Annuncio • Jun 23
Loginet Japan Co., Ltd., Annual General Meeting, Jun 24, 2026 Loginet Japan Co., Ltd., Annual General Meeting, Jun 24, 2026, at 10:00 Tokyo Standard Time. Location: 1-4 kita 1-jo nishi, chuo-ku, sapporo, sapporo grand hotel, annex 2nd floor, sapporo Japan Board Change • May 20
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Rieko Ubagai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • May 13
Full year 2026 earnings released: EPS: JP¥539 (vs JP¥418 in FY 2025) Full year 2026 results: EPS: JP¥539 (up from JP¥418 in FY 2025). Revenue: JP¥78.0b (up 1.0% from FY 2025). Net income: JP¥2.75b (up 22% from FY 2025). Profit margin: 3.5% (up from 2.9% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year. Board Change • May 01
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Rieko Ubagai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annuncio • Aug 21
Loginet Japan Co., Ltd. (SPSE:9027) announces an Equity Buyback for 500,000 shares, representing 9.36% for ¥1,750 million. Loginet Japan Co., Ltd. (SPSE:9027) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 9.36% of its share capital for ¥1,750 million. The purpose of the program is to expand shareholder returns and improve capital efficiency by increasing stock value per share, and to enable flexible capital policy implementation in response to changes in the business environment. The program will expire on August 22, 2025. As of August 20, 2025, the company had 5,342,384 shares in issue (excluding treasury stock) and 397,616 shares in treasury. Annuncio • Jun 10
Loginet Japan Co., Ltd., Annual General Meeting, Jun 26, 2025 Loginet Japan Co., Ltd., Annual General Meeting, Jun 26, 2025, at 10:00 Tokyo Standard Time. Location: 2-1 kita 5-jo nishi 7-chome, chuo-ku, sapporo keio plaza hotel, 2nd floor eminence hall, sapporo Japan New Risk • May 10
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 99% Dividend yield: 3.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.4% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (99% cash payout ratio). Reported Earnings • May 09
Full year 2025 earnings released: EPS: JP¥418 (vs JP¥340 in FY 2024) Full year 2025 results: EPS: JP¥418 (up from JP¥340 in FY 2024). Revenue: JP¥77.3b (up 4.3% from FY 2024). Net income: JP¥2.25b (up 16% from FY 2024). Profit margin: 2.9% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year. Board Change • May 01
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Rieko Ubagai was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 08
Second quarter 2025 earnings released: EPS: JP¥130 (vs JP¥108 in 2Q 2024) Second quarter 2025 results: EPS: JP¥130 (up from JP¥108 in 2Q 2024). Revenue: JP¥20.0b (up 6.7% from 2Q 2024). Net income: JP¥698.0m (up 12% from 2Q 2024). Profit margin: 3.5% (up from 3.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.2%). New Risk • Sep 17
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 08
First quarter 2025 earnings released: EPS: JP¥87.51 (vs JP¥80.31 in 1Q 2024) First quarter 2025 results: EPS: JP¥87.51 (up from JP¥80.31 in 1Q 2024). Revenue: JP¥18.5b (up 4.8% from 1Q 2024). Net income: JP¥478.0m (up 3.5% from 1Q 2024). Profit margin: 2.6% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year. Annuncio • Jul 16
Loginet Japan Co., Ltd. (SPSE:9027) announces an Equity Buyback for 120,000 shares, representing 2.2% for ¥360 million. Loginet Japan Co., Ltd. (SPSE:9027) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 2.2% of its share capital for ¥ 360 million. The purpose of the program is to expand shareholder returns and improve capital efficiency by increasing stock value per share, and to enable flexible capital policy implementation in response to changes in the business environment. The program will expire on July 17, 2024. As of July 12, 2024, the company had 5,462,137 shares in issue (excluding treasury stock) and 277,863 shares in treasury. Annuncio • Jun 19
Loginet Japan Co., Ltd., Annual General Meeting, Jun 26, 2024 Loginet Japan Co., Ltd., Annual General Meeting, Jun 26, 2024, at 10:00 Tokyo Standard Time. Location: kita 5-jo nishi 7-chome 2-1, chuo-ku, sapporo keio plaza hotel, sapporo 2nd floor eminence hall, sapporo Japan Reported Earnings • May 11
Full year 2024 earnings released: EPS: JP¥340 (vs JP¥444 in FY 2023) Full year 2024 results: EPS: JP¥340 (down from JP¥444 in FY 2023). Revenue: JP¥74.1b (up 1.7% from FY 2023). Net income: JP¥1.94b (down 24% from FY 2023). Profit margin: 2.6% (down from 3.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.9%). Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥113 (vs JP¥131 in 3Q 2023) Third quarter 2024 results: EPS: JP¥113 (down from JP¥131 in 3Q 2023). Revenue: JP¥20.1b (flat on 3Q 2023). Net income: JP¥652.0m (down 13% from 3Q 2023). Profit margin: 3.3% (down from 3.8% in 3Q 2023). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year. Annuncio • Feb 07
Loginet Japan Co., Ltd. (SPSE:9027) announces an Equity Buyback for 300,000 shares, representing 5.21% for ¥925.5 million. Loginet Japan Co., Ltd. (SPSE:9027) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 5.21% of its share capital for ¥925.5 million. The shares will be repurchased at ¥3,085 per share. The purpose of the program is to expand shareholder returns and improve capital efficiency by increasing stock value per share, and to enable flexible capital policy implementation in response to changes in the business environment. The program will expire on February 6, 2024. As of February 5, 2024, the company had 5,753,695 shares in issue (excluding treasury stock) and 1,256,986 shares in treasury. Reported Earnings • Nov 07
