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Highly Differentiated Ideas and Insights

The mission of MIJ is to become your field guide to Business and Investing in Japan. My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.

Equity Bottom-Up

<ul>
<li>Welcome to Part 2 of my logistics series. I’ll briefly talk about a nanocap that could benefit from the shake-up in the logistics industry.</li>
<li>This particularly interested me because it covers 2 themes I like which are: the 2024 Problem but also the 2025 Digital Cliff (in other words, DX).</li>
<li>The company is Logizard $4391.JP, which is not a Pokemon (You’re thinking about Charizard) but probably the only listed pure-play Warehouse Management System (WMS) SaaS company in Japan.</li>
</ul>


Welcome to Part 2 of my logistics series. I’ll briefly talk about a nanocap that could benefit from the shake-up in the logistics industry.
This particularly interested me because it covers 2 themes I like which are: the 2024 Problem but also the 2025 Digital Cliff (in other words, DX).
The company is Logizard $4391.JP, which is not a Pokemon (You’re thinking about Charizard) but probably the only listed pure-play Warehouse Management System (WMS) SaaS company in Japan.


Logistics in Crisis ? The 2024 Problem: Part 2

Thematic (Sector/Industry)

<ul><li><p>Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.</p></li><li><p>I know what you’re thinking, we are severely lacking creative names…</p></li><li><p>We’re 8+ full months into the year, but I’ll take a jab at an important deadline that we passed in Japan.</p></li></ul>

Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.I know what you’re thinking, we are severely lacking creative names…We’re 8+ full months into the year, but I’ll take a jab at an important deadline that we passed in Japan.

Logistics in Crisis? the 2024 Problem: Part 1

IR & Research Intelligence, Sessa Investment Research

Sessa Investment Research

IR & Research Intelligence

Sponsored research focusing on Japanese small cap.

<ul><li>Kantsu is a logistics company that supports the high-growth e-commerce industry, specializing in warehouse logistics and handling the entire upstream logistics process, from order processing to delivery.</li><li>The company is also creating a highly profitable business by selling its in-house developed IT system that boosts efficiency to external customers.</li><li>In 1H FY24/2, Kantsu reported net sales of ¥5,619 mn (+10.0% YoY), operating profit of ¥164 mn (-14.1% YoY), ordinary profit of ¥162 mn (-7.4% YoY), and profit attributable to owners of the parent of ¥115 mn (+2.3% YoY).</li></ul>

Kantsu is a logistics company that supports the high-growth e-commerce industry, specializing in warehouse logistics and handling the entire upstream logistics process, from order processing to delivery.The company is also creating a highly profitable business by selling its in-house developed IT system that boosts efficiency to external customers.In 1H FY24/2, Kantsu reported net sales of ¥5,619 mn (+10.0% YoY), operating profit of ¥164 mn (-14.1% YoY), ordinary profit of ¥162 mn (-7.4% YoY), and profit attributable to owners of the parent of ¥115 mn (+2.3% YoY).

<div><div><div><div><ul><li>Logistics companies serving the high-growth e-commerce industry are likewise showing strong growth.</li><li>Kantsu is a specialist in warehouse logistics, undertaking the entire upstream logistics process, from order processing to delivery.</li><li>The company has also created a highly profitable business by selling its in-house IT systems, which it developed to boost efficiency, to external customers. </li></ul></div></div></div></div>

Logistics companies serving the high-growth e-commerce industry are likewise showing strong growth.Kantsu is a specialist in warehouse logistics, undertaking the entire upstream logistics process, from order processing to delivery.The company has also created a highly profitable business by selling its in-house IT systems, which it developed to boost efficiency, to external customers. 

Japan

Kantsu Co., Ltd. provides logistics services. The Company provides logistics outsourcing, inventory management, warehousing, refrigerated storage, and distribution services. Kantsu serves customers in Japan.

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Kantsu (9326 JP)

Logistics in Crisis ? The 2024 Problem: Part 2

Welcome to Part 2 of my logistics series. I’ll briefly talk about a nanocap that could benefit from the shake-up in the logistics industry. This...

Made in Japan

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’.

Made in Japan

2Q Follow-Up - Kantsu (9326 Jp)

The company is also creating a highly profitable business by selling its in-house developed IT system that boosts efficiency to external customers.

Sessa Investment Research

Full Report - Kantsu (9326 JP)

Rapidly growing EC logistics specialist Aiming for high growth by leveraging IT technologies. Logistics companies serving the high-growth e...

Sessa Investment Research

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