Takase（9087）株式概要タカセは日本、中国、アメリカで物流サービスを提供している。 詳細9087 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より23.8%で取引されている リスク分析過去5年間で収益は年間0.7%減少しました。 JP市場と比較した過去 3 か月間の株価の変動意味のある時価総額がありません ( ¥4B )すべてのリスクチェックを見る9087 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.11k11.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-410m9b2016201920222025202620282031Revenue JP¥8.6bEarnings JP¥161.5mAdvancedSet Fair ValueView all narrativesTakase Corporation 競合他社DM SolutionsLtdSymbol: TSE:6549Market cap: JP¥5.7bKantsu HDLtdSymbol: TSE:9326Market cap: JP¥4.2bPHYZ HoldingsSymbol: TSE:9325Market cap: JP¥13.5bBeing HoldingsSymbol: TSE:9145Market cap: JP¥12.9b価格と性能株価の高値、安値、推移の概要Takase過去の株価現在の株価JP¥2,111.0052週高値JP¥2,275.0052週安値JP¥1,078.00ベータ0.311ヶ月の変化11.93%3ヶ月変化23.16%1年変化81.67%3年間の変化42.88%5年間の変化107.37%IPOからの変化-67.52%最新ニュースBuy Or Sell Opportunity • May 18Now 21% undervaluedOver the last 90 days, the stock has risen 42% to JP¥2,211. The fair value is estimated to be JP¥2,792, 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 11%.Reported Earnings • May 16Full year 2026 earnings released: EPS: JP¥79.77 (vs JP¥77.15 in FY 2025)Full year 2026 results: EPS: JP¥79.77 (up from JP¥77.15 in FY 2025). Revenue: JP¥8.49b (up 1.7% from FY 2025). Net income: JP¥159.0m (up 2.6% from FY 2025). Profit margin: 1.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • May 13Takase Corporation, Annual General Meeting, Jun 23, 2026Takase Corporation, Annual General Meeting, Jun 23, 2026.お知らせ • May 10Takase Corporation to Report Fiscal Year 2026 Results on May 13, 2026Takase Corporation announced that they will report fiscal year 2026 results on May 13, 2026New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥3.83b market cap, or US$24.0m).Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 18Now 21% undervaluedOver the last 90 days, the stock has risen 42% to JP¥2,211. The fair value is estimated to be JP¥2,792, 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 11%.Reported Earnings • May 16Full year 2026 earnings released: EPS: JP¥79.77 (vs JP¥77.15 in FY 2025)Full year 2026 results: EPS: JP¥79.77 (up from JP¥77.15 in FY 2025). Revenue: JP¥8.49b (up 1.7% from FY 2025). Net income: JP¥159.0m (up 2.6% from FY 2025). Profit margin: 1.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • May 13Takase Corporation, Annual General Meeting, Jun 23, 2026Takase Corporation, Annual General Meeting, Jun 23, 2026.お知らせ • May 10Takase Corporation to Report Fiscal Year 2026 Results on May 13, 2026Takase Corporation announced that they will report fiscal year 2026 results on May 13, 2026New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥3.83b market cap, or US$24.0m).Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).New Risk • Feb 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥3.24b market cap, or US$21.2m).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥30.31 (vs JP¥30.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥30.31 (down from JP¥30.84 in 3Q 2025). Revenue: JP¥2.17b (up 6.4% from 3Q 2025). Net income: JP¥60.0m (down 3.2% from 3Q 2025). Profit margin: 2.8% (down from 3.0% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Feb 13Is Takase (TSE:9087) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 20Takase Corporation to Report Q3, 2026 Results on Feb 13, 2026Takase Corporation announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 20Takase's (TSE:9087) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Takase Corporation ( TSE:9087 ) last week didn't sink the stock price. However...Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥24.19 (vs JP¥4.48 in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.19 (up from JP¥4.48 in 2Q 2025). Revenue: JP¥2.16b (down 1.7% from 2Q 2025). Net income: JP¥49.0m (up 444% from 2Q 2025). Profit margin: 2.3% (up from 0.4% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Nov 11Takase Corporation (TSE:9087) announces an Equity Buyback for 100,000 shares, representing 4.93% for ¥128 million.Takase Corporation (TSE:9087) announces a share repurchase program. Under the program, the company will repurchase 100,000 shares, representing 4.9% of the outstanding shares, for ¥129 million. The repurchase price per share will be ¥1,280 per share. The purpose of the program is to improve capital efficiency, implement flexible capital policies and shareholder returns in response to changes in the business environment. As of October 31, 2025, the company had 2,026,740 shares outstanding (excluding treasury stock) and 82,286 shares in treasury.