News / Maersk gets thumbs-up from financial analysts, even without the 2M benefits

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Macquarie Research estimates that Maersk Line’s proposed vessel-sharing agreement (VSA) with MSC could contribute $400m a year to the carrier’s net operating profit after tax (NOPAT) by the 2016 financial year, pushing the carrier’s overall profit to a staggering $3bn.

Although the proposed VSA between the world’s two biggest container lines is equivalent to 80% of the capacity pledged by the vetoed P3, the number of vessels deployed will be just 70% of those stemmed for the P3 network, suggesting that ...