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Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-05-21 | 2024-03 | 1.01 | N/A | N/A | N/A |
2024-03-13 | 2023-12 | -1.33 | -1.23 | 0.1 | 7.52% |
2023-11-15 | 2023-09 | -1.56 | N/A | N/A | N/A |
2023-11-15 | 2023-09 | -1.56 | -1.97 | -0.41 | -26.28% |
2023-08-16 | 2023-06 | -0.87 | N/A | N/A | N/A |
2023-08-16 | 2023-06 | -0.87 | -1.37 | -0.5 | -57.47% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-09-28 | Barclays | Upgrade | Underweight | Underweight |
2023-09-26 | JP Morgan | Upgrade | Overweight | Overweight |
2023-09-17 | JP Morgan | Upgrade | Neutral | Overweight |
2023-08-17 | Barclays | Upgrade | Underweight | Underweight |
2023-08-16 | JP Morgan | Upgrade | Neutral | Neutral |
2023-08-16 | Jefferies | Upgrade | Hold | Hold |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Menora Mivtachim Holdings Ltd. | 2.69M | 33.34M | 2.24% |
2023-06-29 | Blackrock Inc. | 2.17M | 26.92M | 1.81% |
2023-06-29 | Citadel Advisors Llc | 1.65M | 20.47M | 1.37% |
2023-06-29 | Mackenzie Financial Corporation | 1.28M | 15.84M | 1.06% |
2023-06-29 | Goldman Sachs Group Inc | 1.20M | 14.86M | 1.00% |
2023-06-29 | American Century Companies, Inc. | 799.01K | 9.90M | 0.66% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | Avantis International Small Cap Value ETF | 744.15K | 7.78M | 0.62% |
2023-08-30 | iShares Core MSCI EAFE ETF | 680.70K | 8.22M | 0.57% |
2023-08-30 | iShares MSCI EAFE Small Cap ETF | 408.58K | 4.93M | 0.34% |
2023-07-30 | Vanguard Whitehall Funds-High Dividend Yield Index Fund | 367.66K | 5.57M | 0.31% |
2023-08-30 | iShares Core MSCI Total International Stock ETF | 115.00K | 1.39M | 0.10% |
2023-09-29 | Avantis International Equity ETF | 105.73K | 1.10M | 0.09% |
Dividend | Date |
---|---|
6.4 | 2023-04-04 |
2.95 | 2022-12-07 |
2.95 | 2022-11-28 |
4.75 | 2022-08-26 |
2.85 | 2022-05-27 |
17 | 2022-03-22 |
Maersk raised full year guidance (EBITDA). Now it’s between $4B and $6B. Originally it was $1B to $6B.
If the Q1 results are solid, would you rather have a dividend payout or a stock buy-back?
All available data points to a likely dividend announcement in the next 2 weeks or so. But need to wait & see. Never know. Not a guarantee.
The 11 dollar key technical level has broken . The flood gates open
Future demand chart for global container trade thru 2027. Growth across the board.
Rough analysis of 1Q result
Analyzing from the freight rate for the last quater, TEU rate should be about $1800 on average, making a profit of roughly $173Mil and should secure a dividend of $2.66. should be announced in a month's time. Hopefully the CEO doesn't surprise investors with losses after losses.
Please entertain us with your math on the fair value at those prices…
A lot of ZIM containers on that vessel…
The key will be the guidance for Q1 plus any improvements on the estimated Q4 vs actual Q4. Not expecting any dividend until perhaps Q1.
Believe that Hapag-Lloyd dividend is actually from 2023…nothing posted on company investor relations for 2024.
Why red? The global political disaster, both present and future. Need new leadership across the world.
A dividend payout in Q4 2023 is unrealistic given the finances, company policy and market conditions for that period. The key will be the forward looking comments/guidance.
Any ceasefire will be temporary at best. Israel has already confirmed their intentions to proceed with military plans regardless of any short term ceasefire. This region is far from returning to any degree of normalcy.