Added to YB: 2024-11-18
Pitch date: 2024-11-16
9364.T [bullish]
Kamigumi Co., Ltd.
+4.05%
current return
Author Info
Company Info
Kamigumi Co., Ltd. provides an integrated logistics services in Japan and internationally. The company offers harbor transportation services; warehousing storage and distribution processing services; and truck, air, and rail transportation services, as well as sea freight services.
Market Cap
JPY 348.9B
Pitch Price
JPY 3.3K
Price Target
N/A
Dividend
N/A
Sector
Transportation Infrastructure
Category
value
Kamigumi: Noticeable Large Buybacks
9364.T: Leading Japanese port operator announces 5.4m share buyback (5.08%). 19% share reduction in 8 years. 9% shareholder yield by 2025. Trades at 9.11x EV/EBIT vs peers 11-22x. Strong FCF, 44% of market cap in net cash/securities. Diverse port portfolio mitigates risk.
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