9068 Maruzen Showa Transport
- May 1, 2025
- 1 min read
Logistics company originating from Keihin, specializing in 3PL and factory relocation. Clients include Resonac, Asahi Fiber, Lion, etc.
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Logistics company originating from Keihin, specializing in 3PL and factory relocation. Clients include Resonac, Asahi Fiber, Lion, etc.
I discussed Maruzen Showa in the larger context of potential Tobu Network MBO:
https://www.japanguru.me/post/9036-tobu-network
activist Symphony reported 5% ownership in June 2025
and some say (though I could not corroborate) AVI holds stake as well
https://x.com/maron_fine/status/1935136972051550507
at share price of 7090, mkt cap 146 bil yen vs 55 bil of net cash
11.54x per / 1.06x pbr / 2.4% dividend