Comment / Analysis: Søren Skou adds a T&T variable to the AP Møller-Mærsk mix

Group chief executive Soren Skou

Mid-way through last week’s call between the management team of AP Møller-Mærsk (APMM) and sell-side analysts – when we were all busy paying attention to other matters – CEO Søren Skou (pictured above) introduced a new slide (see below) to the typical quarterly presentation of the Danish integrator of container logistics, noting:

“Slide 22, we are now providing you with some new disclosure on our gateway terminals business. What we have here is the equity weighted share of ebitda of all the entities that ...