NIKKON HoldingsLtd（1CM）株式概要NIKKONホールディングス株式会社は、国内外で貨物運送事業を行っています。 詳細1CM ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金3/6報酬収益は年間5.12%増加すると予測されています 過去5年間の収益は年間2.2%増加しました。 リスク分析2.09%の配当はフリーキャッシュフローで十分にカバーされていない 多額の負債を抱えている すべてのリスクチェックを見る1CM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW493,723 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG493,723 investors already sharing narrativesYour Fair Value€Current Price€28.201.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0331b2016201920222025202620282031Revenue JP¥331.4bEarnings JP¥22.4bAdvancedSet Fair ValueView all narrativesNIKKON Holdings Co.,Ltd. 競合他社Freetrailer GroupSymbol: DB:R0CMarket cap: €534.7mWaberer's International NyrtSymbol: BST:3WBMarket cap: €217.1mSixtSymbol: XTRA:SIX2Market cap: €3.2bFraportSymbol: XTRA:FRAMarket cap: €6.2b価格と性能株価の高値、安値、推移の概要NIKKON HoldingsLtd過去の株価現在の株価JP¥28.2052週高値JP¥34.4052週安値JP¥17.70ベータ0.291ヶ月の変化-15.06%3ヶ月変化2.92%1年変化44.62%3年間の変化211.60%5年間の変化217.85%IPOからの変化227.87%最新ニュースお知らせ • Jul 01NIKKON Holdings Co.,Ltd. to Report Q2, 2027 Results on Nov 06, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026お知らせ • Jun 30NIKKON Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026Board Change • Jun 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Clark D. Graninger was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €32.80, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 296% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.06 per share.お知らせ • May 09NIKKON Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • May 08NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026.最新情報をもっと見るRecent updatesお知らせ • Jul 01NIKKON Holdings Co.,Ltd. to Report Q2, 2027 Results on Nov 06, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026お知らせ • Jun 30NIKKON Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026Board Change • Jun 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Clark D. Graninger was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €32.80, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 296% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.06 per share.お知らせ • May 09NIKKON Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • May 08NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026.お知らせ • Sep 06NIKKON Holdings Co.,Ltd. to Report Q2, 2026 Results on Nov 07, 2025NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025お知らせ • Sep 05NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 7,500,000 shares, representing 6.2% for ¥15,000 million.NIKKON Holdings Co.,Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 7,500,000 shares, representing 6.2% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15,000 million. The purpose of the program is to enhance shareholder return, increase capital efficiency as well as to implement flexible capital policies in response to changes in the business environment. The program will be valid till March 31, 2026. As of July 31, 2025, the company had 120,983,812 shares outstanding (excluding treasury shares) and 5,495,972 shares in its treasury.お知らせ • Jun 27NIKKON Holdings Co.,Ltd. Announces Change of Representative DirectorNIKKON Holdings Co. Ltd. announced that at a meeting of its Board of Directors held on June 27, 2025, which took place following the close of the Ordinary General Meeting of Shareholders held on the June 27, 2025, it passed a resolution regarding the change of representative director. Reasons for the change: Strengthening of management foundations and enhancement of corporate value. Details of the change: Change of the representative director (June 27, 2025): Yasunori Matsuda: Former position: Director, Managing Executive Officer. New position: Representative Director, Managing Executive Officer. Brief career summary: Date of birth: March 9, 1959 (Age: 66). March 1982 Joined the Company; November 1997 Deputy Manager of Accounting Department of the Company; June 2000 Seconded to NK PARTS INDUSTRIES, INC.; June 2007 Manager of Accounting Department of the Company; April 2012 Executive Officer of the Company; June 2012 Director and Executive Officer of the Company; June 2019 In charge of Real Estate Department of the Company (to present); April 2021 Director and Managing Executive Officer of the Company (to present); April 2023 Manager of Overseas Business Department of the Company (to present); April 2024 Manager of Legal Department of the Company (to present); April 2024 In charge of Accounting Department of the Company (to present). Date of the appointment: June 27, 2025.お知らせ • May 09NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025.お知らせ • Mar 05+ 1 more updateNIKKON Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on May 09, 2025NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on May 09, 2025お知らせ • Feb 10Nikkon Holdings Co. Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025Nikkon Holdings Co. Ltd. provided consolidated earnings guidance for the full year ending March 31, 2025. For the full year, the company expected net sales of JPY 250,000 million, operating profit of JPY 24,000 million and profit attributable to owners of parent of JPY 17,000 million and Earnings per share of JPY 137.64.お知らせ • Nov 26NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 5,000,000 shares, representing 4.01% for ¥7,000 million.NIKKON Holdings Co.,Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 4.