D\u00fcnyan\u0131n en b\u00fcy\u00fck konteyner ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 \u015firketi AP Moeller – Maersk (CSE:MAERSKa), pandeminin yol a\u00e7t\u0131\u011f\u0131 patlaman\u0131n nihayet sona ermesiyle birlikte ana ta\u015f\u0131mac\u0131l\u0131k i\u015finin sert bir \u015fekilde yava\u015flad\u0131\u011f\u0131 uyar\u0131s\u0131nda bulunmas\u0131n\u0131n ard\u0131ndan \u00c7ar\u015famba g\u00fcn\u00fc hisseleri %5 \u00fczerinde de\u011fer kaybetti.<\/p>\n
Maersk yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, yaz boyunca \u00e7o\u011fu navlun endeksinde belirgin olan e\u011filimleri do\u011frulayarak “Navlun oranlar\u0131n\u0131n hem azalan talep hem de tedarik zincirindeki t\u0131kan\u0131kl\u0131\u011f\u0131n hafiflemesi nedeniyle bu \u00e7eyrekte zirveye ula\u015ft\u0131\u011f\u0131 ve normalle\u015fmeye ba\u015flad\u0131\u011f\u0131 a\u00e7\u0131kt\u0131r.” dedi.<\/p>\n
\u015eangay ve \u00c7in’deki di\u011fer limanlar\u0131n kapat\u0131lmas\u0131n\u0131n, k\u00fcresel tedarik zincirlerini bir kez daha sekteye u\u011fratmas\u0131yla y\u0131l\u0131n ba\u015flar\u0131nda bir miktar y\u00fckseli\u015f g\u00f6steren Balt\u0131k Kuru Y\u00fck Ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 Endeksi (Baltic Dry Index), \u015fu anda May\u0131s ay\u0131ndan bu yana yar\u0131dan fazla ve 2021 zirvesine g\u00f6re %75’in \u00fczerinde d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n
Maersk’in uyar\u0131s\u0131, pandeminin k\u00fcresel t\u00fcketici harcamalar\u0131nda b\u00fcy\u00fck bir yap\u0131sal de\u011fi\u015fimi tetiklemesinin ard\u0131ndan k\u00fcresel ticaret ve denizcilikte ka\u00e7\u0131n\u0131lmaz bir yava\u015flamay\u0131 yans\u0131t\u0131yor. B\u00fcy\u00fck \u00f6l\u00e7\u00fcde Asya’da \u00fcretilen ancak Kuzey Amerika ve Avrupa’da t\u00fcketilen dayan\u0131kl\u0131 t\u00fcketim mallar\u0131na olan talepteki art\u0131\u015f, konteynerler ve nakliye kapasitesi \u00fczerinde hen\u00fcz yeni azalmaya ba\u015flayan b\u00fcy\u00fck bask\u0131 olu\u015fturdu.<\/p>\n
Bununla birlikte Rusya’n\u0131n Ukrayna’y\u0131 i\u015fgalinin yol a\u00e7t\u0131\u011f\u0131 y\u00fcksek enerji fiyatlar\u0131n\u0131n, k\u00fcresel \u00fcreticilere zarar vermesi ve t\u00fcketicilerin harcama g\u00fcc\u00fcn\u00fc azaltmas\u0131 nedeniyle yava\u015flama \u015fimdi geli\u015fmi\u015f ekonomilerdeki genel yava\u015flamayla daha da art\u0131yor. D\u00fcnya Ticaret \u00d6rg\u00fct\u00fc, 2022 y\u0131l\u0131nda %3,5 civar\u0131nda olan k\u00fcresel ticaret b\u00fcy\u00fcmesinin, \u00f6n\u00fcm\u00fczdeki y\u0131l %1’e kadar yava\u015flamas\u0131n\u0131 bekliyor.<\/p>\n
Bu \u00e7er\u00e7evede Danimarkal\u0131 grup, bu y\u0131l k\u00fcresel konteyner talebine ili\u015fkin tahminlerini d\u00fc\u015f\u00fcrd\u00fc ve daha \u00f6nce 2021 seviyelerinde kalmas\u0131n\u0131 beklerken \u015fimdi %2 ila %4 aras\u0131nda bir d\u00fc\u015f\u00fc\u015f \u00f6ng\u00f6r\u00fcyor. Y\u0131l\u0131n bu kadar ge\u00e7 bir d\u00f6neminde gelen bu tahmin, 2022’nin son d\u00f6neminde talepte orant\u0131s\u0131z derecede sert bir d\u00fc\u015f\u00fc\u015f anlam\u0131na geliyor.<\/p>\n
Bu uyar\u0131; son iki y\u0131ld\u0131r d\u00fcnyan\u0131n en \u00e7ok para kazand\u0131ran sekt\u00f6rlerden biri olan denizcilik sekt\u00f6r\u00fcn\u00fcn, mevcut ekonomik d\u00f6ng\u00fcde son bir kez daha y\u00fckseli\u015fe ge\u00e7me ihtimalini g\u00f6lgede b\u0131rakt\u0131. Kazan\u00e7lar ve gelirler 3\u00c7\u2019de \u015firketin ve piyasan\u0131n tahminlerini yine a\u015ft\u0131; gelirler y\u0131ll\u0131k %37 art\u0131\u015fla 22,8 milyar dolara, faiz ve vergi \u00f6ncesi k\u00e2r %61 art\u0131\u015fla 9,5 milyar dolara ve serbest nakit ak\u0131\u015f\u0131 %47 art\u0131\u015fla 7,8 milyar dolara y\u00fckseldi.<\/p>\n
Maersk, temel “Okyanus” b\u00f6l\u00fcm\u00fc konjonkt\u00fcrel bir yava\u015flamaya girerken kaynaklar\u0131n\u0131 giderek kara tabanl\u0131 lojistik kolunu b\u00fcy\u00fctmeye y\u00f6nlendiriyor. Yeni sat\u0131n al\u0131nan LF Logistics’in konsolidasyonu sayesinde gelirleri %60’\u0131n \u00fczerinde artarak ilk kez 4 milyar dolar\u0131 a\u015fan bu birim, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte sa\u011flam bir b\u00fcy\u00fcme kaydetti.<\/p>\n
Maersk hisseleri Kopenhag’da %5,6 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n","protected":false},"excerpt":{"rendered":"
Yazar \u2013 Geoffrey Smith Investing.com \u2013 D\u00fcnyan\u0131n en b\u00fcy\u00fck konteyner ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 \u015firketi AP Moeller – Maersk (CSE:MAERSKa), pandeminin yol a\u00e7t\u0131\u011f\u0131 …<\/p>\n","protected":false},"author":6,"featured_media":68050,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[4993],"class_list":["post-68049","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsalar","tag-maersk"],"yoast_head":"\n