bullish

Nippon Yusen (9101) - Guidance Revision Up Still Conservative, Means More Capital Return Eventually

337 Views22 Jul 2024 17:54
Nippon Yusen today set H1 and FY guidance higher. Revenues, OP, RP, and NP all higher with the bulk of the improvement in containers, but the H1/H2 revenue/OP splits suggest implied H2 conservatism.
What is covered in the Full Insight:
  • Introduction
  • Guidance Revision
  • Performance Analysis
  • Buyback Progress
  • Comparative Analysis and Trade Recommendation
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top 5%
Travis Lundy
Pan-Asia Catalysts/Events
Quiddity Advisors
Japan & Hong KongEquitiesEvent-DrivenQuantitative Analysis
Price Chart(Sign Up to Access)
analytics-chart
x