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥7,000 million. The purpose of the program is to enhance shareholder return, increase capital efficiency as well as to mitigate any short-term impact on the share price as a result of the issuance of the Zero Coupon Convertible Bonds due 2031. The program will be valid till March 31, 2025. As of October 31, 2024, the company had 124,599,696 shares outstanding (excluding treasury shares) and 1,880,088 shares in its treasury.Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥62.4b (up 14% from 2Q 2024). Net income: JP¥2.09b (down 47% from 2Q 2024). Profit margin: 3.3% (down from 7.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Transportation industry in Europe. 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 14% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 12 December 2024. Payout ratio is a comfortable 39% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥70.56 (vs JP¥62.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥70.56 (up from JP¥62.96 in 1Q 2024). Revenue: JP¥58.0b (up 8.4% from 1Q 2024). Net income: JP¥4.45b (up 10% from 1Q 2024). Profit margin: 7.7% (up from 7.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Europe. 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 6% per year.お知らせ • Jul 30+ 2 more updatesNIKKON Holdings Co.,Ltd. to Report Q1, 2025 Results on Aug 02, 2024NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024Declared Dividend • Jul 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th September 2024 Payment date: 12th December 2024 Dividend yield will be 266%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jul 01Now 3.3% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €20.20. The fair value is estimated to be €19.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.15 per share.Buy Or Sell Opportunity • Jun 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €20.80. The fair value is estimated to be €17.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.お知らせ • Jun 08NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 1,300,000 shares, representing 2.06% for ¥3,000 million.NIKKON Holdings Co.,Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 shares, representing 2.06% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to mitigate the impact of the Offering on the supply and demand of the Company's shares. The program will be valid till December 30, 2024. As of April 30, 2024, the company had 63,112,782 shares outstanding (excluding treasury shares) and 127,110 shares in its treasury.Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥261 (vs JP¥247 in FY 2023)Full year 2024 results: EPS: JP¥261 (up from JP¥247 in FY 2023). Revenue: JP¥222.3b (up 4.8% from FY 2023). Net income: JP¥16.6b (up 4.4% from FY 2023). Profit margin: 7.5% (in line with FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Transportation industry in Europe. 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 2% per year.お知らせ • May 12NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Apr 19NIKKON Holdings Co.,Ltd. (TSE:9072) entered into equity transfer agreement to acquire 75% stake in Supreme Auto Transport, Inc.NIKKON Holdings Co.,Ltd. (TSE:9072) entered into equity transfer agreement to acquire 75% stake in Supreme Auto Transport, Inc. on April 16, 2024. Supreme Auto Transport reported sales of $96 million, operating profit of $17 million and net income of $17 million as at December 2023. The transaction is expected to close on May 10, 2024.お知らせ • Mar 28NIKKON Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.6%).お知らせ • Feb 05+ 1 more updateNikkon Holdings Co.,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024NIKKON Holdings Co.,Ltd. provided dividend guidance for the Year ending March 31, 2024. For the year, the company expects dividend of JPY 50.00 per share against JPY 51.00 per share paid for the same period a year ago.Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥68.16 (vs JP¥68.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥68.16 (down from JP¥68.30 in 3Q 2023). Revenue: JP¥58.2b (up 5.7% from 3Q 2023). Net income: JP¥4.31b (down 1.7% from 3Q 2023). Profit margin: 7.4% (down from 8.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe.お知らせ • Dec 11+ 1 more updateNikkon Holdings Co.,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024NIKKON Holdings Co.,Ltd. provided dividend guidance for the Year ending March 31, 2024. For the year, the company expects dividend of JPY 50.00 per share against JPY 51.00 per share paid for the same period a year ago.Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥61.45 (vs JP¥59.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥61.45 (up from JP¥59.05 in 2Q 2023). Revenue: JP¥54.9b (up 3.2% from 2Q 2023). Net income: JP¥3.94b (up 3.4% from 2Q 2023). Profit margin: 7.2% (in line with 2Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Transportation industry in Europe.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥62.96 (vs JP¥49.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥62.96 (up from JP¥49.05 in 1Q 2023). Revenue: JP¥53.5b (up 5.7% from 1Q 2023). Net income: JP¥4.04b (up 26% from 1Q 2023). Profit margin: 7.6% (up from 6.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe.