日本海事新聞ニュース Japan Maritime Daily Aug 05, 2025 (Tue)

“K”Line raised its full-year ordinary profit forecast to 120 billion yen

　On August 4, “K”Line announced that its full-year consolidated ordinary profit for the fiscal year ・・・ 続きはログインして下さいnext %E3%80%80On+August+4%2C+%E2%80%9CK%E2%80%9DLine+announced+that+its+full-year+consolidated+ordinary+profit+for+the+fiscal+year+ending+March+2026+is+expected+to+be+120+billion+yen%2C+which+is+15+billion+yen+higher+than+the+previous+forecast+in+May+%2861%25+lower+than+the+previous+period%29.+In+addition+to+the+impact+of+exchange+rates%2C+the+company+expects+the+negative+impact+on+profits+from+the+U.S.+tariff+policy+to+shrink+from+the+previously+expected+30+billion+yen+to+18+billion+yen.+The+company+disclosed+segment+profit+for+the+PCTC+business+for+the+first+time.+For+the+full+year%2C+the+company+expects+profit+of+63+billion+yen%2C+down+18%25+from+the+previous+period.+%3Cbr%3E%E3%80%80The+company+also+raised+its+full-year+forecasts+for+all+items+other+than+ordinary+profit.+The+company+now+expects+sales+of+968+billion+yen%2C+up+18+billion+yen+from+the+May+forecast+%28down+8%25+from+the+previous+period%29%2C+operating+profit+of+90+billion+yen%2C+up+10+billion+yen+%28down+13%25+from+the+previous+period%29%2C+and+net+profit+of+115+billion+yen%2C+up+15+billion+yen+%28down+62%25+from+the+previous+period%29.+The+company+maintained+its+annual+dividend+forecast+of+120+yen+per+share.+%3Cbr%3E%E3%80%80The+breakdown+of+the+18+billion+yen+impact+from+the+U.S.+tariff+policy+is+3.5+billion+yen+for+the+self-operated+business%2C+mainly+PCTCs%2C+and+14.5+billion+yen+for+the+container+ship+business.+At+the+time+of+the+May+announcement%2C+the+company+had+expected+13.5+billion+yen+and+16.5+billion+yen%2C+respectively.+%3Cbr%3E%E3%80%80Yutaka+Akutagawa%2C+Senior+Managing+Representative+Executive+Officer%2C+said+regarding+the+impact+of+tariffs%2C+%E2%80%9CWe+are+continuing+negotiations+with+China%2C+and+even+in+countries+where+agreements+have+been+reached%2C+we+will+take+time+to+observe+how+the+impact+of+tariffs+will+affect+the+real+economy+and+the+flow+of+goods.+The+outlook+for+transport+demand+remains+highly+uncertain.%E2%80%9C+%3Cbr%3E%E3%80%80The+earnings+forecast+is+based+on+the+assumption+that+the+Suez+Canal+will+not+reopen+and+that+the+use+of+the+route+via+the+Cape+of+Good+Hope+will+continue.+The+forecast+also+does+not+take+into+account+the+impact+of+port+dues+measures+planned+by+the+United+States+Trade+Representative+%28USTR%29+for+Chinese-related+vessels+and+others.+%3Cbr%3E%E3%80%80The+exchange+rate+is+assumed+to+be+141.73+yen+to+the+dollar+%28average+rate+during+the+period%29%2C+and+the+fuel+oil+price+is+assumed+to+be+566+dollars+per+ton.+%3Cbr%3E%E3%80%80By+segment%2C+ordinary+profit+from+product+logistics%2C+which+includes+both+PCTCs+and+container+ships%2C+is+expected+to+decrease+by+60%25+from+the+previous+period+to+117+billion+yen.+Profit+from+the+containership+business+is+expected+to+decrease+by+81%25+to+39+billion+yen+due+to+a+decline+in+freight+rates.+The+forecast+for+the+number+of+vehicles+to+be+transported+by+PCTCs+has+been+revised+to+3.452+million+units%2C+an+increase+of+140%2C000+units+from+the+previous+announcement.+%3Cbr%3E%E3%80%80Profit+in+the+dry+bulk+carrier+segment+is+expected+to+decrease+by+47%25+to+7+billion+yen.+The+main+reason+for+the+decrease+in+profit+is+the+impact+of+exchange+rates%2C+but+the+company+is+also+affected+by+changes+in+ship+allocation+due+to+accidents+at+loading+ports+and+disputes+that+occurred+in+the+April-June+period.+%3Cbr%3E%E3%80%80The+energy+resources+segment%2C+which+consists+of+LNG+%28liquefied+natural+gas%29+carriers%2C+LPG+%28liquefied+petroleum+gas%29+carriers%2C+and+large+crude+oil+tankers%2C+secures+stable+earnings+through+medium-+to+long-term+contracts.+With+the+disappearance+of+temporary+factors+that+caused+a+decrease+in+profit%2C+a+22%25+increase+to+6+billion+yen+is+expected.+%3Cbr%3E%E3%80%80For+the+April-June+period+of+2025%2C+consolidated+sales+were+244.9+billion+yen%2C+down+9%25+from+the+same+period+of+the+previous+year%2C+operating+profit+was+19.8+billion+yen%2C+down+35%25%2C+ordinary+profit+was+21.6+billion+yen%2C+down+71%25%2C+and+net+profit+was+29.9+billion+yen%2C+down+59%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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川崎汽船、経常上振れ 1200億円。通期、関税影響が縮小

2025/08/05(火)

日本海事新聞 JMD

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