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Sankyu (9065) · InitiativeAdvanced

Expansion of Logistics Hubs and Monetization of New Logistics Centers

First written in FY2016. 12 of 14 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

14entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018 – FY20262016: 320162017: 120172018: 120182019: 120192020: 120202021: 120212022: 020222023: 220232024: 120242025: 120252026: 22026
Same theme, other companies
Strengthening the Profitability of the Logistics Business and Early Operational StabilizationA theme 12 companies write about · 0 as a headwind · 13 as a tailwind

The whole theme swung hardest in 2022: 1 of 11 companies on the "Worse" side.

4 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Total capital expenditures of ¥17,438 million were made, mainly due to progress on the construction of a large logistics center in Singapore and other projects. The main asset completed during the period was the following logistics center: SANKYU INC. Takahata, Sanyo-Onoda, Yamaguchi Prefecture Sanyo-Onoda Logistics Center 1,730 October 2025 Total floor area: 7,837㎡」

    As part of the expansion of logistics facilities, the Sanyo-Onoda Logistics Center was completed in October 2025, and the Logistics business made capital expenditures of ¥17.438 billion.
  2. 2026-05-28AdvancedM&A and Subsidiary Changes

    「The Company will establish サンキュウアセットマネジメント株式会社, a wholly owned subsidiary of 山九, on 1 July 2026 to improve the profitability of its warehouse business and enhance the efficiency of its logistics assets.」

    Efforts to expand and monetize logistics facilities have taken concrete form through the establishment of a wholly owned subsidiary responsible for the integrated leasing, management and asset management of logistics real estate, together with plans to transfer properties to it.
  3. FY2025AdvancedAnnual report

    「Total capital expenditures of ¥27,681 million were made, mainly due to progress on the construction of a large logistics center in Singapore and other projects.」

    The Logistics business invested ¥27.681 billion and completed the Hokusei No. 3 Logistics Center and the Yokohama Logistics Center.
  4. FY2025-H1AdvancedAnnual report

    「Cash used in investing activities during the six-month interim consolidated period was ¥8.314 billion, mainly due to investment expenditures for the reconstruction of overseas warehouses and other projects.」

    Cash used in investing activities during the first half was ¥8.314 billion due to the reconstruction of overseas warehouses and other projects. Investment in the expansion and renewal of logistics facilities has continued.
  5. FY2024-Q2AdvancedAnnual report

    「Cash used in investing activities during the six-month period ended was ¥7.021 billion, mainly due to investment expenditures for the construction and reconstruction of domestic warehouses.」

    Actual investment expenditures were made for the construction and reconstruction of domestic warehouses and other projects, resulting in ¥7.021 billion in cash used in investing activities during the first half. Efforts to expand logistics facilities have continued to generate investment results.
  6. FY2023AdvancedAnnual report

    「A total of ¥18,167 million was invested in capital expenditures for the construction of next-generation warehouses designed with environmental considerations, as well as vehicles and transportation equipment. The main asset completed during the period was the following warehouse: SANKYU INC. Koto-ku, Tokyo Logistics business Reconstruction of the Odaiba Import and Export Center 3,080 March 2023 Total floor area: 16,118㎡ Building: six-story steel-frame structure」

    The Logistics business invested ¥18.167 billion in capital expenditures and completed the reconstruction of the Odaiba Import and Export Center in March 2023.
  7. FY2021AdvancedAnnual report

    「During the fiscal year, total capital expenditures amounted to ¥23,642 million. In the Logistics business, new investments were made in buildings such as warehouse facilities, vehicles and transportation equipment, and machinery and equipment. In the Engineering and Plant Services business, new investments included strengthening machinery and equipment and renovating building-related facilities.」

    Total capital expenditures of ¥23.642 billion were made, including investments in logistics facilities and warehouses, vehicles, and machinery and equipment.
  8. FY2020AdvancedAnnual report

    「During the fiscal year, capital expenditures in the Logistics business included new investments in machinery and equipment, vehicles and transportation equipment, and renovations to warehouse facilities. The Logistics business invested a total of ¥11,843 million in machinery and equipment, including crawler cranes, vehicles and transportation equipment for transporting heavy cargo, and renovations to existing warehouse facilities.」