お知らせ • Aug 05NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 1,500,000 shares, representing 2.33% for ¥4,000 million.Nikkon Holdings Co., Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.33% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,000 million. The purpose of the program is to expand shareholder returns and improve capital efficiency, and to implement agile capital policies that respond to future changes in the business environment. The program will be valid till January 31, 2024. As of June 30, 2023, the company had 64,240,699 shares outstanding (excluding treasury shares) and 1,499,193 shares in its treasury.お知らせ • Jun 11+ 2 more updatesNIKKON Holdings Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • Jun 05+ 2 more updatesNIKKON Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and Full Fiscal Year Ending March 31, 2024NIKKON Holdings Co.,Ltd. provided consolidated earnings guidance for the six months ending September 30, 2023 and full fiscal year ending March 31, 2024. For the six months, the company expects net sales of JPY 110,000 million, operating profit of JPY 10,500 million and profit attributable to owners of parent of JPY 7,600 million or JPY 118.42 per share.For the year ending March 31, 2024, the company expects net sales of JPY 230,000 million, operating profit of JPY 22,000 million and profit attributable to owners of parent of JPY 16,000 million or JPY 249.31 per share.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥247 (vs JP¥224 in FY 2022)Full year 2023 results: EPS: JP¥247 (up from JP¥224 in FY 2022). Revenue: JP¥212.1b (up 7.0% from FY 2022). Net income: JP¥15.9b (up 8.0% from FY 2022). Profit margin: 7.5% (up from 7.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Transportation industry in Europe.お知らせ • May 14NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2023NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥48.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).お知らせ • Feb 06+ 1 more updateNIKKON Holdings Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023NIKKON Holdings Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales to be JPY 217,000 million; Operating profit to be JPY 20,200 million; Profit attributable to owners of parent to be JPY 15,400 million and earnings per share to be JPY 238.66.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥68.30 (vs JP¥64.69 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.30 (up from JP¥64.69 in 3Q 2022). Revenue: JP¥55.1b (up 6.0% from 3Q 2022). Net income: JP¥4.38b (up 3.1% from 3Q 2022). Profit margin: 8.0% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Transportation industry in Europe.お知らせ • Dec 18NIKKON Holdings Co.,Ltd. to Report Q3, 2023 Results on Feb 03, 2023NIKKON Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023お知らせ • Nov 25NIKKON Holdings Co.,Ltd. Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023, Payable on December 6, 2022; Provides Dividend Guidance for the Full Year of the Fiscal Ending March 31, 2023NIKKON Holdings Co.,Ltd. announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 48.00 per share against a dividend of JPY 34.00 per share paid a year ago. Payable on December 6, 2022.For the fiscal year ending March 31, 2023, the company provided dividend guidance of JPY 48.00 per share against a dividend of JPY 35.00 per share paid a year ago.お知らせ • Nov 24Nikkon Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023NIKKON Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 217,000 million, operating profit of JPY 20,200 million, profit attributable to owners of parent JPY 15,400 million and basic earnings per share of JPY 238.66.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 4 independent directors (6 non-independent directors). Managing Executive Officer, Manager of Accounting Department & Director Yasunori Matsuda was the last director to join the board, commencing their role in 2012. 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 • Nov 06Second quarter 2023 earnings released: EPS: JP¥59.05 (vs JP¥48.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥59.05 (up from JP¥48.39 in 2Q 2022). Revenue: JP¥53.2b (up 13% from 2Q 2022). Net income: JP¥3.81b (up 20% from 2Q 2022). Profit margin: 7.2% (up from 6.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe.お知らせ • Sep 24NIKKON Holdings Co.,Ltd. to Report Q2, 2023 Results on Nov 04, 2022NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥48.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).Buying Opportunity • Aug 27Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €21.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.お知らせ • Aug 09+ 1 more updateNikkon Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Nikkon Holdings Co. Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the half year ending September 30, 2022, the company expects net sales of JPY 102,000 million, operating profit of JPY 10,200 million and profit attributable to owners of parent of JPY 7,300 million or JPY 111.42 per share.For the year ending March 31, 2023, the company expects net sales of JPY 215,000 million, operating profit of JPY 21,500 million and profit attributable to owners of parent of JPY 15,700 million or JPY 239.63 per share.