ZIM - Financials - Quarterly Reports (2024)

Financial Summary Table

', minYear: 2015, showPast: true, fetchAllYears: true, itemNotFoundMessage: '

No financial data available right now. Please check back later.

', contentSources: { 'Press Release': { type: 'financials', docCategories: ['news'], reportTypes: ['First Quarter', 'Second Quarter', 'Third Quarter', 'Fourth Quarter'] }, 'Financial Statement': { type: 'financials', docCategories: ['file', 'tenq', 'tenk'], reportTypes: ['First Quarter', 'Second Quarter', 'Third Quarter', 'Fourth Quarter'] }, 'Earnings Webcast': { type: 'financials', docCategories: ['webcast'], reportTypes: ['First Quarter', 'Second Quarter', 'Third Quarter', 'Fourth Quarter'] }, 'Earnings Presentation': { type: 'financials', docCategories: ['presentation'], reportTypes: ['First Quarter', 'Second Quarter', 'Third Quarter', 'Fourth Quarter'] }, // 'Earnings Transcript': { // type: 'financials', // docCategories: ['transcript'], // reportTypes: ['First Quarter', 'Second Quarter', 'Third Quarter', 'Fourth Quarter'] // }, 'Annual Report': { type: 'financials', docCategories: ['file', 'online', 'annual'], reportTypes: ['Annual Report'], label: 'ar' }, 'Other: Press Release': { type: 'news', tags: ['financials'], label: 'other' }, 'Other: Earnings Webcast': { type: 'events', tags: ['financials'], label: 'other' }, 'Other: Earnings Presentation': { type: 'presentations', tags: ['financials'], label: 'other' }, 'SEC: Financial Statement': { type: 'sec', symbol: SECCONFIG.cik, excludeNoDocuments: true, includeHtmlDocument: true, filingTypes: ['10-K', '10-K/A', '10-Q'], exchange: 'CIK', label: 'sec' }, }, template: ( /* beautify preserve:start */ '{{#tplData}}' + '

' + '' + '' + '

