9060 Japan Logitem
- Aug 13, 2025
- 1 min read
Land transport company shipping products for clients including Nisshin Seifun Group, which is a shareholder, and also for food, interior, electronics, and clothing sector clients. Strengthening shipping operation for EC businesses
"If you pay attention to management commentary there's some alpha since zero people are looking. They mentioned opening big new facility in Osaka due to client needs last Q. Some of that revenue / profits coming on line now"
https://x.com/AltayCapital/status/1955065889553805643
at 4735 yen/share, 6.5 bil yen mkt cap vs 18 bil yen net debt, but significant land ownership
12.82x per / 0.42x pbr / 1.69% yield