Japanese (NIKKEI) Logistics Industry Analysis
- 7D-1.1%
- 3M-14.0%
- 1Y-11.9%
- YTD-10.4%
Over the last 7 days, the Logistics industry has dropped 1.1%, driven by a decline by SG HoldingsLtd of 4.7%. However, the industry is down 12% over the past year.
Industry Valuation and Performance
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 27 Jan 2022 | JPÂ¥3.2t | JPÂ¥5.3t | JPÂ¥214.3b | 12.1x |
| Sat, 25 Dec 2021 | JPÂ¥3.5t | JPÂ¥5.3t | JPÂ¥213.7b | 12.8x |
| Mon, 22 Nov 2021 | JPÂ¥3.5t | JPÂ¥5.3t | JPÂ¥213.7b | 12.6x |
| Wed, 20 Oct 2021 | JPÂ¥3.8t | JPÂ¥5.1t | JPÂ¥215.4b | 14.7x |
| Fri, 17 Sep 2021 | JPÂ¥4.1t | JPÂ¥5.1t | JPÂ¥215.2b | 15.4x |
| Sun, 15 Aug 2021 | JPÂ¥3.9t | JPÂ¥5.1t | JPÂ¥215.2b | 14x |
| Thu, 10 Jun 2021 | JPÂ¥3.4t | JPÂ¥4.9t | JPÂ¥193.0b | 17.8x |
| Wed, 03 Mar 2021 | JPÂ¥3.4t | JPÂ¥4.7t | JPÂ¥168.7b | 17.1x |
| Sat, 05 Dec 2020 | JPÂ¥3.8t | JPÂ¥4.6t | JPÂ¥147.2b | 17x |
| Tue, 08 Sep 2020 | JPÂ¥3.3t | JPÂ¥4.6t | JPÂ¥133.7b | 16.2x |
| Mon, 01 Jun 2020 | JPÂ¥2.7t | JPÂ¥4.5t | JPÂ¥108.0b | 16x |
| Thu, 05 Mar 2020 | JPÂ¥1.9t | JPÂ¥4.5t | JPÂ¥100.2b | 13x |
| Sun, 08 Dec 2019 | JPÂ¥2.2t | JPÂ¥4.5t | JPÂ¥100.0b | 13.7x |
| Sat, 31 Aug 2019 | JPÂ¥2.2t | JPÂ¥4.5t | JPÂ¥93.8b | 14.1x |
| Tue, 04 Jun 2019 | JPÂ¥2.4t | JPÂ¥4.4t | JPÂ¥109.9b | 11.9x |
| Fri, 08 Mar 2019 | JPÂ¥2.8t | JPÂ¥4.3t | JPÂ¥124.9b | 16.4x |
14.4x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 15.2x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Logistics industry have grown 20% per year over the last three years, and revenues for these companies have grown 7.0% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Logistics industry?
| Air Freight and Logistics | -1.07% | |
Industry PE: Investors are most optimistic about the Air Freight and Logistics industry even though it's trading below its 3-year average PE ratio of 15.2x. However analysts are expecting annual earnings growth of 2.7%, which is lower than the prior year's growth of 67% per year. So the market might believe that analysts are underestimating future growth.
Forecasted Growth: Analysts are most optimistic on the Air Freight and Logistics industry, expecting annual earnings growth of 2.7% over the next 5 years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9064 Yamato Holdings | JPÂ¥2.44k | 2.6% +JPÂ¥23.4b | -7.6% | PE15.8x | |
| 9319 Chuo WarehouseLtd | JPÂ¥985.00 | 2.9% +JPÂ¥531.2m | -13.1% | PE13.2x | |
| 9324 Yasuda Logistics | JPÂ¥969.00 | 1.9% +JPÂ¥521.3m | 2.8% | PE10.4x | |
| 9027 Loginet Japan | JPÂ¥3.28k | 2.5% +JPÂ¥460.3m | 5.8% | PE7.1x | |
| 9304 Shibusawa Warehouse | JPÂ¥2.14k | 1.4% +JPÂ¥456.1m | -4.2% | PE11.3x |