$AMKBY Mixed (76%): shares could receive light support from lower voyage costs and faster asset turnover, but that benefit may be offset if restored Suez capacity pushes freight rates lower or renewed security problems force costly route reversals. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/ffcad8f8568f4daf?utm_source=stocktwits&utm_medium=story_url
Goldman Sachs upgraded A.P. Moller-Maersk to Neutral from Sell and raised its 12-month price target to DKK 16,000 from DKK 13,000, citing a less severe-than-expected deterioration in container shipping supply-demand conditions through 2027. The bank also lifted its EBITDA forecasts to $9.98 billion for 2026 and $8.31 billion for 2027, well above consensus, reflecting delayed vessel deliveries and stronger industry fundamentals.
Goldman expects global container fleet growth to slow as diesel engine supply bottlenecks—driven in part by surging data center demand—delay new ship deliveries. The bank estimates effective net supply growth of about 4% in 2027 and said additional AI-related demand for diesel generators could further postpone vessel deliveries.
For 2026, Goldman highlighted stronger North-South freight rates, lower fuel costs and favorable third-quarter market conditions. $AMKBY $GS
$AMKBY Positive (86%): Likely positive for AMKBY because a full-year guidance raise can push analyst estimates higher and support valuation if the demand strength is profitable. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/5bd822140be9b6f3?utm_source=stocktwits&utm_medium=story_url
$AMKBY $9.88 is the true floor at the moment, but anything under $11 feels solid still. I will be offloading again at $11.40-RANGE based on early resistance. Dropping all at $12 range if any PR or financial wins send it.
@larryfromitaly if Mongo is your only mistake then it's not too bad. As you can see I'm bagholding more than that while I left loads of money on the table by selling good investments far too early ( $CLS, $PLTR, $AMKBY, $RNMBY...even some ETFs)😭 And worst of all, I know I'm going to make more mistakes 😂
