Kamigumi $9364 - A Leading Port Infrastructure play in Japan
Kamigumi is one of the most important port infrastructure company in Japan with a leading share in the top 6 ports in Japan. It is valued attractively and provides a very good shareholder yield.
Introduction
After the buyout of Logistec last month, I went into intensive searching mode to find a good port infrastructure company to replace Logistec. I stumbled on Kamigumi by chance, a 2.4B market cap port operator, by starting to look at all 4000 stocks page by page in the Japanese handbook going from the last page and backward. Luckily to me, Kamigumi is almost at the end of the handbook (page 1920). The words - One of the industry leaders - owns dedicated container terminals and - Enjoy high profitability were music to my ear.
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 advice. The projections and estimates provided here should be considered as purely speculative. Do your own model and projections. Please refer to the disclaimer at the end of this article for more details.
Kamigumi Overview
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