AP Moeller-Maersk (Seite 28)

[maerlin]

Unteruschungen gegen diverse Reedereien, Maersk ist mit dabei

Gegen einige Reedereien wird wegen des Verdachts der illegalen Preisabsprachen auf EU - Ebene offenbar ermittelt. Dazu gehört auch Maersk.

Besten Gruß
maerlin


http://www.abendblatt.de/wirtschaft/article1893485/EU-nimmt-…

[maerlin]

Antwort auf Beitrag Nr.: 41.491.443 von ar13pk am 12.05.11 13:14:20

Ergänzend zu Deinem Posting fand ich folgenden Link im THB ( Täglicher Hafenbericht - Online ).
Tja, leider bin ich bei Maersk nicht investiert, beobachte aber am Rande die Entwicklung.

Besten Gruß
maerlin



http://www.thb.info/news/single-view/id/maersk-steigert-uebe…

[ar13pk]

Trotz sehr starkem Q1-Ergebnis bleibt Maersk vorsichtig im Forecast 2011. Gestiegene Frachtraten, höhere Ladungsmengen und der gestiegene Ölpreis haben den Überschuss der Maersk-Gruppe im ersten Quartal 2011 um 82 Prozent steigen lassen.

Die ING-Gruppe nennt nun als neues Kursziel 67.000 DKK fein, fein

[ar13pk]

Maersk-CEO hat keinelei Zweifel an nachhaltigem Wachstum.

Increasing population and incomes in developing countries and a tendency for world trade to expand faster than GDP point to long-term growth in the transport business, the head of Danish shipping and oil group A.P. Moller-Maersk said.

'In our world, there is no doubt that we stand before a period of long-term growth,' Maersk group Chief Executive Nils Smedegaard Andersen told a gathering of financial analysts on Wednesday evening.

Maersk Line is the world's biggest container shipping company and is sometimes seen as a barometer of global trade.

'Traditionally, we have seen container transport grow 2-3.5 times faster than development in global GDP,' Andersen said.

Prospects for population growth in developing countries whose people are becoming wealthier and want to consume things like people in Europe and North America will create plenty of work for a group like Maersk even though there will be bumps in the road, Andersen said.

'We should get used to a world where there will be colossal volatility both in the short and long run, with dramatic upturns and downturns,' he said at the annual New Year's dinner of the Danish Society of Financial Analysts.

'But long-term growth -- that we think is entirely given,' Andersen said.

China's huge workforce as well as those of Asian countries with even lower wage costs than China suggest that outsourcing and offshoring of work will continue as long as the large cost gap exists, Andersen said.

He said factories were likely to continue getting larger, meaning that more and more components would be transported around the globe before products are assembled, so container transport would continue growing faster than the world economy.

'We are a company that has invested heavily in growth,' Andersen said. 'We have invested about 200 billion crowns ($35 billion) over the past five years. That corresponds to about 200 million crowns per work day.'

Despite that big investment programme, A.P. Moller-Maersk had a cash flow from operations of $7.4 billion in the first nine months of 2010, Andersen noted.

'One does not need to be a great mathematician to calculate that it will be about $10 billion for the year,' Andersen said.

(Reporting by Ole Mikkelsen; Editing by Lincoln Feast)

[ar13pk]

letztes Jahr gab es bei ca. 1 Mrd Dollar Verlust noch 325 DKK Dividende,
für 2008 gab es 650 DKK. Will heißen die Dividende ist nicht der Bringer, aber ich finde Maersk super spannend, übertragen auf die Dänische Volkswirtschaft sind die so stark wie hier Daimler, Siemens und Deutsche Bank gemeinsan.

Solltest du mehr Dividende anstreben wirf' mal einen Blick auf Copenhagen Airport (WKN 890 262) www.cph.dk

[freddy1989]

Hey Leute
Möchte hier gerne investieren wie viel Dividende habt ihr dieses Jahr gekriegt?? Lohnt sich hier ein langfristiges Investment?

[ar13pk]

HSBC hebt Kursziel nun auf 55.000 DKK "neutral"- Na von mir aus sollen die das neutral nennen. Aktuell sind wir in Kopenhagen wieder unter 49.000 DKK zurück.

