Nippon Express Holdings, Inc. (9147.JP) — News & Stock Impact

United States

Japan

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NX Group Adds US 5-Day Cross Option to NX Ocean Fast Track

NIPPON EXPRESS HOLDINGS, INC. has launched "US 5-Day Cross," a delivery option that expands its "NX Ocean Fast Track" high-speed ocean freight service from Asia to North America. The new option enables delivery from the Port of Los Angeles to destinations across the United States within five days, while also providing advanced cargo visibility and security management. It builds on NX Ocean Fast Track, launched this past June, which guarantees container delivery from the Port of Los Angeles within 24 hours. The service combines priority transshipment at NX Group warehouses near the port with a two-driver team system for non-stop long-haul transport, and uses multifunctional security devices to track transport status and quality. The company said the expansion responds to market needs for dependable North American supply chains and business continuity planning amid Panama Canal navigation restrictions, longer ocean freight lead times from geopolitical risks, and delays in U.S. rail transport.

Nippon Express… ▲

9147.JP · Demand · Positive Launches US 5-Day Cross option expanding its NX Ocean Fast Track service, responding to market needs for dependable North American supply chains

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India

Japan

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NX Group Signs Semiconductor Logistics MOU with India Semiconductor Mission

NIPPON EXPRESS HOLDINGS, INC. signed a memorandum of understanding with the India Semiconductor Mission on Wednesday, September 9, for strategic cooperation to develop semiconductor logistics infrastructure and strengthen supply chains in India. The India Semiconductor Mission is an initiative overseen by the Ministry of Electronics and Information Technology of the Government of India and serves as a core agency leading infrastructure development for the country's semiconductor and display industries. The agreement formalizes a dialogue that included a visit by an India Semiconductor Mission delegation to the NX Group Building in Chiyoda-ku, Tokyo, and the two parties will now share information and exchange views on transporting semiconductor-related cargo and on logistics infrastructure. The NX Group has set a target of increasing sales from its Indian operations to 60 billion yen by fiscal 2028 and plans to open a dedicated semiconductor logistics center in the Dholera area of Gujarat in 2027. The company said the cooperation supports India's semiconductor policy known as Semicon 2.0, which aims to build a complete ecosystem covering design, manufacturing, equipment and materials, and advanced packaging.

Nippon Express… ▲

9147.JP · Demand · Positive NX Group signed an MOU with India Semiconductor Mission to develop semiconductor logistics infrastructure and plans a dedicated semiconductor logistics center in Dholera, Gujarat in 2027, expanding its India logistics business.

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Japan

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NXHD raises full-year net profit forecast to 70 billion yen

Nippon Express Holdings has raised its consolidated net profit forecast for the fiscal year ending December 2026 to 70 billion yen, up from the previous estimate of 60 billion yen. The company expects a recovery in cargo movements in international logistics, mainly from Asia, and steady performance in domestic logistics, while also factoring in gains from the sale of low-profitability real estate. The average consolidated net profit forecast for the current fiscal year among 10 analysts compiled by IBES was 59.5 billion yen, meaning the revised company outlook exceeds market expectations. The annual dividend forecast was kept unchanged at 100 yen.

Nippon Express… ▲

9147.JP · Capital · Positive Raises full-year net profit forecast to 70 billion yen, above market expectations.

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9147.JP▼

Mobile Service Disruptions Continue After Kumamoto Earthquake; Convenience Stores and Gas Stations Temporarily Closed

Mobile phone service disruptions and temporary closures of convenience stores and gas stations continued on the 29th following the earthquake that registered a maximum seismic intensity of 7 in Kumamoto Prefecture. NTT Docomo, KDDI, SoftBank, and Rakuten Mobile reported that calls and data services remain unavailable in parts of the prefecture due to power outages at base stations and transmission line failures, with no timeline for restoration. Major convenience store operators Seven-Eleven Japan, Lawson, and FamilyMart have temporarily closed a total of over 100 stores in the prefecture due to power outages and worsening road conditions, and are rushing to resume operations while providing relief supplies to disaster victims. According to the Ministry of Economy, Trade and Industry, 18 gas stations in the affected areas had suspended operations as of 1 p.m. on the 29th, with another 101 stations under status confirmation, impacted by the suspension of shipments from two oil terminals in Yatsushiro City. Japan Post has halted all counter services and Yu-Pack parcel handling in the prefecture, and Nippon Express has also suspended cargo acceptance and collection and delivery across wide areas of the prefecture.

JAPAN POST HOL… ▼Nippon Express… ▼Seven & I Hold… ▼Rakuten Group,… ▼KDDI Corporati… ▼NTT Inc ▼+1

6178.JP · Supply · Negative Halted all counter services and parcel handling in the prefecture.

9147.JP · Supply · Negative Suspended cargo acceptance and delivery across wide areas of the prefecture.

3382.JP · Supply · Negative Over 100 convenience stores temporarily closed due to power outages and road conditions.

4755.JP · Supply · Negative Mobile service disruptions due to power outages and transmission line failures.

9433.JP · Supply · Negative Mobile service disruptions due to power outages and transmission line failures.

Lawson, Inc. · Supply · Negative Lawson temporarily closed over 100 stores in the prefecture due to power outages and road conditions.

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