6013 Takuma
- 1725
- -11-0.63%
Takuma News
Takuma has signed a basic agreement and agency contract regarding collaboration between Hokkaido's Kitahiroshima Town Regional Energy Company and retail electricity business.
On the 25th, Takuma <6013> announced that its subsidiary, Takuma Energy, and the Hokkaido Region Energy Company of Kitahiroshima Town had signed a basic agreement on collaboration in the retail electricity business and an agency contract. Takuma Energy provides consulting services for retail electricity businesses and power handling, aiming to contribute to the spread of renewable energy and reduction of greenhouse gas emissions through proposals that cater to regional needs. The Kitahiroshima Town Regional Energy Company supports Takuma Energy.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
List of sell conversion stocks in the market Code Company Name Closing Price SAR Tokyo Prime <4694> BML 3010 3065<4722> Future 1566 1612<4725> CAC Holdings 1866 1967<4768> Otsuka Corporation 3325 3351<4813> ACCESS
TAKUMA - Nishi Chita Clean Center has been completed and operation has begun.
On the 17th, Takuma <6013> announced the completion of the "Nishi-Chita Clean Center" based on the DBO project for waste disposal facilities ordered by the Nishi-Chita Medical Welfare Union (constituted in Tokai City and Chita City in Aichi Prefecture). In addition, from July 1, Nishi-Chita Heights, a consolidated subsidiary of the company, began operation for 20 years. This project integrates two facilities, the Tokai City Cleaning Center and the Chita City Cleaning Center, to promote the formation of a circular society aimed at by the Nishi-Chita Medical Welfare Union, with the company taking the lead.
3 points to focus on in the morning session ~Aim to buy dips in high-tech stocks due to a temporary rotation~
In the morning of the 19th, we want to pay attention to the following three points for trading. ■ Aim for the dips of high-tech stocks due to rotation pause ■ DISCO, 1Q operating profit increased by 96.7% to 33.3 billion yen ■ Focus of the morning: Japan Paper, entry into oil-resistant paper for food packaging, with safety considerations without PFAS ■ Aim for the dips of high-tech stocks due to rotation pause In the Japanese stock market on the 19th, in the midst of an unstable market development, it is likely to become a movement to find a dip. On the 18th, in the US market, the Dow Jones Industrial Average was down 533 dollars and the Nasdaq was
Japanese papermaking, Toyota Tsusho, etc. [List of stock materials from newspapers]
*Japan Paper ＜3863＞ enters into oil-resistant paper for food packaging, ensuring safety by not using PFAS (Nikkan Kogyo front page) - ○ *Panasonic HD ＜6752＞ verifies performance of refrigerated and frozen showcases, refreshing the laboratory at the Gunma base (Nikkan Kogyo page 3) - ○ *ANA HD ＜9202＞ develops industry-specific customer service AI with SoftBank, etc. to solve labor shortages (Nikkan Kogyo page 4) - ○ *Inoue Agricultural Machinery ＜6310＞ expands cooperation with Yanmar in the domestic small agricultural machinery market (Nikkan Kogyo page 4) - ○ *Toyota Tsusho ＜8015＞ German industrial gas giant
Takuma has won the core improvement project for the waste disposal facility (Tokyo Shin-Koto Cleaning Plant).
On the 12th, Takuma <6013> announced that it has won the core equipment improvement project for the Shin-Koto cleaning plant (Koto-ku, Tokyo) from the Tokyo 23-ku Cleaning Part Office. By updating the plant facilities on a large scale, it will realize the longevity of the waste treatment facility, and reduce CO2 emissions from the facility by more than 6% compared to the current situation. The contract amount is 25 billion yen (excluding tax). The Shin-Koto cleaning plant is the largest domestic waste treatment facility completed in September 1998. As more than 25 years have passed since its operation commenced,
Takuma has won the DBO project to build a waste management facility in Amagasaki City.
Takuma Co., Ltd. <6013> announced on the 9th that it has won the DBO project for a waste treatment facility in Amagasaki City, Hyogo Prefecture. In this project, the existing incineration facility will be dismantled and a new facility will be built on the site, consolidating the incineration, recycling, and urine treatment facilities that were previously scattered into one building, and operating for 20 years from April 2031. The new facility will introduce the latest technology such as high-temperature and high-pressure boilers, achieving the highest level of power generation efficiency in Japan for waste-to-energy, and reducing CO2 emissions during waste incineration.
Three points to watch in the morning session ~ Strong market development led by high-tech ~
In the morning of the 11th trading day, we want to focus on the following three points: Strong market development led by high-tech, 182.0% increase in Saizeriya's Q3 operating profit to 10 billion yen, and focus on materials in the morning: Saifuse, 3D cell freezing without injury, Iwatani Industrial Co., Ltd. and new technologies for regenerative medicine Strong market development led by high-tech On the Japanese stock market on the 11th, a strong market development led by high-tech is expected while being cautious about overheating. On the US market on the 10th, the NY Dow was up 429 dollars and the Nasdaq was up 218.
