Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors
Maersk's downbeat commentary appeared to surprise investors last week. It also revealed a mismatch between management's long-term views and...
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Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)
Price momentum for deep-sea container rates is improving, and container volumes are also firming. Meanwhile, cheap fuel remains a slightly helpful...
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Monthly Container Shipping Tracker | Lapping Easy Comps | Red Sea Re-Routes & More (December 2023)
We believe price momentum has started to get "less bad", mainly due to easier Y/Y comps. A potential Red Sea re-route could soak up lots of under...
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Monthly Container Shipping Tracker | Maersk, Evergreen, ZIM Report Disparate Results (November 2023)
Container rates remain under pressure, and fuel is no longer a tailwind. But Evergreen's stellar performance YTD is worthy of investors' attention,...
686 Views
Maersk Q3: Estimates Met, Guidance Kept | But Downbeat Assessment of Market Sends Shares Down -17%
Last Friday Maersk reported Q3 results that met expectations. The company maintained FY23 guidance, but announced surprising cash-conservation...
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