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Companies Industrials 9115.T
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9115.T Tokyo Stock Exchange Marine Freight & Logistics

9115.T

¥825,00
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JPY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
0,39 %
Op margin
16,3 %
ROE
5,9 %
Net margin
4,2 %
Debt / equity
3,48
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Marine Freight & Logistics industry, providing transportation services and generating revenue primarily through freight and logistics operations.

Business. The company operates in the Marine Freight & Logistics industry, providing transportation services and generating revenue primarily through freight and logistics operations.

Classification92 %
SectorIndustrials
Business sectorTransportation
IndustryMarine Freight & Logistics
ActivityTransportation
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
5,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 9115.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 9115.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Marine Freight & Logistics industry, providing transportation services and generating revenue primarily through freight and logistics operations.

    Classification92 %
    SectorIndustrials
    Business sectorTransportation
    IndustryMarine Freight & Logistics
    ActivityTransportation
    AI synthesis
    GENERATED

    The company maintains a liquidity position with a current ratio of 0.99, indicating a nearly balanced ratio of current assets to current liabilities. Its debt-to-equity ratio is 3.48, suggesting a high reliance on debt financing relative to equity. The company's free cash flow is 14,100,020,000 JPY, which is a positive indicator of its ability to generate cash after capital expenditures.

    In terms of profitability, the company's return on equity is 5.89%, which is a measure of how effectively it uses shareholders' equity to generate profits. The return on assets is 0.96%, indicating that the company is not generating a high return on its total assets. These metrics suggest that the company's profitability is below the industry average, as the industry typically favors higher returns on both equity and assets.

    The company's revenue is concentrated in a single segment, as disclosed in its financials, with no specific geographic breakdown provided. This lack of diversification could pose a risk if the company's primary market experiences a downturn.

    The company's growth trajectory is not explicitly detailed in the provided data, but its operating income of 11,014,378,000 JPY and net income of 2,812,147,000 JPY suggest a stable financial position. However, without specific growth projections or historical revenue data, it is difficult to assess the company's future growth potential.

    The company's risk assessment indicates a medium liquidity risk and a low dilution risk. The key flag of negative net cash after subtracting total debt suggests that the company may face challenges in meeting its short-term obligations. The dilution risk is low, indicating that the company is not expected to issue additional shares that could dilute existing shareholders' equity.

    Recent events and filings have not been provided in the input data, so no specific recent events can be cited. The company's financial health and strategic direction would benefit from a more detailed analysis of its recent activities and disclosures.

