Copenhagen: AP Moller – Maersk (Maersk) ya ba da sakamakon rikodin a cikin Q2 2022. Kudaden shiga ya karu da 52pct. kuma abin da aka samu ya ninka fiye da kwata kwata na bara. Sakamakon ci gaba da yanayi na kasuwa na musamman da ci gaba da ci gaba da ci gaba da ci gaba da gudana daga dabarun sauyi da aka mayar da hankali kan kayan aikin haɗin gwiwa. Dangane da ƙaƙƙarfan aiki a farkon rabin farkon 2022, Maersk ya haɓaka jagorarta don cikakkiyar shekara ta 2022 kuma ta haɓaka shirin sake siyar da hannun jari na yanzu.
Mun ba da sakamako mai ƙarfi na musamman don kwata na biyu kuma saboda haka mun yi rikodin kwata na 15 a jere tare da haɓaka kuɗin shiga na shekara-shekara. Mun gamsu da ayyukanmu a cikin kasuwancinmu a farkon rabin 2022, wanda ke nuna ci gaba a fili da babban aiki da ƙungiyar Maersk gabaɗaya, ke canza kamfani zuwa zama kamfani na haɗin gwiwar duniya.
Søren Skou
Shugaba na AP Moller – Maersk
A cikin Q2, kudaden shiga ya karu zuwa dala biliyan 21.7, EBITDA da EBIT sun karu zuwa dala biliyan 10.3 da dala biliyan 9.0 bi da bi, kuma tsabar kudi kyauta ta tashi zuwa dala biliyan 6.8. Sakamakon net na Q2 ya zo a kan USD 8.6bn da USD 15.4bn na farkon rabin shekara. Komawa kan babban jarin da aka saka (ROIC) ya kasance a kashi 62.5. tsawon watanni 12 da suka gabata.
Sakamakon ya samo asali ne ta hanyar ƙimar kwangila mai ƙarfi a cikin Tekun, saurin ci gaba mai fa'ida a cikin Dabaru da ci gaba da ingantaccen aiki a Tashoshi. Ƙaƙƙarfan ƙararrawa a cikin Tekun sun yi laushi yayin da cunkoson ya ci gaba kuma yaƙin da ke Ukraine ya yi nauyi kan amincewar mabukaci, musamman a Turai. Koyaya, a cikin Logistics mun haɓaka girma sama da kasuwa yayin da abokan cinikinmu na Tekun ke ci gaba da siye cikin ƙimar ƙimar mu, wanda ya haifar da haɓakar kudaden shigar kwayoyin halitta na 36pct., Haɓaka kwata na 6 a jere sama da 30pct. kwayoyin girma.
Søren Skou
Shugaba na AP Moller – Maersk
A cikin Tekun, kudaden shiga ya karu zuwa dala biliyan 17.4 kuma EBIT ya karu zuwa dala biliyan 8.5 sama da kwata na biyu. Mafi girman farashin jigilar kaya an yi watsi da su da kashi 7.4. ƙananan juzu'i da ta ƙarin man fetur, kulawa, da farashin hanyar sadarwa. Ko da yake farashin tabo ya yi laushi daga kololuwar su a farkon shekarar, kamfanin ya ci gaba da sanya hannu kan kwangiloli a farashin sama da matakan shekarar da ta gabata sakamakon bukatu mai karfi da ci gaba da cunkoso a duniya.
A lokacin Q2, Maersk ya ci gaba da ƙarfafa ƙarfinsa wajen kawo hanyoyin haɗin kai ga abokan ciniki. A cikin kwata, kudaden shiga a cikin Logistics ya karu da kashi 61. zuwa dalar Amurka biliyan 3.5 da EBIT sun karu zuwa dala miliyan 234 musamman saboda yawan kuɗaɗen da aka samu daga sabbin nasarorin abokin ciniki da ƙarin kashe kuɗi daga abokan cinikin da suke da su. Maersk ya ci gaba da saka hannun jari a cikin kayan aikin sa da iya aiki; a cikin Q2 an kammala sayan ƙwararrun ƙwararrun dabaru, Pilot Freight Services da ƙwararriyar jigilar jiragen sama na duniya, Sanata International, kuma Maersk ta ƙara ƙarfafa jigilar jigilar iska ta hanyar ƙaddamar da Maersk Air Cargo.
A cikin Tashoshi, kudaden shiga ya karu zuwa dala biliyan 1.1 kuma EBIT ya karu zuwa dala miliyan 316, galibi saboda tsananin bukatar shigo da kayayyaki a Amurka da sama da ci gaban kasuwa a Asiya da kuma samun kudin shiga na ajiya, wanda duk da haka an samu raguwar farashi.
Yanayin kasuwa
Bukatar sabis na dabaru na duniya ya ci gaba da daidaitawa a cikin sarƙoƙin samar da kayayyaki na duniya a cikin Q2 2022. Farashin jigilar kaya ya ɗan yi laushi a cikin kwata amma ya kasance a babban matsayi a tarihi yayin da cunkoson sarkar kayayyaki ke ƙaruwa a duk faɗin duniya. Adadin kwantena na duniya ya ragu da kashi 2.3 idan aka kwatanta da Q2 2021 yayin da adadin jigilar kayayyaki na duniya (CTK) ya ragu da kashi 9.4 a cikin Afrilu/Mayu. Rashin tabbas na Geopolitical da hauhawar hauhawar farashin kayayyaki ta hanyar farashin makamashi mafi girma ya ci gaba da yin la'akari da tunanin mabukaci da tsammanin haɓaka. Idan aka ba da wannan bangon, a cikin 2022 buƙatun kwantena na duniya yanzu ana tsammanin zai kasance a ƙarshen ƙarshen -1% zuwa +1% da aka yi hasashen.