List of brand materials from newspapers such as Cipher and Baiyang House.
*Cyfuse <4892> - New technology that freezes cells without causing damage, in collaboration with Iwatani Industrial, for use in regenerative medicine (Nikkan Kogyo 3rd page) - ○ *KDDI <9433> - Entering the rechargeable battery market in the second half of next fiscal year with large-scale facilities in Tochigi in collaboration with TEPCO (Nikkan Kogyo 3rd page) - ○ *Panasonic HD <6752> - Expanding building facility management and security with EW Networks to increase revenue to 1.2 times in FY27 (Nikkan Kogyo 3rd page) - ○ *Japan Animal Referral Medical Center <6039> - Collaborating with Aioi Nissay Dowa Insurance and Navitime to develop a dog walking app (Nikkan Kogyo
Takuma: Interim Report of Corrections
Nagano instrument, J-front, Adastria, etc.
<6013> Takuma 1667 +14 buy advance. At Nomura Securities, the investment judgment is newly set to "buy", and the target stock price is set at 2600 yen. It is expected that the acquisition of EPC projects for waste treatment facilities will be expected from the newly arrived update needs in about 20 years, and it is expected that the high-profit long-term operation and maintenance contracts will accumulate and expand, leading to stable cash flow creation over the medium to long term. Due to the negative view of this term's performance guidance, the stock price has dropped significantly compared to the enterprise value.
Tacma - recommended to buy by domestic securities as the operation and maintenance income accumulates due to the need for buy-ahead and updates.
Takuma <6013> is a buy priority. Nomura Securities has a new investment judgment of "buy" and a target stock price of 2600 yen. Due to the recently arrived update demand for the first time in about 20 years, it is expected that EPC projects for waste treatment facilities will be obtained, leading to an outlook of expanding long-term operation and maintenance contracts with high profitability. It seems to be expected to lead to stable cash flow generation over the medium to long term. The stock price has fallen significantly due to negative performance guidance for this fiscal year, but it is expected to be cheaper compared to the company value.
Takuma Research Memo (9): Strengthening shareholder returns with approximately 12 billion yen in share buybacks over three years and approximately 14 billion yen in dividends to shareholders.
Takuma Co. (6013) aims to improve capital efficiency through stable dividend payouts and share buybacks as part of its shareholder return policy. Specifically, the company sets a target for either a dividend payout ratio of 50% or a self-owned equity dividend payout rate of 4.0%, whichever is higher, in order to strengthen shareholder benefits. In addition, with the aim of improving capital efficiency, the company plans to implement a total of about 12 billion yen in share buybacks over three years, along with a shareholder dividend of about 14 billion yen, for a total shareholder return of 26 billion yen.
Takuma Research Memo (7): Aiming for a record high order amount of 230 billion yen (1).
■Future outlook 1. Performance outlook for fiscal year ending March 2025 Takuma Co., Ltd. (6013) expects a revenue decrease of 4.1% YoY to 143.0 billion yen, an operating profit increase of 9.5% YoY to 11.2 billion yen, an ordinary profit increase of 7.5% YoY to 12.0 billion yen, and a net income attributable to parent company shareholders increase of 0.5% YoY to 8.8 billion yen for the fiscal year ending March 2025. The company aims to exceed its record-high order intake of 192.2 billion yen in FY2022 and achieve 230.0 billion yen.
Takuma Research Memo (5): While revenue increased in all segments, there was a decrease in profit due to changes in the composition of EPC projects and an increase in depreciation burden (1).
Performance Trends: 1. The performance overview for Takuma Co., Ltd. (6013) in the fiscal year ending March 2024 shows a revenue increase of 4.6% year-on-year to ¥149,166 million, an operating profit decrease of 25.9% to ¥10,229 million, a recurring profit decrease of 24.0% to ¥11,166 million, and a net income attributable to parent company shareholders decrease of 9.0% to ¥8,754 million. Orders received included two domestic environmental and energy-related waste disposal plant design-and-build-operate (DBO) project contracts, etc.
Takuma Research Memo (3): Domestic delivery record of general waste treatment plants, which is our main business, is ranked 1st in Japan (2).
Company overview of Takuma (6013) The company is engaged in the production, sales, maintenance, design, and construction of heat source equipment and systems related to the manufacture and sale of boilers for general use, which are used in various industries including production factories, hotels, hospitals, and commercial facilities primarily through its subsidiary, Japan Thermo Energy. With a diverse product lineup, we aim to maintain and expand the order size in the domestic market by proposing optimal systems tailored to each customer.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
List of stocks for buying and converting: Market Code Name Ending Price SAR Tokyo Stock Exchange 1332 Nissui 867 833 1333 Maruha Nichiro 3228 3067 1605 INPEX 2388 2264 1720 Tokyu Construction 764 746 1808 Haseko
Takuma: Extraordinary Report
Takuma: Confirmation letter
Takuma: Securities Report - 120th Fiscal Year (April 1st, 2023 - March 31st, 2024)
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