Maersk | Investor Presentation Deck | 56 slides

Maersk · 2020-08
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
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Slide inventory

56
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
transition
Open slide detailBeat · Attention
04
Includes a footnote defining Free Cash Flow (FCF).summarize
Open slide detailBeat · Attention
05
The slide uses dual-axis charts for EBITDA and FCF to show quarterly performance alongside LTM trends.analyze_data
Open slide detailBeat · Need
06
The slide uses a table to present financial performance metrics and bullet points to provide context on strategic drivers.analyze_data
Open slide detailBeat · Need
07
transition
Open slide detailBeat · Need
08
The chart uses a standard waterfall bridge format to decompose the change in profit.analyze_data
Open slide detailBeat · NeedLoop · Before After
09
The chart uses a standard waterfall bridge format to reconcile cash flow components.analyze_data
Open slide detailBeat · NeedLoop · Before After
10
The slide uses a combination of a combo chart (bar + line) and a summary table to present financial performance.analyze_data
Open slide detailBeat · Satisfaction
11
The chart illustrates how cost measures and freight rates compensated for volume declines.analyze_data
Open slide detailBeat · Satisfaction
12
The slide uses a split layout with a bulleted list on the left and a grid of key performance metrics on the right.summarize
Open slide detailBeat · Satisfaction
13
The slide uses a comparative time-series analysis to demonstrate improved operational agility in the 2019-2020 period compared to the 2008-2009 financial crisisanalyze_data
Open slide detailBeat · Satisfaction
14
Includes a footnote regarding Q1 2020 freight rate adjustments.summarize
Open slide detailBeat · Satisfaction
15
Includes Q2 2020, Q2 2019, H1 2020, and H1 2019 data.analyze_data
Open slide detailBeat · Satisfaction
16
Includes a dual-axis chart showing Gross Profit (bars) and EBIT conversion ratio (line) over time.analyze_data
Open slide detailBeat · Satisfaction
17
Includes a combo chart showing EBITDA (bars) and EBITDA margin (line) over six quarters, plus a summary table of financial results.analyze_data
Open slide detailBeat · Satisfaction
18
The slide uses a waterfall-bridge chart to explain the variance in EBITDA.analyze_data
Open slide detailBeat · Satisfaction
19
Includes a disclaimer regarding IFRS16 adjustments for 2016-2017.analyze_data
Open slide detailBeat · Satisfaction
20
Includes a combo chart (bar + line) and a summary table comparing Q2 and H1 performance.analyze_data
Open slide detailBeat · Satisfaction
21
transition
Open slide detailBeat · Visualization
22
Includes specific EBITDA sensitivity table for freight rates, volumes, bunker prices, and exchange rates.analyze_data
Open slide detailBeat · Visualization
23
appendix
Open slide detailBeat · Visualization
24
Financial highlights slide from Maersk Q2 2020 presentation.analyze_data
Open slide detailBeat · Visualization
25
Financial highlights slide from an appendix.analyze_data
Open slide detailBeat · Visualization
26
The chart illustrates the movement of NIBD through EBITDA, working capital, financial items, investments, buybacks, leases, and other factors.analyze_data
Open slide detailBeat · Visualization
27
Includes two bar charts: one showing annual CAPEX from 2016-2021, and one showing quarterly CAPEX from Q2 2019-Q2 2020.analyze_data
Open slide detailBeat · Visualization
28
analyze_data
Open slide detailBeat · Visualization
29
The chart displays debt breakdown by type (Leases, Bank and other, Corporate bonds, Undrawn revolving facilities) across years.analyze_data
Open slide detailBeat · Action
30
Includes a break in the Y-axis for the 2015 data point.analyze_data
Open slide detailBeat · Action
31
The slide uses color-coded circles (red for very weak, yellow for neutral) to represent growth percentages relative to the 2012-18 average.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
32
The slide uses a map-based visualization to display market share percentages and rankings for various global trade lanes.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
33
The slide illustrates market concentration by showing individual company shares alongside their alliance affiliations.compare_peers
Open slide detailBeat · ActionLoop · Cost Of Inaction
34
The slide tracks M&A activity and market share growth from 1996 to 2020.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
35
The slide uses a combination of a combo chart (bar/line) and a donut-based infographic to illustrate supply/demand dynamics.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
36
The slide uses a combination of bar-stacked (deliveries/scrapping) and line charts to illustrate supply-side dynamics in the shipping industry.analyze_data
Open slide detailBeat · Action
37
Contains four line charts tracking market volatility.analyze_data
Open slide detailBeat · Action
38
The slide uses donut charts for categorical data and a multi-line chart for time-series data.analyze_data
Open slide detailBeat · Action
39
Includes footnotes regarding restated Q1 2020 figures.analyze_data
Open slide detailBeat · Action
40
The slide compares absolute freight rates (left) and indexed freight rates (right) from Q1 2019 to Q2 2020.analyze_data
Open slide detailBeat · Action
41
The slide provides operational performance metrics for Maersk, specifically comparing headhaul/roundtrip utilisation and dry/reefer container turns.analyze_data
Open slide detailBeat · Action
42
The slide provides a detailed breakdown of cost components for Maersk's 2019 unit cost base.analyze_data
Open slide detailBeat · Action
43
The slide includes a detailed accounting disclosure regarding the impact of IFRS 16 on vessel classification.analyze_data
Open slide detailBeat · Action
44
Maersk Line is highlighted in light blue.analyze_data
Open slide detailBeat · Action
45
Data source: Alphaliner. Slide 45 of a Maersk presentation.analyze_data
Open slide detailBeat · Action
46
The slide uses a geographic map to visualize the footprint of two specific business segments.establish_context
Open slide detailBeat · Action
47
analyze_data
Open slide detailBeat · Action
48
Note: TEU and investment numbers are 100% of the projects.analyze_data
Open slide detailBeat · Action
49
The chart uses a dual-axis approach where acquisitions are stacked bars above the timeline and divestments are stacked bars below the timeline.analyze_data
Open slide detailBeat · Action
50
The slide uses a line chart to show cost trends and a donut chart to show cost composition.analyze_data
Open slide detailBeat · Action
51
The chart displays two lines representing RPM (dark blue) and CPM (light blue) over time.analyze_data
Open slide detailBeat · Action
52
analyze_data
Open slide detailBeat · Action
53
The table highlights the performance of operating businesses specifically, noting that implementations (terminals under construction) are excluded from the marganalyze_data
Open slide detailBeat · Action
54
Includes a note clarifying that consolidated businesses include gateway terminals that are financially consolidated.analyze_data
Open slide detailBeat · Action
55
The table shows zero or near-zero values for terminals under construction, indicating they are not yet operational.analyze_data
Open slide detailBeat · Action
56
closing_ask
Open slide detailBeat · Action