班轮公司面临投资选择  

Investment options abound for container lines riding profit windfall

作　　者：Eric Johnson 陶润元(编译) 

机构地区：[1]不详

出　　处：《中国远洋海运》2022年第1期66-67,7,共3页Maritime China

摘　　要：关键提示行业分析人士认为,班轮公司可以将2021年的利润用于收购、偿还债务、派息或股票回购、技术投资等,也可以选择为未来资本支出或收购活动提供应急资金。Container lines are on course for a profits bonanza of roughly$300 billion in 2021 and 2022,eye-popping figures that make previously lucrative cycles seem quaint in comparison.But two questions loom going forward:just what those lines plan to do with their individual windfalls,and whether their n e w financial footings will create a fundamentally different o p e rating environment.To t ake a notable example of this newfound buying power,i n upgrading Maersk’s credit rating to BBB+in mid-S eptember,S&P Global forecast that“Maersk will generate strong discretionary cash flow(after leases,capital expenditure,dividends,and share buybacks)of up to $8.5 billion in 2021.”According to discussions with a range of industry watchers,the options to deploy those profits include acquisitions,debt repayment,dividends or share buybacks,technology investments,or rainy-day funds for future capital expenditure or acquisition activity.

关 键 词：班轮公司 投资选择 股票回购 收购活动 派息 应急资金 资本支出 偿还债务 

分 类 号：F83[经济管理—金融学]