News
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MOL Earnings Briefing: Q&A in Detail 商船三井決算会見・質疑応答（詳報）
Dry bulk benefits from stronger market; China export growth pushes up car-carrier chartering costs ドライバルク、市況上昇を享受 自動車船は中国輸出増で船腹調達コスト上昇 MOL outlined the latest conditions in its key businesses, includi... -
MOL Earnings Driven by Dry Bulk, Energy and Chemical Logistics 商船三井、ドライ・エネルギー・ケミカルがけん引
Net income forecast at Yen240bn for year ending March 2027, Capesize market exposure set to expand 2027年3月期純利益2400億円、ケープサイズの市況エクスポージャー拡大へ MOL said on August 7 that it maintained its consolidated earnings fo... -
Hiroshima Bank Targets JPY 1.3tn in Overseas Shipping Loan Portfolio 広島銀行、外航船向け融資残高1兆3,000億円へ
Targets JPY 190bn in Shipping-related Revenue by FY2028, Expands Specialist Team to 43 with Focus on Shipowners and Shipbuilding Support 2028年度目標、船舶関連収益190億円 船主・造船支援を軸に人員43人体制 Hiroshima Bank, the core banki... -
JWC Expands Northern Boundary of Red Sea High-Risk Area JWC、紅海の高リスク海域を北方拡大
Insurance Market Revises Risk Assessment Following Attacks on Saudi-Linked Vessels Insurance Costs for Japan-Related Ships Also Expected to Be Affected サウジ関連船攻撃受け保険市場がリスク評価見直し 日本関係船の保険コストにも影響 The Jo... -
d’Amico Posts Strongest Quarterly Profit in Years as Tanker Rates Surge ダミコ、タンカー運賃急騰、過去数年で最高の四半期利益
d'Amico International Shipping S.A. (Borsa Italiana: DIS) more than doubled its quarterly profit after one of the strongest product tanker markets in recent years lifted freight earnings, with disruptions in the Middle East pushing spot ... -
Breaking: Iran rejects reports of imminent Hormuz reopening deal 【速報】イラン側、ホルムズ再開「合意近い」報道を否定
IRGC-affiliated media disputes reports of a US-Iran-Oman agreement 革命防衛隊系メディア、米・イラン・オマーン合意報道と食い違い Iranian Revolutionary Guard Corps (IRGC)-affiliated media outlet Sepah News on Aug. 5 rejected a report by ... -
SBI Shinsei Bank Partners with 14 Regional Banks on Growth Investment SBI新生銀行、地域金融機関14行と成長投資連携協定
Joint framework for structured finance, with ship financing also under consideration in the logistics sector ストラクチャードファイナンスで共同体制、物流分野では船舶融資も検討対象へ SBI Shinsei Bank announced on 5 August that it had si... -
NYK Earnings Briefing Q&A (Detailed Report) 日本郵船決算会見・質疑応答（詳報）
CFO Banno Explains the Strait of Hormuz, NS United Kaiun Kaisha Acquisition and Container Shipping Market 伴野CFO、ホルムズ・NSU買収・コンテナ船市況を説明 Takuji Banno, Senior Managing Executive Officer and Chief Financial Officer (CFO... -
NYK Raises Dividend on Strong Container Shipping and Dry Bulk Performance 日本郵船、コンテナ船・ドライバルク好調で増配
FY2027 Outlook: Dry Bulk Fleet to Reach 625 Vessels Including NS United Kaiun Kaisha, Car Carrier Business Maintains Middle East Services via Suez Detours 2027年３月期、NSU合計でドライ船隊625隻 自動車船はスエズ迂回で中東配船を継続 NYK... -
ONE Raises FY2027 Net Income Forecast to US$900m ONE、2027年3月期利益予想を9億ドルへ上方修正
Forecast Tripled From Previous Estimate, Boosting Earnings Outlook for Japan's Three Shipping Groups 前回予想から3倍増、邦船3社の業績押し上げ Ocean Network Express (ONE) on Aug. 4 revised upward its full-year net income forecast for th... -
K Line Watches Fuel Price Trends in Containership and Car Carrier Businesses 川崎汽船、コンテナ船・自動車船で燃料高を注視
Forecasts Net Income of JPY135 Billion for FY2027/3 Targets ROE Above 15% and Sustainable PBR Above 1.0x 2027年3月期、純利益1350億円見込む ROE15％以上、PBR1倍超定着へ K Line on 4 August maintained its revised earnings forecast for the ... -
DryDel Secures K Line Charter for First Four Capesize Newbuildings ドライデル、初のケープサイズ新造船4隻で川崎汽船と5年用船契約
Built by Namura Shipbuilding, Deliveries Scheduled for 2028-29 名村造船建造、2028～29年引き渡し DryDel Shipping, the Greek shipowner and operator (headquartered in Athens and led by Founder and Chief Executive Officer (CEO) Costas Dela... -
