Narrative Update • Jun 04

Over the last 7 days, the Marine and Shipping industry has dropped 1.2%, driven by pullbacks in Nippon Yusen Kabushiki Kaisha and Kawasaki Kisen Kaisha of 2.2% and 2.4%, respectively. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are expected to remain mostly flat in the next few years.
Has the Japanese Marine and Shipping Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | JP¥6.4t | JP¥6.0t | JP¥621.7b | 9.6x | 10.4x | 1.1x |
| Wed, 13 May 2026 | JP¥6.3t | JP¥6.0t | JP¥617.7b | 11.2x | 10.2x | 1.1x |
| Fri, 10 Apr 2026 | JP¥7.1t | JP¥6.0t | JP¥647.8b | 12.4x | 10.9x | 1.2x |
| Sun, 08 Mar 2026 | JP¥6.5t | JP¥6.0t | JP¥647.8b | 11.6x | 10.1x | 1.1x |
| Tue, 03 Feb 2026 | JP¥5.7t | JP¥6.0t | JP¥801.8b | 7.4x | 7.1x | 1x |
| Thu, 01 Jan 2026 | JP¥5.6t | JP¥5.9t | JP¥856.2b | 7x | 6.5x | 0.9x |
| Sat, 29 Nov 2025 | JP¥5.4t | JP¥5.9t | JP¥856.2b | 6.9x | 6.3x | 0.9x |
| Mon, 27 Oct 2025 | JP¥5.6t | JP¥6.1t | JP¥1.1t | 6.9x | 5x | 0.9x |
| Wed, 24 Sep 2025 | JP¥5.7t | JP¥6.1t | JP¥1.1t | 7.2x | 5.2x | 0.9x |
| Fri, 22 Aug 2025 | JP¥5.7t | JP¥6.1t | JP¥1.1t | 6.1x | 5.2x | 0.9x |
| Sun, 20 Jul 2025 | JP¥5.6t | JP¥6.2t | JP¥1.3t | 6.5x | 4.4x | 0.9x |
| Tue, 17 Jun 2025 | JP¥5.7t | JP¥6.2t | JP¥1.3t | 6.6x | 4.5x | 0.9x |
| Thu, 15 May 2025 | JP¥5.6t | JP¥6.2t | JP¥1.3t | 6.5x | 4.4x | 0.9x |
| Sat, 12 Apr 2025 | JP¥5.3t | JP¥6.2t | JP¥1.3t | 5.8x | 4.1x | 0.9x |
| Mon, 10 Mar 2025 | JP¥6.1t | JP¥6.2t | JP¥1.3t | 6.5x | 4.8x | 1x |
| Wed, 05 Feb 2025 | JP¥5.7t | JP¥6.1t | JP¥1.1t | 7.6x | 5.2x | 0.9x |
| Fri, 03 Jan 2025 | JP¥6.2t | JP¥6.1t | JP¥1.0t | 7.7x | 6.1x | 1x |
| Sun, 01 Dec 2024 | JP¥5.7t | JP¥6.1t | JP¥1.0t | 7.5x | 5.6x | 0.9x |
| Tue, 29 Oct 2024 | JP¥5.9t | JP¥6.0t | JP¥740.1b | 8.5x | 8x | 1x |
| Thu, 26 Sep 2024 | JP¥6.1t | JP¥6.0t | JP¥740.1b | 8.1x | 8.3x | 1x |
| Sat, 24 Aug 2024 | JP¥6.0t | JP¥6.0t | JP¥740.1b | 7.1x | 8.1x | 1x |
| Mon, 22 Jul 2024 | JP¥5.8t | JP¥5.8t | JP¥651.4b | 9.1x | 8.9x | 1x |
| Wed, 19 Jun 2024 | JP¥6.0t | JP¥5.8t | JP¥651.4b | 9.3x | 9.2x | 1x |
| Fri, 17 May 2024 | JP¥6.1t | JP¥5.8t | JP¥650.3b | 7.7x | 9.3x | 1.1x |
| Sun, 14 Apr 2024 | JP¥5.4t | JP¥5.6t | JP¥705.2b | 8.1x | 7.6x | 1x |
| Tue, 12 Mar 2024 | JP¥5.8t | JP¥5.6t | JP¥705.2b | 7.9x | 8.2x | 1x |
| Thu, 08 Feb 2024 | JP¥6.3t | JP¥5.6t | JP¥705.8b | 8.5x | 8.9x | 1.1x |
| Sat, 06 Jan 2024 | JP¥6.0t | JP¥5.7t | JP¥1.0t | 8.1x | 5.9x | 1x |
| Mon, 04 Dec 2023 | JP¥5.0t | JP¥5.7t | JP¥1.0t | 7.1x | 4.9x | 0.9x |
| Wed, 01 Nov 2023 | JP¥4.8t | JP¥5.9t | JP¥1.9t | 5.6x | 2.6x | 0.8x |
| Fri, 29 Sep 2023 | JP¥5.2t | JP¥5.9t | JP¥1.9t | 5.7x | 2.8x | 0.9x |
| Sun, 27 Aug 2023 | JP¥4.9t | JP¥5.9t | JP¥1.9t | 5.6x | 2.6x | 0.8x |
| Tue, 25 Jul 2023 | JP¥4.4t | JP¥6.0t | JP¥2.6t | 5.2x | 1.7x | 0.7x |
| Thu, 22 Jun 2023 | JP¥3.8t | JP¥6.0t | JP¥2.6t | 5x | 1.5x | 0.6x |
1.5x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -1.44% | |
| Industrials | -3.82% | |
| Marine and Shipping | -1.16% | |
| Marine | -1.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9310 Japan Transcity | JP¥1.12k | 3.0% +JP¥2.0b | 9.2% | PE10.5x | |
| 9308 Inui Global Logistics | JP¥1.54k | 1.0% +JP¥402.9m | 27.1% | PE46.6x | |
| 9171 Kuribayashi Steamship | JP¥1.73k | 1.3% +JP¥261.8m | 69.3% | PE5.5x | |
| 9193 Tokyo KisenLtd | JP¥901.00 | 2.4% +JP¥209.0m | -4.3% | PE1.8x |