Analytikere: Opjustering større end ventet

Det var forventet blandt analytikere, at A. P. Møller - Maersk ville opjustere sine forvetninger til 2020-resultatet, men opjusteringen som Maersk meldte ud i morges, er ifølge Sydbank og Nordnet større end forventet.

Da Goldman Sachs for nylig storroste udviklingen i A. P. Møller - Maersk i en analyse, forudså investeringsbanken, at selskabets driftsresultat ville havne i toppen af den hidtidige forventning på 6-7 mia. dollar.

Men med dagens meddelelse til Fondsbørsen om et forventet driftsresultat (EBITDA) på 7,5-8 mia. dollar overgår Maersk antagelserne.

“Det er vel den egentlige overraskelse her, at Maersk lægger sin guidance lidt højere end ventet”, siger aktieanalytiker Mikkel Emil Jensen, der følger A.P. Møller - Maersk for Sydbank, til Børsen.

Også Per Hansen - investeringsøkonom i Nordnet - havde forventet en opjustering, men den blev større, end han havde forventet.

“Investorerne har ventet på, at Maersk skulle opjustere. Det gør de så eftertrykkeligt i dag. Størrelsen overrasker positivt. Aktien er steget markant de seneste måneder, men mon ikke Maersk kan sejle en kursstigning hjem?,” siger Per Hansen til Berlingske.

Kilder: Berlingske & Børsen.

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