HAMAKYOREX CO.,LTD. (9037) Stock Price

Hamakyo Recs is a company whose primary operations are logistics center services and freight trucking services. These businesses are conducted in collaboration with 38 group companies. Through its logistics center operations, the company provides efficient logistics management and supports customers' supply chains.

The company's logistics center business involves subsidiaries such as Super Recs Co., Ltd. and Logi-Recs Co., Ltd. These subsidiaries meet customer needs through the operation and management of logistics centers. In the freight trucking business, companies such as Chikamono Recs Co., Ltd. and Takatsuka Transport Co., Ltd. provide domestic transportation services.

Additionally, Hamakyo Recs operates logistics centers overseas, with two non-consolidated subsidiaries handling these operations. Other business segments involve one consolidated subsidiary and one non-consolidated subsidiary, providing diverse services. Through this structure, the company addresses a wide range of logistics needs both domestically and internationally.

Hamakyō Recs positions its logistics center business as a growth pillar, supporting corporate supply chains through efficient logistics management. The company prioritizes qualitative improvements in its 3PL (third-party logistics) operations and emphasizes long-term management perspective. In particular, it is accelerating growth through aggressive capital investment in logistics center expansion and the introduction of logistics robots via digital transformation initiatives.

The company prioritizes strengthening profitability and shareholder value per unit of equity, targeting a return on equity (ROE) of 10% or higher by March 2025. Specific targets include improving earnings per share (EPS) and operating profit margins. Through these measures, the company aims to achieve sustainable growth and enhance shareholder value.

Hamakyō Recs is expanding its business centered on existing routes, positioning logistics center operations as a growth driver. The company emphasizes communication with customers and aims to become a proposal-driven logistics provider. It continues to pursue higher goals centered on three key concepts: "daily profitability," "company-wide participation," and "communication."

The company is advancing new center construction and digital transformation initiatives centered on its 3PL business, leveraging e-commerce logistics expertise to expand orders in the growing e-commerce logistics sector. It is also converting Chikamotsu Recs terminals into logistics centers to strengthen synergies across the group. These efforts aim to strengthen 3PL distribution services in the Tohoku, Kanto, Tokai, and Kansai regions.

To acquire new customers, the company has set an annual target of 15 new 3PL contracts and is strengthening sales activities across the group. Regarding international expansion, the company is pursuing market-responsive strategies aimed at improving customer satisfaction in Japan. Through these initiatives, the company continues to grow while addressing diverse logistics needs domestically and internationally.

In freight transportation operations, the company is promoting volume increases by leveraging group synergies and aims to secure drivers through freight rate adjustments and improved working conditions. The company continues M&A initiatives to create synergistic effects between 3PL and freight transportation operations, thereby expanding and improving operational efficiency.

As an environmental initiative, Hamakyō Recs fulfills its social responsibility as a logistics company by reducing environmental impact. Specifically, it contributes to a sustainable society through solar power system installation, adoption of low-emission vehicles, and improved cargo load factors. These efforts strengthen the company's commitment to ESG (environment, social, and governance).