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Added to YB: 2025-08-28

Pitch date: 2025-08-25

9087.T [bullish]

Takase Corporation

-3.94%

current return

Author Info

Company Info

Takase Corporation provides logistics services in Japan and internationally. The company offers warehousing, packing, customs clearance, and harbor transportation services; ocean, air, and inland cargo forwarding services; truck and international intermodal transportation services; shipping and airfreight agency services; storage, picking, packing, and pre-delivery processing of products; and third-party logistics, back office, and data processing services.

Market Cap

JPY 2.6B

Pitch Price

JPY 1.3K

Price Target

3.6K (+188%)

Dividend

N/A

EV/EBITDA

3.62

P/E

16.95

EV/Sales

0.19

Sector

Air Freight and Logistics

Category

value

Show full summary:
3 Quick Pitches for 3 Deep Value Japanese Stocks: Takase Corporation (TYO 9087)

9087.T: Logistics co w/ ¥2.5B mcap but ¥4.4B FMV rental assets (¥2.3B uplift vs ¥700M adj mcap). Profitable ops since 1988 except 2017, though declining margins. Mgmt forecasts ¥180M FY26 net (¥89/share), 2.8% div. Smaller position due to inconsistent profits vs other logistics names.

Read full article (2 min)