2026 Q1 -tulosraportti
70 päivää sitten
‧1 t 1 min
480,00 DKK/osake
Viimeisin osinko
2,83%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: FactSet, 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
·4 t sittenFreight rates are still very high, even though they have fallen 2 % in the past week. The index is now 4.546 USD and for comparison, the average cost per forty-foot container is 2.333 USD at Mærsk according to the latest financial report. So Mærsk stands to earn 2.200 USD per container, settled at current rates. Mærsk moves an average of 1.100.000 containers per month. Over half of the containers are on contracts, so only insiders can make precise calculations for what Mærsk actually earns right now. But one thing is certain. It's a lot of money. Even after last week's fall, there is still a prospect of at least an 11-digit upward adjustment from Mærsk later this year. Good summer Regards, T.- ·2 päivää sittenMajor upward adjustment from Hapag-Lloyd: Hapag-Lloyd raises full-year forecast after strong demand and higher freight rates Close today at 06:24 ∙ Finwire German shipping giant Hapag-Lloyd raises its forecast for 2026 after a period of strong market demand and positive development for spot freight rates. The company now expects an EBITDA result of 2.7--3.7 billion dollars, up from previously 1.1--3.1 billion dollars. The forecast for EBIT is simultaneously raised to 0.1--1.1 billion dollars, from previously -1.5 to 0.5 billion dollars. According to Bloomberg consensus, an EBITDA of 2.8 billion dollars and EBIT of 249 million dollars are expected. In euros, the new forecast corresponds to an EBITDA of 2.3--3.2 billion euros, compared to previously 0.9--2.6 billion euros. The forecast for EBIT is raised to 0.1--1.0 billion euros from previously -1.3 to 0.4 billion euros. Hapag-Lloyd simultaneously emphasizes that the outlook is associated with great uncertainty against the background of volatile freight rates and significant geopolitical challenges.
I wonder if there won't be a further upward adjustment at the earnings report on Aug 13? If the war with Iran continues, I think. 
·3 päivää sittenThe Maersk family is steadily increasing its ownership stake. It looks like an attempt at a takeover at a discount price. The rates are fantastic. The family may have miscalculated by trying to hit a bottom before they bid. 2026 could be a good year. If the rates don't fall back soon, then more upward revisions must follow and a decent dividend also in 2027
Does one know how many percent of all shares the Mærsk family owns? (Can have great significance for free flow)
·3 päivää sittenA number to keep an eye on in the coming week...is 3.51%. It's the amount of shorts in APM. With 14.5m shares, just over 500,000 shares are lent out. APM has over the past 12 months had short interest levels moving between 2.5% and 5%. So the current level is not unusual. But at the beginning of June, we were at 2.8%. Given how Q2 has progressed, most can figure out that APM has made good money, and 2026 will probably also yield a decent return. The share price, however, is controlled by the permanent pessimism surrounding future expectations for freight rates and overcapacity in the market. Well, rates are currently rising, and quite sharply even, and that can easily explain why the short interest has also increased slightly - the outlook among hedge funds hasn't changed just because APM is making good money this year. But the exciting thing is how many of these short positions will be bought back, possibly leading up to the Q2 report. We know that the liquidity in the stock is relatively low, but is maintained by new shares being thrown into the market (short positions are increasing) - but from early June until now, 0.7% shares have been added to the pool, which corresponds to 100K shares. We must assume that some of these will have to be covered again before Q2, and add to that APM's constant buybacks of 20K shares per month. My personal guess is that some of these shares will have to be covered again, and thus we are back to the scenario of a rising share price leading up to the Q2 report, and when it then comes, it's super good, with an upward revision and on the day the stock