The market is said to be expecting investment flows into shipping stocks to grow again, and attention is focused on the performance of shipping stocks, including 郵船, despite the period of declining demand expected from October onward. There have also been reports that 郵船 is considering a stock split.
The market is increasingly of the view that there is room for further investment flows into shipping stocks. Although container-ship trends remain uncertain from October onward, when demand is likely to decline, 3 buying catalysts are said to have emerged.
The Nikkei 225 fell for the first time in 6 sessions on the 28th. The average share price for the shipping sector edged lower from the previous weekend, with market caution intensifying in addition to profit-taking sales.