AMKAF News and Press, A.P. Moller - Maersk A/S From 09/09/21

We know that container shipping rates have gone through the roof - this will be good for container shipping companies, right? It will indeed be good for them. But the big question is how long this is all going to last. Not long is my estimation. Part of the current boom is simply ...

The following slide deck was published by A.P. Møller - Mærsk A/S in conjunction with their 2021 Q3 earnings call. For further details see: A.P. Møller - Mærsk A/S 2021 Q3 - Results - Earnings Call Presentation

A.P. Møller - Mærsk A/S (AMKAF) Q2 2021 Earnings Conference Call August 6, 2021 5:00 AM ET Company Participants Soren Skou – Chief Executive Officer Vincent Clerc – Chief Executive Officer-Ocean and Logistics Patrick Jany – Chief Financial Officer Conference Cal...

A.P. Møller - Mærsk A/S (OTCPK:AMKBY): Q2 net income of $3.7B Revenue of $14.23B (+58.1% Y/Y) Underlying EBIT margin of 28.6% Underlying EBITDA margin of 35.6% 2021 Guidance: Underlying EBITDA in the range of $18.0B-19.5B (previously $13.0B-15.0B) compared to $8.3B in 2020. Underlyi...

The energy transition is underway, but the movement is fragmented and slow. Even in the US, the transition is likely to take between 30 and 70 years, perhaps longer. Maersk's net-zero promise sounds great on the surface, but things are far more complex. Changes must be made across the...

JinkoSolar (JKS) +1.7% pre-market after saying it signed an agreement with Maersk Shipping (AMKBY) to jointly conduct multi-dimensional cooperation based on existing end-to-end transportation agreements, and explore in-depth cooperation in digitalized logistics services."We are very plea...

Endava was one of my best bets over the last six months, with a stable upward trend occurring the whole time. While most of this is due to a valuation swing in-line with market growth, the company also had a strong quarter with a raise to guidance. Thus, I will address the recent ...

STNG is a market leader in the product tanker market and is currently trading at a significant discount to the net assets on its balance sheet. Rates in the tanker market are expected to pick up on the back of economic recovery over the next 12-24 months and constrained supply of new ...

A.P. Moller-Maersk (AMKBY) is calling for a $150/ton carbon tax on marine fuels to help bridge the price gap between fossil fuels that vessels consume today and greener alternatives that are now much more expensive.The world's largest shipping container company wants the International Maritim...

Maersk trades at EV/EBITDA 7.1 which is the upper level of its historical range. Maersk trades at P/B 1.66 which is the highest during the recent ten years. Container companies will have a blowout 2021, but with the market looking towards 2022 and beyond, I conclude there is very ...