2026 Q1 -tulosraportti
85 päivää sitten
‧1 t 1 min
480,00 DKK/osake
Viimeisin osinko
2,80%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11 t sittenGood news for Mærsk shareholders this morning: Marketwire: "The price of container freight from Shanghai to several destinations in the world is rising again. In the preceding three weeks, the index has fallen. The Shanghai Containerized Freight Index (SCFI) rose by 4.7 pct. to 3205.97 in the past week. In the preceding three weeks, the index experienced a total decline of almost 8 pct. On an annual basis, however, the index has more than doubled, as the index is 101.3 pct. above the level of the same week last year." It is worth noting that the index was below 1.000 in 2018 and 2019. There is no doubt that Mærsk is making very large profits right now. 2026 looks really good right now. There is a prospect of large profits, a good dividend, and new share buybacks. And probably several upward revisions. But there is probably also no doubt that Mærsk's management will continue to complain at every financial report and talk about future overcapacity. They have done so ever since their employment. It may be a deliberate strategy to deter others from ordering new ships. Analysts merely refer to what Mærsk says at their conference, and ever since the current management took over, Mærsk has consistently spoken about future overcapacity. Is there overcapacity or is there not? Let's say that in a little while there was complete peace and quiet in the whole world and ships could sail safely anywhere and there were no queues outside any ports in the whole world. Then there would be no doubt that there would be overcapacity. But it seems as if it's almost normal in our world that someone is at war and ships have to sail detours. It's almost normal that approximately 10 % of the world's fleet is queuing somewhere. Should everything become joy and peace tomorrow and forevermore, then the shipping companies have many old ships on the seas that need retirement, and they also have the option to sail slower and they can also lay some ships at anchor. The short sellers are increasingly selling borrowed shares. Mærsk is buying and buying its own shares. I am keeping my shares in Mærsk. Have a good weekend T.
Mærsk currently has 33 new ships in the pipeline...and expects 4 new ships delivered in 2H26. Regarding the rates, several report: "Normally, the peak season for shipping starts around Christmas (August/September), but this year it hit significantly earlier. The combination of longer sailing routes and the sudden wave of brought-forward orders has led to bottlenecks and a shortage of empty containers in Asian export ports. When space on ships becomes tight, and containers are in the wrong places in the world, spot prices on the SCFI index explode."- ·1 päivä sittenRates are high - they might fall a little today and tomorrow (Drewry/SCFI) - but I still think it's exciting to keep an eye on the amount of shorts, which is AGAIN increasing. Since Monday, the amount of short positions has increased by at least 0.2%, which corresponds to approx. 30,000 shares that have been borrowed and thrown into the pool. It's worth noting that APM itself buys back around 1000 units per day, so APM cannot itself support the share price. But who does then? It was at least clear to see how someone tried to push the price down yesterday afternoon - and it naturally succeeded (from 17.5 to 17.1) but then the short-party stopped... And even though the amount of shorts is rising and rising, the price is currently rising. Well - APM is sailing well at the moment, rates are high regardless of whether they are slightly falling at the moment - APM will make a lot of money this year - everyone knows that... But if we look at the last 2 months, the short positions have grown by over 1% (corresponding to approx. 145,000 shares). In the same period, the share has risen from 16K to 17K (give/take) All this only makes sense if hedge funds compete with traditional investment funds that believe things are going well for APM, and that believe in new upward revisions and continued high rates for a long time... No one knows the future, of course, but should the rest of 2026 turn out to be a banner year for APM, then there are many shorted shares out there swimming around. Will we experience a short squeeze? I don't think so, because many hedge funds have more than enough capital to wait until rates eventually fall (significantly) - but when will they do that? In the meantime, there will be short positions that will be closed, and losses taken. My personal take is that the share will rise towards 20K leading up to the Q2 report, only to fall to maybe 18.5K on the day - even if the report is absolutely fantastic (for us long investors) That's my take - and as always, I'm often wrong, but regardless, this "fight" is exciting to observe... Have a good day
·27.7.Is today's fall just because the rate has fallen -0.6%? - it almost seems so little that it's insignificant, especially since the rates are still reasonably high.
