Maersk

Ação

ISIN: DK0010244425

Ticker: MAERSK A

DK0010244425

MAERSK A

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Discussão sobre MAERSK A

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Diogo C.

@Cordas

2Semana·

📊 Atualização da Minha Carteira 📉📈

O último mês foi marcado por bastante volatilidade, mas no geral, os resultados reforçam a minha estratégia. O momento mais baixo aconteceu no dia 08 de janeiro, quando observei uma queda de -1,15% no meu portfólio. No entanto, a maior alta foi de 4,42%, o que valida as entradas que fiz nas ações anteriormente mencionadas.

Estas são as que continuo a reforçar com base na minha análise:

✅ Ambev (ABEV) $ABEV3
✅ Vale (VALE) $VALE (-0,31%)
✅ Elevance Health (ELV) $ELV (-0,97%)
✅ Comcast (CMCSA) $CMCSA (+0,26%)
✅ Maersk (MAERSKa) $MAERSK A (-1,02%)
✅ NOV Inc (NOV) $N1OV34
✅ NVIDIA (NVDA) $NVDA (-3,63%)
✅ Cable One (CABO) $CABO (-1,12%)

Em relação ao mercado cripto, apesar da baixa gigantesca deste mês, não vejo nenhuma grande oportunidade no momento. Vou aguardar para decifrar melhor os acontecimentos e analisar o que fazer no futuro.

A volatilidade está extrema, e prefiro manter uma abordagem estratégica antes de qualquer decisão.

Agora, o foco está em balancear os aportes e aproveitar as melhores oportunidades que surgirem.

O mercado continua incerto e volátil, mas isso também abre portas para novas entradas estratégicas.

Vamos ver como este mês corre e quantos pontos percentuais conseguimos alcançar com esta abordagem! 🚀📢

🔍 E vocês, como têm gerido esta volatilidade? Alguma destas ações faz parte da vossa carteira? Partilhem a vossa visão! 💬📊

1Mês·

My Journey to Financial Growth: Lessons, Failures, and Ambitions - Happy 2025 The year of change.

Hi there!

First off, I want to introduce myself. I'm a 24-year-old who's spent about two years diving into the world of investing. Though I’m just starting, I’d love to share a bit of my journey with you all.

My Beginnings

I’ve always had a unique approach to life and investments, which often feels different from most people I know. I started working young, driven by a goal to save €10,000. For someone living in Portugal, where building wealth takes time, this felt like a mountain to climb.

Unfortunately, at 18, I fell victim to a scam and lost €5,000 in my first year of trying to invest. It was a harsh lesson. My family thought I was naive for believing I could become wealthy quickly through trading. They’d never ventured into investments, so I was forging a path on my own.

Hitting Rock Bottom

After the scam, I swore off markets altogether. I moved to Spain to try earning more, but the isolation and inability to grow my savings left me depressed. It was during this tough time that my boss introduced me to Bitcoin.

He told me: “Diogo, buy Bitcoin. This could change your life. Don’t spend on cars or houses—invest in this!” At first, I thought he was crazy. Bitcoin was volatile, and I couldn’t imagine risking so much. But his passion stayed with me, and I began paying attention to the market.

Turning Things Around

In 2022, I returned to Portugal, reuniting with family, friends, and a sense of purpose. I found a stable job—not well-paying, but it gave me a foundation to rebuild. Slowly, I started meeting people active in the markets, shifting my mindset, and planning my future more thoughtfully.

I set a goal to save €10,000 again, this time with a clear strategy. By saving at least €200 a month and focusing on long-term growth (like investing in the S&P 500), I envisioned reaching €1 million by the time I turn 40.

Lessons and Progress

By the end of 2023, I came close to my goal, saving €9,500. My biggest win was investing in NVIDIA ($NVDA (-3,63%) ), which gave me a 55% return in less than a year!

In 2024, I made another significant investment—this time in myself. I used some savings to fix my teeth, boosting my confidence. Despite that expense, I managed to grow my investments to €23,000 by year's end.

My Current Strategy

This year, I’m focusing on stocks and crypto that are undervalued but have strong potential for growth. My portfolio includes:

Cripto:

Final Thoughts

My goal is to end this year with €40,000 invested, to be able to get half of it into the real state,It’s ambitious, but I’ve learned that persistence and patience can yield great rewards.

I’ll keep you all updated on my journey. Best of luck to everyone on yours!

Diogo Cordas

16Posições

0,54%

6 Comentários

RDJS@RDJS

1Mês

Olá Diogo, em primeiro lugar parabéns! Com 24 anos ja tens uma estratégia de poupança e investimento bem definida.

