Maersk investor skeptical toward CEO Søren Skou's logistics ambitions

Maersk’s logistics strategy looks successful, however, ”a degree of skepticism is fair when they have failed at least three times before,” states Bankinvest, which has roughly USD 200m invested in Maersk. The logistics business needs to prove itself in a ”normalized market,” says analyst.
Maersk CEO Søren Skou has already met the financial targets in the logistics area, however, it remains to be tested in a normalized market, views Sydbank. | Photo: Casper Holmenlund Christensen/Jyllands-Posten/Ritzau Scanpix
Maersk CEO Søren Skou has already met the financial targets in the logistics area, however, it remains to be tested in a normalized market, views Sydbank. | Photo: Casper Holmenlund Christensen/Jyllands-Posten/Ritzau Scanpix

The next couple of years will be crucial in determining whether Maersk’s strategic logistics venture will deliver the expected growth and earnings that can justify the carrier’s recent acquisition of USD 3.6bn or turns out to be a flop for investors.

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