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Nippon Yusen Kabushiki Kaisha Community
TSE:9101 Community
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Nippon Yusen Kabushiki Kaisha
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Nippon Yusen Kabushiki Kaisha
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Profit Margins Will Shrink To 99% Amid Geopolitical Tensions
Key Takeaways Planned share exchange and declining freight rates could challenge revenue levels as premium pricing and profit contributions fall. Geopolitical tensions and an unfavorable market for Energy and Logistics threaten net margins and overall earnings stability.
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JP¥5.30k
FV
0.9% overvalued
intrinsic discount
-2.52%
Revenue growth p.a.
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1 day ago
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Nippon Yusen Kabushiki Kaisha
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Decarbonization Costs And Digital Disruption Will Crush Profits
Key Takeaways Costly regulatory and environmental demands, along with rising competition, threaten margins and place long-term pressure on net earnings and market share. Rapid tech disruption, global overcapacity, and geopolitical risks undermine pricing power and revenue growth, diminishing earnings stability and predictability.
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JP¥4.00k
FV
33.8% overvalued
intrinsic discount
-6.93%
Revenue growth p.a.
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1 day ago
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Nippon Yusen Kabushiki Kaisha
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Asia Trade And Green Logistics Will Drive Shipping Amid Risks
Key Takeaways Core businesses in automotive, LNG, and dry bulk are expected to offset profit declines in liner and air cargo, supporting a faster earnings rebound. Expansion in low-carbon fleets and digital logistics will drive revenue growth and sustained margin improvements, with cruise segment recovery offering additional upside.
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JP¥6.30k
FV
15.1% undervalued
intrinsic discount
-0.32%
Revenue growth p.a.
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1 day ago
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Your Valuation for
9101
9101
Nippon Yusen Kabushiki Kaisha
Your Fair Value
JP¥
Current Price
JP¥5.35k
6.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-266b
3t
2015
2018
2021
2024
2025
2027
2030
Revenue JP¥2.5t
Earnings JP¥462.5b
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