Breaking: MOL Raises Net Profit Forecast to JPY240bn 速報・商船三井、純利益2400億円へ上方修正
Dry bulk, energy and ONE drive upgrade, with chemical logistics also contributing ドライ、エネルギー、ONEが押し上げ ケミカル物流も貢献 MOL on Aug. 3 revised upward its consolidated earnings forecast for the fiscal year ending March 20... -
China Eases Detention of Panama-Flagged Ships 中国、パナマ船籍船の拘留を大幅緩和
Detentions Fall to 16 in July as Japanese Shipowners and Operators Watch Closely 7月は16隻に減少、日本船主・邦船オペレーターも動向注視 The number of Panama-flagged ships detained at Chinese ports, which had surged in recent months, fel... -
Car Carrier Rates Rebound, Short-Term Fixtures Reach $90,000 a Day 自動車船用船料、再び上昇局面、短期契約9万ドル台
China Export Surge Lifts One-Year Charter Rates 45% 中国輸出急増で1年用船料45％高 Charter rates in the global pure car and truck carrier (PCTC) market have entered an upward phase once again. As Chinese vehicle manufacturers continue... -
NS United Kaiun Kaisha Raises FY2027 Net Profit Forecast to Y25bn NSユナイテッド海運、2027年3月期純利益250億円へ上方修正
Operating and Ordinary Profit Forecasts Also Raised; ROE Seen at Around 13% 営業・経常利益も増額 ROE約13％見通し NS United Kaiun Kaisha on July 31 revised upward its consolidated earnings forecast for the fiscal year ending March 2027... -
NYK Strengthens Dry Bulk and Energy Transportation 日本郵船、ドライ・資源エネルギー輸送を強化
Acquisition of NS United Kaiun Kaisha to Clarify the Roles of Group Companies NSユナイテッド海運子会社化 グループ各社の役割を明確化へ Nippon Yusen Kabushiki Kaisha (NYK) announced on July 31 that it will launch a tender offer (TOB) wo... -
Government Weighs Public Role in Marine Insurance 政府、船舶保険の公的関与を検討
New Economic Security Policy Aims to Safeguard Maritime Transport During Emergencies 有事の海上輸送維持へ 経済安全保障で新方針 The Japanese government on July 31 outlined a new policy aimed at maintaining the maritime transport of criti... -
Saudi Arabia Unveils Red Sea Defence Alliance Proposal Backed by 14 Nations サウジ、紅海防衛連合構想を発表 14カ国が支持
Red Sea gains strategic importance as Hormuz crisis deepens Japan remains an energy security stakeholder despite likely staying outside the alliance ホルムズ危機で高まる紅海の戦略的重要性 日本は参加せずともエネルギー安全保障の「当事者」 ... -
The 34th Reportage: Japanese Shipowners 第34回ルポルタージュ・日本船主
"Japanese Shipping Operators Turn 'Long on Ships' - Which Shipowners Stand to Benefit?" 「邦船オペレーター『船ロング』、恩恵を受ける船主とは」 On July 30, under the relentless summer heat in Tokyo's Otemachi district. A Japanese ship... -
OFAC Warning Highlights Sanctions Risk Before Payment OFAC、「支払い前」の制裁リスク浮上
What Kpler Insight & Analysis Means by the "Exposure Chain" New Risk Management Challenges Facing Japanese Shipowners and Financial Institutions in Hormuz Transit Kpler Insight & Analysisが示す「Exposure Chain（リスクの連鎖）」と... -
Breaking：NYK launches ¥120.6bn tender offer for NS United Kaiun 日本郵船、1206億円TOB NSユナイテッド海運を連結子会社化へ
To raise stake to 83.33%; Nippon Steel to retain 16.67% 出資比率83.33％へ 日本製鉄は16.67％維持 NYK announced on 31 July that it will consolidate its equity-method affiliate, NS United Kaiun Kaisha, as a consolidated subsidiary. Subje... -
Capital Link Expert Talk Series A Conversation with Marco Fiori キャピタルリンク・特別インタビュー、マルコ・フィオーリ氏との対談
Building on Legacy and Premuda’s Growth Strategy 伝統を礎に描くPremudaの成長戦略 In the latest edition of Capital Link's Expert Talk Series, Marco Fiori, Chief Executive Officer of PREMUDA, discussed the company's strategic evolution, fl... -
Breaking: NYK Raises Net Profit Forecast to JPY240bn 速報・日本郵船、純利益予想2400億円へ上方修正
Container freight rates exceed expectations, while dry bulk, energy and a weaker yen provide further support 27年３月期、コンテナ船運賃が想定上回る、ドライ・エネルギー・円安も寄与 NYK Line (NYK) on 30 July revised upward its consolidat...
