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Carnegie: Four scenarios for the new Maersk

Ensuring a clear and shareholder-friendly investment strategy at Maersk is far more crucial than splitting up the group, which would likely not create more value for shareholders, projects investment bank Carnegie in an analysis.

Photo: Maersk

To split up the Maersk Group would most likely not create significantly more value for shareholders, and a split would probably also be problematic for the Danish shipping and oil conglomerate, notes investment bank Carnegie in an analysis of the strategic review, of which senior management at Maersk, spearheaded by new CEO Søren Skou, is expected to announce the first conclusions soon.

The vital and most pressing matter for Maersk is where the group will place its capital going forward. The question is relevant after the group's mantra of investing for growth seems to have passed its expiration date, and after Maersk has made impairments of USD 8 billion in the past 6 years with more potential billion-dollar divestments on the way at Maersk Drilling, notes Carnegie's Maersk analyst Marcus Bellander.

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