2026 Q2 -tulosraportti
14 päivää sitten
‧1 t 0 min
480,00 DKK/osake
Viimeisin osinko
2,21%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 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
Vuosittainen yhtiökokous 2026 25.3. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11 t sittenNews about freight rates: Stability at an unusually high level, which is extremely positive for Mærsk shareholders: The average freight rates have fallen 1,2 % to 4472 USD. Some might think that's bad news? I think that's super good news. Not that they have fallen, but that they are still at 4.472 USD. Mærsk has an average cost from Q2 of 2.355 USD per forty-foot container, so anything above this amount equals profit in Ocean. 4.472 - 2.355 = 2.117 USD in profit per forty-foot container. That's super good for this week, because we know that Mærsk moves approximately 275.000 containers on average in a week. It's not so much about whether rates rise or fall one percent or 3. We already have super good rates that are much higher than last year's peak. What's important is the duration of the super good rates. The longer the rates are far above costs, the better it is. Everyone who follows shipping knows that rates rise quickly and fall just as quickly. But right now, rates have more or less stabilized at a historically very high level. That's a shift compared to before, where we were used to a quick peak followed by a collapse. The collapse has not happened this year, so far. For every week the collapse doesn't happen, it allows Mærsk to upgrade its guidance by 3 to 4 billion Danish kroner. All analysts are screaming shrilly that the collapse is coming, but is the collapse coming, or will the current rates continue? I don't know. But I know: A record number of ships are queuing globally. Many ports are operating at their absolute maximum. They simply cannot keep up. There is a great imbalance in many places regarding where the containers are located. The Pacific Ocean has a record high temperature, indicating that even more powerful typhoons are coming this year. This leads to port closures and even longer queues of ships. Everything currently points towards continued queuing of ships outside the ports in Asia, which points towards continued high freight rates. Everyone in shipping is used to rates rising and falling extremely quickly, so everyone expects a huge drop in rates at some point, but for every week it doesn't happen, billions flow into Mærsk's account. To the great delight of Mærsk's shareholders. There is already now a prospect of a four-digit dividend in the spring and new impressive share buyback programs. If rates can stay up for three more weeks, Mærsk will probably upgrade its guidance by another 10.000.000.000 dk kr. more. We'll see. Have a good weekend T.
good input. Do you account for expenses associated with being in a queue? But I agree that another upward adjustment is pending, I myself believe that a clarification is not enough and we will get a real upward adjustment within a few weeks....- ·15 t sittenKeep an eye on Saudel: Typhoon Saudel is already causing concrete operational stoppages in both Ningbo and Shanghai, and the official port authorities have activated emergency procedures that are normally only used for high-risk systems. Ningbo – operations already suspended According to SEKO Logistics’ Asia-Pacific Weather Center, all major container terminals in Ningbo-Zhoushan (Beilun 1–3, Daxie, Meishan/MSICT etc.) have gone into phased shutdown: Empty container gate-in/pick-up stopped 26. Aug at 16:00 Laden container gate-in/pick-up stopped 26. Aug at 20:00 Kuehne+Nagel confirms the same status: All operations in Ningbo suspended from 26. Aug at 20:00 Shanghai – clear-port procedures and extended gate closures SEKO Logistics reports that the Shanghai Maritime Safety Administration has initiated full clear-port: Yangshan: clear-port started 26. Aug at 18:00 Waigaoqiao: clear-port started 27. Aug at 00:01 