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥49.05 (vs JP¥51.08 in 1Q 2022)First quarter 2023 results: EPS: JP¥49.05 (down from JP¥51.08 in 1Q 2022). Revenue: JP¥50.6b (up 6.3% from 1Q 2022). Net income: JP¥3.20b (down 4.7% from 1Q 2022). Profit margin: 6.3% (down from 7.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.8%, compared to a 9.3% growth forecast for the industry in Germany.お知らせ • Jun 29Nikkon Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Nikkon Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • Jun 02+ 1 more updateNikkon Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Nikkon Holdings Co., Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the half year ending September 30, 2022, the company expects net sales of JPY 102,000 million, operating profit of JPY 10,200 million and profit attributable to owners of parent of JPY 7,300 million or JPY 111.42 per share.For the year ending March 31, 2023, the company expects net sales of JPY 215,000 million, operating profit of JPY 21,500 million and profit attributable to owners of parent of JPY 15,700 million or JPY 239.63 per share.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥224 (vs JP¥221 in FY 2021)Full year 2022 results: EPS: JP¥224 (up from JP¥221 in FY 2021). Revenue: JP¥198.2b (up 8.6% from FY 2021). Net income: JP¥14.7b (up 1.4% from FY 2021). Profit margin: 7.4% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 11% growth forecast for the industry in Germany.お知らせ • May 16Nikkon Holdings Co., Ltd. (TSE:9072) announces an Equity Buyback for 1,400,000 shares, representing 2.14% for ¥3,000 million.Nikkon Holdings Co., Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 2.14% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,000 million. The purpose of the program is to expand shareholder returns and improve capital efficiency, and to implement agile capital policies that respond to future changes in the business environment. The program will be valid till December 28, 2022. As of March 31, 2022, the company had 65,543,514 shares outstanding (excluding treasury shares) and 2,696,378 shares in its treasury.お知らせ • May 15Nikkon Holdings Co., Ltd., Annual General Meeting, Jun 29, 2022Nikkon Holdings Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (10 non-independent directors). External Director Katsunori Kobayashi 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.お知らせ • Apr 08Nikkon Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nikkon Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 0.4% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).お知らせ • Feb 07+ 1 more updateNikkon Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Nikkon Holdings Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected net sales of JPY 200,000 million, operating income of JPY 21,000 million, net income attributable to owners of parent of JPY 15,000 million or JPY 228.35 per basic share.Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.69 (down from JP¥67.52 in 3Q 2021). Revenue: JP¥51.9b (up 6.5% from 3Q 2021). Net income: JP¥4.25b (down 4.2% from 3Q 2021). Profit margin: 8.2% (down from 9.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 6.8%, compared to a 19% growth forecast for the industry in Germany.お知らせ • Feb 05Nikkon Holdings Co., Ltd. (TSE:9072) entered into an agreement to acquire 86% stake in Yaskawa Transport Corporation from Yaskawa Logistec Corporation.Nikkon Holdings Co., Ltd. (TSE:9072) entered into an agreement to acquire 86% stake in Yaskawa Transport Corporation from Yaskawa Logistec Corporation on February 4, 2022. For the year ending on February 28, 2021, Yaskawa Transport Corporation reported sales of ¥1.6 billion, operating profit of ¥50 million and net profit of ¥45 million. The transaction is expected to close on March 1, 2022.お知らせ • Nov 25Nikkon Holdings Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2022Nikkon Holdings Co., Ltd. provided earnings guidance for the full year ending March 31, 2022. The company expects net sales of ¥200,000 million, profit of ¥15,000 million or ¥228.19 per share.Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥48.39 (vs JP¥48.99 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥47.0b (up 5.3% from 2Q 2021). Net income: JP¥3.18b (down 1.1% from 2Q 2021). Profit margin: 6.8% (down from 7.2% in 2Q 2021). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 08First quarter 2022 earnings released: EPS JP¥51.08 (vs JP¥30.03 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥47.6b (up 16% from 1Q 2021). Net income: JP¥3.36b (up 70% from 1Q 2021). Profit margin: 7.1% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue.お知らせ • May 31+ 2 more updatesNikkon Holdings Co., Ltd. Announces Total Dividend for the Year Ended March 31, 2021, Payable on June 8, 2021Nikkon Holdings Co., Ltd. announced a total dividend of ¥67.00 per share against ¥76.0 per share for the year ended March 31, 2021. The divided is payable on June 8, 2021.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥221 (vs JP¥254 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥182.5b (down 8.5% from FY 2020). Net income: JP¥14.5b (down 13% from FY 2020). Profit margin: 8.0% (down from 8.4% in FY 2020). The decrease in margin was driven by lower revenue.株主還元1CMDE TransportationDE 市場7D-3.4%-0.09%-0.8%1Y44.6%5.6%-0.9%株主還元を見る業界別リターン: 1CM過去 1 年間で5.6 % の収益を上げたGerman Transportation業界を上回りました。