Algumas questões/recomendações

Porque não um ETF diversificado de acumulação ou então alguns growth stocks? Os dividendos em Portugal são taxados a 28% vais perder muita rentabilidade aqui.

E para crypto eu investiria sempre pelo menos 70%-80% em BTC.

Bons investimentos!

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Aktien Stammtisch

@Aktien_Stammtisch

1Mês·

(EU) Select European Morning Movers 🇪🇺

Upside ⬆️

- OMV +2.0% (EU gas prices rises as Russian gas transit through Ukraine halted) $OMV (-0,15%)

- Maersk +1.5% (sees no progress on US port strike talks as Jan 15th deadline nears) $MAERSK A (-1,02%)

- Tecnicas Reunidas +6.5% (contract award) $TRE (+0,16%)

- Intrum +15.5% (US bankruptcy court approves Intrum's Chapter 11 plan - press) $INTRUM (-3,25%)

- Vestas Wind Systems +3.0% (multiple orders over previous couple days while market closed) $VWS (-1,47%)

- Vodafone +0.5% (Swisscom closes Vodafone Italia deal) $VOD (+1%)

Downside ⬇️

- Volkswagen -2.0% (CEO interview) $VOW (-0,38%)

- Barratt Redrow -0.5%, Persimmon -1.0%, Taylor Wimpey -0.5%, Bellway -2.0%, Crest Nicholson -0.5% (UK Nationwide Dec House Prices above estimates for MoM and YoY)

- Haleon -0.5% (US FDA announces Jan 9, 2025 Webcast to discuss Key Findings from the Population Assessment of Tobacco and Health (PATH) Study to Inform FDA’s Regulatory Activities)

Aktien Stammtisch

@Aktien_Stammtisch

3Mês·

Zusammenfassung Earnings heute morgen:

$STLAM (-0,34%) | Stellantis Q3 2024 Earnings

Net Rev. €32.96B (est €35.94B)

Still Sees FY Adj. Oper Margin 5.5% To 7% (est 7.11%)

May Pursue Share Buyback Next Year: CFO

Backs FY Guidance

$$MAERSK A (-1,02%)
| AP Moeller Maersk Q3 2024 Earnings

Rev $15.76B ($15.12B)

EBITDA $4.80B (est $3.96B)

Ocean Rev. $11.11B (est $10.57B)

Loaded Freight Rate ($/FFE) $3,236 (est $2,850)

Still Sees FY Underlying EBITDA $11B To $11.5B

$TTE (-1,26%)
| TotalEnergies Q3 2024 Earnings

Adj EPS $1.74 (est $1.83)

Adj Net $4.07B (est $4.27B)

Adj. EBITDA $10.05B (est $10.42B)

Production 2.41M BOE/D (est 2.41M)

DACF $7.01B (est $7.5B)

$SHEL (-1,69%)
| Shell Q3 2024 Earnings

Adj EPS $0.96 (est $0.85)

Adj Profit $6.03B (est $5.39B)

Net Debt $35.3B (est $37.9B)

Oil & Gas Output 2.80M BOE/D)

Cash Flow From OPS $14.68B (est $12.08B)

Announces A Share Buyback Program Of $3.5B

$CARL A (+4,07%) | Carlsberg Q3 2024 Earnings

Rev. DKK20.48B (est DKK20.6B)

Organic Rev. +1.3% (est +2.57%)

Organic Volume Growth -0.2% (est +1.34%)

$STM (-2,24%) | STMicroelectronics Q3 24 Earnings:

- Net Rev $3.35B (est $3.24B)

- Sees FY Net Rev $13.27B, Saw $13.2B To $13.7B

- Sees Q4 Net Rev $3.32B (est 3.38B)

- Sees Q4 FY24, Q1 FY25 Rev Decline Above Seasonality

$ING (-0,3%) | ING Q3 24 Earnings:

- Net Income EU1.88B (est 1.69B)

- Net Interest Income EU3.69B (est EU3.83B)

- Loan-Loss Provision EU336M (est EU340.8M)

- Announces EU2.5B Shares Buy Back

$BNP (+0,41%) | BNP Paribas Q3 24 Earnings:

- Net Income EU2.87B (est EU2.89B)

- Rev EU11.94B (est EU11.98B)

- Loan-Loss Provision EU729M (est EU835.6M)

- FICC Sales & Trading Rev EU1.20B (est EU1.06B)

$GLE (+0,52%) | Societe Generale Q3 24 Earnings:

- Oper Expenses EU4.33B (est EU4.41B)

- Net Banking Income EU6.84B (est EU6.6B)

- Net Income EU1.37B (est EU1.27B)

- Equities Rev EU880M (est EU857.4M)

1 Comentar

news03@user03

3Mês

Shell yes lick my ass horny

•

Noel

@Noel

11Mês·

Review January/February

Let's take a look back at the last 2 months.

