Meiko Trans（9357）株式概要名港海運株式会社は日本で物流会社として営業している。 詳細9357 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績3/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より9.9%で取引されている 過去5年間の収益は年間4.7%増加しました。 リスク分析4.09%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 すべてのリスクチェックを見る9357 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW471,153 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 NarrativeBLINRODA471,153 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.44k18.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture087b2016201920222025202620282031Revenue JP¥87.0bEarnings JP¥6.2bAdvancedSet Fair ValueView all narrativesMeiko Trans Co., Ltd. 競合他社Isewan Terminal ServiceSymbol: NSE:9359Market cap: JP¥23.6bSumitomo WarehouseSymbol: TSE:9303Market cap: JP¥313.3bDaito KounLtdSymbol: TSE:9367Market cap: JP¥16.9bToyo Wharf & WarehouseSymbol: TSE:9351Market cap: JP¥13.2b価格と性能株価の高値、安値、推移の概要Meiko Trans過去の株価現在の株価JP¥2,444.0052週高値JP¥2,532.0052週安値JP¥1,921.00ベータ0.161ヶ月の変化1.66%3ヶ月変化2.69%1年変化22.20%3年間の変化101.15%5年間の変化112.52%IPOからの変化194.46%最新ニュースReported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥54.05 (vs JP¥54.51 in 1Q 2026)First quarter 2027 results: EPS: JP¥54.05 (down from JP¥54.51 in 1Q 2026). Revenue: JP¥20.8b (up 2.0% from 1Q 2026). Net income: JP¥1.61b (down 1.4% from 1Q 2026). Profit margin: 7.7% (down from 8.0% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 6.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).Board Change • Feb 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesReported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥54.05 (vs JP¥54.51 in 1Q 2026)First quarter 2027 results: EPS: JP¥54.05 (down from JP¥54.51 in 1Q 2026). Revenue: JP¥20.8b (up 2.0% from 1Q 2026). Net income: JP¥1.61b (down 1.4% from 1Q 2026). Profit margin: 7.7% (down from 8.0% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 6.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).Board Change • Feb 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥65.70 (vs JP¥57.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.70 (up from JP¥57.08 in 3Q 2025). Revenue: JP¥21.3b (up 5.6% from 3Q 2025). Net income: JP¥1.97b (up 15% from 3Q 2025). Profit margin: 9.3% (up from 8.5% in 3Q 2025). The increase in margin was driven by higher revenue. 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 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 09Meiko Trans Co., Ltd. (NSE:9357) announces an Equity Buyback for 214,700 shares, representing 0.72% for ¥459.24 million.Meiko Trans Co., Ltd. (NSE:9357) announces a share repurchase program. Under the program, the company will repurchase 214,700 shares, representing 0.72% of the outstanding shares for ¥459.24million. The shares will be repurchased at ¥2,139 per share. The purpose of the program is improve capital efficiency and enhance shareholder returns, and to be flexible in response to changes in the business environment. As of December 31, 2025, the company had 30,001,042 issued shares (excluding treasury stock) and 3,005,162 shares in treasury.Declared Dividend • Feb 05First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Dec 25First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to JP¥1,427. The fair value is estimated to be JP¥1,798, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.8%).Declared Dividend • Mar 06Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 5.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Dec 04First half dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥42.42 (vs JP¥37.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥42.42 (up from JP¥37.43 in 2Q 2024). Revenue: JP¥20.9b (up 4.9% from 2Q 2024). Net income: JP¥1.27b (up 13% from 2Q 2024). Profit margin: 6.1% (up from 5.6% 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 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.7%).Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥40.69 (vs JP¥43.42 in 1Q 2024)First quarter 2025 results: EPS: JP¥40.69 (down from JP¥43.42 in 1Q 2024). Revenue: JP¥19.4b (up 1.7% from 1Q 2024). Net income: JP¥1.22b (down 6.1% from 1Q 2024). Profit margin: 6.3% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,200, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 11x in the Infrastructure industry in Japan. Total returns to shareholders of 12% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥152 (vs JP¥156 in FY 2023)Full year 2024 results: EPS: JP¥152 (down from JP¥156 in FY 2023). Revenue: JP¥77.7b (down 7.6% from FY 2023). Net income: JP¥4.54b (down 2.2% from FY 2023). Profit margin: 5.8% (up from 5.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Board Change • May 15Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Atsushi Karube was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元9357JP InfrastructureJP 市場7D-0.2%0.6%2.7%1Y22.2%19.8%35.2%株主還元を見る業界別リターン: 9357過去 1 年間で19.8 % の収益を上げたJP Infrastructure業界を上回りました。リターン対市場: 9357は、過去 1 年間で35.2 % のリターンを上げたJP市場を下回りました。