日本海事新聞ニュース Japan Maritime Daily Aug 04, 2025 (Mon)

MOL Revises Forecast Upward to ¥200 Billion, Aided by PCTC

　On August 1, MOL announced that it expects its consolidated ordinary income for the fiscal year end ・・・ 続きはログインして下さいnext %E3%80%80On+August+1%2C+%3Cb%3EMOL%3C%2Fb%3E+announced+that+it+expects+its+consolidated+ordinary+income+for+the+fiscal+year+ending+March+2026+to+be+170+billion+yen%2C+an+increase+of+20+billion+yen+from+its+previous+forecast+%28a+60%25+decrease+from+the+previous+period%29.+The+negative+impact+of+US+tariffs%2C+which+had+been+a+concern+for+the+PCTC+business%2C+has+been+%E2%80%9Calmost+eliminated%E2%80%9C+%28Kazuya+Hamazaki%2C+Representative+Director%2C+Senior+Managing+Executive+Officer%29+thanks+to+factors+such+as+the+Japan-US+agreement+and+an+increase+in+alternative+trade%2C+and+it+is+expected+that+cargo+movements+of+finished+cars+will+remain+strong.+Due+to+the+upward+revision+of+profits%2C+the+annual+dividend+will+be+increased+by+25+yen+from+the+previous+plan+to+175+yen+%28360+yen+in+the+previous+period%29.+%3Cbr%3E+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+had+estimated+the+negative+impact+of+U.S.+tariffs+on+its+ordinary+income+to+be+40+billion+yen+as+of+the+end+of+April%2C+but+has+now+lowered+that+to+around+20+billion+yen.+The+breakdown+is+as+follows%3A+container+ships+at+just+under+20+billion+yen+%28previously+forecast+at+just+over+20+billion+yen%29%2C+and+PCTCs+at+almost+nothing+%28previously+forecast+at+just+over+10+billion+yen%29.+%3Cbr%3E%E3%80%80Excluding+ordinary+income%2C+the+full-year+forecast+is+sales+of+1.731+trillion+yen+%28down+3%25+from+the+previous+period%29%2C+operating+profit+of+106+billion+yen+%28down+30%25%29%2C+and+net+profit+of+200+billion+yen+%28down+53%25%29.+Due+to+a+decline+in+container+shipping+rates%2C+which+were+strong+in+the+previous+period%2C+revenue+and+profits+are+expected+to+decrease+compared+to+the+previous+period.+%3Cbr%3E%E3%80%80The+company+plans+to+maintain+the+175+yen+per+share+price+in+the+future%2C+%E2%80%9Ceven+if+there+are+downward+revisions+to+earnings+due+to+the+impact+of+tariffs%2C+etc.%E2%80%9C+%28Mr.+Hamazaki%29.+The+exchange+rate+assumption+for+the+second+half+of+the+year+remains+the+same%3A+1+dollar+%3D+140+yen.+%3Cbr%3E%E3%80%80In+terms+of+performance+by+segment%2C+the+company+revised+its+ordinary+income+forecast+for+the+product+transportation+business+upward+to+106+billion+yen+%28down+65%25+from+the+previous+period%29%2C+an+increase+of+31+billion+yen+from+the+previous+forecast.+%3Cbr%3E%E3%80%80PCTCs+are+expected+to+see+a+decrease+in+profits+compared+to+the+previous+period%2C+but+are+expected+to+see+an+increase+of+around+25+billion+yen+compared+to+previous+forecasts.+In+addition+to+strong+cargo+movement%2C+additional+charter+costs+will+decrease+as+congestion+in+the+Middle+East%2C+Australia%2C+and+other+areas+eases.+The+number+of+automobiles+transported+is+expected+to+increase+by+300%2C000+units+from+the+previous+forecast+to+2.84+million+units+%28down+2%25+from+the+previous+period%29.+%3Cbr%3E%E3%80%80Regarding+the+imposition+of+port+entry+fees+on+PCTCs+built+outside+the+United+States%2C+which+the+Office+of+the+United+States+Trade+Representative+%28USTR%29+plans+to+begin+in+October%2C+he+predicts+that+%E2%80%9Cvarious+discussions+are+underway%2C+and+the+likelihood+of+the+imposition+%28starting+in+October%29+is+low.%E2%80%9C+%3Cbr%3E%E3%80%80Container+ship+pretax+income+is+expected+to+fall+81%25+from+the+previous+period+to+42+billion+yen.+Sales+are+expected+to+exceed+previous+forecasts+by+6+billion+yen%2C+thanks+to+favorable+factors+such+as+the+provisional+reduction+in+US-China+tariffs+in+May+and+easing+concerns+about+a+global+economic+slowdown.+%3Cbr%3E%E3%80%80On+the+other+hand%2C+the+dry+bulk+business+is+expected+to+post+an+operating+loss+of+1+billion+yen+%28compared+to+a+profit+of+15.4+billion+yen+in+the+previous+period%29.+The+main+reason+for+this+is+that+depreciation+expenses+for+Gearbulk%2C+a+major+open-hatch+vessel+company+that+became+a+consolidated+subsidiary+at+the+beginning+of+the+year%2C+are+more+top-heavy+%28concentrated+in+the+early+stages%29+than+expected.+Although+the+depreciation+burden+will+be+heavier+this+fiscal+year%2C+%E2%80%9Cit+will+be+lighter+from+next+fiscal+year+onwards.%E2%80%9C+%28Mr.+Hamazaki%29+%3Cbr%3E%E3%80%80Pretax+income+for+the+energy+business+is+expected+to+decrease+37%25+from+the+previous+period+to+64+billion+yen.+The+company+expects+the+market+for+product+carriers+and+chemical+tankers+to+weaken+due+to+the+stagnation+of+the+Chinese+and+European+economies.+%3Cbr%3E%E3%80%80The+Well-Being+Life+business+is+expected+to+decline+75%25+from+the+previous+period+to+2+billion+yen.+This+will+be+affected+by+factors+such+as+the+cost+of+acquiring+new+overseas+real+estate+properties+and+periods+of+downtime+on+cruise+ships.+%3Cbr%3E%E3%80%80The+company+announced+its+consolidated+financial+results+for+the+April-June+2025+period+on+the+same+day%2C+showing+ordinary+income+of+52.2+billion+yen%2C+down+52%25+from+the+same+period+last+year.+The+container+shipping+and+dry+bulk+markets+have+weakened+due+to+the+impact+of+US+tariffs+and+the+sluggish+Chinese+economy.+%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、経常上振れ 1700億円。自動車船、関税影響「ほぼなし」

2025/08/04(月)

日本海事新聞 JMD

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