Today I will talk about Japan Post Holdings, a Japan Post Group holding company that includes postal services, banks, and life insurance.
※The above images are from Japan Post Holding’s website
Japan Post Holdings has three major subsidiaries with counter services, such as postal service, banks, and life insurance. Even now, the government holds a 33% stake, and it is a massive organization with about 400,000 employees, including part-time employees.
￥876.8 （10/22 last closing price)
The latest stock price ← click here Trading unit: 100
The final month of the settlement: March
Dividend yield 5.70 %
PER 10.30 PBR 0.25
Equity ratio 4.4 %
They are developing their real estate business in order to effectively use of their assets and improve the efficiency of delivery preparation work through DX (digital transformation).
Still, the postal business is declining due to increased social media usage.
The failure to acquire a considerable stake in an Australian logistics company was probably in anticipation of a decrease in sales. Still, it could be said that the outlook for the future was naïve, and the decision-making was sloppy.
In addition, I believe that the capital and business alliance with Rakuten is very good for Rakuten and the Japanese people. However, it is very doubtful whether there is any merit for Japan Post Holdings.
Note: You should be responsible for your own investment. Please make your own final judgment.