Jagora ga 2022
Kamar yadda aka sanar a cikin sabuntawar ciniki a ranar 2 ga Agusta, na cikar shekara ta 2022 Maersk tana tsammanin EBITDA mai tushe na kusan biliyan 37, EBIT mai tushe na kusan biliyan 31 da tsabar kuɗi kyauta sama da dala biliyan 24. Wannan ya dogara ne akan ƙarfin aiki a farkon rabin farkon 2022, da kuma daidaitawa a hankali a cikin Tekun da ke faruwa a cikin kwata na huɗu na 2022.
Dangane da ingantacciyar jagorar, Hukumar Gudanarwa ta yanke shawarar haɓaka shirin siyan hannun jari na yanzu da dala miliyan 500 a shekara daga dala biliyan 2.5 zuwa dala biliyan 3.0 na shekaru 2022-2025.
Babban karin kudi
Karin bayanai Q2
Revenue
dalar Amurka miliyan | 2022 Q2 | 2021 Q2 |
---|---|---|
Ocean | 17,412 | 11,072 |
Dabaru & Sabis | 3,502 | 2,168 |
Terminals | 1,124 | 969 |
Towage & Maritime Services | 579 | 529 |
Ayyukan da ba a ware ba, kawarwa, da sauransu. | -967 | -508 |
AP Moller - Maersk yana haɓaka | 21,650 | 14,230 |
EBITDA
dalar Amurka miliyan | 2022 Q2 | 2021 Q2 |
---|---|---|
Ocean | 9,598 | 4,400 |
Dabaru & Sabis | 337 | 216 |
Terminals | 400 | 370 |
Towage & Maritime Services | 81 | 95 |
Ayyukan da ba a ware ba, kawarwa, da sauransu. | -89 | -17 |
AP Moller - Maersk yana haɓaka | 10,327 | 5,064 |
EBIT
dalar Amurka miliyan | 2022 Q2 | 2021 Q2 |
---|---|---|
Ocean | 8,526 | 3,580 |
Dabaru & Sabis | 234 | 153 |
Terminals | 316 | 302 |
Towage & Maritime Services | 16 | 64 |
Ayyukan da ba a ware ba, kawarwa, da sauransu. | -104 | -15 |
AP Moller - Maersk yana haɓaka | 8,988 | 4,084 |
CAPEX
dalar Amurka miliyan | 2022 Q2 | 2021 Q2 |
---|---|---|
Ocean | 517 | 313 |
Dabaru & Sabis | 286 | 36 |
Terminals | 105 | 40 |
Towage & Maritime Services | 93 | 56 |
Ayyukan da ba a ware ba, kawarwa, da sauransu. | 7 | 7 |
AP Moller - Maersk yana haɓaka | 1,008 | 452 |
Jagora 2022 - ci gaba
dalar Amurka miliyan | Sabon jagora 2 Agusta | Jagorar da ta gabata 26 Afrilu | jagora na farko 9 Fabrairu |
---|---|---|---|
Ƙarƙashin EBITDA - kewaye | 37.0 | 30.0 | 24.0 |
Ƙarƙashin EBIT - kewaye | 31.0 | 24.0 | 19.0 |
Gudun tsabar kuɗi kyauta (FCF) - sama | 24.0 | 19.0 | 15.0 |
Ƙarƙashin EBITDA samun kuɗi ne kafin riba, haraji, raguwar ƙima da amortization gyara don sake fasalin da farashin haɗin kai.
Ƙarƙashin EBIT yana aiki riba kafin riba da haraji da aka daidaita don sake fasalin da farashin haɗin kai, ribar riba / asara daga siyar da ba na yanzu - kadarori da asarar nakasassu.
Jagoran hankali
Ayyukan kudi na AP Moller - Maersk na 2022 ya dogara da dalilai da yawa kuma yana fuskantar rashin tabbas da ke da alaƙa da halin da ake ciki a Rasha da Ukraine, COVID-19, farashin mai da farashin kaya, idan aka ba da yanayin rashin tabbas na tattalin arziki.
Duk sauran daidai suke, hankalin 2022 don mahimman zato guda huɗu an jera su a cikin tebur da ke ƙasa:
Dalili | Change | Tasiri akan EBIT (tsakiyar jagora) Sauran shekara |
---|---|---|
Adadin kayakin kwantena | +/- 100 USD/FFE | +/- USD 0.6bn |
Girman jigilar kaya | +/- 100,000 FFE | +/- USD 0.2bn |
Farashin Bunker (cibiyoyin da ake tsammani na BAF) | +/- 100 USD/ton | +/- USD 0.2bn |
Adadin musayar waje (net of hedges) | +/- 10% canji a cikin USD | +/- USD 0.1bn |
Game da AP Moller - Maersk
AP Moller – Maersk wani hadadden kamfani ne na kayan aikin kwantena wanda ke aiki don haɗawa da sauƙaƙe sarƙoƙin wadatar abokan cinikinsa. A matsayinsa na jagoran duniya a ayyukan jigilar kayayyaki, kamfanin yana aiki a cikin ƙasashe 130 kuma yana ɗaukar mutane kusan 95,000.
Tushe: https://www.maersk.com