9107 Share Price Performance
JP¥0
-2095.50 (-100.00%)
Price JP¥0
Fair ValueJP¥1,482.74
Share Pricen/a
Narrative Update • Jun 02
Kawasaki Kisen Kaisha, Ltd. Stock Price
- 3 Narratives written by author
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- 8 Fair Values set on narratives written by author
9107 Community Narratives
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Fair Value
·Fair Value JP¥1.48k 77.8% overvalued intrinsic discount
Overcapacity And Tightening IMO Rules Will Cripple Shipping Fundamentals
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Fair Value
·Fair Value JP¥2.2k 19.7% overvalued intrinsic discount
US Tariffs And Overcapacity Will Crush Shipping Margins
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Fair Value
·Fair Value JP¥2.8k 5.8% undervalued intrinsic discount
Clean Shipping Will Overcome Enduring Maritime Challenges
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Overcapacity And Tightening IMO Rules Will Cripple Shipping Fundamentals
Kawasaki Kisen Kaisha faces a tough setup as too many new ships hit the water just as supply chains shift closer to home, squeezing shipping demand and pricing power. On top of that, tighter pollution rules could force costly fleet upgrades, while the company’s reliance on a key partnership and slower tech adoption may leave it less flexible than rivals.Read more
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JP¥1.48k
77.8% overvalued intrinsic discount
Fair Value
Revenue
-3.32% p.a.
Profit Margin
10.48%
Future PE
11.34x
Price in 2029
JP¥1.73k
Clean Shipping Will Overcome Enduring Maritime Challenges
Key Takeaways Strong vessel utilization, premium freight rates, and energy transport stability offset expected declines in car carrier and containership volumes, supporting resilient earnings and smoother cash flow. Investments in eco-friendly ships and diversified logistics position the company to capture new growth markets and meet rising customer demand for sustainable transport solutions.Read more
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JP¥2.8k
5.8% undervalued intrinsic discount
Fair Value
Revenue
5.34% p.a.
Profit Margin
11.37%
Future PE
15.35x
Price in 2029
JP¥3.26k
US Tariffs And Overcapacity Will Crush Shipping Margins
Key Takeaways Mounting exposure to market volatility, overcapacity, and trade risks threatens sustained revenue and margin compression across car carrier, container, and dry bulk shipping operations. Required fleet renewal for emissions compliance and delays in vessel replacement risk increasing costs and further weakening profitability.Read more
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JP¥2.2k
19.7% overvalued intrinsic discount
Fair Value
Revenue
2.92% p.a.
Profit Margin
11.07%
Future PE
13.28x
Price in 2029
JP¥2.56k
Trending Discussion
Recently Updated Narratives
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9107: Large Share Buyback Will Limit Future Return Potential
Fair Value: JP¥1.48k 77.8% overvalued intrinsic discount
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9107: Future Earnings Reset And Dividends Will Define Balanced Outlook
Fair Value: JP¥2.8k 5.8% undervalued intrinsic discount
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9107: Carbon Capture Contracts And Extra Dividend Will Not Reverse Widening Losses
Fair Value: JP¥2.2k 19.7% overvalued intrinsic discount
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Snowflake Analysis
Kawasaki Kisen Kaisha, Ltd. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- 210.39
- 16.59%
- 13.06%
- 12.8%
About 9107
- Founded
- 1919
- Employees
- 5176
- CEO
- WebsiteView website
Kawasaki Kisen Kaisha, Ltd. engages in the provision of marine, land, and air transportation services in Japan, the United States, Europe, Asia, and internationally. It offers dry bulk carrier, car carrier, liquefied natural gas carrier, crude oil and product, containerships, and liquefied gas business. The company also engages in the offshore and energy development business. In addition, it operates container terminals; and offers warehousing and cargo consolidation services. Kawasaki Kisen Kaisha, Ltd. was founded in 1919 and is headquartered in Tokyo, Japan.