Komori
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ICHIMASA KAMABOKO CO.,LTD.

2904FoodMicro cap
755JPY+0.0%
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Price history
¥755Latest-11.5%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

ICHIMASA KAMABOKO CO.,LTD. is a corporate group primarily engaged in the manufacture and sale of processed seafood products and prepared foods, as well as the production and sale of mushrooms. The Group consists of the filing company and 2 consolidated subsidiaries, and operates in the processed seafood and prepared foods, mushroom, and transportation and warehousing businesses. While the domestic market is expected to contract, the Group is pursuing growth opportunities, including expansion into overseas markets. It is advancing measures to respond to the external environment, including factory rationalization and labor saving through DX and rising raw material and energy prices, while positioning sustainability as a core element of its corporate strategy. In July 2023, the Group established a second head-office factory to increase production capacity and is pursuing certification, labor saving and efficiency improvements at the factory from 2023 through 2026. It has established a structure comprising domestic and overseas operating bases.

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Key numbersShowing 8 of 20
PER
20.8How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.91How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
4.4%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥14bnShare price × number of shares. The value of the entire company.
Equity ratio
49.2%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
3.0%The average annual growth in sales over the past three years.
What to watch next
本社第二工場(サラダスティック等)稼働による生産効率・原価改善の進捗が、次の決算で営業利益率に反映されるか
Next quarter through the full-year resultsImpact HighLikelihood Medium
PT.KML ICHIMASA FOODSの連結化(取得後)に伴う統合効果(収益性、販路、コスト)の明確化
次の決算(連結効果が見え始めるタイミング)Impact MediumLikelihood Medium
魚肉たんぱく戦略/ネクストシーフードの“商用化・拡販”が、売上・利益の両面に与える寄与が定量開示されること
中計期間中(今後1〜2年程度)Impact MediumLikelihood Low
中国・香港向けの日本産水産物の輸入停止/再開要件の進展(規制が売上に与える影響の再評価)
規制当局・関連ニュース次第(不確実)Impact HighLikelihood Medium
不正アクセス(メールアカウント)事案への対応状況(再発防止・コスト・信用影響)
数カ月〜(当局/開示ベース)Impact MediumLikelihood Medium
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Who owns itTop holders total 50.9%
Listed holders 50.9%Everyone else 49.1%
有限会社ノザキ30.99%
Tokyo Small and Medium Enterprise Investment & Consultation Co., Ltd.5.88%
Nozaki Masahiro (野崎正博)2.82%
SATO FOODS CO.,LTD.2.78%
川口栄介1.77%
The Master Trust Bank of Japan, Ltd. (Trust Account)1.72%
Nippon Life Insurance Company1.39%
Custody Bank of Japan, Ltd. (Trust E Account)1.36%
2 other listed holders2.21%
Who owns it
HolderOwnership (%)
有限会社ノザキ30.99
Tokyo Small and Medium Enterprise Investment & Consultation Co., Ltd.5.88
Nozaki Masahiro (野崎正博)2.82
SATO FOODS CO.,LTD.2.78
川口栄介1.77
The Master Trust Bank of Japan, Ltd. (Trust Account)1.72
Nippon Life Insurance Company1.39
Custody Bank of Japan, Ltd. (Trust E Account)1.36
2 other listed holders2.21
This company's documents
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