お知らせ • Sep 01Takase Corporation to Report Q2, 2026 Results on Nov 11, 2025Takase Corporation announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥5.95 (vs JP¥6.99 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.95 (down from JP¥6.99 in 1Q 2025). Revenue: JP¥1.99b (up 1.6% from 1Q 2025). Net income: JP¥12.0m (down 14% from 1Q 2025). Profit margin: 0.6% (down from 0.7% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Jun 27Takase Corporation to Report Q1, 2026 Results on Aug 14, 2025Takase Corporation announced that they will report Q1, 2026 results on Aug 14, 2025分析記事 • May 21Takase's (TSE:9087) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Takase Corporation ( TSE:9087 ) last week didn't sink the stock price. We think...Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥77.13 (vs JP¥153 in FY 2024)Full year 2025 results: EPS: JP¥77.13 (down from JP¥153 in FY 2024). Revenue: JP¥8.35b (up 1.9% from FY 2024). Net income: JP¥155.0m (down 49% from FY 2024). Profit margin: 1.9% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • May 14Takase Corporation, Annual General Meeting, Jun 25, 2025Takase Corporation, Annual General Meeting, Jun 25, 2025.お知らせ • Mar 27Takase Corporation to Report Fiscal Year 2025 Results on May 14, 2025Takase Corporation announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥30.84 (vs JP¥26.03 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.84 (up from JP¥26.03 in 3Q 2024). Revenue: JP¥2.04b (down 4.7% from 3Q 2024). Net income: JP¥62.0m (up 19% from 3Q 2024). Profit margin: 3.0% (up from 2.4% in 3Q 2024). The increase in margin was driven by lower expenses. 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 5% per year, which means it is well ahead of earnings.お知らせ • Jan 03Takase Corporation to Report Q3, 2025 Results on Feb 07, 2025Takase Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 19Concerns Surrounding Takase's (TSE:9087) PerformanceTakase Corporation's ( TSE:9087 ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥2,827 (vs JP¥16.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,827. Revenue: JP¥2.20b (up 8.9% from 2Q 2024). Net income: JP¥9.00m (down 73% from 2Q 2024). Profit margin: 0.4% (down from 1.6% in 2Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Aug 28Takase Corporation to Report Q2, 2025 Results on Nov 07, 2024Takase Corporation announced that they will report Q2, 2025 results on Nov 07, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥13.98 (vs JP¥36.07 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.98 (down from JP¥36.07 in 1Q 2024). Revenue: JP¥1.96b (flat on 1Q 2024). Net income: JP¥14.0m (down 61% from 1Q 2024). Profit margin: 0.7% (down from 1.8% in 1Q 2024). 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 7% per year.お知らせ • Jun 28Takase Corporation to Report Q1, 2025 Results on Aug 09, 2024Takase Corporation announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • May 21Concerns Surrounding Takase's (TSE:9087) PerformanceThe recent earnings posted by Takase Corporation ( TSE:9087 ) were solid, but the stock didn't move as much as we...Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥305 (vs JP¥279 in FY 2023)Full year 2024 results: EPS: JP¥305 (up from JP¥279 in FY 2023). Revenue: JP¥8.19b (down 8.0% from FY 2023). Net income: JP¥305.0m (up 9.7% from FY 2023). Profit margin: 3.7% (up from 3.1% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 12Takase Corporation, Annual General Meeting, Jun 27, 2024Takase Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • Mar 28Takase Corporation to Report Fiscal Year 2024 Results on May 10, 2024Takase Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.9%).Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥51.90 (vs JP¥63.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.90 (down from JP¥63.13 in 3Q 2023). Revenue: JP¥2.14b (down 7.4% from 3Q 2023). Net income: JP¥52.0m (down 18% from 3Q 2023). Profit margin: 2.4% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.お知らせ • Dec 21Takase Corporation to Report Q3, 2024 Results on Feb 07, 2024Takase Corporation announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥32.97 (vs JP¥48.