AMKAF News and Press, A.P. Moller - Maersk A/S From 05/08/25

2025-05-08 03:01:35 ET More on A.P. Møller - Mærsk A/S, A.P. Møller - Mærsk A/S, etc. Maersk: Long-Term Outlook And Fundamentals Remain Strong Maersk maintains all Pacific sailings despite tariff, trade uncertainty Trump's shipping goals are said ...

2025-05-06 00:36:02 ET Summary SFL Corporation is a profitable transportation company with strong margins and growth, making it a compelling value play despite future challenges. SFL outperforms peers in profitability and growth, justifying its slightly higher valuation; its funda...

2025-04-10 13:04:37 ET More on A.P. Møller - Mærsk A/S, A.P. Møller - Mærsk A/S, etc. Golden Ocean Group: Only Time Will Tell The Effect Of Tariffs, Uncertainty Prevails Hapag-Lloyd: Less Attractive Valuation, I Say 'Hold' Star Bulk Carriers: Lowe...

2025-03-31 11:53:38 ET Summary Hapag-Lloyd Aktiengesellschaft's hub-and-spoke model with Gemini and terminal acquisitions in collaboration with Maersk aim to boost efficiency, though earnings growth remains uncertain due to volatile freight prices and tariffs. Despite a strong bal...

2025-03-30 23:51:01 ET Summary My January update on A.P. Møller - Mærsk coincided with a port strike, impacting the company's short-term and long-term fundamentals. My investment in Maersk since then has yielded over 25% returns, outperforming the S&P 500 by over 30%...

2025-03-07 12:44:00 ET Summary Forward sailing conditions for container shipping are currently looking unstable. If the Red Sea reopens over the course of 2025, we expect the tide to turn and excess capacity to surface. That requires months of recalibration, which will likely ...

2025-03-07 04:35:20 ET More on shipping sector Houthis to end attacks on Western ships in Red Sea after Gaza ceasefire Trump threatens to take back Panama Canal, wants U.S. to own Greenland Seeking Alpha’s Quant Rating on ETF Managers Group Commodity Trust I -...

2025-03-04 12:52:31 ET More on Golden Ocean Golden Ocean Q4 2024 Earnings Call Presentation Golden Ocean: A Top-Tier Dry Bulk Operator Focused On The Capesize Market Golden Ocean: The Drop In Stock Price May Offer An Opportunity Read the full article on See...

2025-03-04 08:30:00 ET Summary Geopolitics will heavily influence the outlook for shipping this year. Wars and political tensions have altered trade patterns, and protectionist actions may cause new inefficiencies. The key issue is the resumption of the Red Sea/Suez route...

2025-03-04 05:45:00 ET Summary Protean Small Cap beat its benchmark (again) in February. The hedge fund Protean Select returned 0.2% in February. This month’s letter elaborates on Aktiesparfonden, what’s going on in the world, Dugin and Bannon, a Nordic Union, Li...