Gate closures have been extended: Yangshan empty gate-in stopped 27. Aug at 04:00 Yangshan laden gate-in stopped 27. Aug at 06:00 Waigaoqiao empty gate-in stopped 27. Aug at 14:00 Consequence: High risk of full port closures Both ports are now on emergency alert with: Clear-port (stop for new calls) Gate closures Full stop for container handling in Ningbo Significant backlog and 8–9.5 days waiting time in Shanghai Total closures (Operations suspended)Ningbo Port (Zhejiang): The port has raised its alert level to the critical Level II. All terminal operations were completely ceased yesterday evening (26. August) at 20:00 local time, after the handling of empty containers had already been shut down four hours prior. The port remains closed today.Wenzhou (Zhuangyuan'ao Terminal): Located directly in the storm's expected landfall zone and has been totally closed since Tuesday evening at 22:00.Taizhou Port: All operations and terminal gates were shut down yesterday morning (26. August) at 10:00.⚠️ Partial restrictions and ports on highest alertShanghai (Yangshan & Waigaoqiao): Is officially still in operation, but the authorities have activated a Level IV emergency preparedness. Strict restrictions have been introduced at the terminal gates (gate restrictions), and shipping companies warn that operations could quickly be suspended if the typhoon moves even slightly further north.Fujian province (Xiamen & Fuzhou): Is currently subject to emergency procedures, where all maritime coastal projects are suspended, and fishing vessels have been ordered to seek port. Port terminals are preparing for acute closures, depending on the storm's precise route in the coming hours.What does this mean for shipping right now?According to logistics reports from Kuehne+Nagel and monitoring pages on LinkedIn, the current closures are forcing shipping companies to extensive route changes. Ships are skipping planned stops (port omissions), which is pushing the already historic port queues to the extreme in North Asia. There is nothing to indicate that Asia will get rid of the queue of ships anytime soon, quite the contrary.
Actually a bit paradoxical - there are very few private and institutional investors who wish to increase their positions in APM currently. Partly because the value has obviously risen, and thereby a potential portfolio share, and partly because many probably think that it will come down again - one day... Therefore, there is a lack of buyers, but then it's good that we have the shorters, whose borrowed shares must be bought back - but 2,673 shares sold halfway through the day - so there's a long way to go... So, however strange it may be, we private investors can now sit and thank the shorters, both for supporting the stock, but also for ensuring that it might even go much higher than we ourselves would have thought of trading it...damn a strange game... - ·17 t sitten12.294 owners of APM B on Nordnet....has any of you tracked "number of owners" - I'm a bit annoyed I haven't followed along, it would be interesting to know how many private individuals have dumped the stock since, for example, the start of the year, or maybe just over the last 2 months. Right now, there's a sell out to the shorters, which means they have been able to push the price down a bit, at the same time, their short positions (overall) have been reduced a bit...that's actually pretty good work from their side. There aren't many private buyers in the market, but almost all private individuals have made good profits, so many naturally choose to sell. The race is still on...today Drewry rates are coming and tomorrow the SCFI index, - it could be a girl or a boy... We lean back - those of us who still own the shipping company...
Retail investors end '24: 109.000 -> end '25 94.000 -> end summer '26 87.000. I.e. approx. 20% fall in the number of registered retail investors. I estimate that an additional 10% are gone after Q2 based on Nordnet's statement. 
