria
Organization Well-structured and logically organized. Clear introduction, body, and conclusion.
Corporate Governance and Shareholders Analysis Presents a strong and compelling argument. Analysis is insightful and well supported.
Financial Analysis Presents a strong and compelling argument.
WACC Analysis Presents a strong and compelling argument.
7. References:
• list all external resources or references consulted,
• Following APA referencing style is mandatory. At least 7 references vary of books, reports, websites,…etc
Documents:
• Report 2500 to 3000 words
• Balance sheet and income statement should be in separate file.
• Excel sheet will be uploaded separately
Description and Tasks
Full report 2500 to 3000 words. In this assignment, you will analyze ZIM Integrated Shipping Services Ltd. (ZIM)
along several dimensions related to managing financial resources. More specifically, you will perform an analysis on the company’s corporate governance and shareholders, offer comparisons among multiple financial ratios between the firm and its peer group, and estimate its cost of capital (WACC).
In particular, the analysis will stress the links between analysis of financial statements, firm behavior, and value creation.
Report: Your submission will include Word and then also the Excel file on which you make your calculations (yes, calculations will be checked!)
Please see below for instructions on the individual parts.
1. Introduction In this section you will introduce the firm, Specific guidance:
2. Corporate Governance and Shareholders Analysis Critically analyze the corporate governance and shareholders relying on answering the following questions:
• How does this firm interact with financial markets? How do markets get information on the firm?
• How does this firm view its social obligations and manage its image in society?
• Who is the average investor in this stock? (Individual or pension fund, taxable or tax-exempt, small or large, domestic or foreign)
• Who is the marginal investor in this stock? There are many scores that you would like to explore on ESG and Corporate Governance (see my handouts)
3. Financial Ratios Analysis Here you will conduct a financial statement analysis using financial ratios. You may look at common-size statements of your firm and its peers in the same industry like MERSK TIDEWATER Inc and Matson.
The Ratio analysis should include:
**Profitability Analysis (Table of results with peers + Analysis)
**Asset utilization Analysis (Table of results with peers + Analysis)
**Solvency (short- and long-term) Analysis (Table of results with peers + Analysis)
**Dupont Analysis (Table of results with peers + Analysis)
-Balance sheet and income statement should be put as appendix.
-Excel sheet will be uploaded separately
Specific Guidance:
• Standard financial statement 2024 and 2023.
• Profitability ratio
• Asset utilization ratio
• Liquidity ratio
• Debt utilization ratio
• Inventory ration
• Receivables ratio
• Market Price Value
• Evaluation of Fiancial Statement
• Benchmarking
•
4. Cost of Capital (WACC)
• In your Excel file, your WACC calculations should be a separate tab, titled ‘WACC.
5. Conclusions Here you should summarize your major findings from each section
6. Criteria
Organization Well-structured and logically organized. Clear introduction, body, and conclusion.
Corporate Governance and Shareholders Analysis Presents a strong and compelling argument. Analysis is insightful and well supported.
Financial Analysis Presents a strong and compelling argument.
WACC Analysis Presents a strong and compelling argument.
7. References:
• list all external resources or references consulted,
• Following APA referencing style is mandatory. At least 7 references vary of books, reports, websites,…etc
Documents:
• Report 2500 to 3000 words
• Balance sheet and income statement should be in separate file.
• Excel sheet will be uploaded separately