There's just that small detail that Hegseth only asked for money for unforeseen expenses until September 30th. Therefore, we must expect the war to be over during September. After that, it's back to business as usuall, and then the shorters will be right in their prediction, due to lower freight rates etc. APM is unnaturally high pt. and I'm ready to accumulate just before the shorters cash in their profits ;)
·27.7.It will be exciting to see if Møller can achieve a better quarterly result than the meager 53 million they made in the 1st quarter. 😀
·26.7.A high oil price and geopolitical challenges have pressured Danish stocks Thursday, but not Mærsk. Increasing unrest around the Strait of Hormuz and new attacks in the Red Sea have sent the stock up. For as Finans writes last Thursday, the unrest means that there are no immediate signs that shipping traffic will normalize in the near future, which can keep freight rates at a high level. Since the war in Iran began back in February, the Mærsk B - stock has risen 14 percent.Well...and when/if shipping traffic normalizes one day, then it's Q3 - Christmas trade!!! and that won't necessarily push rates down.. but a lot is happening in APM right now - Short positions have risen from 2.8% at the beginning of June to now 3.7%. That's 130,000 extra shares thrown into the pool, and APM's own buyback program only removes 1000/month, so the fact that the price is still holding up is naturally due to the rates, but something tells me that we are far from the top, because if some of these short positions have to be bought back, then it's MANY shares we're talking about... I personally believe that many of these hedge funds play this way because many analyses point to overcapacity, and target prices for APM are very low (around 10-13k) - therefore it makes sense for hedge funds to bet on a decline. But the analysts, even though they can argue for overcapacity, it has been a narrative for 3-4 years now, and rates have recently just risen and risen - and they did so well BEFORE, the USA attacked Iran. I believe some of these hedge funds will pull back their losses when they realize that APM in 2026, will make a fortune, and I wonder if that will be shown at the Q2 report, with yet another upward adjustment...
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
85 päivää sitten
‧1 t 1 min
480,00 DKK/osake
Viimeisin osinko
2,80%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sittenGood news for Mærsk shareholders this morning: Marketwire: "The price of container freight from Shanghai to several destinations in the world is rising again. In the preceding three weeks, the index has fallen. The Shanghai Containerized Freight Index (SCFI) rose by 4.7 pct. to 3205.97 in the past week. In the preceding three weeks, the index experienced a total decline of almost 8 pct. On an annual basis, however, the index has more than doubled, as the index is 101.3 pct. above the level of the same week last year." It is worth noting that the index was below 1.000 in 2018 and 2019. There is no doubt that Mærsk is making very large profits right now. 2026 looks really good right now. There is a prospect of large profits, a good dividend, and new share buybacks. And probably several upward revisions. But there is probably also no doubt that Mærsk's management will continue to complain at every financial report and talk about future overcapacity. They have done so ever since their employment. It may be a deliberate strategy to deter others from ordering new ships. Analysts merely refer to what Mærsk says at their conference, and ever since the current management took over, Mærsk has consistently spoken about future overcapacity. Is there overcapacity or is there not? Let's say that in a little while there was complete peace and quiet in the whole world and ships could sail safely anywhere and there were no queues outside any ports in the whole world. Then there would be no doubt that there would be overcapacity. But it seems as if it's almost normal in our world that someone is at war and ships have to sail detours. It's almost normal that approximately 10 % of the world's fleet is queuing somewhere. Should everything become joy and peace tomorrow and forevermore, then the shipping companies have many old ships on the seas that need retirement, and they also have the option to sail slower and they can also lay some ships at anchor. The short sellers are increasingly selling borrowed shares. Mærsk is buying and buying its own shares. I am keeping my shares in Mærsk. Have a good weekend T.Mærsk currently has 33 new ships in the pipeline...and expects 4 new ships delivered in 2H26. Regarding the rates, several report: "Normally, the peak season for shipping starts around Christmas (August/September), but this year it hit significantly earlier. The combination of longer sailing routes and the sudden wave of brought-forward orders has led to bottlenecks and a shortage of empty containers in Asian export ports. When space on ships becomes tight, and containers are in the wrong places in the world, spot prices on the SCFI index explode."