·17 t sitten · MuokattuArticle in Børsen today https://borsen.dk/nyheder/virksomheder/maersk-topchef-advarede-om-fragtkaos-nu-slar-koerne-coronarekord?b_source=borsen&b_medium=row_0&b_campaign=news_1 And finans https://finans.dk/erhverv/ECE19579747/maersk-vaelter-sig-i-penge-analytikere-oejner-endnu-en-opjustering/Jyske Bank's senior analyst Haider Anjum believes in an upward revision from A.P. Møller-Mærsk and reports strong development in both volumes, freight rates, and earnings. It is especially the freight rates from China to Europe and the surrounding Asian markets that are picking up speed. Those analysts are sharp... ;) 2/3 of Q3 has now passed with the year's highest rates - I had also seen that analysis coming - a long time ago...- ·1 päivä sitten · MuokattuInteresting news for Mærsk shareholders: The global queue formation outside the world's ports is now at 4,300,000 TEU. This is almost equivalent to Mærsk's entire fleet being in a queue. It's wild to think about. This is higher than the peak during COVID. And the demand for goods is still enormous. And the typhoon season in Asia is shaping up to be the worst ever due to the strongest Super El Niño ever. A lot indicates that freight rates could go even higher this year. There is certainly nothing that indicates an imminent collapse in rates. Much suggests more upward revisions from Mærsk later in the year. Keep an eye on the weather. T.The primary and most reliable source behind the figure of 4.3 million TEU is Linerlytica, which is a leading global analysis agency specialized in container shipping and market data. Their data and reporting currently form the basis for coverage by all major, recognized maritime trade media. The most reliable media citing the figures: If you want to read the full analyses, you can find the overview from the following authoritative sources within the shipping industry: The Loadstar: The recognized logistics medium describes in the article Global port congestion at new high, how the typhoons in East Asia are pushing capacity up to 4.3 million TEU. Splash247: The global maritime news site accounts for the record in the article Container port congestion smashes covid-era record, where they also elaborate that the 4.3 million TEU corresponds to 12.6 % of the total world fleet. The Maritime Executive: One of the industry's largest news magazines has published a detailed report on the stranded volumes under the title Port Congestion Sets New Record at 4.3M TEU. Port Technology International: The trade medium for port and terminal operators also confirms the data basis in their coverage of Global port congestion hits record 4.3 million TEUs.
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 Q2 -tulosraportti
14 päivää sitten
‧1 t 0 min
480,00 DKK/osake
Viimeisin osinko
2,21%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 sittenNews about freight rates: Stability at an unusually high level, which is extremely positive for Mærsk shareholders: The average freight rates have fallen 1,2 % to 4472 USD. Some might think that's bad news? I think that's super good news. Not that they have fallen, but that they are still at 4.472 USD. Mærsk has an average cost from Q2 of 2.355 USD per forty-foot container, so anything above this amount equals profit in Ocean. 4.472 - 2.355 = 2.117 USD in profit per forty-foot container. That's super good for this week, because we know that Mærsk moves approximately 275.000 containers on average in a week. It's not so much about whether rates rise or fall one percent or 3. We already have super good rates that are much higher than last year's peak. What's important is the duration of the super good rates. The longer the rates are far above costs, the better it is. Everyone who follows shipping knows that rates rise quickly and fall just as quickly. But right now, rates have more or less stabilized at a historically very high level. That's a shift compared to before, where we were used to a quick peak followed by a collapse. The collapse has not happened this year, so far. For every week the collapse doesn't happen, it allows Mærsk to upgrade its guidance by 3 to 4 billion Danish kroner. All analysts are screaming shrilly that the collapse is coming, but is the collapse coming, or will the current rates continue? I don't know. But I know: A record number of ships are queuing globally. Many ports are operating at their absolute maximum. They simply cannot keep up. There is a great imbalance in many places regarding where the containers are located. The Pacific Ocean has a record high temperature, indicating that even more powerful typhoons are coming this year. This leads to port closures and even longer queues of ships. Everything currently points towards continued queuing of ships outside the ports in Asia, which points towards continued high freight rates. Everyone in shipping is used to rates rising and falling extremely quickly, so everyone expects a huge drop in rates at some point, but for every week it doesn't happen, billions flow into Mærsk's account. To the great delight of Mærsk's shareholders. There is already now a prospect of a four-digit dividend in the spring and new impressive share buyback programs. If rates can stay up for three more weeks, Mærsk will probably upgrade its guidance by another 10.000.000.000 dk kr. more. We'll see. Have a good weekend T.good input. Do you account for expenses associated with being in a queue? But I agree that another upward adjustment is pending, I myself believe that a clarification is not enough and we will get a real upward adjustment within a few weeks....
