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AP Moller Maersk initiated with a Peer Perform at Wolfe Research

Wolfe Research initiated coverage of AP Moller Maersk with a Peer Perform rating and no price target. The analyst sees near-term earnings upside amid “surging” ocean spot rates, but still sees overcapacity as a “big risk” for the company in 2025 and 2026. Wolfe cites potential risk to estimates in the out years for its neutral rating.

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