Scalable Wealth

My robo-advisor is doing very well so far this year, which is probably because it invests 10% in crypto. It is currently at +7.31% YTD. Like every month, the same amount always flows in here. Overall, the robo-advisor is now at +13,10%.

Crypto

I bought about 1700 $CRO (-1,11%) because I think the company is doing a good job, especially with regard to the scandal with Wirecard.

My crypto portfolio is up over +24% YTD. This is largely due to $INJ (+2,84%) . Bought in November and currently at about +160%

Shares

I bought my Commerzbank shares in January/February $CBK (-0,9%) and my $VUL (-1,96%) sold my shares. I still like Commerzbank, but I wanted to put the money into other companies. New additions are $MAERSK A (-1,02%) and $ZIM (+0,89%) . These are to be saved in the future with the help of a savings plan, but are not currently at the top of my list of priorities. My current priority is to build up my existing positions. My strategy has worked very well so far. Today in particular $DTG (-1,07%) Daimler Truck has been very convincing. I am currently up 41.62% with Daimler Truck.

My equity portfolio is at about +2.55% YTD

Further

As not only my investment is set to grow, but I personally would also like to grow, I will also write something briefly about this.

I have read 4 books so far this year. These include the book "The Richest Man in Babylon". So far, I have consistently achieved my goal of reading every day this year. I would be very happy to receive further book suggestions.

My studies are also progressing very well at the moment. I have already successfully completed the accounting, business administration and cost and performance accounting courses this year, even though it was very stressful, as I wrote the exam in cost and performance accounting just 2.5 weeks after the start of the course, for example. I am currently studying for the exam in financing and investment.

I'm also making progress professionally and have been able to improve there too. In a few days, I'll be starting my new job in marketing, which I'm really looking forward to.

How has your year been so far?

https://einzelaktien.com

6 Comentários

BoersePG@BoersePG

11Mês

👎Additional payment to the tax office
👎Increased advance payment to the tax office
👎Social security back payment
👎High advance payment to social security
👎Purchase prices far too high
👎Difficult order situation
👎Half book only through

👌Depot currently well in the black
👌Healthy
👌Not heard the buzzing of a jellyfish yet

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Hennington Research

@HennRes

1Ano·

Due to several attacks on merchant ships in the Red Sea, decides $MAERSK A (-1,02%) decided not to allow its container ships to sail through the area for the time being.

A Maersk ship was itself attacked, but was able to defend itself successfully.

The Huthi rebels in Yemensupported by Iranare responsible for such attacks, which aim to destroy ships on their way to Israel to Israel. Due to this danger, some shipping companies are diverting their ships around the Cape
of Good Hopeto avoid the Red Sea.

The Red Sea is considered an important trade route, but the insecurity caused by these attacks leads shipping companies to choose alternative routes.

This can include oil prices influence oil prices.

4 Comentários

Joker@Blizzard

1Ano

To what extent are their dividend forecasts correct does anyone know? . That looks like a data error ? 🤨

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Luke S.

@Leonberger

1Ano·

Fewer and fewer shipping companies are sailing through the Suez Canal. The reason for this is the attacks by the Huthi rebels. The price of oil and freight rates are already rising.

Is this fueling inflation again? The exploding freight rates were one of the main reasons for inflation. Can the shipping companies repeat their record year 2022?

Do you have any thoughts on this?

https://www.bbc.com/news/business-67748605

https://m.focus.de/finanzen/news/rebellen-greifen-frachter-an-droht-naechster-preisschock-schiffer-meiden-suezkanal_id_259506340.html

$MAERSK A (-1,02%)
$MAERSK B (-2,43%)

$HLAG (-0,6%)

$MSC

$600428

www.bbc.comBP pauses all Red Sea shipments after rebel attacks

16 Comentários

Daxdaniel@Daxdaniel

1Ano

The Americans should just send a few drones there and neutralize these terrorists, I don't think that will be a problem for long. Anyone who messes with the economy is messing with a $900 billion military budget, a few rebels won't itch for long

•

Malte

@Malte12123

1Ano·

$MAERSK A (-1,02%)
$MAERSK B (-2,43%)
$AMKBY (-1,51%)

Has anyone here ever applied for the withholding tax refund from Denmark? I have applied for this in mid - late April but have not received anything back yet. No notification that an application has been received, no money, nothing. Does anyone have any experience? On google someone had written, he had only waited 4 weeks but much can not be found.

