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US Tariffs And Overcapacity Will Crush Shipping Margins

Update shared on 05 Sep 2025

Fair value Increased 0.44%
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AnalystConsensusTarget's Fair Value
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1Y
-4.1%
7D
-6.3%

Despite a worsened consensus revenue growth outlook and a modest increase in the discount rate, Kawasaki Kisen Kaisha’s analyst price target has remained essentially flat, edging up slightly from ¥2088 to ¥2097.


What's in the News


  • Issued earnings guidance for Q2 and full year with Q2 operating revenues of JPY 489,500 million, operating income of JPY 46,500 million, net profit of JPY 74,000 million, and EPS of JPY 117.11.
  • For the year ending March 31, 2026, forecasts operating revenues of JPY 968,000 million, operating income of JPY 90,000 million, net profit of JPY 115,000 million, and EPS of JPY 181.96.

Valuation Changes


Summary of Valuation Changes for Kawasaki Kisen Kaisha

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2088 to ¥2097.
  • The Consensus Revenue Growth forecasts for Kawasaki Kisen Kaisha has significantly fallen from -0.3% per annum to -0.6% per annum.
  • The Discount Rate for Kawasaki Kisen Kaisha has risen slightly from 5.26% to 5.42%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.