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Rate Upside Temporary, Downside Structural-20260624
摩根士丹利· 2026-06-24 11:13
June 24, 2026 03:00 AM GMT AP Moeller - Maersk A/S | Europe Rate Upside Temporary, Downside Structural | What's Changed | | | | --- | --- | --- | | AP Moeller - Maersk A/S (MAERSKb.CO) | From | To | | Price Target | DKr 8,900.00 | DKr 10,000.00 | Ocean rates were boosted in H1 by disruption and seasonality. We expect a guidance upgrade but note this would be backward- looking. We see rates falling in 2H on increasing oversupply, orders and relative normalisation in routes. We explore supply and demand trend ...