日本海事新聞ニュース Japan Maritime Daily Aug 01, 2024 (Thu)

MOL raises profit forecast amid strong container and chemical carrier market performance

　On July 31, MOL announced that it expects its consolidated ordinary profit for the fiscal year endi ・・・ 続きはログインして下さいnext %E3%80%80On+July+31%2C+%3Cb%3EMOL%3C%2Fb%3E+announced+that+it+expects+its+consolidated+ordinary+profit+for+the+fiscal+year+ending+March+2025+to+increase+35%25+from+the+previous+period+to+350+billion+yen.+This+is+an+upward+revision+of+120+billion+yen+from+the+previous+forecast%2C+and+the+company+expects+its+third+best+performance+to+date.+In+addition+to+the+weak+yen%2C+profits+will+be+boosted+by+tighter+supply+and+demand+for+container+ships+due+to+the+prolonged+risk+of+attacks+on+merchant+ships+in+the+Red+Sea.+Rising+spot+freight+rates+for+chemical+tankers+in+the+energy+business+are+also+a+tailwind%2C+and+Fairfield+Chemical+Carriers%2C+a+U.S.+chemical+tanker+company+acquired+in+March%2C+will+contribute+to+earnings.+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+had+previously+estimated+that+the+situation+in+the+Red+Sea+would+return+to+normal+after+October%2C+but+has+now+changed+this+to+after+January+next+year.+It+expects+market+conditions+to+remain+high+due+to+an+increase+in+roundabout+trade+and+prolonged+turmoil.+%3Cbr%3E%E3%80%80Full-year+sales+are+expected+to+increase+12%25+from+the+previous+period+to+1.815+trillion+yen%2C+operating+profit+to+increase+51%25+to+156+billion+yen%2C+and+net+profit+to+increase+28%25+to+335+billion+yen.+Both+sales+and+profits+are+expected+to+increase.+%3Cbr%3E%E3%80%80The+annual+dividend+will+be+280+yen+%28220+yen+in+the+previous+period%29%2C+an+increase+of+100+yen+from+the+previous+plan.+%3Cbr%3E%E3%80%80Reflecting+the+weakening+trend+of+the+yen%2C+the+exchange+rate+assumption+for+the+second+half+of+the+year+has+been+changed+to+150+yen+to+the+dollar%2C+a+10+yen+depreciation+from+the+previous+assumption.+The+exchange+rate+sensitivity+of+operating+profit+is+such+that+a+1+yen+fluctuation+against+the+dollar+will+have+an+impact+of+2.6+billion+yen.+%3Cbr%3E%E3%80%80Looking+at+segment+ordinary+profit+for+this+fiscal+year%2C+the+product+transportation+business+is+expected+to+increase+81%25+to+227+billion+yen.+Of+this%2C+profits+from+container+ships+are+expected+to+increase+2.7+times+to+139+billion+yen.+%3Cbr%3E%E3%80%80PCTC+earnings+were+also+revised+upwards%2C+buoyed+by+easing+port+congestion+and+solid+transport+demand+in+North+America+and+other+areas.+The+logistics+business+was+revised+downward+due+to+rising+procurement+freight+rates.+%3Cbr%3E%E3%80%80The+energy+business+is+expected+to+increase+42%25+to+95+billion+yen.+This+is+an+upward+revision+of+18+billion+yen+from+the+previous+forecast%2C+with+favorable+market+conditions+for+chemical+tankers+%E2%80%9Cthe+main+factor%2C%E2%80%9C+according+to+Kazuya+Hamazaki%2C+Managing+Executive+Officer.+Long-term+contracts+for+LNG+%28liquefied+natural+gas%29+carriers+and+marine+facilities%2C+as+well+as+strong+markets+for+oil+tankers+and+LPG+%28liquefied+petroleum+gas%29+carriers%2C+are+also+contributing+factors.+%3Cbr%3E%E3%80%80The+dry+goods+business+is+expected+to+decline+41%25+from+previous+period+to+22+billion+yen.+This+will+be+affected+by+the+discontinuation+of+the+allowance+for+doubtful+accounts+for+group+company+Gearbulk%2C+which+was+recorded+in+the+previous+period.+%3Cbr%3E%E3%80%80The+Well-Being+Life+business+is+expected+to+increase+6%25+to+9.5+billion+yen.+In+addition+to+increased+loading+volume+on+ferries+and+Coastal+RoRo+Vessels%2C+profits+from+real+estate%2C+centered+on+DAIBIRU+CORPORATION%2C+are+expected+to+grow+16%25+to+10+billion+yen.+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+announced+its+financial+results+for+the+April-June+period+on+the+same+day%2C+reporting+a+13%25+increase+from+the+same+period+last+year+to+435.9+billion+yen%2C+a+66%25+increase+in+operating+profit+to+40.6+billion+yen%2C+a+20%25+increase+in+ordinary+profit+to+108.6+billion+yen%2C+and+a+20%25+increase+in+net+profit+to+107.1+billion+yen.+The+capital+adequacy+ratio+as+of+the+end+of+June+was+57.9%25.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

商船三井、通期経常益3500億円。1200億円上方修正。コンテナ・ケミカル寄与

2024/08/01(木)

日本海事新聞 JMD

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