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MPC Container Ships Community
OB:MPCC Community- 1 Narratives written by author
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Community Investing Ideas
Shifting Trade Policies And Overcapacity Will Exacerbate Shipping Woes
Key Takeaways Looming vessel oversupply, evolving regulations, and shifting logistics trends may compress margins and undermine long-term revenue stability. Aggressive dividend payouts constrain reinvestment in fleet renewal, risking slower earnings growth versus peers more focused on modernization.
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AN
NOK 15.88
2.6% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-13.34% p.a.
Profit Margin
12.26%
Future PE
20.69x
Share price in 2028
NOK 19.68