Reported Earnings • Jun 03
Full year 2026 earnings released: EPS: JP¥20.37 (vs JP¥84.42 loss in FY 2025) Full year 2026 results: EPS: JP¥20.37 (up from JP¥84.42 loss in FY 2025). Revenue: JP¥18.3b (up 20% from FY 2025). Net income: JP¥206.0m (up JP¥1.05b from FY 2025). Profit margin: 1.1% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Announcement • May 16
Kantsu HD Co.,Ltd. (TSE:9326) announces an Equity Buyback for 125,000 shares, representing 1.21% for ¥51 million. Kantsu Co.,Ltd. (TSE:9326) announces a share repurchase program. Under the program, the company will repurchase up to 125,000 shares, representing 1.21% for ¥51 million. The shares will be repurchased at a price of ¥408 per share. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to future changes in the business environment. As of May 15, 2026, the company had 10,308,150 issued shares (excluding treasury stock) and 103,543 shares of treasury stock. Announcement • Apr 11
Kantsu HD Co.,Ltd., Annual General Meeting, May 28, 2026 Kantsu HD Co.,Ltd., Annual General Meeting, May 28, 2026. Announcement • Apr 03
Kantsu HD Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 10, 2026 Kantsu HD Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 10, 2026 Upcoming Dividend • Feb 19
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.7%). Reported Earnings • Jan 15
Third quarter 2026 earnings released: EPS: JP¥4.34 (vs JP¥49.05 loss in 3Q 2025) Third quarter 2026 results: EPS: JP¥4.34 (up from JP¥49.05 loss in 3Q 2025). Revenue: JP¥4.75b (up 32% from 3Q 2025). Net income: JP¥44.0m (up JP¥536.0m from 3Q 2025). Profit margin: 0.9% (up from net loss in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance. Declared Dividend • Oct 16
Dividend of JP¥10.00 announced Dividend of JP¥10.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 4 years but payments have been stable during that time. Reported Earnings • Oct 15
Second quarter 2026 earnings released: EPS: JP¥7.16 (vs JP¥1.10 in 2Q 2025) Second quarter 2026 results: EPS: JP¥7.16 (up from JP¥1.10 in 2Q 2025). Revenue: JP¥4.58b (up 20% from 2Q 2025). Net income: JP¥72.0m (up JP¥61.0m from 2Q 2025). Profit margin: 1.6% (up from 0.3% in 2Q 2025). New Risk • Sep 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥4.53b market cap, or US$30.6m). Reported Earnings • Jul 14
First quarter 2026 earnings released: JP¥1.09 loss per share (vs JP¥3.79 profit in 1Q 2025) First quarter 2026 results: JP¥1.09 loss per share (down from JP¥3.79 profit in 1Q 2025). Revenue: JP¥4.08b (up 8.5% from 1Q 2025). Net loss: JP¥11.0m (down 129% from profit in 1Q 2025). Reported Earnings • Jun 04
Full year 2025 earnings released: JP¥84.42 loss per share (vs JP¥4.87 profit in FY 2024) Full year 2025 results: JP¥84.42 loss per share (down from JP¥4.87 profit in FY 2024). Revenue: JP¥15.3b (up 28% from FY 2024). Net loss: JP¥848.0m (down JP¥897.0m from profit in FY 2024). Announcement • May 27
Kantsu Co.,Ltd. to Report Q1, 2026 Results on Jul 11, 2025 Kantsu Co.,Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025 Reported Earnings • Apr 12
Full year 2025 earnings released: JP¥84.42 loss per share (vs JP¥4.87 profit in FY 2024) Full year 2025 results: JP¥84.42 loss per share (down from JP¥4.87 profit in FY 2024). Revenue: JP¥15.3b (up 28% from FY 2024). Net loss: JP¥848.0m (down JP¥897.0m from profit in FY 2024). Announcement • Apr 11
Kantsu Co.,Ltd., Annual General Meeting, May 29, 2025 Kantsu Co.,Ltd., Annual General Meeting, May 29, 2025. Announcement • Feb 27
Kantsu Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025 Kantsu Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025 Upcoming Dividend • Feb 20
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.1%). Reported Earnings • Jan 15
Third quarter 2025 earnings released: JP¥49.05 loss per share (vs JP¥7.78 profit in 3Q 2024) Third quarter 2025 results: JP¥49.05 loss per share (down from JP¥7.78 profit in 3Q 2024). Revenue: JP¥3.61b (up 18% from 3Q 2024). Net loss: JP¥492.0m (down JP¥570.0m from profit in 3Q 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Reported Earnings • Oct 16
Second quarter 2025 earnings released: EPS: JP¥1.10 (vs JP¥7.38 in 2Q 2024) Second quarter 2025 results: EPS: JP¥1.10 (down from JP¥7.38 in 2Q 2024). Revenue: JP¥3.82b (up 34% from 2Q 2024). Net income: JP¥11.0m (down 85% from 2Q 2024). Profit margin: 0.3% (down from 2.6% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Logistics industry in Japan. Declared Dividend • Oct 13