' + '{{/tplData}}' /* beautify preserve:end */ ), beforeRender: function (e, data) { var categories = [], documents = {}, years = [], shortTypes = ['Q4', 'Q3', 'Q2', 'Q1'], arDocFormats = ['HTML', 'PDF'], tplData = { years: [], categories: [] }; function makeTargetBlank(doc) { if (doc.url) { var url = doc.url.toLowerCase().split('.'); if (url[url.length - 1] != 'aspx') { doc.blank = true; } } } function addContentItem(contentSrc, year, shortType, dataItem, override) { var overrideItem = override; if (documents[contentSrc]) { if (dataItem.shortType == "AR") { dataItem.text = dataItem.type == null ? 'HTML' : dataItem.type; var fIndex = documents[contentSrc][year].findIndex(function (arItem) { return arItem.docFormat == dataItem.text; }); if (fIndex > -1) documents[contentSrc][year].splice(fIndex, 1, dataItem); } else { var qIndex = documents[contentSrc][year].findIndex(function (quarter) { return quarter.shortType == shortType; }); if (overrideItem || !documents[contentSrc][year][qIndex].url) documents[contentSrc][year].splice(qIndex, 1, dataItem); } } } function setupFinancials(src, itm) { var contentSrc = src.title, year = itm.year, override = true, shortType = itm.shortType; if (itm.docs.length) { $.each(itm.docs, function (i, doc) { var docData = { category: doc.docCategory, type: doc.docType, shortType: shortType, size: doc.docSize, title: doc.docTitle, url: doc.docUrl, year: year, thumb: doc.docThumb, }; makeTargetBlank(docData); addContentItem(contentSrc, year, shortType, docData, override); }); } } function setDocDataOther(itm, contentSrc, contentID, docDataOther) { docDataOther.contentSrc = contentSrc; docDataOther.shortType = itm.shortType; docDataOther.year = itm.year; docDataOther.title = itm.title; switch (contentID) { case 'Press Release': docDataOther.category = itm.category; docDataOther.type = itm.docType; docDataOther.thumb = itm.thumb; itm.docUrl ? docDataOther.url = itm.docUrl : docDataOther.url = itm.url; break; case 'Earnings Webcast': if (itm.webcast) docDataOther.url = itm.webcast; // might have other secondary sources in it if (itm.docs) { $.each(itm.docs, function (ind, doc) { doc.title = doc.title.toLowerCase(); if (doc.title.includes('transcript')) { // if there's a webcast we need to create a new item to process from the beginning if (itm.webcast) { doc.contentSourceID = 'Earnings Transcript'; doc.year = itm.year; doc.shortType = itm.shortType; // do this by creating a new 'Transcript' src that will get appended to arr being looped through var otherTranscript = { title: CONTENTTITLES['Earnings Transcript'], id: 'Earnings Transcript', label: 'other', items: [] }; otherTranscript.items.push(doc); data.contentSources.push(otherTranscript); } // no webcast, just prep the transcript else { docDataOther.contentSrc = CONTENTTITLES['Earnings Transcript']; docDataOther.type = doc.extension; docDataOther.type = doc.docType; docDataOther.size = doc.docSize; docDataOther.title = doc.title; docDataOther.url = doc.url; } } }); } break; case 'Earnings Presentation': if (itm.tags.indexOf('transcript') > -1) docDataOther.contentSrc = CONTENTTITLES['Earnings Transcript']; docDataOther.type = itm.docType; docDataOther.size = itm.docSize; docDataOther.title = itm.title; itm.docUrl ? docDataOther.url = itm.docUrl : docDataOther.url = itm.url; break; case 'Earnings Transcript': docDataOther.type = itm.extension; docDataOther.size = itm.size; docDataOther.title = itm.title; docDataOther.url = itm.url; break; } makeTargetBlank(docDataOther); } function setupOther(src, itm) { var contentSrc = src.title, contentID = src.id, override; WIDGETSETUP.onlyFillBlanksOther ? override = false : override = true; var docDataOther = {}; setDocDataOther(itm, contentSrc, contentID, docDataOther, override); addContentItem(docDataOther.contentSrc, itm.year, itm.shortType, docDataOther, override); } function setupDocDataSec(itm, contentSrc, docDataSEC) { docDataSEC.contentSrc = contentSrc; docDataSEC.year = new Date(itm.date).getFullYear(); docDataSEC.date = itm.date; docDataSEC.type = itm.type; if (itm.description === 'Annual Report') { docDataSEC.year = SECCONFIG.secAnnualSameYear ? docDataSEC.year : docDataSEC.year - 1; docDataSEC.shortType = 'Q4'; } else { var filingMonth = new Date(itm.date).getMonth(); if (filingMonth >= SECCONFIG.secQuarterlyRange.Q1.monthStart && filingMonth <= SECCONFIG.secQuarterlyRange.Q1.monthEnd) { docDataSEC.shortType = 'Q1'; } else if (filingMonth >= SECCONFIG.secQuarterlyRange.Q2.monthStart && filingMonth <= SECCONFIG.secQuarterlyRange.Q2.monthEnd) { docDataSEC.shortType = 'Q2'; } else if (filingMonth >= SECCONFIG.secQuarterlyRange.Q3.monthStart && filingMonth <= SECCONFIG.secQuarterlyRange.Q3.monthEnd) { docDataSEC.shortType = 'Q3'; } } } function setupSECdocs(itm, docDataSEC) { if (SECCONFIG.secFilingTypes[itm.type]) { $.each(SECCONFIG.secFilingTypes[itm.type].preferredDocs, function (x, prefDoc) { var found = false; $.each(itm.docs, function (j, secDoc) { if (prefDoc === secDoc.docType) { docDataSEC.docType = secDoc.docType; docDataSEC.title = itm.type; docDataSEC.url = secDoc.docUrl; docDataSEC.DocumentType = 'File'; docDataSEC.thumb = null; makeTargetBlank(docDataSEC); found = true; } }); if (found) return false; }); } } function setupSec(src, itm) { var contentSrc = src.title, override, docDataSEC = {}; WIDGETSETUP.onlyFillBlanksSec ? override = false : override = true; setupDocDataSec(itm, contentSrc, docDataSEC); setupSECdocs(itm, docDataSEC); addContentItem(contentSrc, docDataSEC.year, docDataSEC.shortType, docDataSEC, override); } function createContentObj(src) { src.title = CONTENTTITLES[src.id]; if (src.label !== 'other' && src.label !