By the way, I needed a notice of tax residency in DE from the tax office and then they told me that I am now subject to income tax return because I own shares ... After 20 minutes on the phone with someone who was unfortunately not very competent, nothing has changed. Do I care then next year again drum that I am taken out of the duty hopefully again, for this year I do eh a..

9 Comentários

Magellan@Magellan

1Ano

With my Maersk shares, it really didn't take long. Maybe 6 weeks. But I always submitted the refund in the following year. I don't know how the tax office works, but I can imagine that they don't take care of the refunds until the next year, so to speak. The tax return is usually done at the end of the year. As for your problem with the tax office, you can solve it next year with a non-assessment certificate beforehand. I always do that for the kids so that they don't have to do a tax return, but as far as I know you have to actively apply for that.

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TomTurboInvest

@TomTurboInvest

1Ano·

$MAERSK A (-1,02%)
$HLAG (-0,6%)
$ZIM (+0,89%)
#container

A few weeks ago, there were some posts on the topic of shipping companies, mainly triggered by the partly nice or rather high special dividends 🤑

For all those who deal with shipping companies, perhaps a few facts about transshipment and the largest ports in the world are also interesting? Without container ports, global trade would grind to a halt!

When it comes to valuing and estimating the future development of the companies, the data of the ports or their estimates can also be a good indicator, or another source of information to check your own investment case.

Among the top 10 container ports, there are now 8 in China 😳. The "size" of a port is measured by its handling volume in standard containers, so-called TEU. These are Twenty-foot-Equivalent Units, an internationally standardized unit for throughput volume.

The container throughput worldwide will grow to almost one billion TEU by 2024 (Drewry estimate - see link below). (Drewry estimate - see link below). Asia in particular will grow strongly, according to shipping experts. Europe, the second largest region after Asia, will also benefit from the increase in transport volume, but not quite as strongly. Overall, all regions will record an "increase" in container throughput, including the Middle East, North and South America, as well as Africa and Australia with Oceania.

Throughput has been increasing worldwide for years. Compared to 2015 (index = 100), the container throughput index is 20 percent higher worldwide (120.2 in January 2023). It peaked in June 2022 at 126.4.

The current largest ports in the world (volume 2022) are as follows

1. shanghai 47.28 mio TEU

2. Singapore 37.29 mio TEU

3. ningbo-zhou 33.36 million TEU

4. shenzhen 30.04 mio TEU

5. qingdao 25.66 mio TEU

6. guangzhou 24.60 mio TEU

7. busan 22.07 mio TEU

8. tianjin 21.03 mio TEU

9: Los Angeles 19.04 million TEU

10th Hong Kong 16.64 mio TEU

11 Rotterdam 14.46 mio TEU

12: Dubai 13.97 million TEU

13 Antwerp 13.50 mio TEU

14: Port Klang 13.22 million TEU

15. xiamen 12.03 mio TEU

My conclusion: The increasing freight volumes should not be a disadvantage for the major shipping companies! Nevertheless, to date I am not invested in $MAERSK A (-1,02%)
$HLAG (-0,6%)
$ZIM (+0,89%) and Co. Many factors influence the freight rates and thus also the achievable returns. Container rates China-Europe were a few years ago still under 1000USD, these have increased in the Corona crisis by a multiple, now somewhat normalized again, but still very volatile. For me a little too incalculable. But, still remains an interesting area!

Sources:

Drewry - Maritime Research, Consulting and Financial Advisory Services

Online liner shipping solution - Alphaliner

34 Comentários

Tobi@iboTK

1Ano

@TomTurboInvest nice contribution, thank you 🙂🤝 As an international logistics manager with focus on the lanes NCMP (simplified exAsia to EU) these topics are my daily bread. Since about August 2022 the sea freight rates are strongly declining and have leveled off again with the current rate to a pre-Covid level. However, one must take into account that due to the geopolitical situation, inflation and the resulting lack of purchasing power, the volume to be shipped has been declining for months or is at a very low level. In short: There is a lack of export volume, forwarders are again contacting customers and asking for volume/orders, shipping companies are canceling planned sailings and announcing blank sailings in order to fill the remaining ships. In parallel, new, large ships with more capacity are being deployed and older, smaller ships are going into the shipyard or being taken off the market. Basically, I can report a slight shift in volumes CN, VN. It remains exciting to see how India will develop. 📈 It is still gigantic sums of TEU that are transported, but for 2023 to the half-year 2024 I do not assume that the shipping company after the record year 2021/2022 to their sales will continue and here it will be exciting, investors will react to this in the long term. No investment advice 🖖😃

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usere2b08fd72c544674

@usere2b08fd72c544674

1Ano·

$MAERSK A (-1,02%)

To the 🌑

4 Comentários