Maersk Q125 Results: Solid Q1 Numbers | But Mgmt Retains Negative View on FY25, Citing Uncertainty
Maersk reported solid Q1 results on Thursday in Copenhagen, and its downbeat FY25 guidance is unchanged. That guidance implies a dramatic erosion...
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Maersk Q424 Results: A Mix Of "Good" (Q4 Earnings, Dividend, Buyback) & "Bad" (FY25 Guidance)
On February 6 Maersk reported Q424 results that beat expectations. More interesting to us was management's thoroughly downbeat FY25 guidance, where...
457 Views
Maersk Q324 Results: Giant Dane Finally Joins the Party, But Read-Through for Industry Is Limited
Maersk reported a scary-good set of quarterly results on Halloween! But many of its peers have been enjoying similar price-driven improvements in...
425 Views
Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)
Our research tracking container rates and profitability suggests that the worst of the storm has passed, and that we should see easier Y/Y comps...
531 Views
Maersk Q224 Results | Strangely, Danish Container Giant Saw Limited Gains From Higher Spot Rates
If you've read about skyrocketing spot container rates in 2024, you may be surprised to learn that Danish container shipping giant reported Y/Y...
377 Views