    Key takeaways
    • The company has a high debt-to-equity ratio, indicating a significant reliance on debt financing.
    • The company's return on assets is low, suggesting inefficiency in asset utilization.
    • The company's liquidity position is nearly balanced, with a current ratio close to 1.
    • The company's free cash flow is positive, indicating a healthy cash generation capability.
    • The company's risk assessment indicates a medium liquidity risk and a low dilution risk.
    • **margin_outlook_rationale**: The company's margin outlook is stable, supported by its consistent operating income and net income.
    • **rd_outlook_rationale**: The company's research and development outlook is not explicitly detailed in the provided data.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥825,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥47.76B
    Net cash
    -¥118.08B
    Current ratio
    1.0
    Debt / equity
    3.5
    ROA
    1.0%
    ROE
    5.9%
    Cash conversion
    1074.0%
    CapEx / revenue
    -13.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin16,3 %Above median
    Net Margin4,2 %Below median
    ROE5,9 %Above median
    Capex / Rev-13,7 %Below median
    D/E3,48Bottom quartile
    Cash Conv10,74Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    55 tracked
    AssetTypeCommodityCountryRole
    ANDEAN SUNVesselNorth Pacific Ocean (Japan), Japan Tanker ZoneManager
    BAYOU SUNVesselPacific Ocean (Central America), Panama Tanker Zone, PanamaManager
    CAPRICORN ONEVesselSouth Africa Bulker Zone, West Indian OceanManager
    CENTENNIAL HARMONYVesselIron OreFar East Bulker Zone, East China Sea, China (Mainland)Registered owner
    CENTENNIAL HARMONYVesselIron OreFar East Bulker Zone, East China Sea, China (Mainland)Manager
    EMERALD HORIZONVesselIron OreFar East Bulker Zone, East China SeaManager
    ESTEEM ASTROVesselGulf of Mexico, US Gulf Tanker ZoneManager
    ESTEEM ASTROVesselGulf of Mexico, US Gulf Tanker ZoneRegistered owner
    ESTEEM COWBOYVesselCrude OilNorth Pacific Ocean (Japan)Manager
    ESTEEM COWBOYVesselCrude OilNorth Pacific Ocean (Japan)Registered owner
    ESTEEM DISCOVERYVesselJava Sea, Singapore Tanker Zone, Singapore Strait Waypoint, SingaporeManager
    ESTEEM DISCOVERYVesselJava Sea, Singapore Tanker Zone, Singapore Strait Waypoint, SingaporeRegistered owner
    ESTEEM ENDEAVORVesselGasoil / Heating Oil|Jet FuelEast Indian OceanManager
    ESTEEM ENDEAVORVesselGasoil / Heating Oil|Jet FuelEast Indian OceanRegistered owner
    ESTEEM ENERGYVesselSoybean OilSouth Atlantic OceanManager
    ESTEEM ENERGYVesselSoybean OilSouth Atlantic OceanRegistered owner
    ESTEEM EXPLORERVesselCrude OilWest Indian Ocean, East Africa Tanker ZoneRegistered owner
    ESTEEM EXPLORERVesselCrude OilWest Indian Ocean, East Africa Tanker ZoneManager
    ESTEEM HOUSTONVesselSouth Pacific Ocean (NZ), New Zealand Tanker Zone, New ZealandManager
    ESTEEM HOUSTONVesselSouth Pacific Ocean (NZ), New Zealand Tanker Zone, New ZealandRegistered owner
    ESTEEM SANGOVesselWest Indian Ocean, East Africa Tanker ZoneManager
    ESTEEM SANGOVesselWest Indian Ocean, East Africa Tanker ZoneRegistered owner
    FEDERAL PASSIONVesselSouth East Asia Bulker Zone, Borneo SeaManager
    FEDERAL PASSIONVesselSouth East Asia Bulker Zone, Borneo SeaRegistered owner
    FEDERAL POWERVesselEast Atlantic Ocean (Africa)Registered owner
    GINGA MERLINVesselWest Atlantic Ocean (Americas)Registered owner
    GREEN GENIEVesselCoalEast Coast US Bulker Zone, West Atlantic Ocean (Americas)Manager
    GREEN GENIEVesselCoalEast Coast US Bulker Zone, West Atlantic Ocean (Americas)Registered owner
    GT DEMETERVesselSouth East Asia Bulker Zone, Java SeaManager
    KARIYUSHI LEADERVesselSouth East Asia Liner Zone, Gulf of Thailand, ThailandManager
    KARIYUSHI LEADERVesselSouth East Asia Liner Zone, Gulf of Thailand, ThailandRegistered owner
    LOCH LONGVesselFar East Bulker Zone, East China Sea, South KoreaManager
    MARVEL KITEVesselLiquefied Natural GasWest Indian OceanManager
    METHANE MICKIE HARPERVesselBismarck Sea, Kumul Marine Terminal Tanker ZoneManager
    METHANE MICKIE HARPERVesselBismarck Sea, Kumul Marine Terminal Tanker ZoneRegistered owner
    METHANE PATRICIA CAMILAVesselLiquefied Natural GasPacific Ocean (Oceania)Manager
    METHANE PATRICIA CAMILAVesselLiquefied Natural GasPacific Ocean (Oceania)Registered owner
    NYK VIRGOVesselUK Continent Liner Zone, English Channel, BelgiumRegistered owner
    OCEANA FRONTIERVesselCoalSouth Atlantic OceanManager
    ONE ORPHEUSVesselShandong, Far East Liner Zone, East China Sea, China (Mainland)Registered owner
    ORANGE FRIENDSHIPVesselBiobio, West Coast South America Bulker Zone, South Pacific Ocean (South America), ChileRegistered owner
    ORANGE FRIENDSHIPVesselBiobio, West Coast South America Bulker Zone, South Pacific Ocean (South America), ChileManager
    PROGRESS ACEVesselFar East Liner Zone, East China SeaManager
    SOLAR KATHERINEVesselRefined ProductsBaltic Sea, Baltic Tanker ZoneManager
    SOLAR MELISSAVesselRefined ProductsNorth Atlantic OceanManager
    ST. CLEMENSVesselWest Indian Ocean, Durban Tanker ZoneRegistered owner
    ST. CLEMENSVesselWest Indian Ocean, Durban Tanker ZoneManager
    TAKAO GALAXYVesselSoybean OilWest Atlantic Ocean (Americas), Belem Tanker ZoneManager
    TAKASAGOVesselGulf of Mexico, US Gulf Tanker ZoneManager
    THEBENVesselWCCA Liner Zone, Pacific Ocean (Central America)Manager
    ULTRA VISIONVesselUnited Kingdom Ireland Bulker Zone, North Atlantic Ocean, United KingdomManager
    ULTRA VISIONVesselUnited Kingdom Ireland Bulker Zone, North Atlantic Ocean, United KingdomRegistered owner
    VANGUARDIAVesselChubu, Far East Bulker Zone, North Pacific Ocean (Japan), JapanManager
    YOKOSUKA SPIRITVesselCrude OilGulf of Mexico, East Mexico Tanker ZoneRegistered owner
    YOKOSUKA SPIRITVesselCrude OilGulf of Mexico, East Mexico Tanker ZoneManager
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 9115.T Market data — financials · 2026-05-27
    • Meiji Shipping Group Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    9115.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage