Maersk på vej til at sætte Danmarks-rekord

Danmarks største selskab, A.P. Møller - Maersk, er ifølge Sydbank på vej til at sætte kurs mod et nettooverskud på over 100 mia. kr. efter skat i 2021, drevet af de rekordhøje fragtrater. Det vil i givet fald være rekord for et dansk selskab.

Arkivfoto..

Torsdag i sidste uge opjusterede Maersk for tredje gang i år forventningerne til det underliggende driftsresultat (EBITDA) til mellem 22 og 23 mia. dollar - svarende til 139-146 mia. danske kroner.

På den baggrund vurderer Mikkel Emil Jensen, senioranalytiker i Sydbank, nu i et notat, at A.P. Møller - Maersk har sat kurs mod et resultat efter skat på mere end 100 mia. kr.

Det vil i givet fald være rekord for et dansk selskab, skriver Marketwire ifølge ShippingWatch.

Det er fortsat de rekordhøje fragtrater, drevet i vejret af høj efterspørgsel, mangel på kapacitet, der sammen med fortsatte flaskehalse skaber rekordindtjeninger ikke alene hos Maersk, men også i verdens andre store containerrederier.

Mikkel Emil Jensen forventer, at fragtraterne først vil falde i løbet af 2022, når efterspørgselsvæksten aftager og nye containerskibe rammer markedet.

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