then drops 4-5%...it's a classic - but the point is that when we hit the day, I BELIEVE, we will have risen to something resembling 19k - maybe 20 - because most retail investors have exited, and hedge/capital funds are somewhat playing against each other leading up to the report. Those of us who are long - can just lean back, enjoy the fight, and look forward to new buyback programs next year, as well as a dividend that looks like it will be over 2K/share....in that light, I naturally think that 16K for a share (P/E of 8) is cheap...but let's see...with Trump at the helm, the year could be even better for APM...have a good summer.It seems A shares can also be shorted, but in practice, the majority takes place in B shares. How do you assess the components for a short squeeze: 1. High short interest: typically 10-20% of free float 2. Low liquidity 3. An unexpected positive catalyst 1. With 3.5% on paper, we don't reach 10-20% of all shares shorted, but if APM is a bit special with a large family-owned portion (can one see how large a portion) one can probably consider the 3.5% as a higher number (if APM holding owns 50% of all shares, we are at 7% short of free flow) 2. 0.13% traded per day is close to low 3. Freight rates exploding up could well lead to an upward revision. I think the analysis holds for a short squeeze. I'm in for the long case 👍 Buy 17,000 Per share.- ·9.7.There are strong indications of several upward revisions from Mærsk: Marketwire: "Container freight rates continue upwards for the tenth consecutive week. Last week, prices rose by 2.4 pct., according to the latest update of the World Container Index (WCI), compiled by Drewry. Thus, the WCI index for the week up to July 9 rose to 4638.59, after it rose 8.8 pct. the week before. Before the long streak of increases, rates were at 2216.42 dollar as of April 30. Looking at the route from Shanghai in China to Rotterdam in Europe, the price this week rose 5.4 pct. to 4933 dollar. From Shanghai to Los Angeles, the price grew 2.1 pct. to 6482 dollar, while the price to New York from Shanghai increased by 0.03 pct. and stands at 7904 dollar."
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
70 päivää sitten
‧1 t 1 min
480,00 DKK/osake
Viimeisin osinko
2,83%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
- ·4 t sittenFreight rates are still very high, even though they have fallen 2 % in the past week. The index is now 4.546 USD and for comparison, the average cost per forty-foot container is 2.333 USD at Mærsk according to the latest financial report. So Mærsk stands to earn 2.200 USD per container, settled at current rates. Mærsk moves an average of 1.100.000 containers per month. Over half of the containers are on contracts, so only insiders can make precise calculations for what Mærsk actually earns right now. But one thing is certain. It's a lot of money. Even after last week's fall, there is still a prospect of at least an 11-digit upward adjustment from Mærsk later this year. Good summer Regards, T.
- ·2 päivää sittenMajor upward adjustment from Hapag-Lloyd: Hapag-Lloyd raises full-year forecast after strong demand and higher freight rates Close today at 06:24 ∙ Finwire German shipping giant Hapag-Lloyd raises its forecast for 2026 after a period of strong market demand and positive development for spot freight rates. The company now expects an EBITDA result of 2.7--3.7 billion dollars, up from previously 1.1--3.1 billion dollars. The forecast for EBIT is simultaneously raised to 0.1--1.1 billion dollars, from previously -1.5 to 0.5 billion dollars. According to Bloomberg consensus, an EBITDA of 2.8 billion dollars and EBIT of 249 million dollars are expected. In euros, the new forecast corresponds to an EBITDA of 2.3--3.2 billion euros, compared to previously 0.9--2.6 billion euros. The forecast for EBIT is raised to 0.1--1.0 billion euros from previously -1.3 to 0.4 billion euros. Hapag-Lloyd simultaneously emphasizes that the outlook is associated with great uncertainty against the background of volatile freight rates and significant geopolitical challenges.I wonder if there won't be a further upward adjustment at the earnings report on Aug 13? If the war with Iran continues, I think.