Dividend of JP¥10.00 announced Dividend of JP¥10.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 30th May 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (218% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 3 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 142% to bring the payout ratio under control. EPS is expected to grow by 215% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Jul 16
First quarter 2025 earnings released: EPS: JP¥3.79 (vs JP¥4.04 in 1Q 2024) First quarter 2025 results: EPS: JP¥3.79 (down from JP¥4.04 in 1Q 2024). Revenue: JP¥3.76b (up 36% from 1Q 2024). Net income: JP¥38.0m (down 7.3% from 1Q 2024). Profit margin: 1.0% (down from 1.5% in 1Q 2024). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. New Risk • May 19
New major risk - Dividend sustainability The dividend is not well covered by earnings and cash flows. Payout ratio: 205% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 205% Paying a dividend despite having no free cash flows. Minor Risks Less than 3 years of financial data is available. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (JP¥4.76b market cap, or US$30.6m). Reported Earnings • Apr 14
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: EPS: JP¥4.87 (down from JP¥61.14 in FY 2023). Revenue: JP¥11.9b (up 14% from FY 2023). Net income: JP¥49.0m (down 92% from FY 2023). Profit margin: 0.4% (down from 6.0% in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 85%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Announcement • Apr 14
Kantsu Co.,Ltd., Annual General Meeting, May 29, 2024 Kantsu Co.,Ltd., Annual General Meeting, May 29, 2024. New Risk • Apr 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% 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: Major Risks Debt is not well covered by operating cash flow (1.3% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.95b market cap, or US$32.6m). Upcoming Dividend • Feb 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.8%). Reported Earnings • Jan 16
Third quarter 2024 earnings released: EPS: JP¥7.78 (vs JP¥43.38 in 3Q 2023) Third quarter 2024 results: EPS: JP¥7.78 (down from JP¥43.38 in 3Q 2023). Revenue: JP¥3.06b (up 14% from 3Q 2023). Net income: JP¥78.0m (down 83% from 3Q 2023). Profit margin: 2.5% (down from 17% in 3Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥655, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Logistics industry in Japan. Total loss to shareholders of 20% over the past three years. Announcement • Nov 27
Kantsu Co.,Ltd. to Report Q3, 2024 Results on Jan 15, 2024 Kantsu Co.,Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024 Announcement • Nov 03
Kantsu Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024 Kantsu Co.,Ltd. provided dividend guidance of JPY 10.00 for the Fiscal year ending February 29, 2024 against JPY 10.00 paid a year ago. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥580, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Logistics industry in Japan. Total loss to shareholders of 35% over the past three years. New Risk • Oct 13
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 44% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.6% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.1% average weekly change). Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. High level of non-cash earnings (44% accrual ratio). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥7.03b market cap, or US$47.0m). Reported Earnings • Oct 12
Second quarter 2024 earnings released: EPS: JP¥7.38 (vs JP¥43.38 in 2Q 2023) Second quarter 2024 results: EPS: JP¥7.38 (down from JP¥43.38 in 2Q 2023). Revenue: JP¥2.84b (up 5.6% from 2Q 2023). Net income: JP¥74.0m (down 83% from 2Q 2023). Profit margin: 2.6% (down from 17% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Japan. Announcement • Jul 30
Kantsu Co.,Ltd. to Report Q2, 2024 Results on Oct 11, 2023 Kantsu Co.,Ltd. announced that they will report Q2, 2024 results on Oct 11, 2023 New Risk • Jul 18
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 5.1% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.31b market cap, or US$38.3m). Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥577, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 11x in the Logistics industry in Japan. Total loss to shareholders of 43% over the past three years. Reported Earnings • Apr 16
