日本郵船 NYK 9101 NPNYY

• Collaborators
• Via ONE (see Competitors) 38/31/31 (NYK largest holder)
• https://jp.one-line.com/ja
• Competitors 競争相手
• 商船三井　橋本社長　面接
• 川崎汽船
• ポイント
• US Election and "Soft Landing"
• Chinese Economy - drives Containers and Dry Bulk
• Red Sea Avoidance due to wars in Yemen, Gaza
• Peak rates in July of each year vs. Spot Rate Reduction
• Good YouTuber https://www.youtube.com/watch?v=d8D3bqJ3WKU&ab_channel=%E3%83%93%E3%82%B8%E3%83%81%E3%83%A3%E3%83%B3%E7%B5%8C%E6%B8%88%E3%82%84%E6%A0%AA

Avoid Red Sea, takes more time

Transition from Corona Container Rates

１円の円安

https://www.youtube.com/watch?v=f5KJOeVY9LE&ab_channel=%E6%97%A5%E6%9C%AC%E9%83%B5%E8%88%B9%E5%BA%83%E5%A0%B1%E3%82%B0%E3%83%AB%E3%83%BC%E3%83%97_NYKLineOfficial

Cash Flow (1億は10の8乗円）

https://finance.yahoo.co.jp/quote/9101.T?term=1w

 社長　

Doesn't bode well for VALE (Iron Ore Projected Shipments Down)

https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry

https://www.nyk.com/english/news/2023/20230710_02.html

https://www.nyk.com/english/news/2024/20241031_02.html