- ·15 t sittenKeep an eye on Saudel: Typhoon Saudel is already causing concrete operational stoppages in both Ningbo and Shanghai, and the official port authorities have activated emergency procedures that are normally only used for high-risk systems. Ningbo – operations already suspended According to SEKO Logistics’ Asia-Pacific Weather Center, all major container terminals in Ningbo-Zhoushan (Beilun 1–3, Daxie, Meishan/MSICT etc.) have gone into phased shutdown: Empty container gate-in/pick-up stopped 26. Aug at 16:00 Laden container gate-in/pick-up stopped 26. Aug at 20:00 Kuehne+Nagel confirms the same status: All operations in Ningbo suspended from 26. Aug at 20:00 Shanghai – clear-port procedures and extended gate closures SEKO Logistics reports that the Shanghai Maritime Safety Administration has initiated full clear-port: Yangshan: clear-port started 26. Aug at 18:00 Waigaoqiao: clear-port started 27. Aug at 00:01 Gate closures have been extended: Yangshan empty gate-in stopped 27. Aug at 04:00 Yangshan laden gate-in stopped 27. Aug at 06:00 Waigaoqiao empty gate-in stopped 27. Aug at 14:00 Consequence: High risk of full port closures Both ports are now on emergency alert with: Clear-port (stop for new calls) Gate closures Full stop for container handling in Ningbo Significant backlog and 8–9.5 days waiting time in Shanghai Total closures (Operations suspended)Ningbo Port (Zhejiang): The port has raised its alert level to the critical Level II. All terminal operations were completely ceased yesterday evening (26. August) at 20:00 local time, after the handling of empty containers had already been shut down four hours prior. The port remains closed today.Wenzhou (Zhuangyuan'ao Terminal): Located directly in the storm's expected landfall zone and has been totally closed since Tuesday evening at 22:00.Taizhou Port: All operations and terminal gates were shut down yesterday morning (26. August) at 10:00.⚠️ Partial restrictions and ports on highest alertShanghai (Yangshan & Waigaoqiao): Is officially still in operation, but the authorities have activated a Level IV emergency preparedness. Strict restrictions have been introduced at the terminal gates (gate restrictions), and shipping companies warn that operations could quickly be suspended if the typhoon moves even slightly further north.Fujian province (Xiamen & Fuzhou): Is currently subject to emergency procedures, where all maritime coastal projects are suspended, and fishing vessels have been ordered to seek port. Port terminals are preparing for acute closures, depending on the storm's precise route in the coming hours.What does this mean for shipping right now?According to logistics reports from Kuehne+Nagel and monitoring pages on LinkedIn, the current closures are forcing shipping companies to extensive route changes. Ships are skipping planned stops (port omissions), which is pushing the already historic port queues to the extreme in North Asia. There is nothing to indicate that Asia will get rid of the queue of ships anytime soon, quite the contrary.Actually a bit paradoxical - there are very few private and institutional investors who wish to increase their positions in APM currently. Partly because the value has obviously risen, and thereby a potential portfolio share, and partly because many probably think that it will come down again - one day... Therefore, there is a lack of buyers, but then it's good that we have the shorters, whose borrowed shares must be bought back - but 2,673 shares sold halfway through the day - so there's a long way to go... So, however strange it may be, we private investors can now sit and thank the shorters, both for supporting the stock, but also for ensuring that it might even go much higher than we ourselves would have thought of trading it...damn a strange game...
- ·17 t sitten12.294 owners of APM B on Nordnet....has any of you tracked "number of owners" - I'm a bit annoyed I haven't followed along, it would be interesting to know how many private individuals have dumped the stock since, for example, the start of the year, or maybe just over the last 2 months. Right now, there's a sell out to the shorters, which means they have been able to push the price down a bit, at the same time, their short positions (overall) have been reduced a bit...that's actually pretty good work from their side. There aren't many private buyers in the market, but almost all private individuals have made good profits, so many naturally choose to sell. The race is still on...today Drewry rates are coming and tomorrow the SCFI index, - it could be a girl or a boy... We lean back - those of us who still own the shipping company...Retail investors end '24: 109.000 -> end '25 94.000 -> end summer '26 87.000. I.e. approx. 20% fall in the number of registered retail investors. I estimate that an additional 10% are gone after Q2 based on Nordnet's statement.
