Seino HD, which covers labor shortages through warehouse automation, boasts solid finances and moderate growth potential.
2024/02/24
クリスのレポート
倉庫や運送業を営む会社。自己資本率63.9％、流動比率2.26、キャッシュフロー全体で＋と財務的にはなかな良い。売上がコロナ期に一度下がっているが回復している。株価は2018をピークに一度下がったが、2023年い爆上げし2000円台に戻っている。堅調な企業業績、株買い戻しと配当の増配が原因。事業状況が大きく変わらなければ健全経営が続くと考えられる。
Chris's report
A company engaged in warehousing and transportation services. With an equity ratio of 63.9%, a current ratio of 2.26, and overall positive cash flow, its financial position appears quite strong. While sales declined once during the COVID-19 period, they have since recovered. The stock price experienced a temporary drop after peaking in 2018 but surged in 2023, returning to the 2000 yen range. The solid corporate performance, share buybacks, and increased dividends are the reasons behind this surge. As long as the business conditions remain largely unchanged, it is believed that the company will continue to operate soundly.
日経新聞によるとセイノーが倉庫見積もりを自動化するシステムを導入したらしい。経営はどうなんだろう？
Insight
According to the Nikkei newspaper, it seems that Seino has introduced a system to automate warehouse estimates. I wonder how the management is doing?
ミナの判断
成長力はあまりないが財務体質が良いため悪くはない印象。省力化に投資しているようで2024年問題に対し優位性があり大きくはないにしても今後の成長も期待できる。PERは業界平均より少し高いが、投資検討の余地がある銘柄。
Mina's judgment
While the growth potential may not be high, the good financial health leaves a positive impression. It seems they are investing in automation, which gives them an advantage in addressing the challenges of 2024. Although not significant, future growth can still be expected. The PER is slightly higher than the industry average, but it's still a stock worth considering for investment.
