Update shared on31 Aug 2025
Fair value Decreased 0.68%A.P. Møller - Mærsk’s consensus price target was modestly lowered to DKK11,762 as analysts remain cautious due to persistent container shipping demand softness, ongoing supply/demand imbalances, and constrained pricing power, despite some resilience in logistics and improving spot rates.
Analyst Commentary
- Mixed outlook on global shipping rates, with weak performance in February and March offset by strength in June, leading to selective upward price target adjustments focused on Q3 recovery.
- Ongoing concerns about volume softness and deteriorating demand fundamentals in container shipping, driving neutral or bearish ratings even with modest price target increases.
- Bearish analysts cite continued supply/demand imbalances, persistent overcapacity, and limited pricing power as reasons for rating cuts and lowered targets.
- Bullish analysts factor in marginal improvements in spot rates and some resilience in logistics operations, prompting slight upward revisions to targets.
- Overall, the sector is viewed as challenged, with valuation constrained by macroeconomic headwinds and near-term visibility remaining limited.
Valuation Changes
Summary of Valuation Changes for A.P. Møller - Mærsk
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from DKK11883 to DKK11762.
- The Future P/E for A.P. Møller - Mærsk has significantly risen from 24.75x to 157.96x.
- The Discount Rate for A.P. Møller - Mærsk remained effectively unchanged, moving only marginally from 6.00% to 6.01%.
Disclaimer
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