- ·17 t sitten · MuokattuArticle in Børsen today https://borsen.dk/nyheder/virksomheder/maersk-topchef-advarede-om-fragtkaos-nu-slar-koerne-coronarekord?b_source=borsen&b_medium=row_0&b_campaign=news_1 And finans https://finans.dk/erhverv/ECE19579747/maersk-vaelter-sig-i-penge-analytikere-oejner-endnu-en-opjustering/Jyske Bank's senior analyst Haider Anjum believes in an upward revision from A.P. Møller-Mærsk and reports strong development in both volumes, freight rates, and earnings. It is especially the freight rates from China to Europe and the surrounding Asian markets that are picking up speed. Those analysts are sharp... ;) 2/3 of Q3 has now passed with the year's highest rates - I had also seen that analysis coming - a long time ago...
- ·1 päivä sitten · MuokattuInteresting news for Mærsk shareholders: The global queue formation outside the world's ports is now at 4,300,000 TEU. This is almost equivalent to Mærsk's entire fleet being in a queue. It's wild to think about. This is higher than the peak during COVID. And the demand for goods is still enormous. And the typhoon season in Asia is shaping up to be the worst ever due to the strongest Super El Niño ever. A lot indicates that freight rates could go even higher this year. There is certainly nothing that indicates an imminent collapse in rates. Much suggests more upward revisions from Mærsk later in the year. Keep an eye on the weather. T.The primary and most reliable source behind the figure of 4.3 million TEU is Linerlytica, which is a leading global analysis agency specialized in container shipping and market data. Their data and reporting currently form the basis for coverage by all major, recognized maritime trade media. The most reliable media citing the figures: If you want to read the full analyses, you can find the overview from the following authoritative sources within the shipping industry: The Loadstar: The recognized logistics medium describes in the article Global port congestion at new high, how the typhoons in East Asia are pushing capacity up to 4.3 million TEU. Splash247: The global maritime news site accounts for the record in the article Container port congestion smashes covid-era record, where they also elaborate that the 4.3 million TEU corresponds to 12.6 % of the total world fleet. The Maritime Executive: One of the industry's largest news magazines has published a detailed report on the stranded volumes under the title Port Congestion Sets New Record at 4.3M TEU. Port Technology International: The trade medium for port and terminal operators also confirms the data basis in their coverage of Global port congestion hits record 4.3 million TEUs.
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 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
Vuosittainen yhtiökokous 2026 25.3. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 |
2026 Q2 -tulosraportti
14 päivää sitten
‧1 t 0 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 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
Vuosittainen yhtiökokous 2026 25.3. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 |
480,00 DKK/osake
Viimeisin osinko
2,21%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sittenNews about freight rates: Stability at an unusually high level, which is extremely positive for Mærsk shareholders: The average freight rates have fallen 1,2 % to 4472 USD. Some might think that's bad news? I think that's super good news. Not that they have fallen, but that they are still at 4.472 USD. Mærsk has an average cost from Q2 of 2.355 USD per forty-foot container, so anything above this amount equals profit in Ocean. 4.472 - 2.355 = 2.117 USD in profit per forty-foot container. That's super good for this week, because we know that Mærsk moves approximately 275.000 containers on average in a week. It's not so much about whether rates rise or fall one percent or 3. We already have super good rates that are much higher than last year's peak. What's important is the duration of the super good rates. The longer the rates are far above costs, the better it is. Everyone who follows shipping knows that rates rise quickly and fall just as quickly. But right now, rates have more or less stabilized at a historically very high level. That's a shift compared to before, where we were used to a quick peak followed by a collapse. The collapse has not happened this year, so far. For every week the collapse doesn't happen, it allows Mærsk to upgrade its guidance by 3 to 4 billion Danish kroner. All analysts are screaming shrilly that the collapse is coming, but is the collapse coming, or will the current rates continue? I don't know. But I know: A record number of ships are queuing globally. Many ports are operating at their absolute maximum. They simply cannot keep up. There is a great imbalance in many places regarding where the containers are located. The Pacific Ocean has a record high temperature, indicating that even more powerful typhoons are coming this year. This leads to port closures and even longer queues of ships. Everything currently points towards continued queuing of ships outside the ports in Asia, which points towards continued high freight rates. Everyone in shipping is used to rates rising and falling extremely quickly, so everyone expects a huge drop in rates at some point, but for every week it doesn't happen, billions flow into Mærsk's account. To the great delight of Mærsk's shareholders. There is already now a prospect of a four-digit dividend in the spring and new impressive share buyback programs. If rates can stay up for three more weeks, Mærsk will probably upgrade its guidance by another 10.000.000.000 dk kr. more. We'll see. Have a good weekend T.good input. Do you account for expenses associated with being in a queue? But I agree that another upward adjustment is pending, I myself believe that a clarification is not enough and we will get a real upward adjustment within a few weeks....
