NYK 提高股息至每股 330 日元，下半年利润指引下滑超 40%
NYK – the argument now is over what a normal year looks like
NYK 将股息提高至每股 330 日元，本财年受霍尔木兹海峡关闭和集装箱运价走强推动。公司自身指引显示下半年利润下滑超过 40%。Morgan Stanley 按正常年份估值，认为其价值不到本财年的一半，并提示截至 2028 年 3 月的财年存在股息下调风险。
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By Lawrence Lim
6 November 2026
NYK has raised its dividend to ¥330 a share on a year swollen by the closure of the Strait of Hormuz and strong container rates, but its own guidance has second-half profit falling by more than 40%. Morgan Stanley values the company on a normal year worth less than half of this one and sees a risk the dividend is cut in the year to March 2028; JP Morgan’s valuation sits close to the share price, and NYK’s own ...
来源：The Loadstar · theloadstar.com