PSA: Daifuku (6383 JT) - Key Point: Cost Reductions - The FY22 Story Begins
Daifuku (6383) - Key Point: Cost Reduction, The FY22 Story BeginsThe point we’d like to stress is that Daifuku’s domestic margins are 3-4x higher than their overseas margins. Domestic margins are in the high teens and in particular domestic e-commerce in the mid-20s. This is where the improvement is coming from. Note as well the order backlog providing support (graph on last page of report). Please see report attached.
DAIFUKU is engaged in the consulting, planning and engineering, designing, manufacturing, installation and after-sales service of logistic systems, material handling equipment and others. Co.'s major products include storage, transport, sorting and picking systems, clean room transport and storage systems, automobile production line systems, distributed monitoring, control systems, industrial computer, interface boards, LAN-related equipment, logistics system controllers, car-wash machines, transport and storage systems for medical equipment, machines for bowling alleys and automatic scoring systems, multilevel bicycle parking systems, and wheelchair lifts for care-provider vehicles.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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