9074 Japan Oil Transportation
- Japan Guru

- Jul 19
- 1 min read
A major oil and high-pressure gas transport company under the umbrella of ENEOS. It is the industry leader in rail transport volume. It also handles transport of chemical products.
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A major oil and high-pressure gas transport company under the umbrella of ENEOS. It is the industry leader in rail transport volume. It also handles transport of chemical products.
Altay owns this:
"Another Hikari Tsushin name I own is Japan Oil Transportation (TYO 9074). It's not a net-net, but very cheap (and illiquid). Hikari owns 16.5%
Mcap: ¥10 billion (~$68m USD)
P/E: 9.3
Dividend: 3.2%
FCF is significantly higher than net income. FCF was ¥3.6 billion for FY25."
https://x.com/AltayCapital/status/1945669814594519191
at 3100 yen/share, 10.3 bil yen mkt cap vs zero net debt
9.32x per / 0.4x pbr / 3.23% yield