Sydbank: Mærsk holder kursen

A.P. Møller - Mærsk har ifølge Sydbank fået en fin start på året, hvor indtjeningskraften i Maersk Line på ny overrasker positivt. Mærsk Lines overskud står i skærende kontrast til mange konkurrenters underskud - og det forspring giver grund til opmuntring.

På baggrund af de gode kvartalstal forventer Sydbank nu et nettoresultat på 6 milliarder kroner i Maersk Line.

Resultatet i Mærsk Oil er bedre end banken forventede, på trods af lidt lavere mængder. De opdaterede reservetal viser en lidt blandet udvikling uden store udsving i forhold til tallene fra 2011, men reservetallene er samlet marginalt svagere, end vi havde ventet.

Resultatet i APM Terminals ligger en smule under vores forventninger, hvorimod Maersk Drilling er fundet fint tilbage på sporet efter et lunkent 2012, og selskabets indtjening overrasker os positivt.

”Regnskabet og de fastholdte forventninger understreger, at A.P. Møller Mærsk Gruppen følger planerne”, hedder den i en kommentar fra banken til Mærsk Gruppens kvartalstal.

Kilde: Sydbank

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