リターン対市場: 1CM過去 1 年間で-0.9 % の収益を上げたGerman市場を上回りました。価格変動Is 1CM's price volatile compared to industry and market?1CM volatility1CM Average Weekly Movement7.7%Transportation Industry Average Movement4.3%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: 1CM 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1CMの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト195013,746Masakatsu Kuroiwawww.nikkon-hd.co.jpNIKKONホールディングス株式会社は、日本および海外で貨物運送事業を行っている。4つのセグメントを通じて事業を展開している：輸送事業、倉庫事業、梱包事業、検査事業の4つのセグメントで構成されている。四輪車、二輪車、自動車部品、住宅設備、農業機械などのユーザーへ貨物や製品を輸送している。また、自動車部品の配送代行や流通加工、輸出梱包、梱包仕様の設計、バケットや台車などの梱包資材の開発などの梱包加工サービス、機械や生産ラインの据付・組立・精密調整・試運転・解体・運搬・国内外一貫作業などを手掛けている。また、四輪・二輪車、自動車部品、汎用品等のテストサポート、廃棄物収集・処理、通関・運送、車両修理、保険代理店業務、不動産売買・賃貸・仲介管理業務、オフィス移転・引越、システム設計・開発、情報システム、コンサルティング業務、太陽光発電、電力販売、倉庫・保管ソリューション業務も行っている。また、人材派遣、業務請負、機械器具設置・分解・据付、物流機器・資材の設計・販売、部品・治具の設計・解析、製造請負、産業廃棄物・古物商の石油販売、機械器具設置運搬、自動車整備・車検代行、宅配事業なども手掛けている。旧社名は日本礦油運輸倉庫株式会社で、2015年10月にNIKKONホールディングス株式会社に商号変更した。NIKKONホールディングス株式会社は1950年に設立され、東京に本社を置いている。もっと見るNIKKON Holdings Co.,Ltd. 基礎のまとめNIKKON HoldingsLtd の収益と売上を時価総額と比較するとどうか。1CM 基礎統計学時価総額€3.40b収益（TTM）€98.29m売上高(TTM)€1.45b34.6xPER（株価収益率2.3xP/Sレシオ1CM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1CM 損益計算書（TTM）収益JP¥269.86b売上原価JP¥227.01b売上総利益JP¥42.85bその他の費用JP¥24.61b収益JP¥18.24b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）154.55グロス・マージン15.88%純利益率6.76%有利子負債／自己資本比率56.2%1CM の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.1%現在の配当利回り49%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/20 20:40終値2026/07/20 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NIKKON Holdings Co.,Ltd. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Ryota HimenoBarclaysYasuhito TsuchiyaBofA Global ResearchMasayoshi YonezawaDaiwa Securities Co. Ltd.7 その他のアナリストを表示
お知らせ • Jul 01NIKKON Holdings Co.,Ltd. to Report Q2, 2027 Results on Nov 06, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026
お知らせ • Jun 30NIKKON Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026
Board Change • Jun 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Clark D. Graninger was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €32.80, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 296% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.06 per share.
お知らせ • May 09NIKKON Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • May 08NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026.
お知らせ • Jul 01NIKKON Holdings Co.,Ltd. to Report Q2, 2027 Results on Nov 06, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026
お知らせ • Jun 30NIKKON Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026
Board Change • Jun 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Clark D. Graninger was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €32.80, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 296% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.06 per share.
お知らせ • May 09NIKKON Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • May 08NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2026.
お知らせ • Sep 06NIKKON Holdings Co.,Ltd. to Report Q2, 2026 Results on Nov 07, 2025NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
お知らせ • Sep 05NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 7,500,000 shares, representing 6.2% for ¥15,000 million.NIKKON Holdings Co.,Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 7,500,000 shares, representing 6.2% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15,000 million. The purpose of the program is to enhance shareholder return, increase capital efficiency as well as to implement flexible capital policies in response to changes in the business environment. The program will be valid till March 31, 2026. As of July 31, 2025, the company had 120,983,812 shares outstanding (excluding treasury shares) and 5,495,972 shares in its treasury.
お知らせ • Jun 27NIKKON Holdings Co.,Ltd. Announces Change of Representative DirectorNIKKON Holdings Co. Ltd. announced that at a meeting of its Board of Directors held on June 27, 2025, which took place following the close of the Ordinary General Meeting of Shareholders held on the June 27, 2025, it passed a resolution regarding the change of representative director. Reasons for the change: Strengthening of management foundations and enhancement of corporate value. Details of the change: Change of the representative director (June 27, 2025): Yasunori Matsuda: Former position: Director, Managing Executive Officer. New position: Representative Director, Managing Executive Officer. Brief career summary: Date of birth: March 9, 1959 (Age: 66). March 1982 Joined the Company; November 1997 Deputy Manager of Accounting Department of the Company; June 2000 Seconded to NK PARTS INDUSTRIES, INC.; June 2007 Manager of Accounting Department of the Company; April 2012 Executive Officer of the Company; June 2012 Director and Executive Officer of the Company; June 2019 In charge of Real Estate Department of the Company (to present); April 2021 Director and Managing Executive Officer of the Company (to present); April 2023 Manager of Overseas Business Department of the Company (to present); April 2024 Manager of Legal Department of the Company (to present); April 2024 In charge of Accounting Department of the Company (to present). Date of the appointment: June 27, 2025.