Nach 9 Monaten ist daa alte Ergenisziel bereits erreicht und wir werden wohl bei 5 Mrd USD Gewinn für 2010 landen. Exklusive dem Ertrag für den Verkauf von Netto UK, der erst in das Geschäftsjahr 2011 fallen wird.

[ar13pk]

zurück über 50.000 DKK und keiner ist dabei und der Anstieg kommt offenbar nicht von ungefähr

COPENHAGEN: Maersk Line, the world's biggest container shipping group, said on Thursday a strong rebound in global trade has led to an unprecedented shortage of containers as shipping enters its peak season.

Maersk Line, part of Danish oil and shipping group A.P. Moller-Maersk, is sometimes seen as a barometer of world trade. Last week it announced unusually high peak season surcharges on freight rates from Asia to Europe.

"The present market situation is unique," Lars Reno Jakobsen, head of Network and Product and a member of Maersk Line's management board, said in a statement.

Jakobsen told Reuters that Maersk expects the seasonal third-quarter demand increase to be "very strong" this year.

He said that demand for shipping from Asia remained high after the Chinese New Year instead of the usual slackening.

"The (vessel) utilisation rates have been much higher in the second quarter than they have normally been," he said. "It is a very exceptional year ... That means there's a shortage of space on the vessels and for containers for the period."

"We are experiencing a demand surge in most trades, which is a development that is both unprecedented and unexpected by us and our customers," Jakobsen said in the statement.

Asia-Europe trade is growing by 23% year-on-year, outpacing the market's 3%-6% forecast from six months ago, he said.

"We expect an even more pronounced and serious shortage of containers in the coming months as we enter the peak season," he added.

After a plunge in the market from late 2008 through last year, the global shipping industry is recovering with world trade.

Container scarcity
"Maersk Line expects the equipment (container) shortage to last through the third quarter of this year and will continue to work closely together with all stakeholders, not least our customers, to further reduce equipment turnaround times," it said.

Jakobsen told Reuters that Maersk Line had obtained 50,000 extra 40-foot units to help overcome the shortage — adding to its existing 1.3 million units.

During the slump of 2008-2009, many container shipping and container leasing companies stopped sourcing and producing containers, Maersk said.

"As carriers and shippers did not expect the current demand surge, the necessary equipment has not been ordered in 2010, ultimately resulting in the global shortage in equipment," it said.

In response to the equipment shortage, Maersk Line has begun producing new containers and leasing containers, it said.

It has also re-activated laid-up vessels to help reposition containers as fast as possible from, for instance, the east coast of North America and Latin America to Asia, it said.

Jakobsen said all major vessels were employed, and only minor tonnage was still laid up.

Last week, Maersk Line announced a peak season surcharge (PSS) for the Far East-Europe trade applicable from July 2010, Maersk said.

The surcharge will help Maersk recover the higher costs caused by the increased volumes and equipment shortages, such as port costs and costs of extraordinary vessels deployed to reposition containers, Maersk said.

Maersk said it would apply only one peak season surcharge so it would not announce separate surcharges or rate increases in connection with the peak season. — Reuters

[ar13pk]

neue Analystenüberarbeitung aus Fernost...

Das japanische Analysehaus Nomura Equity Research hat A.P. Moller Maersk von "Reduce" auf "Buy" hochgestuft und das Kursziel von 36000 auf 63000 dänische Kronen angehoben. Der in der Öl- und Gasförderung tätige sowie über die weltgrößte Container-Flotte verfügende Konzern sollte klar von der globalen Konjunkturerholung und dem Aufschwung im Welthandel profitieren, schrieb Analyst Mark McVicar in einer Studie vom Dienstag. Allerdings gäben die nach wie vor existenten Überkapazitäten in der Containerschifffahrt noch Grund zu Sorge.

[ar13pk]

scheint zwar keinen zu interessieren aber

heute positive Q1 Konzernergebnis von USD 639 million
(2009 Q1: USD -373 million)- Alle Sparten im Plus auch Containerschifffahrt

Aktuell 48.000 DKK für ein B-Share und 7% im Plus