- ·15 t sittenKeep an eye on Saudel: Typhoon Saudel is already causing concrete operational stoppages in both Ningbo and Shanghai, and the official port authorities have activated emergency procedures that are normally only used for high-risk systems. Ningbo – operations already suspended According to SEKO Logistics’ Asia-Pacific Weather Center, all major container terminals in Ningbo-Zhoushan (Beilun 1–3, Daxie, Meishan/MSICT etc.) have gone into phased shutdown: Empty container gate-in/pick-up stopped 26. Aug at 16:00 Laden container gate-in/pick-up stopped 26. Aug at 20:00 Kuehne+Nagel confirms the same status: All operations in Ningbo suspended from 26. Aug at 20:00 Shanghai – clear-port procedures and extended gate closures SEKO Logistics reports that the Shanghai Maritime Safety Administration has initiated full clear-port: Yangshan: clear-port started 26. Aug at 18:00 Waigaoqiao: clear-port started 27. Aug at 00:01 Gate closures have been extended: Yangshan empty gate-in stopped 27. Aug at 04:00 Yangshan laden gate-in stopped 27. Aug at 06:00 Waigaoqiao empty gate-in stopped 27. Aug at 14:00 Consequence: High risk of full port closures Both ports are now on emergency alert with: Clear-port (stop for new calls) Gate closures Full stop for container handling in Ningbo Significant backlog and 8–9.5 days waiting time in Shanghai Total closures (Operations suspended)Ningbo Port (Zhejiang): The port has raised its alert level to the critical Level II. All terminal operations were completely ceased yesterday evening (26. August) at 20:00 local time, after the handling of empty containers had already been shut down four hours prior. The port remains closed today.Wenzhou (Zhuangyuan'ao Terminal): Located directly in the storm's expected landfall zone and has been totally closed since Tuesday evening at 22:00.Taizhou Port: All operations and terminal gates were shut down yesterday morning (26. August) at 10:00.⚠️ Partial restrictions and ports on highest alertShanghai (Yangshan & Waigaoqiao): Is officially still in operation, but the authorities have activated a Level IV emergency preparedness. Strict restrictions have been introduced at the terminal gates (gate restrictions), and shipping companies warn that operations could quickly be suspended if the typhoon moves even slightly further north.Fujian province (Xiamen & Fuzhou): Is currently subject to emergency procedures, where all maritime coastal projects are suspended, and fishing vessels have been ordered to seek port. Port terminals are preparing for acute closures, depending on the storm's precise route in the coming hours.What does this mean for shipping right now?According to logistics reports from Kuehne+Nagel and monitoring pages on LinkedIn, the current closures are forcing shipping companies to extensive route changes. Ships are skipping planned stops (port omissions), which is pushing the already historic port queues to the extreme in North Asia. There is nothing to indicate that Asia will get rid of the queue of ships anytime soon, quite the contrary.Actually a bit paradoxical - there are very few private and institutional investors who wish to increase their positions in APM currently. Partly because the value has obviously risen, and thereby a potential portfolio share, and partly because many probably think that it will come down again - one day... Therefore, there is a lack of buyers, but then it's good that we have the shorters, whose borrowed shares must be bought back - but 2,673 shares sold halfway through the day - so there's a long way to go... So, however strange it may be, we private investors can now sit and thank the shorters, both for supporting the stock, but also for ensuring that it might even go much higher than we ourselves would have thought of trading it...damn a strange game...
