馬士基首季EBITDA跌56%仍勝預期 運費率平均跌37%
全球航運巨擘馬士基(Maersk)公佈截至3月底止首季業績,收入按年跌約26%至142.07億美元,EBITDA跌56%至39.69億美元,勝市場預期的37.1億美元;首季資本開支亦跌38%至8.38億美元。全年度指引維持不變,首季料屬今年表現最強季度。
公司指首季貨櫃運量按年跌9%,運費率平均跌37%。Maersk首席執行官Vincent Clerc稱,在持續去庫存帶來需求下降下,公司在具挑戰性環境交出穩固財務表現。今年餘下時間可見度仍低,隨着市場邁向正常化,仍會專注於主動控制成本。
Maersk料全球集裝箱海運需求跌最多2.5%,受累持續去庫存。
公司指引今年基本EBITDA介乎80億至110億美元,去年錄破紀錄368億美元,受惠消費者需求激增及疫情致港口堵塞刺激運費上升;今年全年自由現金流最少20億美元;2022至2023年資本開支指引維持介乎90億至100億美元。2023至2024年資本開支指引介乎100億至110億美元。
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