Mærsk kan tjene på olieprisfald

Finanshuset RS Platou Markets har opgraderet A.P. Møller-Mærsk aktien med en anbefaling om at købe. Analytikerne mener, at den faldende oliepris er positivt for det danske selskab. Faldet i olieprisen rammer Maersk Oil, men sparer til gengæld på brændstofudgifterne.

"Selv om en langsommere økonomisk vækst vil være negativ for containermængderne, mener vi, de lavere omkostninger kan mere end opveje det”, skriver analytikerne i en udtalelse om forventningerne til

tredje kvartals regnskab fra Mærsk.

Platou Markets analytikeres argument er, at Maersk gruppen forbruger mere olie end man producere.

De tror på, at overskuddet i Mærsk-gruppen i 2014 vil blive på 4,9 milliarder dollar, mod 3,7 milliarder i 2013. Samtidig hæves forventningerne til 2015 til et overskud på 5,9 milliarder dollar, hvis olieprisen forbliver under 100 dollar per tønde.

RS Platou forudser, at A.P. Møller-Mærsk kan bogføre en gevinst på 1.547 milliarder dollar i tredje kvartal, hvor markedsanalytikere tidligere har forudsagt et overskud på 1.132 millioner dollar.

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