Added to YB: 2024-10-21
Pitch date: 2024-10-20
9312.T [bullish]
The Keihin Co., Ltd.
+68.46%
current return
Author Info
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Company Info
The Keihin Co., Ltd. provides logistics services worldwide. It primarily offers port, inland, sea, and air cargo transport services.
Market Cap
JPY 16.4B
Pitch Price
JPY 1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.15
P/E
7.49
EV/Sales
0.31
Sector
Air Freight and Logistics
Category
value
Keihin Co. (9312.T): Cheap Valuation, Consistent Growth, and Hidden Asset Value
9312.T: Logistics co. EPS up 3x in 20 yrs, debt-free. P/E down from 21x to 6x, P/B from 1.2x to 0.4x. Stock flat at ¥1,973 despite growth. 3% div yield. Warehouse assets undervalued. Cheap vs. 2004, consistent profit growth & balance sheet improvement. Long position.
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