- ·1 päivä sittenRates are high - they might fall a little today and tomorrow (Drewry/SCFI) - but I still think it's exciting to keep an eye on the amount of shorts, which is AGAIN increasing. Since Monday, the amount of short positions has increased by at least 0.2%, which corresponds to approx. 30,000 shares that have been borrowed and thrown into the pool. It's worth noting that APM itself buys back around 1000 units per day, so APM cannot itself support the share price. But who does then? It was at least clear to see how someone tried to push the price down yesterday afternoon - and it naturally succeeded (from 17.5 to 17.1) but then the short-party stopped... And even though the amount of shorts is rising and rising, the price is currently rising. Well - APM is sailing well at the moment, rates are high regardless of whether they are slightly falling at the moment - APM will make a lot of money this year - everyone knows that... But if we look at the last 2 months, the short positions have grown by over 1% (corresponding to approx. 145,000 shares). In the same period, the share has risen from 16K to 17K (give/take) All this only makes sense if hedge funds compete with traditional investment funds that believe things are going well for APM, and that believe in new upward revisions and continued high rates for a long time... No one knows the future, of course, but should the rest of 2026 turn out to be a banner year for APM, then there are many shorted shares out there swimming around. Will we experience a short squeeze? I don't think so, because many hedge funds have more than enough capital to wait until rates eventually fall (significantly) - but when will they do that? In the meantime, there will be short positions that will be closed, and losses taken. My personal take is that the share will rise towards 20K leading up to the Q2 report, only to fall to maybe 18.5K on the day - even if the report is absolutely fantastic (for us long investors) That's my take - and as always, I'm often wrong, but regardless, this "fight" is exciting to observe... Have a good day
- ·27.7.Is today's fall just because the rate has fallen -0.6%? - it almost seems so little that it's insignificant, especially since the rates are still reasonably high.There's just that small detail that Hegseth only asked for money for unforeseen expenses until September 30th. Therefore, we must expect the war to be over during September. After that, it's back to business as usuall, and then the shorters will be right in their prediction, due to lower freight rates etc. APM is unnaturally high pt. and I'm ready to accumulate just before the shorters cash in their profits ;)
- ·27.7.It will be exciting to see if Møller can achieve a better quarterly result than the meager 53 million they made in the 1st quarter. 😀
- ·26.7.A high oil price and geopolitical challenges have pressured Danish stocks Thursday, but not Mærsk. Increasing unrest around the Strait of Hormuz and new attacks in the Red Sea have sent the stock up. For as Finans writes last Thursday, the unrest means that there are no immediate signs that shipping traffic will normalize in the near future, which can keep freight rates at a high level. Since the war in Iran began back in February, the Mærsk B - stock has risen 14 percent.Well...and when/if shipping traffic normalizes one day, then it's Q3 - Christmas trade!!! and that won't necessarily push rates down.. but a lot is happening in APM right now - Short positions have risen from 2.8% at the beginning of June to now 3.7%. That's 130,000 extra shares thrown into the pool, and APM's own buyback program only removes 1000/month, so the fact that the price is still holding up is naturally due to the rates, but something tells me that we are far from the top, because if some of these short positions have to be bought back, then it's MANY shares we're talking about... I personally believe that many of these hedge funds play this way because many analyses point to overcapacity, and target prices for APM are very low (around 10-13k) - therefore it makes sense for hedge funds to bet on a decline. But the analysts, even though they can argue for overcapacity, it has been a narrative for 3-4 years now, and rates have recently just risen and risen - and they did so well BEFORE, the USA attacked Iran. I believe some of these hedge funds will pull back their losses when they realize that APM in 2026, will make a fortune, and I wonder if that will be shown at the Q2 report, with yet another upward adjustment...
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
85 päivää sitten
‧1 t 1 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
480,00 DKK/osake
Viimeisin osinko
2,80%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sittenGood news for Mærsk shareholders this morning: Marketwire: "The price of container freight from Shanghai to several destinations in the world is rising again. In the preceding three weeks, the index has fallen. The Shanghai Containerized Freight Index (SCFI) rose by 4.7 pct. to 3205.97 in the past week. In the preceding three weeks, the index experienced a total decline of almost 8 pct. On an annual basis, however, the index has more than doubled, as the index is 101.3 pct. above the level of the same week last year." It is worth noting that the index was below 1.000 in 2018 and 2019. There is no doubt that Mærsk is making very large profits right now. 2026 looks really good right now. There is a prospect of large profits, a good dividend, and new share buybacks. And probably several upward revisions. But there is probably also no doubt that Mærsk's management will continue to complain at every financial report and talk about future overcapacity. They have done so ever since their employment. It may be a deliberate strategy to deter others from ordering new ships. Analysts merely refer to what Mærsk says at their conference, and ever since the current management took over, Mærsk has consistently spoken about future overcapacity. Is there overcapacity or is there not? Let's say that in a little while there was complete peace and quiet in the whole world and ships could sail safely anywhere and there were no queues outside any ports in the whole world. Then there would be no doubt that there would be overcapacity. But it seems as if it's almost normal in our world that someone is at war and ships have to sail detours. It's almost normal that approximately 10 % of the world's fleet is queuing somewhere. Should everything become joy and peace tomorrow and forevermore, then the shipping companies have many old ships on the seas that need retirement, and they also have the option to sail slower and they can also lay some ships at anchor. The short sellers are increasingly selling borrowed shares. Mærsk is buying and buying its own shares. I am keeping my shares in Mærsk. Have a good weekend T.Mærsk currently has 33 new ships in the pipeline...and expects 4 new ships delivered in 2H26. Regarding the rates, several report: "Normally, the peak season for shipping starts around Christmas (August/September), but this year it hit significantly earlier. The combination of longer sailing routes and the sudden wave of brought-forward orders has led to bottlenecks and a shortage of empty containers in Asian export ports. When space on ships becomes tight, and containers are in the wrong places in the world, spot prices on the SCFI index explode."
