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A.P. Møller - Mærsk B

Ylin-
Alin-
Vaihto-
2026 Q1 -tulosraportti
67 päivää sitten
480,00 DKK/osake
Viimeisin osinko
3,05%Tuotto/v

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

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

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 4 t sitten
    ·
    The 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
  • 4 t sitten
    ·
    A 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.
    1 t sitten
    ·
    9.6 million A shares 5.1 million B shares. Agreed that only B shares trade freely in the market, so 10% of all B shares shorted?
  • 3 päivää sitten
    ·
    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."
  • 9.7.
    ·
    Rates are record high and Trump continues bombing in Iran. This decision regarding the Red Sea for APM can quickly be reversed. I'm not saying the stock will then jump 5% up - it won't, but rates risk rising even more, and APM's profit for 2026 ditto. The short volume has increased to 3.61% after having been at 2.8%. That's a good 115,000 shares that have been poured into the pot in recent weeks. APM itself buys 20,000 per month, so it's not APM itself that is supporting the price currently. It seems that some hedge funds and asset managers each have their take on APM, and where we are headed, but it can become dangerous if those who bet on a fall experience a rise because the ferries are bringing a lot of money home… Drewry Thursday and Shanghai Friday…then we'll have to see where rates are headed…
  • 7.7.
    ·
    A gradual return means that effective capacity also increases gradually, which should prevent a significant collapse in freight rates all at once. Mærsk estimates that a full normalization will increase effective capacity by 7-9 percent. The timing is good, as it coincides with the seasonal demand dip in the wake of the summer high season, which minimizes the risk of congestion in European ports, although it naturally depends on how quickly other shipping companies follow suit. According to Finans
    7.7.
    ·
    APM knows exactly where those ferries should be sailed…
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.

Uutiset

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
67 päivää sitten
480,00 DKK/osake
Viimeisin osinko
3,05%Tuotto/v

Uutiset

AI
Viimeisin
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 sitten
    ·
    The 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
  • 4 t sitten
    ·
    A 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.
    1 t sitten
    ·
    9.6 million A shares 5.1 million B shares. Agreed that only B shares trade freely in the market, so 10% of all B shares shorted?
  • 3 päivää sitten
    ·
    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."
  • 9.7.
    ·
    Rates are record high and Trump continues bombing in Iran. This decision regarding the Red Sea for APM can quickly be reversed. I'm not saying the stock will then jump 5% up - it won't, but rates risk rising even more, and APM's profit for 2026 ditto. The short volume has increased to 3.61% after having been at 2.8%. That's a good 115,000 shares that have been poured into the pot in recent weeks. APM itself buys 20,000 per month, so it's not APM itself that is supporting the price currently. It seems that some hedge funds and asset managers each have their take on APM, and where we are headed, but it can become dangerous if those who bet on a fall experience a rise because the ferries are bringing a lot of money home… Drewry Thursday and Shanghai Friday…then we'll have to see where rates are headed…
  • 7.7.
    ·
    A gradual return means that effective capacity also increases gradually, which should prevent a significant collapse in freight rates all at once. Mærsk estimates that a full normalization will increase effective capacity by 7-9 percent. The timing is good, as it coincides with the seasonal demand dip in the wake of the summer high season, which minimizes the risk of congestion in European ports, although it naturally depends on how quickly other shipping companies follow suit. According to Finans
    7.7.
    ·
    APM knows exactly where those ferries should be sailed…
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

AikaHintaMääräOstajaMyyjä
----

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

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
67 päivää sitten

Uutiset

AI
Viimeisin
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

Tuotteita joiden kohde-etuutena tämä arvopaperi

480,00 DKK/osake
Viimeisin osinko
3,05%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 4 t sitten
    ·
    The 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
  • 4 t sitten
    ·
    A 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.
    1 t sitten
    ·
    9.6 million A shares 5.1 million B shares. Agreed that only B shares trade freely in the market, so 10% of all B shares shorted?
  • 3 päivää sitten
    ·
    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."
  • 9.7.
    ·
    Rates are record high and Trump continues bombing in Iran. This decision regarding the Red Sea for APM can quickly be reversed. I'm not saying the stock will then jump 5% up - it won't, but rates risk rising even more, and APM's profit for 2026 ditto. The short volume has increased to 3.61% after having been at 2.8%. That's a good 115,000 shares that have been poured into the pot in recent weeks. APM itself buys 20,000 per month, so it's not APM itself that is supporting the price currently. It seems that some hedge funds and asset managers each have their take on APM, and where we are headed, but it can become dangerous if those who bet on a fall experience a rise because the ferries are bringing a lot of money home… Drewry Thursday and Shanghai Friday…then we'll have to see where rates are headed…
  • 7.7.
    ·
    A gradual return means that effective capacity also increases gradually, which should prevent a significant collapse in freight rates all at once. Mærsk estimates that a full normalization will increase effective capacity by 7-9 percent. The timing is good, as it coincides with the seasonal demand dip in the wake of the summer high season, which minimizes the risk of congestion in European ports, although it naturally depends on how quickly other shipping companies follow suit. According to Finans
    7.7.
    ·
    APM knows exactly where those ferries should be sailed…
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

AikaHintaMääräOstajaMyyjä
----

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