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    Lars Heindorff

    Senior Equity Analyst at Nordea

    Lars Heindorff is a Senior Equity Analyst at Nordea, specializing in investment research with a particular focus on Nordic companies such as ISS A/S. Known for his rigorous analytical approach, Heindorff has published consensus forecasts and detailed coverage reports that inform institutional and retail investors. He began his finance career in Denmark and joined Nordea as a lead analyst several years ago, where he has contributed to the firm's reputation for sector expertise and market insight. While his professional licenses and specific performance metrics are not publicly available, Heindorff is recognized in industry analyst lists and maintains a visible presence within the Nordic equity research community.

    Lars Heindorff's questions to AMKBY leadership

    Lars Heindorff's questions to AMKBY leadership • Q1 2025

    Question

    Inquired about the reasons for Maersk's recent capacity additions, future capacity plans, and why the Gemini network has utilized fewer blank sailings compared to competitors despite recent volume declines.

    Answer

    The capacity increase was necessary to maintain service reliability while taking longer routes around the Cape of Good Hope due to the Red Sea crisis; capacity will be adjusted down when the Suez route reopens. Gemini has withdrawn a similar amount of capacity as competitors (20-21%), but has achieved this through flexible vessel swapping (e.g., replacing an 8,000 TEU ship with a 6,000 TEU one) rather than blank sailings, which is a key advantage of the new network structure.

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