APM Terminals – a little gem hiding in plain sight
A ‘blankety blank’ cheque book and pen…
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© Serhii Yevdokymov
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Dreamstime.com
In a timely fashion for the bears, the Rea Sea tailwinds almost forgotten, AP Møller-Mærsk (APMM) is being targeted by the equity analysts who do not believe it is worth the pain of investing at current prices.
And perhaps the boomerang effect from Vincent Clerc’s remarks on DB Schenker should not be underestimated.
Because his integrator-led strategy is severely questioned by a larger group of investors nowadays.
Both behind closed doors and in public.
It seems.
Right?
Notably, one outlier in the bull camp was credit ...
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