Matson, Inc.
Depreciation & amortization: approximately $210 million (including dry-docking amortization ~ $35 million).
Interest income: approximately $16 million. Interest expense, net: approximately $6 million. Other income (expense): approximately $7 million in income. Effective tax rate: approximately 21.0%.
Capital expenditures (excl. new vessel construction): approximately $150 to $170 million. New vessel construction expenditures: approximately $400 million. Dry-docking payments: approximately $45 million.
| RTX |
| RTX |
| 241B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
실적은 전반적으로 컨센서스를 상회/하회 여부는 공개된 컨센서스와 비교해야 하나, 회사가 2분기와 연간에 걸친 Ocean Transportation 개선을 자신있게 제시하며 가이던스 톤은 긍정적이다. 단기 리스크는 연료비 회수의 시차와 Logistics의 수익성 부진이며, 중국 수요 회복이 예상보다 약해질 경우 하방 위험이 존재한다.