4761 Sakura KCS
- Jul 15, 2025
- 1 min read
Sakura KCS mainly focuses on software development and data centers. Primarily serves local governments, Sumitomo Mitsui Banking Corporation, and Fujitsu. Based in Hyogo, expanding to the Tokyo metropolitan area.
https://news.kobekeizai.jp/blog-entry-18962.html
New "AI ready" data centre coming online over the last few months of this year?
Vote for more dividends seems to be the first item on the agenda later this month.
https://www.kcs.co.jp/ja/ir/news/auto_20250604581565/pdfFile.pdf
just posted a thread to elaborate my personal take on this name
https://x.com/japan_guru_x/status/1920720624600703390
As of today (april 30, 2025) the co has net cash of 13 bil yen vs mkt cap of 12 bil (at stock price of 1100 yen per share). forecast to earn 1 bil yen in after-tax profit in FY 2025/3 and growing 2025 March issue of Japan Company Handbook says as follows: "Financial sector sees increased system development. Steady public sector projects offset the decline from prior Invoice System demand. Improved employee utilization rate expands operating profit margin. For the FY March 2026, finance sector projects referred by parent SMBC to provide solid rev base. Municipal system standardization projects increase. Steady progress on price increase, further improving profit margins."
DX / cyber security name with net cash majority-owned by 8316 SMBC
what not to like