Kamigumi Co Ltd (9364 JP): Q1 FY03/27 flash update
Q1 FY03/27 operating revenue was JPY74.9bn (+3.1% YoY), with operating profit at JPY8.7bn (-9.5% YoY). Distribution segment revenue increased due...
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Primer: Kamigumi Co Ltd (9364 JP) - Aug 2026
Dominant Integrated Logistics Provider: Kamigumi is a leading integrated logistics company in Japan with a dominant presence in the nation's...
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Logistics in Crisis? the 2024 Problem: Part 1
Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.
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[Japan Navel-Gazing] Thinking About The Value of Toshiba
In the 5 days since I published, Toshiba's Kioxia shares have added ¥930bn in value. After tax assuming sold, that would be ¥650bn and ¥324/Rohm...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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