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥32.97 (down from JP¥48.14 in 2Q 2023). Revenue: JP¥2.02b (down 12% from 2Q 2023). Net income: JP¥33.0m (down 31% from 2Q 2023). Profit margin: 1.6% (down from 2.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 28Takase Corporation to Report Q2, 2024 Results on Nov 08, 2023Takase Corporation announced that they will report Q2, 2024 results on Nov 08, 2023New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥3.01b market cap, or US$20.8m).Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥36.07 (vs JP¥123 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.07 (down from JP¥123 in 1Q 2023). Revenue: JP¥1.95b (down 14% from 1Q 2023). Net income: JP¥36.0m (down 71% from 1Q 2023). Profit margin: 1.8% (down from 5.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.New Risk • Jun 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥2.99b market cap, or US$20.9m).お知らせ • Jun 22Takase Corporation to Report Q1, 2024 Results on Aug 09, 2023Takase Corporation announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥279 (vs JP¥269 in FY 2022)Full year 2023 results: EPS: JP¥279 (up from JP¥269 in FY 2022). Revenue: JP¥8.90b (up 2.9% from FY 2022). Net income: JP¥278.0m (up 4.1% from FY 2022). Profit margin: 3.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥63.07 (vs JP¥108 in 3Q 2022)Third quarter 2023 results: EPS: JP¥63.07 (down from JP¥108 in 3Q 2022). Revenue: JP¥2.31b (up 3.4% from 3Q 2022). Net income: JP¥63.0m (down 41% from 3Q 2022). Profit margin: 2.7% (down from 4.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Takase Corporation to Report Q3, 2023 Results on Feb 08, 2023Takase Corporation announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16Less 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. 3 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥48.09 (vs JP¥69.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.09 (down from JP¥69.49 in 2Q 2022). Revenue: JP¥2.30b (up 6.1% from 2Q 2022). Net income: JP¥48.0m (down 30% from 2Q 2022). Profit margin: 2.1% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28Takase Corporation to Report Q2, 2023 Results on Nov 09, 2022Takase Corporation announced that they will report Q2, 2023 results on Nov 09, 2022Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,400, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥123 (vs JP¥61.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥123 (up from JP¥61.43 in 1Q 2022). Revenue: JP¥2.28b (up 12% from 1Q 2022). Net income: JP¥122.0m (up 100% from 1Q 2022). Profit margin: 5.3% (up from 3.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥2,529, 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 grown by 4.4%.お知らせ • Jun 25Takase Corporation to Report Q1, 2023 Results on Aug 09, 2022Takase Corporation announced that they will report Q1, 2023 results on Aug 09, 2022Board Change • Jun 20No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥269 (vs JP¥79.56 in FY 2021)Full year 2022 results: EPS: JP¥269 (up from JP¥79.56 in FY 2021). Revenue: JP¥8.65b (up 15% from FY 2021). Net income: JP¥267.0m (up 238% from FY 2021). Profit margin: 3.1% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.お知らせ • May 14Takase Corporation, Annual General Meeting, Jun 28, 2022Takase Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Takase Corporation to Report Fiscal Year 2022 Results on May 12, 2022Takase Corporation announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%).Board Change • Feb 21No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥108 (up from JP¥78.55 in 3Q 2021). Revenue: JP¥2.24b (up 10% from 3Q 2021). Net income: JP¥107.0m (up 37% from 3Q 2021). Profit margin: 4.8% (up from 3.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Dec 15No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16Second quarter 2022 earnings released: EPS JP¥69.39 (vs JP¥25.18 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.17b (up 17% from 2Q 2021). Net income: JP¥69.0m (up 176% from 2Q 2021). Profit margin: 3.2% (up from 1.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥69.39 (vs JP¥25.18 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.17b (up 17% from 2Q 2021). Net income: JP¥69.0m (up 176% from 2Q 2021). Profit margin: 3.2% (up from 1.