- ·17 t sitten12.294 owners of APM B on Nordnet....has any of you tracked "number of owners" - I'm a bit annoyed I haven't followed along, it would be interesting to know how many private individuals have dumped the stock since, for example, the start of the year, or maybe just over the last 2 months. Right now, there's a sell out to the shorters, which means they have been able to push the price down a bit, at the same time, their short positions (overall) have been reduced a bit...that's actually pretty good work from their side. There aren't many private buyers in the market, but almost all private individuals have made good profits, so many naturally choose to sell. The race is still on...today Drewry rates are coming and tomorrow the SCFI index, - it could be a girl or a boy... We lean back - those of us who still own the shipping company...Retail investors end '24: 109.000 -> end '25 94.000 -> end summer '26 87.000. I.e. approx. 20% fall in the number of registered retail investors. I estimate that an additional 10% are gone after Q2 based on Nordnet's statement.
- ·17 t sitten · MuokattuArticle in Børsen today https://borsen.dk/nyheder/virksomheder/maersk-topchef-advarede-om-fragtkaos-nu-slar-koerne-coronarekord?b_source=borsen&b_medium=row_0&b_campaign=news_1 And finans https://finans.dk/erhverv/ECE19579747/maersk-vaelter-sig-i-penge-analytikere-oejner-endnu-en-opjustering/Jyske Bank's senior analyst Haider Anjum believes in an upward revision from A.P. Møller-Mærsk and reports strong development in both volumes, freight rates, and earnings. It is especially the freight rates from China to Europe and the surrounding Asian markets that are picking up speed. Those analysts are sharp... ;) 2/3 of Q3 has now passed with the year's highest rates - I had also seen that analysis coming - a long time ago...
- ·1 päivä sitten · MuokattuInteresting news for Mærsk shareholders: The global queue formation outside the world's ports is now at 4,300,000 TEU. This is almost equivalent to Mærsk's entire fleet being in a queue. It's wild to think about. This is higher than the peak during COVID. And the demand for goods is still enormous. And the typhoon season in Asia is shaping up to be the worst ever due to the strongest Super El Niño ever. A lot indicates that freight rates could go even higher this year. There is certainly nothing that indicates an imminent collapse in rates. Much suggests more upward revisions from Mærsk later in the year. Keep an eye on the weather. T.The primary and most reliable source behind the figure of 4.3 million TEU is Linerlytica, which is a leading global analysis agency specialized in container shipping and market data. Their data and reporting currently form the basis for coverage by all major, recognized maritime trade media. The most reliable media citing the figures: If you want to read the full analyses, you can find the overview from the following authoritative sources within the shipping industry: The Loadstar: The recognized logistics medium describes in the article Global port congestion at new high, how the typhoons in East Asia are pushing capacity up to 4.3 million TEU. Splash247: The global maritime news site accounts for the record in the article Container port congestion smashes covid-era record, where they also elaborate that the 4.3 million TEU corresponds to 12.6 % of the total world fleet. The Maritime Executive: One of the industry's largest news magazines has published a detailed report on the stranded volumes under the title Port Congestion Sets New Record at 4.3M TEU. Port Technology International: The trade medium for port and terminal operators also confirms the data basis in their coverage of Global port congestion hits record 4.3 million TEUs.
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