Japanese Stocks Series Part III - Keihin $9312 and Tonami $9070 two value Logistic Companies operating in Japan
Going through 5 attractive Logistics company in Japan in the aftermath of both Clasquin and Bolloré Logistics being taken out by MSC and Hitachi Transport Systems by KKR
This article was originally written in late November 2023, one week after the AIT Corp post as a continuation. I never had a chance to complete the full analysis, but recently there was some discussions about The Keihin on twitter and some exchange with Andy @evfcfaddict on this company. So I thought I would publish this unfinished article - I only covered The Keihin and Tonami - (and not up-to-date) - and share it with the community. Cheers!
Strategy
Last week, we screen 5 logistics companies which met the following criteria
Cash Rich: Ratio of Net cash over the market cap
Revenue Growth: CAGR of Revenue over 10 years
Operating income yield: We have chosen the EV/EBITDA
and we investigated the highest rank company AIT Corp $9381 Logistic company AIT Corp $9381.
The article constitutes my personal views and is for entertainment purposes only. The main goal of this article is to log my personal views. Nothing in this article or these posts in this blog should constitute an investment advic…