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Companies Industrials 9127.T
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9127.T Tokyo Stock Exchange Marine Freight & Logistics

9127.T

¥2 764,00
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JPY
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
2,48 %
Op margin
16,5 %
ROE
22,6 %
Net margin
38,9 %
Debt / equity
0,16
Beta
52w range
Volume
Day range
Prev close
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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
22,6 %
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 9127.
  • 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 9127.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 strong liquidity position, with a current ratio of 5.86 and a cash and equivalents balance of 4,185,775,000 JPY, indicating robust short-term financial flexibility. The debt-to-equity ratio of 0.16 suggests a conservative capital structure, with long-term debt of 1,513,415,000 JPY compared to total equity of 9,263,682,000 JPY. Return on equity of 22.63% and return on assets of 16.57% highlight strong profitability and efficient use of capital.

    Profitability metrics are well above typical industry benchmarks, with a gross profit of 1,433,434,000 JPY and operating income of 888,047,000 JPY, translating to a gross margin of 26.6% and operating margin of 16.5%. These figures suggest the company is effectively managing its costs and generating strong returns relative to its revenue of 5,389,051,000 JPY.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification, which may expose it to regional economic fluctuations. There is no indication of multiple geographic markets or revenue streams, which could limit its ability to hedge against localized risks.

    The company's growth trajectory is supported by a strong operating cash flow of 1,282,428,000 JPY and free cash flow of 2,150,725,000 JPY, which provides flexibility for reinvestment or shareholder returns. Capital expenditures of -536,337,000 JPY suggest a net outflow for asset investments, which may support future growth.

    Risk factors are currently low, with no immediate filing-based liquidity or dilution flags detected. The company's low debt load and strong cash position reduce the likelihood of near-term financial distress. There is no evidence of dilution pressure, with basic and diluted shares outstanding remaining equal at 1,530,009.

    Recent events include the reporting of last actual EPS of 1,085.86 JPY and last actual revenue of 5,389,050,000 JPY, aligning with the company's strong financial performance. No recent filings or transcripts indicate material changes in strategy or operations.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 5.86 and significant cash reserves.
    • Profitability is robust, with a return on equity of 22.63% and return on assets of 16.57%.
    • The company maintains a conservative capital structure with a debt-to-equity ratio of 0.16.
    • Revenue is concentrated in a single business segment, which may increase exposure to regional economic risks.
    • Free cash flow of 2,150,725,000 JPY provides flexibility for reinvestment or shareholder returns.
    • "margin_outlook_rationale": "The company's strong gross and operating margins suggest continued profitability, supported by effective cost management.",

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 764,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥9.26B
    Net cash
    ¥2.67B
    Current ratio
    5.9
    Debt / equity
    0.2
    ROA
    16.6%
    ROE
    22.6%
    Cash conversion
    61.0%
    CapEx / revenue
    -10.0%
    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 riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin16,5 %Above median
    Net Margin38,9 %Best in class
    ROE22,6 %Best in class
    Capex / Rev-10,0 %Below median
    D/E0,16Above median
    Cash Conv0,61Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    6 tracked
    AssetTypeCommodityCountryRole
    IZUMIMARU NO.21VesselChubu, East Sea / Sea of Japan, Japan Tanker Zone, JapanManager
    NIKKEI PROGRESSOVesselFar East Bulker Zone, Yangtze River, China (Mainland)Manager
    NIKKEI SIRIUSVesselEast Coast South America Bulker Zone, Amazon River SystemManager
    OKITAMA MARU NO.2VesselEast Sea / Sea of Japan, Japan Tanker ZoneManager
    TJ PELICANSVesselWest Coast Central America Bulker Zone, Pacific Ocean (Central America)Manager
    TRES FELICESVesselCoalWest Indian Ocean, Indian Ocean Bulker 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
    • 9127.T Market data — financials · 2026-05-27
    • Tamai Steamship 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
    9127.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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