9072 Nikkon
- Dec 30, 2025
- 1 min read
Updated: Jan 9
Nikkon engages in transportation, warehousing, and cargo packaging.
Originally founded in 1953 as a company to package Honda motorcycles in wooden crates.
Around 60% of the cargo handled is automotive-related, including Honda and Subaru four-wheel and two-wheel parts and completed vehicles.
The company is currently diversifying its cargo packaging reach to housing equipment, agricultural machinery, and general consumer goods.
The company has expanded its warehouses in response to business expansion. Since 1989, it has expanded overseas to nine countries, including the United States, Thailand, China, the Philippines, and Indonesia. In 2010, it became a subsidiary of Chuetsu Tech. It is also a "summer season stock" (a stock related to extreme heat), with beverage shipments increasing during extreme heat.
The company plans to pay total dividends of around 40% of net income for the current period.
"Oasis and Farallon both invested in Fujitec too. The same concerted play is happening with Nikkon"
https://x.com/maron_fine/status/2001085986609226034?s=20
"Farallon becomes subject to holding restrictions. However, Oasis is unaffected. Oasis can continue to buy more, and join forces at the end"
https://x.com/maron_fine/status/2001088409222463592?s=20
"Success rate feels high chasing Farallon trades, as Farrallon is swift and on-point in handling merger driven deals"
says this Japanese influencer:
https://x.com/million_kabu5/status/1939471505764835654
Farralon Capital Management goes big on Nikkon, reporting 19.72% stake on March 31, 2025
They were buying as high as 2700 yen just before the obligation triggered to file the ownership amendment report
at 3401 yen/share, 430 bil yen mkt cap vs 74 bil yen net debt
20.56x per / 1.71x pbr / 2.18% yield