Takuma Research Memo (4): In the second quarter of the fiscal year ending March 2025, sales remained strong and profits increased significantly, leading to a substantial improvement in profitability.
■Takuma <6013> Performance Trends 1. Overview of the results for the second quarter of the fiscal year ending March 2025 The results for the second quarter of the fiscal year ending March 2025 showed revenue of 68,064 million yen, an increase of 3.3% compared to the same period last year, with operating profit increasing by 67.0% to 4,548 million yen, ordinary profit increasing by 56.3% to 5,053 million yen, and quarterly net profit attributable to Shareholders of the parent company rising by 113.5% to 4,114 million yen. The order volume was for the general waste treatment plant DBO business in the Environmental and Energy (domestic) sector.
Takuma Research Memo (3): Four business segments, Business model.
The company's business activities are divided into four main segments: Environmental Energy (Domestic) Business, Environmental Energy (Overseas) Business, Civil Thermal Energy Business, and Equipment and Systems Business.
Takuma Research Memo (2): Plant engineering business supporting a circular society in the environmental and Energy fields.
■ TAKUMA <6013> Company Overview 1. Company Overview The company aims to solve environmental issues such as global warming and to realize a circular society, focusing on "Environment" and "Energy" as main themes. It develops various technologies in the fields of waste treatment, water treatment, etc. with combustion technology as its core, and expands its plant engineering business. The plants supplied by the company support regional waste management. Moreover, the company views the plant as an important infrastructure that supplies electricity and heat.
Express News | 【Large Shareholding Report】Kohoku Communications Co., Ltd. reports a 5.01% Shareholding in Takuma (6013.JP).
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of stocks for buy transition market Code Stock Name Final Price SAR Main Board <1835> Tokyo Steel 3245 3105 <1878> Daito Construction 1742016670 <1884> Nihon Road 17521647 <1887> Japan National Land Development 511487 <1942> Kansai Electric Works 22532128 <1959> Kyushu Electric Industry 51715026 <2389> Digital HD 12681234 <2579>
Takuma---delivered the first hydrogen-fired vacuum hot water generator to toyota motor Hokkaido.
On the 29th, Takuma <6013> announced that its subsidiary, Japan Thermoener, delivered the first unit of the world's first hydrogen-fired vacuum hot water generator "Zero Emission Bakotin Heater" to Toyota Motor's <7203> subsidiary, Toyota Motor Hokkaido. The Zero Emission Bakotin Heater (GTL-300ZE type) is a vacuum hot water generator that uses hydrogen as fuel, which Japan Thermoener began selling in May 2023. In addition to the main fuel, a pilot burner is included for ignition.
Takuma---Implementation of on-site demonstration tests of energy-efficient CO2 separation and recovery systems at operating biomass power generation facilities.
On the 25th, Takuma Co., Ltd. announced that it has installed a demonstration device at the "Maniwa Biomass Power Plant" delivered in 2015 and has begun an on-site demonstration test to continuously separate and recover CO2 for 24 hours. The system aims to early implement energy-efficient methods for the separation and recovery of CO2 contained in the exhaust gases from waste treatment facilities and biomass power generation facilities, using a unique non-aqueous absorption liquid based chemical absorption method.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
List of breakout stocks in the market Code Company name Closing price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1808> Haseko 1942 1895.75 1757 <1812> Kajima 2705 2677.25 2525 <1884> Nichidoro 1687 1679.5 1576.5 <2270> Snow Brand Meg 2712 2706.25 2665 <2335> Cube System 1077 1015.5 106
Japan Machinery Orders Decline 2.9% in September
Takuma - Policy on reducing shareholding
Takuma <6013> announced on the 8th its policy of reducing its shareholding. Since releasing the 14th medium-term management plan (2024-2026, hereinafter referred to as 'the 14th medium-term plan') in May of this year, the company has been engaging in dialogues with shareholders and investors with the aim of further enhancing corporate value. Following discussions at the board of directors based on feedback received through these dialogues, the decision was made. The company has traditionally been reviewing the appropriateness of its shareholdings for all listed shares it owns periodically with respect to policy shareholdings.
Insider decrases its stake in Takuma(6013.JP) to 3.98%
On Nov 13, Goodhart Partners LLP submitted the Change Report to Ministry of Finance. The report shows that Goodhart Partners LLP decreased their holdings in $Takuma(6013.JP)$, with their joint
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
○Cloud-break stock list market Code Stock Name Closing Price Leading Span A Leading Span BTokyo Stock Exchange Main Board <1814> Daiwa Estate 1648 1642.75 1570<1952>Shin-Nikko Air Conditioning39103523.753832.5<2207>Meito Suger19171864.751909.5<2429>World HD20501972.51870<2491>V-Commerce11181
Takuma---2Q sees increased revenue and double-digit profit growth, with the environmental and energy (domestic) business performing well.
Takuma <6013> announced its consolidated financial results for the second quarter of the fiscal year ending March 2025 (April to September 24). The order amount increased by 122.8% compared to the same period last year to 162.013 billion yen, revenue increased by 3.3% to 68.064 billion yen, operating profit increased by 67.0% to 4.548 billion yen, ordinary profit increased by 56.3% to 5.053 billion yen, and interim net profit attributable to parent company shareholders increased by 113.5% to 4.114 billion yen due to gains on the sale of investment securities, etc. The company also conducted government transactions on the same day.
Received the contract for the construction of a sludge incinerator from the Kyoto City Sewerage Bureau.
Takuma <6013> announced on the 7th that it has been awarded the sludge incinerator construction project at the Toba Water Environment Conservation Center (located in Kyoto City, Kyoto Prefecture) from the Kyoto City Waterworks Bureau. The contract amount is 6.8 billion yen (excluding tax), and the design and construction period is from September 2024 to March 2028 (3 years and 6 months). In this project, the existing sludge incinerator will be upgraded, and the company will introduce its energy-saving and energy-creating "staircase-type incinerator sewerage sludge incineration power generation system," with completion scheduled for the end of March 2028. Staircase.
Takuma: Confirmation letter
Takuma: Half-Year Report - 121st Term (2024/04/01 - 2025/03/31)
Takuma: Supplementary explanation of financial results for the 2nd quarter of the fiscal year ending March 31, 2025
Takuma: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending March 31, 2025 [Japanese GAAP] (Consolidated)
Sony Group Corp, Asics, Mitsui Fudosan, Softbank (8th)(5541-9959)
※The calendar above is only a schedule and may be subject to change depending on the company's convenience. --------------------------------------- November 8th (Friday) <5541> Ohira Gold <5631> Nisshin Steel <5644> Metal Art <5706> Mitsui Gold <5711> Mitsubishi Ma <5727> Houg Titanium <5759> Nihon Denka <5816> Onamba <5830>
Takuma---NEXTEnergy & Resources has signed a business partnership agreement regarding photovoltaic technology.
Takuma <6013> announced that its subsidiary, Takuma Energy, has signed a business partnership agreement with Next Energy and Resources to manufacture and sell photovoltaic equipment on October 25, 2024. In the future, both parties will collaborate to strengthen proposals utilizing photovoltaic equipment for local governments and others working on decarbonization and local production and consumption of electrical utilities. Takuma Energy will enhance existing electrical consulting services when receiving inquiries regarding local production and consumption of electricity, including solar power, from local governments and others.