
Kawanishi Warehouse Co.,Ltd. (9322.T)
ValueMarkers Composite Index
93% above intrinsic value ($8)
Kawanishi Warehouse Co.,Ltd. (9322.T) — VMCI valuation read
Kawanishi Warehouse Co.,Ltd. (9322.T) carries a VMCI composite of 44/100, 6 points below the Industrials sector median of 50. Among mid-cap names, that gap places 9322.T in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The 9322.T insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads 9322.T trades at 16.0x earnings, 11% below the Industrials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Industrials 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Industrials median (10.0%). Risk: net debt to EBITDA of 1.0x leaves covenant headroom, the line to track on Kawanishi Warehouse Co.,Ltd.'s next 10-Q.
9322.T rose 1.3% over the trailing 7 days, with a -12.9% read on a 30-day basis.
Kawanishi Warehouse Co.,Ltd. provides logistic services in Japan and internationally. The company offers frozen and refrigerated warehouses, as well as normal warehouses that include constant temperature and humidity warehouses, room temperature warehouses, fumigated warehouses, and auto-rack warehouses. It also provides transport and delivery services, including marine container, to-door, refrigerated, and consolidated cargo transport services; port transport services comprising ship's agent services, import and export procedures, and export packing services; and international logistics that include intermodal transport services and air freight handling services, as well as cargo management logistics services. In addition, the company offers distribution processing services, such as assortment of automobile related products, sorting work for beans, label and price tag affixing for a range of products, and arrangement of gift sets; and customs clearance services. Further, it provides trunk room for storage and recycling of confidential documents. Kawanishi Warehouse Co.,Ltd. was founded in 1918 and is headquartered in Kobe, Japan.
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