== 'sec') { categories.push(src.title); documents[src.title] = {}; $.each(years, function (j, year) { documents[src.title][year] = []; if (src.label == 'ar') { documents[src.title][year][0] = { 'docFormat': 'PDF', 'shortType': 'AR', 'text': 'PDF', }; // $.each(arDocFormats, function (k, arDocFormat) { // documents[src.title][year][k] = { // 'docFormat': arDocFormat, // 'shortType': 'AR', // 'text': arDocFormat, // }; // }); } else { $.each(shortTypes, function (k, shortType) { documents[src.title][year][k] = { 'shortType': shortType, 'text': shortType }; }); } }); } } function organizeTemplateData() { $.each(years, function (i, year) { tplData.years.push({ year: year }); }); $.each(categories, function (i, cat) { var tplCat = { catTitle: cat, catYears: [] }; $.each(years, function (i, year) { documents[cat][year].reverse(); tplCat.catYears.push({ 'docs': documents[cat][year] }); }); $.each(tplCat.catYears, function (idx, year) { $.each(year.docs, function (i, doc) { if (doc.shortType !== 'AR') { doc.text = doc.shortType; } if (doc.shortType == 'AR') { doc.text = "AR" } }); }); tplData.categories.push(tplCat); }); } function checkForUrl(doc) { return doc.url == undefined; } function removeEmptyCols(zeData) { var emptyCats = [], emptyCatCount = {}, catQuant = tplData.categories.length; $.each(zeData.categories, function (i, catg) { $.each(catg.catYears, function (j, caty) { if (caty.docs.every(checkForUrl)) { emptyCats.push(j); } }); }); for (var z = 0; z < emptyCats.length; z++) { var num = emptyCats[z]; emptyCatCount[num] = emptyCatCount[num] ? emptyCatCount[num] + 1 : 1; } for (var v = 0; v < catQuant; v++) { if (emptyCatCount[v] == catQuant) { tplData.years.splice(v, 1); $.each(tplData.categories, function (f, catg) { catg.catYears.splice(v, 1); }); } } } function setYearAndShorttype(src) { $.each(src.items, function (ind, itm) { $.each(itm.tags, function (i, tag) { if (tag.startsWith('fin-')) { var detailsArr = tag.split('-'); itm.year = parseInt(detailsArr[1]); itm.shortType = detailsArr[2].toUpperCase(); // for items outside of desired years. If future year, append year to years array, if past year (such as fourth quarter docs from prev year), remove item. if (years.indexOf(itm.year) == -1) { itm.year > years[0] ? years.unshift(itm.year) : src.items.splice(ind, 1); } } }); }); } // 1. create array of item years for mapping later $.each(data.years, function (i, year) { years.push(year.year); }); // 2. the secondary content sources need their shortType and Year set from the tags $.each(data.contentSources, function (i, src) { if (src.id.startsWith('Other')) src.id = src.id.replace('Other: ', ''); if (src.id.startsWith('SEC')) src.id = src.id.replace('SEC: ', ''); setYearAndShorttype(src); }); // 3. create temporary templates for items to be pushed to later $.each(data.contentSources, function (i, src) { createContentObj(src); }); // 4. loop through items and push into previously created temporary templates accordingly for (var i = 0; i < data.contentSources.length; i++) { var src = data.contentSources[i]; if (src.label !== 'other' && src.label !== 'sec') { $.each(src.items, function (i, itm) { setupFinancials(src, itm); }); } else if ((src.label == 'other') && WIDGETSETUP.useOther) { $.each(src.items, function (i, itm) { setupOther(src, itm); }); } else if (src.label == 'sec' && WIDGETSETUP.useSec) { $.each(src.items, function (i, itm) { setupSec(src, itm); }); } } // 5. prepare good template organizeTemplateData(); // 6. rid of empties removeEmptyCols(tplData); data.tplData = tplData; }, complete: function () { var years = $('.module-financial-table_header-year'); var rightArrow = $('.module-financial-table_track-arrow--right'); var leftArrow = $('.module-financial-table_track-arrow--left'); var columnWidth = 268; var trackPosition = 0; var visibleTracks = 3; var trackEnd = years.length - visibleTracks; $('.module-financial-table_column > span.AR:not(:first-child)').each(function (i, span) { $(span).before('/') }); //screen sizes must be largest to smallest responsive = [{ breakpoint: 1024, visibleTracks: 3 }, { breakpoint: 768, visibleTracks: 2 }, { breakpoint: 480, visibleTracks: 1 } ]; function updateTrack() { $('.visible-track').removeClass('visible-track'); for (var i = 0; i <= (visibleTracks - 1); i++) { $('.module-financial-table_track .module-financial-table_item:nth-child(' + (trackPosition + i + 2) + ')').addClass('visible-track').find('.doc-link'); } $('.module-financial-table_track-showing').text('showing ' + (trackPosition + 1) + '-' + (trackPosition + visibleTracks) + ' of ' + (trackEnd + visibleTracks)); $('.module-financial-table_column-year').css('transform', 'translateX(-' + columnWidth * trackPosition + 'px)'); } function updateResponsive() { for (var i = 0; i < responsive.length; i++) { if (window.matchMedia('(min-width: ' + responsive[i].breakpoint + 'px)').matches) { visibleTracks = responsive[i].visibleTracks; break; } else { visibleTracks = 1; } } trackEnd = years.length - visibleTracks; columnWidth = $('.module-financial-table .module_container').width() / (visibleTracks + 1); $('.module-financial-table_column').css('width', (columnWidth + 'px')); $('.module-financial-table_container-years').css('margin-left', (columnWidth + 'px')); $('.module-financial-table_header-year').css('width', (columnWidth + 'px')); $('.module-financial-table_track-arrow--left').css('left', ((columnWidth + 20) + 'px')) updateTrack(); if (trackPosition === trackEnd) { rightArrow.addClass('module-financial-table_track-arrow--disabled').attr('disabled', true); } if (trackPosition === 0) { leftArrow.addClass('module-financial-table_track-arrow--disabled').attr('disabled', true); } } updateResponsive(); $(window).resize(function () { updateResponsive(); }); rightArrow.on('click', function (e) { e.preventDefault(); if (trackPosition < trackEnd) { trackPosition++; updateTrack(); leftArrow.removeClass('module-financial-table_track-arrow--disabled').removeAttr('disabled'); } if (trackPosition === trackEnd) { rightArrow.addClass('module-financial-table_track-arrow--disabled').attr('disabled', true); } }); leftArrow.on('click', function (e) { e.preventDefault(); if (trackPosition > 0) { trackPosition--; updateTrack(); rightArrow.removeClass('module-financial-table_track-arrow--disabled').removeAttr('disabled'); } if (trackPosition === 0) { leftArrow.addClass('module-financial-table_track-arrow--disabled').attr('disabled', true); } }); } }); })();

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