Narrative Update • Aug 25

The Marine industry is up 1.9% in the last week, with Kawasaki Kisen Kaisha up 3.6%. This takes the industry's 12 month performance to a gain of 39%. Looking forward, earnings are expected to remain mostly flat in the next few years.
Has the Japanese Marine Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | JP¥7.9t | JP¥6.5t | JP¥647.0b | 11.1x | 12.2x | 1.2x |
| Sun, 26 Jul 2026 | JP¥6.7t | JP¥6.0t | JP¥621.7b | 9.9x | 10.7x | 1.1x |
| Tue, 23 Jun 2026 | JP¥6.0t | JP¥6.0t | JP¥621.7b | 9x | 9.7x | 1x |
| Thu, 21 May 2026 | JP¥6.4t | JP¥6.0t | JP¥621.7b | 9.9x | 10.4x | 1.1x |
| Sat, 18 Apr 2026 | JP¥6.9t | JP¥6.0t | JP¥647.8b | 12x | 10.7x | 1.2x |
| Mon, 16 Mar 2026 | JP¥6.6t | JP¥6.0t | JP¥647.8b | 11.4x | 10.2x | 1.1x |
| Wed, 11 Feb 2026 | JP¥5.9t | JP¥6.0t | JP¥649.5b | 9.6x | 9x | 1x |
| Fri, 09 Jan 2026 | JP¥5.8t | JP¥6.0t | JP¥858.0b | 7.5x | 6.7x | 1x |
| Sun, 07 Dec 2025 | JP¥5.3t | JP¥5.9t | JP¥856.2b | 6.9x | 6.2x | 0.9x |
| Tue, 04 Nov 2025 | JP¥5.7t | JP¥6.1t | JP¥1.1t | 6.3x | 5.1x | 0.9x |
| Thu, 02 Oct 2025 | JP¥5.4t | JP¥6.1t | JP¥1.1t | 6.9x | 4.9x | 0.9x |
| Sat, 30 Aug 2025 | JP¥5.8t | JP¥6.1t | JP¥1.1t | 6.5x | 5.2x | 0.9x |
| Mon, 28 Jul 2025 | JP¥5.8t | JP¥6.2t | JP¥1.3t | 6.5x | 4.6x | 0.9x |
| Wed, 25 Jun 2025 | JP¥5.5t | JP¥6.2t | JP¥1.3t | 6.6x | 4.3x | 0.9x |
| Fri, 23 May 2025 | JP¥5.8t | JP¥6.2t | JP¥1.3t | 6.8x | 4.6x | 0.9x |
| Sun, 20 Apr 2025 | JP¥5.3t | JP¥6.2t | JP¥1.3t | 6.3x | 4.1x | 0.9x |
| Tue, 18 Mar 2025 | JP¥6.0t | JP¥6.2t | JP¥1.3t | 6.8x | 4.7x | 1x |
| Thu, 13 Feb 2025 | JP¥6.0t | JP¥6.2t | JP¥1.3t | 7.1x | 4.7x | 1x |
| Sat, 11 Jan 2025 | JP¥5.8t | JP¥6.1t | JP¥1.0t | 7.5x | 5.7x | 1x |
| Mon, 09 Dec 2024 | JP¥5.7t | JP¥6.1t | JP¥1.0t | 7.5x | 5.6x | 0.9x |
| Wed, 06 Nov 2024 | JP¥6.0t | JP¥6.0t | JP¥816.2b | 8.4x | 7.3x | 1x |
| Fri, 04 Oct 2024 | JP¥6.3t | JP¥6.0t | JP¥740.1b | 8.2x | 8.5x | 1.1x |
| Sun, 01 Sep 2024 | JP¥6.1t | JP¥6.0t | JP¥740.1b | 7.6x | 8.3x | 1x |
| Tue, 30 Jul 2024 | JP¥5.7t | JP¥5.8t | JP¥651.4b | 9.3x | 8.8x | 1x |
| Thu, 27 Jun 2024 | JP¥5.9t | JP¥5.8t | JP¥651.4b | 9.2x | 9.1x | 1x |
| Sat, 25 May 2024 | JP¥6.1t | JP¥5.8t | JP¥651.4b | 9x | 9.4x | 1.1x |
| Mon, 22 Apr 2024 | JP¥5.4t | JP¥5.6t | JP¥705.2b | 7.9x | 7.7x | 1x |
| Wed, 20 Mar 2024 | JP¥5.7t | JP¥5.6t | JP¥705.2b | 8x | 8x | 1x |
| Fri, 16 Feb 2024 | JP¥6.2t | JP¥5.6t | JP¥705.1b | 7.9x | 8.8x | 1.1x |
| Sun, 14 Jan 2024 | JP¥5.9t | JP¥5.7t | JP¥1.0t | 8x | 5.8x | 1x |
| Tue, 12 Dec 2023 | JP¥4.9t | JP¥5.7t | JP¥1.0t | 7.4x | 4.8x | 0.9x |
| Thu, 09 Nov 2023 | JP¥4.5t | JP¥5.7t | JP¥1.0t | 5.9x | 4.4x | 0.8x |
| Sat, 07 Oct 2023 | JP¥5.0t | JP¥5.9t | JP¥1.9t | 5.7x | 2.7x | 0.9x |
| Mon, 04 Sep 2023 | JP¥5.1t | JP¥5.9t | JP¥1.9t | 5.5x | 2.7x | 0.9x |
2.7x
How does Japanese Marine compare with similar industries?
| JP Market | 1.23% | |
| Industrials | 1.91% | |
| Marine and Shipping | 1.86% | |
| Marine | 1.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9101 Nippon Yusen Kabushiki Kaisha | JP¥7.12k | 0.2% +JP¥5.6b | 33.4% | PE12.6x | |
| 9119 Iino Kaiun Kaisha | JP¥1.74k | 1.8% +JP¥3.2b | 44.9% | PE7.9x | |
| 9310 Japan Transcity | JP¥1.42k | 1.4% +JP¥1.2b | 20.0% | PE12.7x | |
| 9308 Inui Global Logistics | JP¥2.14k | 1.8% +JP¥956.9m | 32.4% | PE42.2x | |
| 9110 NS United Kaiun Kaisha | JP¥10.48k | 0.4% +JP¥942.6m | 110.0% | PE10.2x |