Maersk already has visibility on Q2 2022. It said market strength will continue through the current quarter and noted that it has higher long-term contract coverage in the second half. As a result, it hiked its full-year 2022 guidance to $30 billion in EBITDA, well above its previous guidance for $24 billion.
If it hits that target, it will earn 25% more this year than last year. And Maersk has a long track record of setting guidance too low and having to repeatedly upgrade. For Maersk to make only $30 billion this year, spot rates would have to fall sharply starting this summer. “The current guidance is still based on an assumption of normalization in ocean [shipping] early in the second half,” it said.
American shipper の記事一部抜粋
ZIM買い増したいアドレナリンが凄いでてるけど、dry powder使いきってしまった。残念🫤
Maersk already has visibility on Q2 2022. It said market strength will continue through the current quarter and noted that it has higher long-term contract coverage in the second half. As a result, it hiked its full-year 2022 guidance to $30 billion in EBITDA, well above its previous guidance for $24 billion.
If it hits that target, it will earn 25% more this year than last year. And Maersk has a long track record of setting guidance too low and having to repeatedly upgrade. For Maersk to make only $30 billion this year, spot rates would have to fall sharply starting this summer. “The current guidance is still based on an assumption of normalization in ocean [shipping] early in the second half,” it said.