ZIM Integrated Shipping Services (ZIM) stock calls: who's bullish, who's bearish, and their track records
As of October 8, 2026, MCAFax has logged 9 calls on ZIM Integrated Shipping Services (ZIM) from 6 tracked investors: 6 bullish, 1 bearish and 2 neutral. The most recent is bullish, posted by @BenFosterFin on Oct 7, 2026 when ZIM last closed at $29.20. Of 1 scored call, 1 beat the S&P 500 in the called direction over 180 days.
Not investment advice; for research and education.
Who is bullish and who is bearish on ZIM?
Split view. Among current calls, 3 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: R. Dennis (@stockoholics).
Every logged ZIM call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 7, 2026 | Ben Foster (@BenFosterFin) | Bullish (long) | $29.20 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 7, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $29.20 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 6, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $29.20 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 6, 2026 | @ROICRHODES | Bullish (long) | $29.20 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 5, 2026 | Macro & Earnings Updates (@MacroEarnings) | Neutral / watch | $28.93 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 5, 2026 | R. Dennis (@stockoholics) | Bearish (short) | $29.63 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 1, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $29.32 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Sep 30, 2026 | Logan A. Brooks (@BrooksLA428) | Neutral / watch | $28.75 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Feb 9, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $20.68 | $25.21 on Aug 10, 2026 | W, +10.1 pts vs S&P 500 (180 days) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for ZIM
- ZIM is a clean event-driven setup: raised guidance plus a $35 cash takeover. (Ben Foster (@BenFosterFin), Oct 7, 2026; source)
- Hold ZIM either way: $35 Hapag-Lloyd cash deal plus dividends, or ~$27 floor backed by >$30/share year-end cash and buybacks if the deal breaks. (Z (@ZeeContrarian1), Oct 7, 2026; source)
- Says the Oct 6 guidance raise confirmed his earlier call that guidance was too low. (Z (@ZeeContrarian1), Oct 6, 2026; source)
- ZIM's rising standalone earnings make the $35 Hapag-Lloyd bid look cheap. (@ROICRHODES, Oct 6, 2026; source)
- Hapag-Lloyd's effective cost (~$45/share incl. FIMI carve-out) implies the buyer values ZIM at $60-70. (Z (@ZeeContrarian1), Oct 1, 2026; source)
- Archive: 1 earlier bullish call on ZIM went 1-0 against the S&P 500.
The bear case for ZIM
- If Red Sea traffic resumes, container rates fall, which hurts ZIM. (R. Dennis (@stockoholics), Oct 5, 2026; source)
Neutral and watch-list views
- ZIM's ~16% discount to the $35 offer reflects political/approval risk, not price. (Macro & Earnings Updates (@MacroEarnings), Oct 5, 2026; source)
- Israel's restarted review and ministry opposition raise doubts the ZIM deal closes. (Logan A. Brooks (@BrooksLA428), Sep 30, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @BenFosterFin (Oct 7, 2026): "$ZIM has one of the clearest event-driven setups here."
- @ZeeContrarian1 (Oct 7, 2026): "If the buyout happens, shareholders get paid."
- @ZeeContrarian1 (Oct 6, 2026): "Blowout quarter for $ZIM, as expected."
- @ROICRHODES (Oct 6, 2026): "Every raise makes $35 look cheaper."
- @MacroEarnings (Oct 5, 2026): "The spread says the market doubts the paperwork, not the price."
- @stockoholics (Oct 5, 2026): "not great for $ZIM"
Track records of the players calling ZIM
| Player | Calls on ZIM | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Ben Foster (@BenFosterFin) | 1 | 0-0 | - | - | No scored calls yet |
| Logan A. Brooks (@BrooksLA428) | 1 | 0-0 | - | - | No scored calls yet |
| Macro & Earnings Updates (@MacroEarnings) | 1 | 0-0 | - | - | No scored calls yet |
| @ROICRHODES | 1 | 0-0 | - | - | No scored calls yet |
| Z (@ZeeContrarian1) | 4 | 12-11 | .522 | +3.6 | Ranked #5 (career) |
| R. Dennis (@stockoholics) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: October 8, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on ZIM Integrated Shipping Services (ZIM)?
As of October 8, 2026, @BenFosterFin, @ROICRHODES, and @ZeeContrarian1 have logged bullish calls on ZIM. Current bullish voices: @ZeeContrarian1, @ROICRHODES, and @BenFosterFin.
Who is bearish on ZIM?
As of October 8, 2026, @stockoholics has logged bearish calls on ZIM. Current bearish voices: @stockoholics.
What is the consensus on ZIM among tracked investors?
Tracked investors are split on ZIM: 3 bullish and 1 bearish among current calls.
What price was ZIM at when these calls were made?
Prices at call ranged from $20.68 to $29.63. The most recent call was made when ZIM last closed at $29.20. We use the last close known when each post went up.
How have past ZIM calls performed?
1 of 1 scored call on ZIM beat the S&P 500 in the called direction over 180 days.
Is there a contrarian call on ZIM?
Split view. Among current calls, 3 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: R. Dennis (@stockoholics).
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the ZIM page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of October 8, 2026.