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥61.39 (vs JP¥6.04 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.05b (up 18% from 1Q 2021). Net income: JP¥61.0m (up JP¥67.0m from 1Q 2021). Profit margin: 3.0% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥79.49 (vs JP¥98.69 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.52b (down 1.3% from FY 2020). Net income: JP¥79.0m (down 19% from FY 2020). Profit margin: 1.1% (down from 1.3% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).お知らせ • Mar 21Takase Corporation to Report Fiscal Year 2021 Results on May 14, 2021Takase Corporation announced that they will report fiscal year 2021 results on May 14, 2021分析記事 • Mar 17Is Takase (TYO:9087) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 18Is Takase (TYO:9087) A Future Multi-bagger?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Is New 90 Day High Low • Feb 18New 90-day high: JP¥2,078The company is up 12% from its price of JP¥1,860 on 19 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 2.0% over the same period.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥78.35 (vs JP¥35.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.03b (up 5.6% from 3Q 2020). Net income: JP¥78.0m (up 123% from 3Q 2020). Profit margin: 3.8% (up from 1.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Jan 21Three Things You Should Check Before Buying Takase Corporation (TYO:9087) For Its DividendDividend paying stocks like Takase Corporation ( TYO:9087 ) tend to be popular with investors, and for good reason...Is New 90 Day High Low • Dec 16New 90-day high: JP¥1,930The company is up 12% from its price of JP¥1,727 on 16 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 14% over the same period.お知らせ • Dec 13Takase Corporation to Report Q3, 2021 Results on Feb 10, 2021Takase Corporation announced that they will report Q3, 2021 results on Feb 10, 2021分析記事 • Dec 11Here's Why Takase (TYO:9087) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Is New 90 Day High Low • Nov 26New 90-day high: JP¥1,898The company is up 5.0% from its price of JP¥1,800 on 28 August 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 10.0% over the same period.Is New 90 Day High Low • Nov 02New 90-day high: JP¥1,889The company is up 5.0% from its price of JP¥1,800 on 04 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 6.0% over the same period.お知らせ • Oct 10Takase Corporation to Report Q2, 2021 Results on Nov 12, 2020Takase Corporation announced that they will report Q2, 2021 results on Nov 12, 2020お知らせ • Jun 29Takase Corporation to Report Q1, 2021 Results on Aug 13, 2020Takase Corporation announced that they will report Q1, 2021 results on Aug 13, 2020株主還元9087JP LogisticsJP 市場7D-5.8%3.4%-0.5%1Y81.7%24.9%41.3%株主還元を見る業界別リターン: 9087過去 1 年間で24.9 % の収益を上げたJP Logistics業界を上回りました。リターン対市場: 9087過去 1 年間で41.3 % の収益を上げたJP市場を上回りました。価格変動Is 9087's price volatile compared to industry and market?9087 volatility9087 Average Weekly Movement7.9%Logistics Industry Average Movement4.3%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 9087の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 9087の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1872207Fumio Daigujiwww.takase.co.jpタカセは日本、中国、米国で物流サービスを提供している。総合物流事業、運輸事業、流通加工事業、その他事業を展開。総合物流事業、運輸事業、流通加工事業、その他事業がある。また、運送事業も行っている。また、梱包、通関、港湾運送、海上貨物取扱、航空貨物取扱、自動車運送取扱、トラック運送、国際輸出入貨物運送、海運代理店、航空貨物代理店などのサービスを提供している。さらに、医療機器や医薬品の物流サービスも提供しており、製品の在庫管理、製品の薬事検査、製造、保管、在庫管理、出荷サービスなどを行う。同社は1872年に設立され、日本の港に本社を置いている。もっと見るTakase Corporation 基礎のまとめTakase の収益と売上を時価総額と比較するとどうか。9087 基礎統計学時価総額JP¥4.11b収益（TTM）JP¥159.00m売上高(TTM)JP¥8.49b25.8xPER（株価収益率0.5xP/Sレシオ9087 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9087 損益計算書（TTM）収益JP¥8.49b売上原価JP¥7.36b売上総利益JP¥1.14bその他の費用JP¥977.00m収益JP¥159.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）81.68グロス・マージン13.38%純利益率1.87%有利子負債／自己資本比率9.4%9087 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1.7%現在の配当利回り37%配当性向9087 配当は確実ですか？9087 配当履歴とベンチマークを見る9087 、いつまでに購入すれば配当金を受け取れますか？Takase 配当日配当落ち日Mar 30 2026配当支払日Jun 24 2026配当落ちまでの日数54 days配当支払日までの日数32 days9087 配当は確実ですか？9087 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2026/05/22 02:30終値2026/05/20 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Takase Corporation 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
Buy Or Sell Opportunity • May 18Now 21% undervaluedOver the last 90 days, the stock has risen 42% to JP¥2,211. The fair value is estimated to be JP¥2,792, 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 11%.
Reported Earnings • May 16Full year 2026 earnings released: EPS: JP¥79.77 (vs JP¥77.15 in FY 2025)Full year 2026 results: EPS: JP¥79.77 (up from JP¥77.15 in FY 2025). Revenue: JP¥8.49b (up 1.7% from FY 2025). Net income: JP¥159.0m (up 2.6% from FY 2025). Profit margin: 1.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • May 13Takase Corporation, Annual General Meeting, Jun 23, 2026Takase Corporation, Annual General Meeting, Jun 23, 2026.
お知らせ • May 10Takase Corporation to Report Fiscal Year 2026 Results on May 13, 2026Takase Corporation announced that they will report fiscal year 2026 results on May 13, 2026
New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥3.83b market cap, or US$24.0m).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Buy Or Sell Opportunity • May 18Now 21% undervaluedOver the last 90 days, the stock has risen 42% to JP¥2,211. The fair value is estimated to be JP¥2,792, 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 11%.
Reported Earnings • May 16Full year 2026 earnings released: EPS: JP¥79.77 (vs JP¥77.15 in FY 2025)Full year 2026 results: EPS: JP¥79.77 (up from JP¥77.15 in FY 2025). Revenue: JP¥8.49b (up 1.7% from FY 2025). Net income: JP¥159.0m (up 2.6% from FY 2025). Profit margin: 1.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • May 13Takase Corporation, Annual General Meeting, Jun 23, 2026Takase Corporation, Annual General Meeting, Jun 23, 2026.
お知らせ • May 10Takase Corporation to Report Fiscal Year 2026 Results on May 13, 2026Takase Corporation announced that they will report fiscal year 2026 results on May 13, 2026
New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥3.83b market cap, or US$24.0m).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
New Risk • Feb 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥3.24b market cap, or US$21.2m).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥30.31 (vs JP¥30.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥30.31 (down from JP¥30.84 in 3Q 2025). Revenue: JP¥2.17b (up 6.4% from 3Q 2025). Net income: JP¥60.0m (down 3.2% from 3Q 2025). Profit margin: 2.8% (down from 3.0% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Feb 13Is Takase (TSE:9087) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 20Takase Corporation to Report Q3, 2026 Results on Feb 13, 2026Takase Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 20Takase's (TSE:9087) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Takase Corporation ( TSE:9087 ) last week didn't sink the stock price. However...
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥24.19 (vs JP¥4.48 in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.19 (up from JP¥4.48 in 2Q 2025). Revenue: JP¥2.16b (down 1.7% from 2Q 2025). Net income: JP¥49.0m (up 444% from 2Q 2025). Profit margin: 2.3% (up from 0.4% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Nov 11Takase Corporation (TSE:9087) announces an Equity Buyback for 100,000 shares, representing 4.93% for ¥128 million.Takase Corporation (TSE:9087) announces a share repurchase program. Under the program, the company will repurchase 100,000 shares, representing 4.9% of the outstanding shares, for ¥129 million. The repurchase price per share will be ¥1,280 per share. The purpose of the program is to improve capital efficiency, implement flexible capital policies and shareholder returns in response to changes in the business environment. As of October 31, 2025, the company had 2,026,740 shares outstanding (excluding treasury stock) and 82,286 shares in treasury.
お知らせ • Sep 01Takase Corporation to Report Q2, 2026 Results on Nov 11, 2025Takase Corporation announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥5.95 (vs JP¥6.99 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.95 (down from JP¥6.99 in 1Q 2025). Revenue: JP¥1.99b (up 1.6% from 1Q 2025). Net income: JP¥12.0m (down 14% from 1Q 2025). Profit margin: 0.6% (down from 0.7% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Jun 27Takase Corporation to Report Q1, 2026 Results on Aug 14, 2025Takase Corporation announced that they will report Q1, 2026 results on Aug 14, 2025
分析記事 • May 21Takase's (TSE:9087) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Takase Corporation ( TSE:9087 ) last week didn't sink the stock price. We think...
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥77.13 (vs JP¥153 in FY 2024)Full year 2025 results: EPS: JP¥77.13 (down from JP¥153 in FY 2024). Revenue: JP¥8.35b (up 1.9% from FY 2024). Net income: JP¥155.0m (down 49% from FY 2024). Profit margin: 1.9% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • May 14Takase Corporation, Annual General Meeting, Jun 25, 2025Takase Corporation, Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 27Takase Corporation to Report Fiscal Year 2025 Results on May 14, 2025Takase Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥30.84 (vs JP¥26.03 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.84 (up from JP¥26.03 in 3Q 2024). Revenue: JP¥2.04b (down 4.7% from 3Q 2024). Net income: JP¥62.0m (up 19% from 3Q 2024). Profit margin: 3.0% (up from 2.4% in 3Q 2024). The increase in margin was driven by lower expenses. 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 5% per year, which means it is well ahead of earnings.
お知らせ • Jan 03Takase Corporation to Report Q3, 2025 Results on Feb 07, 2025Takase Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 19Concerns Surrounding Takase's (TSE:9087) PerformanceTakase Corporation's ( TSE:9087 ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥2,827 (vs JP¥16.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,827. Revenue: JP¥2.20b (up 8.9% from 2Q 2024). Net income: JP¥9.00m (down 73% from 2Q 2024). Profit margin: 0.4% (down from 1.6% in 2Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Aug 28Takase Corporation to Report Q2, 2025 Results on Nov 07, 2024Takase Corporation announced that they will report Q2, 2025 results on Nov 07, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥13.98 (vs JP¥36.07 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.98 (down from JP¥36.07 in 1Q 2024). Revenue: JP¥1.96b (flat on 1Q 2024). Net income: JP¥14.0m (down 61% from 1Q 2024). Profit margin: 0.7% (down from 1.8% in 1Q 2024). 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 7% per year.
お知らせ • Jun 28Takase Corporation to Report Q1, 2025 Results on Aug 09, 2024Takase Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • May 21Concerns Surrounding Takase's (TSE:9087) PerformanceThe recent earnings posted by Takase Corporation ( TSE:9087 ) were solid, but the stock didn't move as much as we...
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥305 (vs JP¥279 in FY 2023)Full year 2024 results: EPS: JP¥305 (up from JP¥279 in FY 2023). Revenue: JP¥8.19b (down 8.0% from FY 2023). Net income: JP¥305.0m (up 9.7% from FY 2023). Profit margin: 3.7% (up from 3.1% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 12Takase Corporation, Annual General Meeting, Jun 27, 2024Takase Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 28Takase Corporation to Report Fiscal Year 2024 Results on May 10, 2024Takase Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.9%).
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥51.90 (vs JP¥63.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.90 (down from JP¥63.13 in 3Q 2023). Revenue: JP¥2.14b (down 7.4% from 3Q 2023). Net income: JP¥52.0m (down 18% from 3Q 2023). Profit margin: 2.4% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Dec 21Takase Corporation to Report Q3, 2024 Results on Feb 07, 2024Takase Corporation announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥32.97 (vs JP¥48.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥32.97 (down from JP¥48.14 in 2Q 2023). Revenue: JP¥2.02b (down 12% from 2Q 2023). Net income: JP¥33.0m (down 31% from 2Q 2023). Profit margin: 1.6% (down from 2.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 28Takase Corporation to Report Q2, 2024 Results on Nov 08, 2023Takase Corporation announced that they will report Q2, 2024 results on Nov 08, 2023
New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥3.01b market cap, or US$20.8m).
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥36.07 (vs JP¥123 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.07 (down from JP¥123 in 1Q 2023). Revenue: JP¥1.95b (down 14% from 1Q 2023). Net income: JP¥36.0m (down 71% from 1Q 2023). Profit margin: 1.8% (down from 5.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥2.99b market cap, or US$20.9m).
お知らせ • Jun 22Takase Corporation to Report Q1, 2024 Results on Aug 09, 2023Takase Corporation announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥279 (vs JP¥269 in FY 2022)Full year 2023 results: EPS: JP¥279 (up from JP¥269 in FY 2022). Revenue: JP¥8.90b (up 2.9% from FY 2022). Net income: JP¥278.0m (up 4.1% from FY 2022). Profit margin: 3.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥63.07 (vs JP¥108 in 3Q 2022)Third quarter 2023 results: EPS: JP¥63.07 (down from JP¥108 in 3Q 2022). Revenue: JP¥2.31b (up 3.4% from 3Q 2022). Net income: JP¥63.0m (down 41% from 3Q 2022). Profit margin: 2.7% (down from 4.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Takase Corporation to Report Q3, 2023 Results on Feb 08, 2023Takase Corporation announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16Less 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. 3 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥48.09 (vs JP¥69.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.09 (down from JP¥69.49 in 2Q 2022). Revenue: JP¥2.30b (up 6.1% from 2Q 2022). Net income: JP¥48.0m (down 30% from 2Q 2022). Profit margin: 2.1% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28Takase Corporation to Report Q2, 2023 Results on Nov 09, 2022Takase Corporation announced that they will report Q2, 2023 results on Nov 09, 2022
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,400, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥123 (vs JP¥61.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥123 (up from JP¥61.43 in 1Q 2022). Revenue: JP¥2.28b (up 12% from 1Q 2022). Net income: JP¥122.0m (up 100% from 1Q 2022). Profit margin: 5.3% (up from 3.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥2,529, 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 grown by 4.4%.
お知らせ • Jun 25Takase Corporation to Report Q1, 2023 Results on Aug 09, 2022Takase Corporation announced that they will report Q1, 2023 results on Aug 09, 2022
Board Change • Jun 20No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥269 (vs JP¥79.56 in FY 2021)Full year 2022 results: EPS: JP¥269 (up from JP¥79.56 in FY 2021). Revenue: JP¥8.65b (up 15% from FY 2021). Net income: JP¥267.0m (up 238% from FY 2021). Profit margin: 3.1% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
お知らせ • May 14Takase Corporation, Annual General Meeting, Jun 28, 2022Takase Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Takase Corporation to Report Fiscal Year 2022 Results on May 12, 2022Takase Corporation announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%).
Board Change • Feb 21No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥108 (up from JP¥78.55 in 3Q 2021). Revenue: JP¥2.24b (up 10% from 3Q 2021). Net income: JP¥107.0m (up 37% from 3Q 2021). Profit margin: 4.8% (up from 3.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Dec 15No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16Second quarter 2022 earnings released: EPS JP¥69.39 (vs JP¥25.18 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.17b (up 17% from 2Q 2021). Net income: JP¥69.0m (up 176% from 2Q 2021). Profit margin: 3.2% (up from 1.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Yasufumi Miyazaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥69.39 (vs JP¥25.18 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.17b (up 17% from 2Q 2021). Net income: JP¥69.0m (up 176% from 2Q 2021). Profit margin: 3.2% (up from 1.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥61.39 (vs JP¥6.04 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.05b (up 18% from 1Q 2021). Net income: JP¥61.0m (up JP¥67.0m from 1Q 2021). Profit margin: 3.0% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥79.49 (vs JP¥98.69 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.52b (down 1.3% from FY 2020). Net income: JP¥79.0m (down 19% from FY 2020). Profit margin: 1.1% (down from 1.3% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).
お知らせ • Mar 21Takase Corporation to Report Fiscal Year 2021 Results on May 14, 2021Takase Corporation announced that they will report fiscal year 2021 results on May 14, 2021
分析記事 • Mar 17Is Takase (TYO:9087) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Feb 18Is Takase (TYO:9087) A Future Multi-bagger?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Is New 90 Day High Low • Feb 18New 90-day high: JP¥2,078The company is up 12% from its price of JP¥1,860 on 19 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 2.0% over the same period.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥78.35 (vs JP¥35.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.03b (up 5.6% from 3Q 2020). Net income: JP¥78.0m (up 123% from 3Q 2020). Profit margin: 3.8% (up from 1.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Jan 21Three Things You Should Check Before Buying Takase Corporation (TYO:9087) For Its DividendDividend paying stocks like Takase Corporation ( TYO:9087 ) tend to be popular with investors, and for good reason...
Is New 90 Day High Low • Dec 16New 90-day high: JP¥1,930The company is up 12% from its price of JP¥1,727 on 16 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 14% over the same period.
お知らせ • Dec 13Takase Corporation to Report Q3, 2021 Results on Feb 10, 2021Takase Corporation announced that they will report Q3, 2021 results on Feb 10, 2021
分析記事 • Dec 11Here's Why Takase (TYO:9087) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Is New 90 Day High Low • Nov 26New 90-day high: JP¥1,898The company is up 5.0% from its price of JP¥1,800 on 28 August 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Nov 02New 90-day high: JP¥1,889The company is up 5.0% from its price of JP¥1,800 on 04 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 6.0% over the same period.
お知らせ • Oct 10Takase Corporation to Report Q2, 2021 Results on Nov 12, 2020Takase Corporation announced that they will report Q2, 2021 results on Nov 12, 2020
お知らせ • Jun 29Takase Corporation to Report Q1, 2021 Results on Aug 13, 2020Takase Corporation announced that they will report Q1, 2021 results on Aug 13, 2020