    The Logistics business increased investment in machinery and equipment, vehicles for transporting heavy cargo, and existing warehouse facilities, bringing capital expenditures in the business to ¥11.843 billion for the period.
  9. FY2019-Q3AdvancedAnnual report

    「Sankyu-Thai Co., Ltd. Thailand Bangkok Logistics business Construction of the Amata Nakorn Logistics Center 1,720 Internal funds Borrowings, etc. January 2019 September 2019 Total floor area: 9,327㎡ Building: single-story steel-frame structure」

    A plan to construct the Amata Nakorn Logistics Center in Bangkok, Thailand, was newly finalized. The planned investment was ¥1.720 billion, with construction scheduled to begin in January 2019 and be completed in September 2019. The total floor area was 9,327㎡.
  10. FY2018AdvancedAnnual report

    「During the fiscal year, capital expenditures in the Logistics business included the expansion of logistics facilities and new investments in vehicles and transportation equipment. In the Engineering and Plant Services business, the main expenditures were additions to machinery and equipment and vehicles and transportation equipment, bringing total capital expenditures to ¥14.863 billion.」

    The Logistics business invested ¥8.397 billion in expanding logistics facilities and strengthening its vehicles and transportation equipment, bringing total capital expenditures for the period to ¥14.863 billion. Improving warehouse utilization was also cited as a measure to improve profitability.
  11. FY2017RestatedAnnual report

    「To expand its logistics business at overseas bases and its logistics network in Southeast Asia, we constructed Phase 2 of the 山九 Cikarang Logistics Center warehouse in the Republic of Indonesia.」

    The construction of Phase 2 of the Cikarang Logistics Center warehouse in Indonesia is cited again as an example of expanding overseas logistics facilities.
  12. FY2017-Q2AdvancedAnnual report

    「In the 3PL business, handling volumes, mainly for consumer goods in Japan, remained firm. In addition to revenue from small-lot delivery services launched in the second quarter and the period difference in revenue from the logistics centre opened in the previous fiscal year, increased inland transport volumes in China and other factors resulted in higher earnings for the business as a whole.」

    In addition to the logistics centre opened in the previous fiscal year, small-lot delivery services launched in the second quarter contributed to revenue, resulting in higher earnings for the 3PL business as a whole.
  13. FY2017-Q1AdvancedAnnual report

    「In the 3PL business, handling volumes, particularly for consumer goods, recovered. Revenue from the new logistics centre opened in the previous fiscal year contributed from the beginning of the year, and increased inland transport volumes in China also contributed, resulting in higher earnings for the business as a whole.」

    The new logistics centre opened in the previous fiscal year contributed to revenue from the beginning of the year, and it also reported a recovery in 3PL handling volumes and inland transport volumes in China.
  14. FY2016First statedAnnual report

    「In Japan, the main investment projects are the 山九 Heiwajima Logistics Center and the 山九 Nishi-Kobe Logistics Center. Overseas, to expand its logistics network in Southeast Asia, we built the largest logistics centre by a Japanese company in southern Vietnam, where rapid growth is expected. We made capital expenditures totalling ¥10,422 million.」

    It completed logistics centres in Heiwajima, Nishi-Kobe and southern Vietnam, investing ¥10,422 million in the logistics business.
Moved together

"Positioning the current medium-term plan as a “medium-term plan for improving profitability”" moved the same way as this thread, in the same document, in 9 of its 14 moves.

999765★123456
  1. ★This thread
  2. 1Positioning the current medium-term plan as a “medium-term plan for improving profitability”9×
  3. 2Advancing Plant Engineering through EPTC and 3PM9×
  4. 3Stable Shareholder Returns and a ¥11 Dividend9×
  5. 4Business Structure Reform and Profitability Improvement in the Logistics Business7×
  6. 5Cost Structure Reform through Cost Management by Expense Category and Productivity Improvement6×
  7. 6Building a Cost Structure That Can Win in the Market5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Sankyu's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the M&A and Subsidiary Changes of 2026-05-28: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Logistics Hubs and Monetization of New Logistics Centers | SANKYU INC. (9065) | Komori