お知らせ • May 09NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 05+ 1 more updateNIKKON Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on May 09, 2025NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
お知らせ • Feb 10Nikkon Holdings Co. Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025Nikkon Holdings Co. Ltd. provided consolidated earnings guidance for the full year ending March 31, 2025. For the full year, the company expected net sales of JPY 250,000 million, operating profit of JPY 24,000 million and profit attributable to owners of parent of JPY 17,000 million and Earnings per share of JPY 137.64.
お知らせ • Nov 26NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 5,000,000 shares, representing 4.01% for ¥7,000 million.NIKKON Holdings Co.,Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 4.01% of its issued share capital (excluding treasury stock), for a total purchase price of ¥7,000 million. The purpose of the program is to enhance shareholder return, increase capital efficiency as well as to mitigate any short-term impact on the share price as a result of the issuance of the Zero Coupon Convertible Bonds due 2031. The program will be valid till March 31, 2025. As of October 31, 2024, the company had 124,599,696 shares outstanding (excluding treasury shares) and 1,880,088 shares in its treasury.
Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥62.4b (up 14% from 2Q 2024). Net income: JP¥2.09b (down 47% from 2Q 2024). Profit margin: 3.3% (down from 7.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Transportation industry in Europe. 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 14% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 12 December 2024. Payout ratio is a comfortable 39% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥70.56 (vs JP¥62.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥70.56 (up from JP¥62.96 in 1Q 2024). Revenue: JP¥58.0b (up 8.4% from 1Q 2024). Net income: JP¥4.45b (up 10% from 1Q 2024). Profit margin: 7.7% (up from 7.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Europe. 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 6% per year.
お知らせ • Jul 30+ 2 more updatesNIKKON Holdings Co.,Ltd. to Report Q1, 2025 Results on Aug 02, 2024NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024
Declared Dividend • Jul 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th September 2024 Payment date: 12th December 2024 Dividend yield will be 266%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 01Now 3.3% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €20.20. The fair value is estimated to be €19.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.15 per share.
Buy Or Sell Opportunity • Jun 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €20.80. The fair value is estimated to be €17.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
お知らせ • Jun 08NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 1,300,000 shares, representing 2.06% for ¥3,000 million.NIKKON Holdings Co.,Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 shares, representing 2.06% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to mitigate the impact of the Offering on the supply and demand of the Company's shares. The program will be valid till December 30, 2024. As of April 30, 2024, the company had 63,112,782 shares outstanding (excluding treasury shares) and 127,110 shares in its treasury.
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥261 (vs JP¥247 in FY 2023)Full year 2024 results: EPS: JP¥261 (up from JP¥247 in FY 2023). Revenue: JP¥222.3b (up 4.8% from FY 2023). Net income: JP¥16.6b (up 4.4% from FY 2023). Profit margin: 7.5% (in line with FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Transportation industry in Europe. 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 2% per year.
お知らせ • May 12NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Apr 19NIKKON Holdings Co.,Ltd. (TSE:9072) entered into equity transfer agreement to acquire 75% stake in Supreme Auto Transport, Inc.NIKKON Holdings Co.,Ltd. (TSE:9072) entered into equity transfer agreement to acquire 75% stake in Supreme Auto Transport, Inc. on April 16, 2024. Supreme Auto Transport reported sales of $96 million, operating profit of $17 million and net income of $17 million as at December 2023. The transaction is expected to close on May 10, 2024.
お知らせ • Mar 28NIKKON Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024NIKKON Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.6%).
お知らせ • Feb 05+ 1 more updateNikkon Holdings Co.,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024NIKKON Holdings Co.,Ltd. provided dividend guidance for the Year ending March 31, 2024. For the year, the company expects dividend of JPY 50.00 per share against JPY 51.00 per share paid for the same period a year ago.
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥68.16 (vs JP¥68.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥68.16 (down from JP¥68.30 in 3Q 2023). Revenue: JP¥58.2b (up 5.7% from 3Q 2023). Net income: JP¥4.31b (down 1.7% from 3Q 2023). Profit margin: 7.4% (down from 8.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe.
お知らせ • Dec 11+ 1 more updateNikkon Holdings Co.,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024NIKKON Holdings Co.,Ltd. provided dividend guidance for the Year ending March 31, 2024. For the year, the company expects dividend of JPY 50.00 per share against JPY 51.00 per share paid for the same period a year ago.
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥61.45 (vs JP¥59.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥61.45 (up from JP¥59.05 in 2Q 2023). Revenue: JP¥54.9b (up 3.2% from 2Q 2023). Net income: JP¥3.94b (up 3.4% from 2Q 2023). Profit margin: 7.2% (in line with 2Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Transportation industry in Europe.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥62.96 (vs JP¥49.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥62.96 (up from JP¥49.05 in 1Q 2023). Revenue: JP¥53.5b (up 5.7% from 1Q 2023). Net income: JP¥4.04b (up 26% from 1Q 2023). Profit margin: 7.6% (up from 6.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe.