- ·3 päivää sittenThe Maersk family is steadily increasing its ownership stake. It looks like an attempt at a takeover at a discount price. The rates are fantastic. The family may have miscalculated by trying to hit a bottom before they bid. 2026 could be a good year. If the rates don't fall back soon, then more upward revisions must follow and a decent dividend also in 2027Does one know how many percent of all shares the Mærsk family owns? (Can have great significance for free flow)
- ·3 päivää sittenA number to keep an eye on in the coming week...is 3.51%. It's the amount of shorts in APM. With 14.5m shares, just over 500,000 shares are lent out. APM has over the past 12 months had short interest levels moving between 2.5% and 5%. So the current level is not unusual. But at the beginning of June, we were at 2.8%. Given how Q2 has progressed, most can figure out that APM has made good money, and 2026 will probably also yield a decent return. The share price, however, is controlled by the permanent pessimism surrounding future expectations for freight rates and overcapacity in the market. Well, rates are currently rising, and quite sharply even, and that can easily explain why the short interest has also increased slightly - the outlook among hedge funds hasn't changed just because APM is making good money this year. But the exciting thing is how many of these short positions will be bought back, possibly leading up to the Q2 report. We know that the liquidity in the stock is relatively low, but is maintained by new shares being thrown into the market (short positions are increasing) - but from early June until now, 0.7% shares have been added to the pool, which corresponds to 100K shares. We must assume that some of these will have to be covered again before Q2, and add to that APM's constant buybacks of 20K shares per month. My personal guess is that some of these shares will have to be covered again, and thus we are back to the scenario of a rising share price leading up to the Q2 report, and when it then comes, it's super good, with an upward revision and on the day the stock then drops 4-5%...it's a classic - but the point is that when we hit the day, I BELIEVE, we will have risen to something resembling 19k - maybe 20 - because most retail investors have exited, and hedge/capital funds are somewhat playing against each other leading up to the report. Those of us who are long - can just lean back, enjoy the fight, and look forward to new buyback programs next year, as well as a dividend that looks like it will be over 2K/share....in that light, I naturally think that 16K for a share (P/E of 8) is cheap...but let's see...with Trump at the helm, the year could be even better for APM...have a good summer.It seems A shares can also be shorted, but in practice, the majority takes place in B shares. How do you assess the components for a short squeeze: 1. High short interest: typically 10-20% of free float 2. Low liquidity 3. An unexpected positive catalyst 1. With 3.5% on paper, we don't reach 10-20% of all shares shorted, but if APM is a bit special with a large family-owned portion (can one see how large a portion) one can probably consider the 3.5% as a higher number (if APM holding owns 50% of all shares, we are at 7% short of free flow) 2. 0.13% traded per day is close to low 3. Freight rates exploding up could well lead to an upward revision. I think the analysis holds for a short squeeze. I'm in for the long case 👍 Buy 17,000 Per share.
- ·9.7.There are strong indications of several upward revisions from Mærsk: Marketwire: "Container freight rates continue upwards for the tenth consecutive week. Last week, prices rose by 2.4 pct., according to the latest update of the World Container Index (WCI), compiled by Drewry. Thus, the WCI index for the week up to July 9 rose to 4638.59, after it rose 8.8 pct. the week before. Before the long streak of increases, rates were at 2216.42 dollar as of April 30. Looking at the route from Shanghai in China to Rotterdam in Europe, the price this week rose 5.4 pct. to 4933 dollar. From Shanghai to Los Angeles, the price grew 2.1 pct. to 6482 dollar, while the price to New York from Shanghai increased by 0.03 pct. and stands at 7904 dollar."
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: FactSet, 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
70 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: FactSet, 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
2,83%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenFreight rates are still very high, even though they have fallen 2 % in the past week. The index is now 4.546 USD and for comparison, the average cost per forty-foot container is 2.333 USD at Mærsk according to the latest financial report. So Mærsk stands to earn 2.200 USD per container, settled at current rates. Mærsk moves an average of 1.100.000 containers per month. Over half of the containers are on contracts, so only insiders can make precise calculations for what Mærsk actually earns right now. But one thing is certain. It's a lot of money. Even after last week's fall, there is still a prospect of at least an 11-digit upward adjustment from Mærsk later this year. Good summer Regards, T.
- ·2 päivää sittenMajor upward adjustment from Hapag-Lloyd: Hapag-Lloyd raises full-year forecast after strong demand and higher freight rates Close today at 06:24 ∙ Finwire German shipping giant Hapag-Lloyd raises its forecast for 2026 after a period of strong market demand and positive development for spot freight rates. The company now expects an EBITDA result of 2.7--3.7 billion dollars, up from previously 1.1--3.1 billion dollars. The forecast for EBIT is simultaneously raised to 0.1--1.1 billion dollars, from previously -1.5 to 0.5 billion dollars. According to Bloomberg consensus, an EBITDA of 2.8 billion dollars and EBIT of 249 million dollars are expected. In euros, the new forecast corresponds to an EBITDA of 2.3--3.2 billion euros, compared to previously 0.9--2.6 billion euros. The forecast for EBIT is raised to 0.1--1.0 billion euros from previously -1.3 to 0.4 billion euros. Hapag-Lloyd simultaneously emphasizes that the outlook is associated with great uncertainty against the background of volatile freight rates and significant geopolitical challenges.I wonder if there won't be a further upward adjustment at the earnings report on Aug 13? If the war with Iran continues, I think.
