Narrative Update • Aug 11

In the last week, the Marine and Shipping industry is up 2.2%, with Nippon Yusen Kabushiki Kaisha up 5.7%. During this same period, the Kuribayashi Steamship underperformed, falling 8.7%. In the last 12 months, the industry was up 27%. In the next few years, earnings are forecast to decline by 1.5% annually.
Has the Japanese Marine and Shipping Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | JP¥7.0t | JP¥6.5t | JP¥646.7b | 10.5x | 10.9x | 1.1x |
| Sat, 11 Jul 2026 | JP¥6.0t | JP¥6.0t | JP¥621.7b | 9.3x | 9.7x | 1x |
| Mon, 08 Jun 2026 | JP¥6.5t | JP¥6.0t | JP¥621.7b | 9.8x | 10.5x | 1.1x |
| Wed, 06 May 2026 | JP¥6.5t | JP¥6.0t | JP¥626.9b | 11.1x | 10.3x | 1.1x |
| Fri, 03 Apr 2026 | JP¥7.1t | JP¥6.0t | JP¥647.8b | 12.2x | 11x | 1.2x |
| Sun, 01 Mar 2026 | JP¥6.4t | JP¥6.0t | JP¥647.8b | 11.7x | 9.8x | 1.1x |
| Tue, 27 Jan 2026 | JP¥5.5t | JP¥6.0t | JP¥858.0b | 7.5x | 6.5x | 0.9x |
| Thu, 25 Dec 2025 | JP¥5.5t | JP¥5.9t | JP¥856.2b | 7x | 6.4x | 0.9x |
| Sat, 22 Nov 2025 | JP¥5.3t | JP¥5.9t | JP¥856.2b | 6.6x | 6.2x | 0.9x |
| Mon, 20 Oct 2025 | JP¥5.4t | JP¥6.1t | JP¥1.1t | 6.8x | 4.9x | 0.9x |
| Wed, 17 Sep 2025 | JP¥5.9t | JP¥6.1t | JP¥1.1t | 7x | 5.4x | 1x |
| Fri, 15 Aug 2025 | JP¥5.7t | JP¥6.1t | JP¥1.1t | 5.9x | 5.2x | 0.9x |
| Sun, 13 Jul 2025 | JP¥5.6t | JP¥6.2t | JP¥1.3t | 6.3x | 4.4x | 0.9x |
| Tue, 10 Jun 2025 | JP¥5.5t | JP¥6.2t | JP¥1.3t | 6.7x | 4.3x | 0.9x |
| Thu, 08 May 2025 | JP¥5.3t | JP¥6.2t | JP¥1.3t | 6.5x | 4.1x | 0.8x |
| Sat, 05 Apr 2025 | JP¥5.1t | JP¥6.2t | JP¥1.3t | 5.7x | 4x | 0.8x |
| Mon, 03 Mar 2025 | JP¥6.0t | JP¥6.2t | JP¥1.3t | 6.6x | 4.7x | 1x |
| Wed, 29 Jan 2025 | JP¥5.6t | JP¥6.1t | JP¥1.0t | 7.7x | 5.5x | 0.9x |
| Fri, 27 Dec 2024 | JP¥6.0t | JP¥6.1t | JP¥1.0t | 7.7x | 5.9x | 1x |
| Sun, 24 Nov 2024 | JP¥6.0t | JP¥6.1t | JP¥1.0t | 7.8x | 5.9x | 1x |
| Tue, 22 Oct 2024 | JP¥6.1t | JP¥6.0t | JP¥740.1b | 8.9x | 8.2x | 1x |
| Thu, 19 Sep 2024 | JP¥5.7t | JP¥5.9t | JP¥735.4b | 8.2x | 7.7x | 1x |
| Sat, 17 Aug 2024 | JP¥5.9t | JP¥6.0t | JP¥739.7b | 8.1x | 8x | 1x |
| Mon, 15 Jul 2024 | JP¥6.0t | JP¥5.8t | JP¥651.4b | 9.3x | 9.1x | 1x |
| Wed, 12 Jun 2024 | JP¥6.0t | JP¥5.8t | JP¥651.4b | 9.2x | 9.3x | 1x |
| Fri, 10 May 2024 | JP¥5.7t | JP¥5.8t | JP¥650.0b | 8.3x | 8.8x | 1x |
| Sun, 07 Apr 2024 | JP¥5.3t | JP¥5.6t | JP¥705.2b | 7.9x | 7.6x | 0.9x |
| Tue, 05 Mar 2024 | JP¥6.1t | JP¥5.6t | JP¥705.2b | 8x | 8.7x | 1.1x |
| Thu, 01 Feb 2024 | JP¥6.5t | JP¥5.7t | JP¥1.0t | 8.3x | 6.4x | 1.1x |
| Sat, 30 Dec 2023 | JP¥5.5t | JP¥5.7t | JP¥1.0t | 7.4x | 5.5x | 1x |
| Mon, 27 Nov 2023 | JP¥5.0t | JP¥5.7t | JP¥1.0t | 7.2x | 4.9x | 0.9x |
| Wed, 25 Oct 2023 | JP¥4.8t | JP¥5.9t | JP¥1.9t | 5.6x | 2.6x | 0.8x |
| Fri, 22 Sep 2023 | JP¥5.5t | JP¥5.9t | JP¥1.9t | 5.8x | 2.9x | 0.9x |
| Sun, 20 Aug 2023 | JP¥4.9t | JP¥5.9t | JP¥1.9t | 5.6x | 2.6x | 0.8x |
2.6x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 3.17% | |
| Industrials | 4.06% | |
| Marine and Shipping | 2.16% | |
| Marine | 2.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9101 Nippon Yusen Kabushiki Kaisha | JP¥6.13k | 5.7% +JP¥133.2b | 15.0% | PE10.8x | |
| 9107 Kawasaki Kisen Kaisha | JP¥2.87k | 5.8% +JP¥94.7b | 28.7% | PE13.7x | |
| 9104 Mitsui O.S.K. Lines | JP¥6.17k | 3.3% +JP¥67.3b | 25.8% | PE9.6x | |
| 9308 Inui Global Logistics | JP¥2.06k | 5.2% +JP¥2.5b | 54.0% | PE40.7x | |
| 9310 Japan Transcity | JP¥1.39k | 1.2% +JP¥989.8m | 20.7% | PE12.6x |