Second quarter 2024 earnings released: EPS: JP¥108 (vs JP¥130 in 2Q 2023) Second quarter 2024 results: EPS: JP¥108 (down from JP¥130 in 2Q 2023). Revenue: JP¥18.8b (up 2.2% from 2Q 2023). Net income: JP¥622.0m (down 17% from 2Q 2023). Profit margin: 3.3% (down from 4.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥60.00 per share at 4.3% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%). Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥80.30 (vs JP¥119 in 1Q 2023) First quarter 2024 results: EPS: JP¥80.30 (down from JP¥119 in 1Q 2023). Revenue: JP¥17.7b (up 4.2% from 1Q 2023). Net income: JP¥462.0m (down 33% from 1Q 2023). Profit margin: 2.6% (down from 4.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • May 10
Full year 2023 earnings released: EPS: JP¥444 (vs JP¥411 in FY 2022) Full year 2023 results: EPS: JP¥444 (up from JP¥411 in FY 2022). Revenue: JP¥72.9b (up 7.1% from FY 2022). Net income: JP¥2.56b (up 8.0% from FY 2022). Profit margin: 3.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥50.00 per share at 2.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%). Reported Earnings • Feb 08
Third quarter 2023 earnings released: EPS: JP¥131 (vs JP¥136 in 3Q 2022) Third quarter 2023 results: EPS: JP¥131 (down from JP¥136 in 3Q 2022). Revenue: JP¥19.9b (up 6.5% from 3Q 2022). Net income: JP¥753.0m (down 3.6% from 3Q 2022). Profit margin: 3.8% (down from 4.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 19
Second quarter 2023 earnings released: EPS: JP¥130 (vs JP¥155 in 2Q 2022) Second quarter 2023 results: EPS: JP¥130 (down from JP¥155 in 2Q 2022). Revenue: JP¥18.4b (up 8.1% from 2Q 2022). Net income: JP¥750.0m (down 16% from 2Q 2022). Profit margin: 4.1% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 9 highly experienced directors. No independent directors (7 non-independent directors). Director Masayuki Murakami was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 09
Second quarter 2023 earnings released: EPS: JP¥130 (vs JP¥155 in 2Q 2022) Second quarter 2023 results: EPS: JP¥130 (down from JP¥155 in 2Q 2022). Revenue: JP¥18.4b (up 8.1% from 2Q 2022). Net income: JP¥750.0m (down 16% from 2Q 2022). Profit margin: 4.1% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year. Reported Earnings • Aug 06
First quarter 2023 earnings released: EPS: JP¥119 (vs JP¥95.24 in 1Q 2022) First quarter 2023 results: EPS: JP¥119 (up from JP¥95.24 in 1Q 2022). Revenue: JP¥17.0b (up 4.1% from 1Q 2022). Net income: JP¥686.0m (up 25% from 1Q 2022). Profit margin: 4.0% (up from 3.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 11
Full year 2022 earnings released: EPS: JP¥411 (vs JP¥377 in FY 2021) Full year 2022 results: EPS: JP¥411 (up from JP¥377 in FY 2021). Revenue: JP¥68.0b (up 4.4% from FY 2021). Net income: JP¥2.37b (up 6.3% from FY 2021). Profit margin: 3.5% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. No independent directors (6 non-independent directors). Director Masayuki Murakami was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%). Reported Earnings • Feb 04
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥136 (down from JP¥144 in 3Q 2021). Revenue: JP¥18.7b (up 2.5% from 3Q 2021). Net income: JP¥781.0m (down 7.2% from 3Q 2021). Profit margin: 4.2% (down from 4.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Nov 05
Second quarter 2022 earnings released: EPS JP¥155 (vs JP¥104 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥17.0b (up 4.6% from 2Q 2021). Net income: JP¥892.0m (up 43% from 2Q 2021). Profit margin: 5.2% (up from 3.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 09
First quarter 2022 earnings released: EPS JP¥95.24 (vs JP¥62.13 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥16.3b (up 11% from 1Q 2021). Net income: JP¥548.0m (up 47% from 1Q 2021). Profit margin: 3.4% (up from 2.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 12
Full year 2021 earnings released: EPS JP¥377 (vs JP¥352 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥65.2b (flat on FY 2020). Net income: JP¥2.22b (up 4.5% from FY 2020). Profit margin: 3.4% (up from 3.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%). Reported Earnings • Feb 06
Third quarter 2021 earnings released: EPS JP¥144 (vs JP¥94.95 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥18.3b (up 4.0% from 3Q 2020). Net income: JP¥842.0m (up 48% from 3Q 2020). Profit margin: 4.6% (up from 3.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Feb 04
New 90-day high: JP¥3,310 The company is up 18% from its price of JP¥2,810 on 06 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 1.0% over the same period. Is New 90 Day High Low • Dec 30
New 90-day high: JP¥3,250 The company is up 17% from its price of JP¥2,777 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. Is New 90 Day High Low • Nov 24
New 90-day high: JP¥2,916 The company is up 1.0% from its price of JP¥2,901 on 27 August 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 5.0% over the same period. Reported Earnings • Nov 18
Second quarter 2021 earnings released: EPS JP¥104 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥16.3b (down 3.8% from 2Q 2020). Net income: JP¥626.0m (down 19% from 2Q 2020). Profit margin: 3.8% (down from 4.5% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Nov 09
Second quarter 2021 earnings released: EPS JP¥104 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥16.3b (down 3.8% from 2Q 2020). Net income: JP¥626.0m (down 19% from 2Q 2020). Profit margin: 3.8% (down from 4.5% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.