- ·3 päivää sittenThe Maersk family is steadily increasing its ownership stake. It looks like an attempt at a takeover at a discount price. The rates are fantastic. The family may have miscalculated by trying to hit a bottom before they bid. 2026 could be a good year. If the rates don't fall back soon, then more upward revisions must follow and a decent dividend also in 2027Does one know how many percent of all shares the Mærsk family owns? (Can have great significance for free flow)
- ·3 päivää sittenA number to keep an eye on in the coming week...is 3.51%. It's the amount of shorts in APM. With 14.5m shares, just over 500,000 shares are lent out. APM has over the past 12 months had short interest levels moving between 2.5% and 5%. So the current level is not unusual. But at the beginning of June, we were at 2.8%. Given how Q2 has progressed, most can figure out that APM has made good money, and 2026 will probably also yield a decent return. The share price, however, is controlled by the permanent pessimism surrounding future expectations for freight rates and overcapacity in the market. Well, rates are currently rising, and quite sharply even, and that can easily explain why the short interest has also increased slightly - the outlook among hedge funds hasn't changed just because APM is making good money this year. But the exciting thing is how many of these short positions will be bought back, possibly leading up to the Q2 report. We know that the liquidity in the stock is relatively low, but is maintained by new shares being thrown into the market (short positions are increasing) - but from early June until now, 0.7% shares have been added to the pool, which corresponds to 100K shares. We must assume that some of these will have to be covered again before Q2, and add to that APM's constant buybacks of 20K shares per month. My personal guess is that some of these shares will have to be covered again, and thus we are back to the scenario of a rising share price leading up to the Q2 report, and when it then comes, it's super good, with an upward revision and on the day the stock then drops 4-5%...it's a classic - but the point is that when we hit the day, I BELIEVE, we will have risen to something resembling 19k - maybe 20 - because most retail investors have exited, and hedge/capital funds are somewhat playing against each other leading up to the report. Those of us who are long - can just lean back, enjoy the fight, and look forward to new buyback programs next year, as well as a dividend that looks like it will be over 2K/share....in that light, I naturally think that 16K for a share (P/E of 8) is cheap...but let's see...with Trump at the helm, the year could be even better for APM...have a good summer.It seems A shares can also be shorted, but in practice, the majority takes place in B shares. How do you assess the components for a short squeeze: 1. High short interest: typically 10-20% of free float 2. Low liquidity 3. An unexpected positive catalyst 1. With 3.5% on paper, we don't reach 10-20% of all shares shorted, but if APM is a bit special with a large family-owned portion (can one see how large a portion) one can probably consider the 3.5% as a higher number (if APM holding owns 50% of all shares, we are at 7% short of free flow) 2. 0.13% traded per day is close to low 3. Freight rates exploding up could well lead to an upward revision. I think the analysis holds for a short squeeze. I'm in for the long case 👍 Buy 17,000 Per share.
- ·9.7.There are strong indications of several upward revisions from Mærsk: Marketwire: "Container freight rates continue upwards for the tenth consecutive week. Last week, prices rose by 2.4 pct., according to the latest update of the World Container Index (WCI), compiled by Drewry. Thus, the WCI index for the week up to July 9 rose to 4638.59, after it rose 8.8 pct. the week before. Before the long streak of increases, rates were at 2216.42 dollar as of April 30. Looking at the route from Shanghai in China to Rotterdam in Europe, the price this week rose 5.4 pct. to 4933 dollar. From Shanghai to Los Angeles, the price grew 2.1 pct. to 6482 dollar, while the price to New York from Shanghai increased by 0.03 pct. and stands at 7904 dollar."
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