Full year 2023 earnings released: EPS: JP¥61.14 (vs JP¥45.64 in FY 2022) Full year 2023 results: EPS: JP¥61.14 (up from JP¥45.64 in FY 2022). Revenue: JP¥10.5b (up 3.9% from FY 2022). Net income: JP¥628.0m (up 36% from FY 2022). Profit margin: 6.0% (up from 4.6% in FY 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥10.00 per share at 2.4% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%). Announcement • Jan 31
Kantsu Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023 Kantsu Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023 Reported Earnings • Jan 14
Third quarter 2023 earnings released: EPS: JP¥6.72 (vs JP¥5.71 in 3Q 2022) Third quarter 2023 results: EPS: JP¥6.72. Revenue: JP¥2.70b (up 9.7% from 3Q 2022). Net income: JP¥69.0m (down 49% from 3Q 2022). Profit margin: 2.6% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Outside Director Akira Tabata was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Nov 02
Kantsu Co.,Ltd. to Report Q3, 2023 Results on Jan 13, 2023 Kantsu Co.,Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023 Reported Earnings • Oct 17
Second quarter 2023 earnings released Second quarter 2023 results: EPS: JP¥3.60. Revenue: JP¥2.54b (up 6.4% from 2Q 2022). Net income: JP¥37.0m (down 67% from 2Q 2022). Profit margin: 1.5% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Announcement • Aug 01
Kantsu Co.,Ltd. to Report Q2, 2023 Results on Oct 14, 2022 Kantsu Co.,Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022 Reported Earnings • Jul 15
First quarter 2023 earnings released: EPS: JP¥7.40 (vs JP¥11.83 in 1Q 2022) First quarter 2023 results: EPS: JP¥7.40 (down from JP¥11.83 in 1Q 2022). Revenue: JP¥2.57b (down 5.7% from 1Q 2022). Net income: JP¥76.0m (down 35% from 1Q 2022). Profit margin: 3.0% (down from 4.3% in 1Q 2022). The decrease in margin was driven by lower revenue. Board Change • Jun 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Outside Director Akira Tabata was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥624, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 10x in the Logistics industry in Japan. Total loss to shareholders of 36% over the past year. Reported Earnings • Jun 03
Full year 2022 earnings released: EPS: JP¥45.64 (vs JP¥31.66 in FY 2021) Full year 2022 results: EPS: JP¥45.64 (up from JP¥31.66 in FY 2021). Revenue: JP¥10.1b (up 6.0% from FY 2021). Net income: JP¥463.0m (up 64% from FY 2021). Profit margin: 4.6% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Announcement • May 10
Kantsu Co.,Ltd. Announces Dividend Guidance for the Fiscal Year Ending Feb. 28, 2023 Kantsu Co.,Ltd. announced dividend guidance for the Fiscal year ending Feb. 28, 2023. FOr the year, the company expected dividend of JPY 10.00. Announcement • May 02
Kantsu Co.,Ltd. to Report Q1, 2023 Results on Jul 14, 2022 Kantsu Co.,Ltd. announced that they will report Q1, 2023 results on Jul 14, 2022 Buying Opportunity • Apr 19
Now 22% undervalued Over the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥1,072, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 39%. Announcement • Apr 16
Kantsu Co.,Ltd., Annual General Meeting, May 27, 2022 Kantsu Co.,Ltd., Annual General Meeting, May 27, 2022. Reported Earnings • Apr 15
Full year 2022 earnings released: EPS: JP¥45.64 (vs JP¥31.66 in FY 2021) Full year 2022 results: EPS: JP¥45.64 (up from JP¥31.66 in FY 2021). Revenue: JP¥10.1b (up 6.0% from FY 2021). Net income: JP¥463.0m (up 64% from FY 2021). Profit margin: 4.6% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Announcement • Apr 08
Kantsu Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022 Kantsu Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022 Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥762, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 13x in the Logistics industry in Japan. Total loss to shareholders of 8.4% over the past year. Announcement • Feb 02
