Maersk Tailwinds Offer Potential for Guidance Upgrade -- Market Talk

Dow Jones

03/21

1215 GMT - Maersk could lift its 2025 guidance amid positive tailwinds from prolonged Red Sea disruption, higher contract rates, stronger volumes and improving logistics margins, HSBC says. The bank thinks any potential return of shipping to the Red Sea will be pushed to beyond this year's peak season, cushioning erosion in spot freight rates. Ocean unit profitability is set to decline in the near term, but the bank finds comfort from potential capacity discipline and contribution from its non-ocean businesses. The stock is attractive at near-trough valuations, with the share price implying zero value for the ocean business, HSBC adds. It lifts its target price on the stock to 14,500 Danish kroner from 14,000 kroner and keeps a buy rating. Shares rise 0.9% to 11,650 kroner. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

March 21, 2025 08:15 ET (12:15 GMT)

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The bank thinks any potential return of shipping to the Red Sea will be pushed to beyond this year's peak season, cushioning erosion in spot freight rates. <a href=\"https://laohu8.com/S/1B6.SI\">Ocean</a> unit profitability is set to decline in the near term, but the bank finds comfort from potential capacity discipline and contribution from its non-ocean businesses. The stock is attractive at near-trough valuations, with the share price implying zero value for the ocean business, HSBC adds. It lifts its target price on the stock to 14,500 Danish kroner from 14,000 kroner and keeps a buy rating. Shares rise 0.9% to 11,650 kroner. 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The bank thinks any potential return of shipping to the Red Sea will be pushed to beyond this year's peak season, cushioning erosion in spot freight rates. <a href=\"https://laohu8.com/S/1B6.SI\">Ocean</a> unit profitability is set to decline in the near term, but the bank finds comfort from potential capacity discipline and contribution from its non-ocean businesses. The stock is attractive at near-trough valuations, with the share price implying zero value for the ocean business, HSBC adds. It lifts its target price on the stock to 14,500 Danish kroner from 14,000 kroner and keeps a buy rating. Shares rise 0.9% to 11,650 kroner. (dominic.chopping@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 21, 2025 08:15 ET (12:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03143","symbol_name":"华夏香港银行股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2521028346","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2521028346","pubTimestamp":1742559300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1215 GMT - Maersk could lift its 2025 guidance amid positive tailwinds from prolonged Red Sea disruption, higher contract rates, stronger volumes and improving logistics margins, HSBC says. The bank thinks any potential return of shipping to the Red Sea will be pushed to beyond this year's peak season, cushioning erosion in spot freight rates. Ocean unit profitability is set to decline in the near term, but the bank finds comfort from potential capacity discipline and contribution from its non-ocean businesses. The stock is attractive at near-trough valuations, with the share price implying zero value for the ocean business, HSBC adds. It lifts its target price on the stock to 14,500 Danish kroner from 14,000 kroner and keeps a buy rating. Shares rise 0.9% to 11,650 kroner. 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The bank thinks any potential return of shipping to the Red Sea will be pushed to beyond this year's peak season, cushioning erosion in spot freight rates. Ocean unit profitability is set to decline in the near term, but the bank finds comfort from potential capacity discipline and contribution from its non-ocean businesses. The stock is attractive at near-trough valuations, with the share price implying zero value for the ocean business, HSBC adds. It lifts its target price on the stock to 14,500 Danish kroner from 14,000 kroner and keeps a buy rating. Shares rise 0.9% to 11,650 kroner. (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 21, 2025 08:15 ET (12:15 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}