Added to YB: 2024-02-26
Pitch date: 2024-02-23
9364.T [bullish]
Kamigumi Co., Ltd.
+57.81%
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 3.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.03
P/E
14.00
EV/Sales
1.04
Sector
Transportation Infrastructure
Category
value
Kamigumi $9364 - A Leading Port Infrastructure play in Japan
Kamigumi (9364.T): Robust cash flow, net cash 45B JPY, diverse ports/logistics biz at 7x EV/EBITDA vs 10-20x peers. 49% in KLKG (K-Line terminals), global port stakes. 12% buyback since '19, 2x CF growth from '12. Low P/B <1, but low ROE & growth risks.
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