Kantsu Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending Feb. 28, 2022 Kantsu Co.,Ltd. provided earnings guidance for the fiscal year ending Feb. 28, 2022. For the full year, the company expects net sales of ¥10,756 million, operating profit of ¥670 million and profit of ¥428 million or ¥42.27 per share. Reported Earnings • Jan 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥5.71 (down from JP¥6.16 in 3Q 2021). Revenue: JP¥2.46b (up 1.4% from 3Q 2021). Net income: JP¥135.0m (up 141% from 3Q 2021). Profit margin: 5.5% (up from 2.3% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Valuation Update With 7 Day Price Move • Oct 21
Investor sentiment deteriorated over the past week After last week's 21% share price decline to JP¥1,016, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 14x in the Logistics industry in Japan. Negligible returns to shareholders over past year. Reported Earnings • Oct 15
Second quarter 2022 earnings released: EPS JP¥33.25 (vs JP¥18.47 in 2Q 2021) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥2.38b (down 1.6% from 2Q 2021). Net income: JP¥113.0m (up 102% from 2Q 2021). Profit margin: 4.7% (up from 2.3% in 2Q 2021). The increase in margin was driven by lower expenses. Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment deteriorated over the past week After last week's 68% share price decline to JP¥1,138, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 14x in the Logistics industry in Japan. Total loss to shareholders of 60% over the past year. Announcement • Aug 06
Kantsu Co.,Ltd. Provides Earnings Guidance for the First Half and Year Ending February 28, 2022 Kantsu Co.,Ltd. provided earnings guidance for the first half and year ending February 28, 2022. For the first half, the company expects net sales to be JPY 5,282 million. Operating profit to be 319 million. Profit to be JPY 202 million. Net income per share to be JPY 60.65.
For the year, the company expects net sales to be JPY 10,756 million. Operating profit to be 670 million. Profit to be JPY 428 million. Net income per share to be JPY 134.14. Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improved over the past week After last week's 34% share price gain to JP¥4,225, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 14x in the Logistics industry in Japan. Total returns to shareholders of 67% over the past year. Reported Earnings • Jul 16
First quarter 2022 earnings released: EPS JP¥35.49 (vs JP¥29.01 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.73b (up 38% from 1Q 2021). Net income: JP¥117.0m (up 77% from 1Q 2021). Profit margin: 4.3% (up from 3.3% in 1Q 2021). The increase in margin was driven by higher revenue. Reported Earnings • May 30
Full year 2021 earnings released: EPS JP¥94.98 (vs JP¥74.73 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥9.53b (up 31% from FY 2020). Net income: JP¥283.0m (up 67% from FY 2020). Profit margin: 3.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Announcement • May 06
Kantsu Co.,Ltd. Provides Earnings Guidance for the First Half and Year Ending February 28, 2022 Kantsu Co.,Ltd. provided earnings guidance for the first half and year ending February 28, 2022. For the first half, the company expects net sales to be JPY 4,901 million. Operating profit to be 186 million. Profit to be JPY 113 million. Net income per share to be JPY 35.57.
For the year, the company expects net sales to be JPY 10,756 million. Operating profit to be 670 million. Profit to be JPY 428 million. Net income per share to be JPY 134.14. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improved over the past week After last week's 23% share price gain to JP¥3,395, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 16x in the Logistics industry in Japan. Total returns to shareholders of 9.5% over the past year. Reported Earnings • Apr 17
Full year 2021 earnings released: EPS JP¥94.98 (vs JP¥74.73 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥9.53b (up 31% from FY 2020). Net income: JP¥283.0m (up 67% from FY 2020). Profit margin: 3.0% (up from 2.3% in FY 2020). Announcement • Jan 31
Kantsu Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021 Kantsu Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021 Is New 90 Day High Low • Dec 07
New 90-day low: JP¥2,429 The company is down 16% from its price of JP¥2,876 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 Logistics industry, which is up 10.0% over the same period. Announcement • Aug 24
Kantsu Co.,Ltd. to Report Q2, 2021 Results on Oct 14, 2020 Kantsu Co.,Ltd. announced that they will report Q2, 2021 results on Oct 14, 2020