お知らせ • Aug 05NIKKON Holdings Co.,Ltd. (TSE:9072) announces an Equity Buyback for 1,500,000 shares, representing 2.33% for ¥4,000 million.Nikkon Holdings Co., Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.33% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,000 million. The purpose of the program is to expand shareholder returns and improve capital efficiency, and to implement agile capital policies that respond to future changes in the business environment. The program will be valid till January 31, 2024. As of June 30, 2023, the company had 64,240,699 shares outstanding (excluding treasury shares) and 1,499,193 shares in its treasury.
お知らせ • Jun 11+ 2 more updatesNIKKON Holdings Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023NIKKON Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • Jun 05+ 2 more updatesNIKKON Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and Full Fiscal Year Ending March 31, 2024NIKKON Holdings Co.,Ltd. provided consolidated earnings guidance for the six months ending September 30, 2023 and full fiscal year ending March 31, 2024. For the six months, the company expects net sales of JPY 110,000 million, operating profit of JPY 10,500 million and profit attributable to owners of parent of JPY 7,600 million or JPY 118.42 per share.For the year ending March 31, 2024, the company expects net sales of JPY 230,000 million, operating profit of JPY 22,000 million and profit attributable to owners of parent of JPY 16,000 million or JPY 249.31 per share.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥247 (vs JP¥224 in FY 2022)Full year 2023 results: EPS: JP¥247 (up from JP¥224 in FY 2022). Revenue: JP¥212.1b (up 7.0% from FY 2022). Net income: JP¥15.9b (up 8.0% from FY 2022). Profit margin: 7.5% (up from 7.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Transportation industry in Europe.
お知らせ • May 14NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2023NIKKON Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥48.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).
お知らせ • Feb 06+ 1 more updateNIKKON Holdings Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023NIKKON Holdings Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales to be JPY 217,000 million; Operating profit to be JPY 20,200 million; Profit attributable to owners of parent to be JPY 15,400 million and earnings per share to be JPY 238.66.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥68.30 (vs JP¥64.69 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.30 (up from JP¥64.69 in 3Q 2022). Revenue: JP¥55.1b (up 6.0% from 3Q 2022). Net income: JP¥4.38b (up 3.1% from 3Q 2022). Profit margin: 8.0% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Transportation industry in Europe.
お知らせ • Dec 18NIKKON Holdings Co.,Ltd. to Report Q3, 2023 Results on Feb 03, 2023NIKKON Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
お知らせ • Nov 25NIKKON Holdings Co.,Ltd. Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023, Payable on December 6, 2022; Provides Dividend Guidance for the Full Year of the Fiscal Ending March 31, 2023NIKKON Holdings Co.,Ltd. announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 48.00 per share against a dividend of JPY 34.00 per share paid a year ago. Payable on December 6, 2022.For the fiscal year ending March 31, 2023, the company provided dividend guidance of JPY 48.00 per share against a dividend of JPY 35.00 per share paid a year ago.
お知らせ • Nov 24Nikkon Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023NIKKON Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 217,000 million, operating profit of JPY 20,200 million, profit attributable to owners of parent JPY 15,400 million and basic earnings per share of JPY 238.66.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 4 independent directors (6 non-independent directors). Managing Executive Officer, Manager of Accounting Department & Director Yasunori Matsuda was the last director to join the board, commencing their role in 2012. 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 • Nov 06Second quarter 2023 earnings released: EPS: JP¥59.05 (vs JP¥48.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥59.05 (up from JP¥48.39 in 2Q 2022). Revenue: JP¥53.2b (up 13% from 2Q 2022). Net income: JP¥3.81b (up 20% from 2Q 2022). Profit margin: 7.2% (up from 6.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe.
お知らせ • Sep 24NIKKON Holdings Co.,Ltd. to Report Q2, 2023 Results on Nov 04, 2022NIKKON Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥48.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).
Buying Opportunity • Aug 27Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €21.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.
お知らせ • Aug 09+ 1 more updateNikkon Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Nikkon Holdings Co. Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the half year ending September 30, 2022, the company expects net sales of JPY 102,000 million, operating profit of JPY 10,200 million and profit attributable to owners of parent of JPY 7,300 million or JPY 111.42 per share.For the year ending March 31, 2023, the company expects net sales of JPY 215,000 million, operating profit of JPY 21,500 million and profit attributable to owners of parent of JPY 15,700 million or JPY 239.63 per share.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥49.05 (vs JP¥51.08 in 1Q 2022)First quarter 2023 results: EPS: JP¥49.05 (down from JP¥51.08 in 1Q 2022). Revenue: JP¥50.6b (up 6.3% from 1Q 2022). Net income: JP¥3.20b (down 4.7% from 1Q 2022). Profit margin: 6.3% (down from 7.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.8%, compared to a 9.3% growth forecast for the industry in Germany.
お知らせ • Jun 29Nikkon Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Nikkon Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • Jun 02+ 1 more updateNikkon Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Nikkon Holdings Co., Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the half year ending September 30, 2022, the company expects net sales of JPY 102,000 million, operating profit of JPY 10,200 million and profit attributable to owners of parent of JPY 7,300 million or JPY 111.42 per share.For the year ending March 31, 2023, the company expects net sales of JPY 215,000 million, operating profit of JPY 21,500 million and profit attributable to owners of parent of JPY 15,700 million or JPY 239.63 per share.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥224 (vs JP¥221 in FY 2021)Full year 2022 results: EPS: JP¥224 (up from JP¥221 in FY 2021). Revenue: JP¥198.2b (up 8.6% from FY 2021). Net income: JP¥14.7b (up 1.4% from FY 2021). Profit margin: 7.4% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 11% growth forecast for the industry in Germany.
お知らせ • May 16Nikkon Holdings Co., Ltd. (TSE:9072) announces an Equity Buyback for 1,400,000 shares, representing 2.14% for ¥3,000 million.Nikkon Holdings Co., Ltd. (TSE:9072) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 2.14% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,000 million. The purpose of the program is to expand shareholder returns and improve capital efficiency, and to implement agile capital policies that respond to future changes in the business environment. The program will be valid till December 28, 2022. As of March 31, 2022, the company had 65,543,514 shares outstanding (excluding treasury shares) and 2,696,378 shares in its treasury.
お知らせ • May 15Nikkon Holdings Co., Ltd., Annual General Meeting, Jun 29, 2022Nikkon Holdings Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (10 non-independent directors). External Director Katsunori Kobayashi 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.
お知らせ • Apr 08Nikkon Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nikkon Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 0.4% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).
お知らせ • Feb 07+ 1 more updateNikkon Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Nikkon Holdings Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected net sales of JPY 200,000 million, operating income of JPY 21,000 million, net income attributable to owners of parent of JPY 15,000 million or JPY 228.35 per basic share.
Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.69 (down from JP¥67.52 in 3Q 2021). Revenue: JP¥51.9b (up 6.5% from 3Q 2021). Net income: JP¥4.25b (down 4.2% from 3Q 2021). Profit margin: 8.2% (down from 9.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 6.8%, compared to a 19% growth forecast for the industry in Germany.
お知らせ • Feb 05Nikkon Holdings Co., Ltd. (TSE:9072) entered into an agreement to acquire 86% stake in Yaskawa Transport Corporation from Yaskawa Logistec Corporation.Nikkon Holdings Co., Ltd. (TSE:9072) entered into an agreement to acquire 86% stake in Yaskawa Transport Corporation from Yaskawa Logistec Corporation on February 4, 2022. For the year ending on February 28, 2021, Yaskawa Transport Corporation reported sales of ¥1.6 billion, operating profit of ¥50 million and net profit of ¥45 million. The transaction is expected to close on March 1, 2022.
お知らせ • Nov 25Nikkon Holdings Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2022Nikkon Holdings Co., Ltd. provided earnings guidance for the full year ending March 31, 2022. The company expects net sales of ¥200,000 million, profit of ¥15,000 million or ¥228.19 per share.
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥48.39 (vs JP¥48.99 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥47.0b (up 5.3% from 2Q 2021). Net income: JP¥3.18b (down 1.1% from 2Q 2021). Profit margin: 6.8% (down from 7.2% in 2Q 2021). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 08First quarter 2022 earnings released: EPS JP¥51.08 (vs JP¥30.03 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥47.6b (up 16% from 1Q 2021). Net income: JP¥3.36b (up 70% from 1Q 2021). Profit margin: 7.1% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue.
お知らせ • May 31+ 2 more updatesNikkon Holdings Co., Ltd. Announces Total Dividend for the Year Ended March 31, 2021, Payable on June 8, 2021Nikkon Holdings Co., Ltd. announced a total dividend of ¥67.00 per share against ¥76.0 per share for the year ended March 31, 2021. The divided is payable on June 8, 2021.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥221 (vs JP¥254 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥182.5b (down 8.5% from FY 2020). Net income: JP¥14.5b (down 13% from FY 2020). Profit margin: 8.0% (down from 8.4% in FY 2020). The decrease in margin was driven by lower revenue.