- ·1 päivä sittenRates are high - they might fall a little today and tomorrow (Drewry/SCFI) - but I still think it's exciting to keep an eye on the amount of shorts, which is AGAIN increasing. Since Monday, the amount of short positions has increased by at least 0.2%, which corresponds to approx. 30,000 shares that have been borrowed and thrown into the pool. It's worth noting that APM itself buys back around 1000 units per day, so APM cannot itself support the share price. But who does then? It was at least clear to see how someone tried to push the price down yesterday afternoon - and it naturally succeeded (from 17.5 to 17.1) but then the short-party stopped... And even though the amount of shorts is rising and rising, the price is currently rising. Well - APM is sailing well at the moment, rates are high regardless of whether they are slightly falling at the moment - APM will make a lot of money this year - everyone knows that... But if we look at the last 2 months, the short positions have grown by over 1% (corresponding to approx. 145,000 shares). In the same period, the share has risen from 16K to 17K (give/take) All this only makes sense if hedge funds compete with traditional investment funds that believe things are going well for APM, and that believe in new upward revisions and continued high rates for a long time... No one knows the future, of course, but should the rest of 2026 turn out to be a banner year for APM, then there are many shorted shares out there swimming around. Will we experience a short squeeze? I don't think so, because many hedge funds have more than enough capital to wait until rates eventually fall (significantly) - but when will they do that? In the meantime, there will be short positions that will be closed, and losses taken. My personal take is that the share will rise towards 20K leading up to the Q2 report, only to fall to maybe 18.5K on the day - even if the report is absolutely fantastic (for us long investors) That's my take - and as always, I'm often wrong, but regardless, this "fight" is exciting to observe... Have a good day
- ·27.7.Is today's fall just because the rate has fallen -0.6%? - it almost seems so little that it's insignificant, especially since the rates are still reasonably high.There's just that small detail that Hegseth only asked for money for unforeseen expenses until September 30th. Therefore, we must expect the war to be over during September. After that, it's back to business as usuall, and then the shorters will be right in their prediction, due to lower freight rates etc. APM is unnaturally high pt. and I'm ready to accumulate just before the shorters cash in their profits ;)
- ·27.7.It will be exciting to see if Møller can achieve a better quarterly result than the meager 53 million they made in the 1st quarter. 😀
- ·26.7.A high oil price and geopolitical challenges have pressured Danish stocks Thursday, but not Mærsk. Increasing unrest around the Strait of Hormuz and new attacks in the Red Sea have sent the stock up. For as Finans writes last Thursday, the unrest means that there are no immediate signs that shipping traffic will normalize in the near future, which can keep freight rates at a high level. Since the war in Iran began back in February, the Mærsk B - stock has risen 14 percent.Well...and when/if shipping traffic normalizes one day, then it's Q3 - Christmas trade!!! and that won't necessarily push rates down.. but a lot is happening in APM right now - Short positions have risen from 2.8% at the beginning of June to now 3.7%. That's 130,000 extra shares thrown into the pool, and APM's own buyback program only removes 1000/month, so the fact that the price is still holding up is naturally due to the rates, but something tells me that we are far from the top, because if some of these short positions have to be bought back, then it's MANY shares we're talking about... I personally believe that many of these hedge funds play this way because many analyses point to overcapacity, and target prices for APM are very low (around 10-13k) - therefore it makes sense for hedge funds to bet on a decline. But the analysts, even though they can argue for overcapacity, it has been a narrative for 3-4 years now, and rates have recently just risen and risen - and they did so well BEFORE, the USA attacked Iran. I believe some of these hedge funds will pull back their losses when they realize that APM in 2026, will make a fortune, and I wonder if that will be shown at the Q2 report, with yet another upward adjustment...
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt