View Future GrowthHamakyorex 과거 순이익 실적과거 기준 점검 5/6Hamakyorex은 연평균 9.1%의 비율로 수입이 증가해 온 반면, Logistics 산업은 수입이 6.8% 증가했습니다. 매출은 연평균 5.3%의 비율로 증가했습니다. Hamakyorex의 자기자본이익률은 10.6%이고 순이익률은 6.9%입니다.핵심 정보9.14%순이익 성장률9.50%주당순이익(EPS) 성장률Logistics 산업 성장률13.19%매출 성장률5.29%자기자본이익률10.60%순이익률6.89%다음 순이익 업데이트09 Jun 2026최근 과거 실적 업데이트분석 기사 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. 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 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • Dec 02Hamakyorex Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Hamakyorex Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥31.64 (vs JP¥28.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.64 (up from JP¥28.64 in 2Q 2025). Revenue: JP¥38.0b (up 4.3% from 2Q 2025). Net income: JP¥2.34b (up 9.8% from 2Q 2025). Profit margin: 6.2% (up from 5.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.모든 업데이트 보기Recent updates분석 기사 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 12Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026.공시 • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. 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 31% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,852. The fair value is estimated to be JP¥2,334, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.분석 기사 • Dec 03Hamakyorex (TSE:9037) Is Increasing Its Dividend To ¥20.00Hamakyorex Co., Ltd. ( TSE:9037 ) will increase its dividend from last year's comparable payment on the 19th of June to...공시 • Dec 02Hamakyorex Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Hamakyorex Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026Declared Dividend • Dec 02First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥31.64 (vs JP¥28.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.64 (up from JP¥28.64 in 2Q 2025). Revenue: JP¥38.0b (up 4.3% from 2Q 2025). Net income: JP¥2.34b (up 9.8% from 2Q 2025). Profit margin: 6.2% (up from 5.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).공시 • Sep 01Hamakyorex Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Hamakyorex Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥33.63 (vs JP¥28.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥33.63 (up from JP¥28.71 in 1Q 2025). Revenue: JP¥37.4b (up 4.6% from 1Q 2025). Net income: JP¥2.49b (up 16% from 1Q 2025). Profit margin: 6.7% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,335. The fair value is estimated to be JP¥1,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.공시 • Jun 03Hamakyorex Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Hamakyorex Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 10Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 09Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025.분석 기사 • Apr 08An Intrinsic Calculation For Hamakyorex Co., Ltd. (TSE:9037) Suggests It's 48% UndervaluedKey Insights Hamakyorex's estimated fair value is JP¥2,288 based on 2 Stage Free Cash Flow to Equity Hamakyorex's...공시 • Mar 29Hamakyorex Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Hamakyorex Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥35.07 (vs JP¥31.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.07 (up from JP¥31.96 in 3Q 2024). Revenue: JP¥38.8b (up 2.9% from 3Q 2024). Net income: JP¥2.60b (up 8.3% from 3Q 2024). Profit margin: 6.7% (up from 6.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 03First half dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 28th March 2025 Payment date: 19th June 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 21Hamakyorex Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Hamakyorex Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Oct 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥36.5b (up 6.4% from 2Q 2024). Net income: JP¥2.13b (up 16% from 2Q 2024). Profit margin: 5.8% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in Japan.공시 • Oct 16Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 200,000 shares, representing 0.27% for ¥253 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.27% of its total shares outstanding excluding treasury shares, for a total of ¥253 million. The shares will be repurchased at ¥1,265 per share. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. As of September 30, 2024, the company had 74,151,004 shares outstanding excluding treasury shares and had 1,896,996 shares in treasury.Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.2%).분석 기사 • Aug 23Hamakyorex (TSE:9037) Is Due To Pay A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...분석 기사 • Aug 09Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...공시 • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Hamakyorex Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥115 (vs JP¥102 in 1Q 2024)First quarter 2025 results: EPS: JP¥115 (up from JP¥102 in 1Q 2024). Revenue: JP¥35.7b (up 8.0% from 1Q 2024). Net income: JP¥2.15b (up 13% from 1Q 2024). Profit margin: 6.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 26Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...분석 기사 • Jul 12Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend of ¥65.00 per share on the 2nd...Declared Dividend • Jul 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 28Hamakyorex Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Hamakyorex Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024Reported Earnings • Jun 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • May 23Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.공시 • May 22Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024.공시 • May 21Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 220,000 shares, representing 1.17% for ¥1,000 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 1.17% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. The repurchase program is valid till April 30, 2025. As of March 31, 2024, the company had 18,757,098 shares outstanding excluding treasury shares and had 254,902 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).분석 기사 • Mar 21Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd. ( TSE:9037 ) will pay a dividend of ¥55.00 on the 17th of June. The payment will take the dividend...공시 • Mar 20Hamakyorex Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Hamakyorex Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024분석 기사 • Feb 27Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd.'s ( TSE:9037 ) investors are due to receive a payment of ¥55.00 per share on 17th of June. Based...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥132 (vs JP¥114 in 3Q 2023)Third quarter 2024 results: EPS: JP¥132 (up from JP¥114 in 3Q 2023). Revenue: JP¥37.7b (up 7.9% from 3Q 2023). Net income: JP¥2.47b (up 15% from 3Q 2023). Profit margin: 6.6% (up from 6.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.공시 • Dec 07Hamakyorex Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Hamakyorex Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥98.28 (vs JP¥90.81 in 2Q 2023)Second quarter 2024 results: EPS: JP¥98.28 (up from JP¥90.81 in 2Q 2023). Revenue: JP¥34.3b (up 5.7% from 2Q 2023). Net income: JP¥1.85b (up 8.1% from 2Q 2023). Profit margin: 5.4% (up from 5.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).공시 • Aug 27Hamakyorex Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Hamakyorex Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023공시 • Aug 19Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥203.5 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase 50,000 shares, representing 0.27% of the outstanding shares for ¥203.5 million. The shares will be repurchased at a price of ¥4,070 per share. The purpose of the program is to enable flexible execution of capital policy in response to changes in the business environment. The program will expire on August 21, 2023. As of July 31, 2023, the company had 18,787,778 shares outstanding and 224,222 shares in treasury.Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥102 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥102 (down from JP¥104 in 1Q 2023). Revenue: JP¥33.1b (up 1.7% from 1Q 2023). Net income: JP¥1.91b (down 2.5% from 1Q 2023). Profit margin: 5.8% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.공시 • Jun 24Hamakyorex Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Hamakyorex Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • Jun 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • May 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.공시 • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥114 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥114 (up from JP¥105 in 3Q 2022). Revenue: JP¥34.9b (up 5.1% from 3Q 2022). Net income: JP¥2.14b (up 8.5% from 3Q 2022). Profit margin: 6.1% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Katada Sumiko was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Nov 11Hamakyorex Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Hamakyorex Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buying Opportunity • Sep 22Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥4,016, 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 6.5%. Revenue is forecast to grow by 9.1% in 2 years. Earnings is forecast to grow by 6.3% in the next 2 years.Buying Opportunity • Sep 01Now 21% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be JP¥3,960, 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 6.5%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to grow by 6.8% in the next 2 years.공시 • Aug 20Hamakyorex Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022Hamakyorex Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥95.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥95.81 in 1Q 2022). Revenue: JP¥32.5b (up 6.3% from 1Q 2022). Net income: JP¥1.96b (up 8.8% from 1Q 2022). Profit margin: 6.0% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.5%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Jun 11Hamakyorex Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Hamakyorex Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • May 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.0%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takeshi Mori was the last independent 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.공시 • Apr 08Hamakyorex Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Hamakyorex Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Jan 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥105 (down from JP¥105 in 3Q 2021). Revenue: JP¥33.2b (up 4.6% from 3Q 2021). Net income: JP¥1.98b (flat on 3Q 2021). Profit margin: 5.9% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 4.7%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 19Price target decreased to JP¥3,200Down from JP¥3,450, the current price target is an average from 2 analysts. New target price is 6.7% above last closing price of JP¥2,998. Stock is down 1.2% over the past year. The company is forecast to post earnings per share of JP¥365 for next year compared to JP¥342 last year.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥84.58 (vs JP¥86.00 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥30.7b (up 5.6% from 2Q 2021). Net income: JP¥1.59b (down 1.7% from 2Q 2021). Profit margin: 5.2% (down from 5.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥95.81 (vs JP¥81.48 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥30.6b (up 6.9% from 1Q 2021). Net income: JP¥1.80b (up 17% from 1Q 2021). Profit margin: 5.9% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 11New 90-day high: JP¥3,410The company is up 18% from its price of JP¥2,900 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,925 per share.공시 • Mar 04Hamakyorex Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Hamakyorex Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021공시 • Feb 19Hamakyorex Co., Ltd. (TSE:9037) acquired Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami.Hamakyorex Co., Ltd. (TSE:9037) signed a transfer agreement to acquire Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021. As of September 30, 2021, Eishin and Maruko had networth of ¥117million and total assets of ¥245 million. Board of Directors of Hamakyorex approved the transaction. The impact of the Hamakyorex on his consolidated financial results for the fiscal year ending March 2021 will be minor. Hamakyorex Co., Ltd. (TSE:9037) completed te acquisition of Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥105 (vs JP¥92.61 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.8b (down 2.2% from 3Q 2020). Net income: JP¥1.98b (up 12% from 3Q 2020). Profit margin: 6.2% (up from 5.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 4.0%, compared to a 1.0% growth forecast for the Transportation industry in Japan.Is New 90 Day High Low • Feb 01New 90-day high: JP¥3,190The company is up 6.0% from its price of JP¥2,996 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥7,452 per share.Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,872The company is down 15% from its price of JP¥3,365 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,230 per share.Price Target Changed • Dec 01Price target raised to JP¥3,400Up from JP¥3,000, the current price target is an average from 2 analysts. The new target price is 16% above the current share price of JP¥2,938. As of last close, the stock is down 19% over the past year.공시 • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2021 Results on Oct 28, 2020Hamakyorex Co., Ltd. announced that they will report Q2, 2021 results on Oct 28, 2020매출 및 비용 세부 내역Hamakyorex가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:9037 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26155,50010,7204,588031 Dec 25151,7719,6904,550030 Sep 25149,8969,4784,481030 Jun 25148,3169,2684,417031 Mar 25146,6688,9314,450031 Dec 24146,4929,0324,443030 Sep 24145,4058,8344,689030 Jun 24143,2248,5474,755031 Mar 24140,5728,3054,555031 Dec 23137,0697,7444,296030 Sep 23134,3137,4913,775030 Jun 23132,4577,3523,498031 Mar 23131,9127,4003,430031 Dec 22130,4997,5603,437030 Sep 22128,7897,3923,443030 Jun 22127,0307,2753,333031 Mar 22125,0947,1173,220031 Dec 21123,9386,6593,245030 Sep 21122,4686,6623,083030 Jun 21120,8506,6892,972031 Mar 21118,8766,4272,888031 Dec 20119,1146,5342,987030 Sep 20119,8326,3153,089030 Jun 20121,4166,2432,912031 Mar 20122,4716,2333,006031 Dec 19121,6995,9982,665030 Sep 19122,5716,1432,624030 Jun 19118,7455,9842,690031 Mar 19115,9195,9052,431031 Dec 18112,5046,1612,399030 Sep 18106,9205,8882,172030 Jun 18105,3945,7252,151031 Mar 18103,4765,5752,119031 Dec 17101,9275,3242,140030 Sep 17100,1175,2322,073030 Jun 1799,4665,1662,019031 Mar 1799,1915,0532,007031 Dec 1698,7044,8882,086030 Sep 1698,1284,7372,043030 Jun 1696,8114,7411,946031 Mar 1695,2044,7261,819031 Dec 1594,0504,4851,846030 Sep 1593,1594,3031,825030 Jun 1592,4564,0651,8220양질의 수익: 9037는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 9037의 현재 순 이익률 (6.9%)은 지난해 (6.1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 9037의 수익은 지난 5년 동안 연평균 9.1% 증가했습니다.성장 가속화: 지난 1년간 9037 의 수익 증가율(20%)은 연간 평균(9.1%)을 초과합니다.수익 대 산업: 9037의 지난 1년 수익 증가율(20%)은 Logistics 업계의 4.2%를 상회했습니다.자기자본이익률높은 ROE: 9037의 자본 수익률(10.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTransportation 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/30 12:10종가2026/05/29 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Hamakyorex Co., Ltd.는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yasuhito TsuchiyaBofA Global ResearchWanlin YangDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.3명의 분석가 더 보기
분석 기사 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. 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 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Dec 02Hamakyorex Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Hamakyorex Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥31.64 (vs JP¥28.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.64 (up from JP¥28.64 in 2Q 2025). Revenue: JP¥38.0b (up 4.3% from 2Q 2025). Net income: JP¥2.34b (up 9.8% from 2Q 2025). Profit margin: 6.2% (up from 5.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 12Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026.
공시 • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. 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 31% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,852. The fair value is estimated to be JP¥2,334, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
분석 기사 • Dec 03Hamakyorex (TSE:9037) Is Increasing Its Dividend To ¥20.00Hamakyorex Co., Ltd. ( TSE:9037 ) will increase its dividend from last year's comparable payment on the 19th of June to...
공시 • Dec 02Hamakyorex Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Hamakyorex Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026
Declared Dividend • Dec 02First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥31.64 (vs JP¥28.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.64 (up from JP¥28.64 in 2Q 2025). Revenue: JP¥38.0b (up 4.3% from 2Q 2025). Net income: JP¥2.34b (up 9.8% from 2Q 2025). Profit margin: 6.2% (up from 5.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
공시 • Sep 01Hamakyorex Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Hamakyorex Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥33.63 (vs JP¥28.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥33.63 (up from JP¥28.71 in 1Q 2025). Revenue: JP¥37.4b (up 4.6% from 1Q 2025). Net income: JP¥2.49b (up 16% from 1Q 2025). Profit margin: 6.7% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,335. The fair value is estimated to be JP¥1,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
공시 • Jun 03Hamakyorex Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Hamakyorex Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 10Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 09Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025.
분석 기사 • Apr 08An Intrinsic Calculation For Hamakyorex Co., Ltd. (TSE:9037) Suggests It's 48% UndervaluedKey Insights Hamakyorex's estimated fair value is JP¥2,288 based on 2 Stage Free Cash Flow to Equity Hamakyorex's...
공시 • Mar 29Hamakyorex Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Hamakyorex Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥35.07 (vs JP¥31.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.07 (up from JP¥31.96 in 3Q 2024). Revenue: JP¥38.8b (up 2.9% from 3Q 2024). Net income: JP¥2.60b (up 8.3% from 3Q 2024). Profit margin: 6.7% (up from 6.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 03First half dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 28th March 2025 Payment date: 19th June 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 21Hamakyorex Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Hamakyorex Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Oct 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥36.5b (up 6.4% from 2Q 2024). Net income: JP¥2.13b (up 16% from 2Q 2024). Profit margin: 5.8% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in Japan.
공시 • Oct 16Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 200,000 shares, representing 0.27% for ¥253 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.27% of its total shares outstanding excluding treasury shares, for a total of ¥253 million. The shares will be repurchased at ¥1,265 per share. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. As of September 30, 2024, the company had 74,151,004 shares outstanding excluding treasury shares and had 1,896,996 shares in treasury.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.2%).
분석 기사 • Aug 23Hamakyorex (TSE:9037) Is Due To Pay A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...
분석 기사 • Aug 09Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...
공시 • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Hamakyorex Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥115 (vs JP¥102 in 1Q 2024)First quarter 2025 results: EPS: JP¥115 (up from JP¥102 in 1Q 2024). Revenue: JP¥35.7b (up 8.0% from 1Q 2024). Net income: JP¥2.15b (up 13% from 1Q 2024). Profit margin: 6.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 26Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...
분석 기사 • Jul 12Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend of ¥65.00 per share on the 2nd...
Declared Dividend • Jul 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 28Hamakyorex Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Hamakyorex Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024
Reported Earnings • Jun 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • May 23Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
공시 • May 22Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024.
공시 • May 21Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 220,000 shares, representing 1.17% for ¥1,000 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 1.17% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. The repurchase program is valid till April 30, 2025. As of March 31, 2024, the company had 18,757,098 shares outstanding excluding treasury shares and had 254,902 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).
분석 기사 • Mar 21Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd. ( TSE:9037 ) will pay a dividend of ¥55.00 on the 17th of June. The payment will take the dividend...
공시 • Mar 20Hamakyorex Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Hamakyorex Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
분석 기사 • Feb 27Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd.'s ( TSE:9037 ) investors are due to receive a payment of ¥55.00 per share on 17th of June. Based...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥132 (vs JP¥114 in 3Q 2023)Third quarter 2024 results: EPS: JP¥132 (up from JP¥114 in 3Q 2023). Revenue: JP¥37.7b (up 7.9% from 3Q 2023). Net income: JP¥2.47b (up 15% from 3Q 2023). Profit margin: 6.6% (up from 6.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
공시 • Dec 07Hamakyorex Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Hamakyorex Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥98.28 (vs JP¥90.81 in 2Q 2023)Second quarter 2024 results: EPS: JP¥98.28 (up from JP¥90.81 in 2Q 2023). Revenue: JP¥34.3b (up 5.7% from 2Q 2023). Net income: JP¥1.85b (up 8.1% from 2Q 2023). Profit margin: 5.4% (up from 5.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).
공시 • Aug 27Hamakyorex Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Hamakyorex Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
공시 • Aug 19Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥203.5 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase 50,000 shares, representing 0.27% of the outstanding shares for ¥203.5 million. The shares will be repurchased at a price of ¥4,070 per share. The purpose of the program is to enable flexible execution of capital policy in response to changes in the business environment. The program will expire on August 21, 2023. As of July 31, 2023, the company had 18,787,778 shares outstanding and 224,222 shares in treasury.
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥102 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥102 (down from JP¥104 in 1Q 2023). Revenue: JP¥33.1b (up 1.7% from 1Q 2023). Net income: JP¥1.91b (down 2.5% from 1Q 2023). Profit margin: 5.8% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
공시 • Jun 24Hamakyorex Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Hamakyorex Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • Jun 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • May 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
공시 • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥114 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥114 (up from JP¥105 in 3Q 2022). Revenue: JP¥34.9b (up 5.1% from 3Q 2022). Net income: JP¥2.14b (up 8.5% from 3Q 2022). Profit margin: 6.1% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Katada Sumiko was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Nov 11Hamakyorex Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Hamakyorex Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buying Opportunity • Sep 22Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥4,016, 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 6.5%. Revenue is forecast to grow by 9.1% in 2 years. Earnings is forecast to grow by 6.3% in the next 2 years.
Buying Opportunity • Sep 01Now 21% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be JP¥3,960, 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 6.5%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to grow by 6.8% in the next 2 years.
공시 • Aug 20Hamakyorex Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022Hamakyorex Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥95.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥95.81 in 1Q 2022). Revenue: JP¥32.5b (up 6.3% from 1Q 2022). Net income: JP¥1.96b (up 8.8% from 1Q 2022). Profit margin: 6.0% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.5%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Jun 11Hamakyorex Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Hamakyorex Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • May 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.0%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takeshi Mori was the last independent 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.
공시 • Apr 08Hamakyorex Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Hamakyorex Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥105 (down from JP¥105 in 3Q 2021). Revenue: JP¥33.2b (up 4.6% from 3Q 2021). Net income: JP¥1.98b (flat on 3Q 2021). Profit margin: 5.9% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 4.7%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 19Price target decreased to JP¥3,200Down from JP¥3,450, the current price target is an average from 2 analysts. New target price is 6.7% above last closing price of JP¥2,998. Stock is down 1.2% over the past year. The company is forecast to post earnings per share of JP¥365 for next year compared to JP¥342 last year.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥84.58 (vs JP¥86.00 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥30.7b (up 5.6% from 2Q 2021). Net income: JP¥1.59b (down 1.7% from 2Q 2021). Profit margin: 5.2% (down from 5.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥95.81 (vs JP¥81.48 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥30.6b (up 6.9% from 1Q 2021). Net income: JP¥1.80b (up 17% from 1Q 2021). Profit margin: 5.9% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 11New 90-day high: JP¥3,410The company is up 18% from its price of JP¥2,900 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,925 per share.
공시 • Mar 04Hamakyorex Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Hamakyorex Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
공시 • Feb 19Hamakyorex Co., Ltd. (TSE:9037) acquired Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami.Hamakyorex Co., Ltd. (TSE:9037) signed a transfer agreement to acquire Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021. As of September 30, 2021, Eishin and Maruko had networth of ¥117million and total assets of ¥245 million. Board of Directors of Hamakyorex approved the transaction. The impact of the Hamakyorex on his consolidated financial results for the fiscal year ending March 2021 will be minor. Hamakyorex Co., Ltd. (TSE:9037) completed te acquisition of Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥105 (vs JP¥92.61 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.8b (down 2.2% from 3Q 2020). Net income: JP¥1.98b (up 12% from 3Q 2020). Profit margin: 6.2% (up from 5.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 4.0%, compared to a 1.0% growth forecast for the Transportation industry in Japan.
Is New 90 Day High Low • Feb 01New 90-day high: JP¥3,190The company is up 6.0% from its price of JP¥2,996 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥7,452 per share.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,872The company is down 15% from its price of JP¥3,365 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,230 per share.
Price Target Changed • Dec 01Price target raised to JP¥3,400Up from JP¥3,000, the current price target is an average from 2 analysts. The new target price is 16% above the current share price of JP¥2,938. As of last close, the stock is down 19% over the past year.
공시 • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2021 Results on Oct 28, 2020Hamakyorex Co., Ltd. announced that they will report Q2, 2021 results on Oct 28, 2020