Mærsk 还能当集装箱物流整合者吗?
Forget about Mærsk as the integrator of container logistics
The Loadstar 分析师 Alessandro Pasetti 在 Mærsk 第三季度财报电话会后提出质疑:CEO Vincent Clerc 称各业务单元表现强劲,但公司近十年前启动的 Ocean、Logistics、Terminals 深度整合,以及源自 Søren Skou 时期的“全球集装箱物流整合者”目标,是否仍然成立。

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6 November 2026
Today we soft launch our “Top Analyst Question(s) Award” drawing from yesterday’s Q3 26 (YAWWWNNNN) earnings call with Mærsk, when CEO Vincent Clerc tried to explain why all units are firing on all cylinders, almost a decade after the carrier’s reorg was disclosed (our exclusive from Oct 2018 is here), aiming for deeper integration of Ocean, Logistics and Terminals business lines.
HOWEVER: is the ambition to become a global integrator of container logistics, a legacy of the Søren Skou years, still ...
来源:The Loadstar · theloadstar.com