価格変動Is 9357's price volatile compared to industry and market?9357 volatility9357 Average Weekly Movement1.9%Infrastructure Industry Average Movement3.3%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.2%安定した株価: 9357 、 JP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: 9357の 週次ボラティリティ ( 2% ) 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19491,890Hiroshi Takahashiwww.meiko-trans.co.jp名港海運株式会社は日本で物流会社として営業している。港湾運送、海上運送、倉庫業、航空貨物運送、トラック運送、通関業、梱包業、建設業、労働者派遣業などを行っている。また、海運業、IATA代理店業、不動産の所有、運営、賃貸、管理も行っている。さらに、産業廃棄物の収集・運搬、輸送機器・物流機器等の売買・リース、電力の発電・販売も行っている。また、各種製品の輸出入、鉄鋼原料・食料品・自動車等の国内物流、コンテナ船・在来船・自動車運搬船等の荷役作業、第三者物流事業も行っている。名港海運株式会社は1949年に設立され、名古屋に本社を置く。もっと見るMeiko Trans Co., Ltd. 基礎のまとめMeiko Trans の収益と売上を時価総額と比較するとどうか。9357 基礎統計学時価総額JP¥73.09b収益（TTM）JP¥5.89b売上高(TTM)JP¥83.28b12.3xPER（株価収益率0.9xP/Sレシオ9357 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9357 損益計算書（TTM）収益JP¥83.28b売上原価JP¥65.68b売上総利益JP¥17.60bその他の費用JP¥11.71b収益JP¥5.89b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）198.09グロス・マージン21.13%純利益率7.07%有利子負債／自己資本比率7.2%9357 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4.1%現在の配当利回り41%配当性向9357 配当は確実ですか？9357 配当履歴とベンチマークを見る9357 、いつまでに購入すれば配当金を受け取れますか？Meiko Trans 配当日配当落ち日Sep 29 2026配当支払日Dec 02 2026配当落ちまでの日数46 days配当支払日までの日数110 days9357 配当は確実ですか？9357 配当履歴とベンチマークを見る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2026/08/13 09:15終値2026/08/13 00:00収益2026/06/30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Meiko Trans Co., Ltd. 0 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。0
Reported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥54.05 (vs JP¥54.51 in 1Q 2026)First quarter 2027 results: EPS: JP¥54.05 (down from JP¥54.51 in 1Q 2026). Revenue: JP¥20.8b (up 2.0% from 1Q 2026). Net income: JP¥1.61b (down 1.4% from 1Q 2026). Profit margin: 7.7% (down from 8.0% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 6.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
Board Change • Feb 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥54.05 (vs JP¥54.51 in 1Q 2026)First quarter 2027 results: EPS: JP¥54.05 (down from JP¥54.51 in 1Q 2026). Revenue: JP¥20.8b (up 2.0% from 1Q 2026). Net income: JP¥1.61b (down 1.4% from 1Q 2026). Profit margin: 7.7% (down from 8.0% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 6.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
Board Change • Feb 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tadashi Ogura was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥65.70 (vs JP¥57.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.70 (up from JP¥57.08 in 3Q 2025). Revenue: JP¥21.3b (up 5.6% from 3Q 2025). Net income: JP¥1.97b (up 15% from 3Q 2025). Profit margin: 9.3% (up from 8.5% in 3Q 2025). The increase in margin was driven by higher revenue. 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 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 09Meiko Trans Co., Ltd. (NSE:9357) announces an Equity Buyback for 214,700 shares, representing 0.72% for ¥459.24 million.Meiko Trans Co., Ltd. (NSE:9357) announces a share repurchase program. Under the program, the company will repurchase 214,700 shares, representing 0.72% of the outstanding shares for ¥459.24million. The shares will be repurchased at ¥2,139 per share. The purpose of the program is improve capital efficiency and enhance shareholder returns, and to be flexible in response to changes in the business environment. As of December 31, 2025, the company had 30,001,042 issued shares (excluding treasury stock) and 3,005,162 shares in treasury.
Declared Dividend • Feb 05First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Dec 25First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to JP¥1,427. The fair value is estimated to be JP¥1,798, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.8%).
Declared Dividend • Mar 06Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 5.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Dec 04First half dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥42.42 (vs JP¥37.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥42.42 (up from JP¥37.43 in 2Q 2024). Revenue: JP¥20.9b (up 4.9% from 2Q 2024). Net income: JP¥1.27b (up 13% from 2Q 2024). Profit margin: 6.1% (up from 5.6% 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 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.7%).
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥40.69 (vs JP¥43.42 in 1Q 2024)First quarter 2025 results: EPS: JP¥40.69 (down from JP¥43.42 in 1Q 2024). Revenue: JP¥19.4b (up 1.7% from 1Q 2024). Net income: JP¥1.22b (down 6.1% from 1Q 2024). Profit margin: 6.3% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,200, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 11x in the Infrastructure industry in Japan. Total returns to shareholders of 12% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥152 (vs JP¥156 in FY 2023)Full year 2024 results: EPS: JP¥152 (down from JP¥156 in FY 2023). Revenue: JP¥77.7b (down 7.6% from FY 2023). Net income: JP¥4.54b (down 2.2% from FY 2023). Profit margin: 5.8% (up from 5.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Board Change • May 15Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside Director Atsushi Karube was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
