2791.T Stock Today: December 23 — MLIT issues corrective recommendation to LamU operator over long
Daikokuten Bussan stock is in focus after Japan’s MLIT issued a corrective recommendation to the LamU operator regarding long truck wait times. Shares of 2791.T changed hands around ¥5,620, down 3.4%, within a ¥5,590 to ¥5,820 range. Investors are weighing reputational risk, logistics cost changes, and compliance work ahead of the January 2026 transaction-optimization rules. We break down the regulatory update, market reaction, valuation, technicals, and the key watch items for Daikokuten Bussan stock.
What MLIT’s corrective recommendation means
Japan’s MLIT issued a corrective recommendation to Daikokuten Bussan, which runs LamU, over forcing long truck wait times, according to Nikkei. In parallel, the JFTC and SME Agency have stepped up sector-wide enforcement, guiding 530 transport firms on subcontracting issues and recommending action at two firms, per Jiji. This raises compliance scrutiny that Daikokuten Bussan stock must price in over the near term.
The recommendation points to tighter loading and unloading practices. We expect stronger appointment scheduling, clear wait-time thresholds, and better coordination with carriers. Contracts may need updates to align with the January 2026 transaction-optimization rules. Transparent data logging of arrival, dock-in, and turnaround times could be essential. Any visible plan could help support Daikokuten Bussan stock sentiment.
Market reaction and valuation snapshot
Daikokuten Bussan stock traded near ¥5,620, down ¥200 or 3.4%. Intraday range showed ¥5,590 low and ¥5,820 high. Volume printed 78,700 shares versus a 64,420 average, indicating elevated interest. The 52-week range spans ¥5,590 to ¥9,870. The 50-day average sits at ¥6,249.8 and the 200-day at ¥7,066.6, highlighting recent underperformance.
At ¥5,620 and TTM EPS of ¥485.97, the P/E is about 11.56x. Market cap stands near ¥77.83 billion, price-to-book is 1.26x, and price-to-sales is 0.26x. Dividend is ¥35, a roughly 0.62% yield. Current ratio is 0.61 and debt-to-equity is 0.38. These levels frame risk and support for Daikokuten Bussan stock.
Logistics cost and margin sensitivity
Cutting truck wait times typically requires tighter scheduling, added labor at docks, and IT upgrades. That can lift distribution and store operating costs. With working capital at about −¥16.69 billion and a 0.61 current ratio, cash planning matters. Low leverage helps, and interest coverage of 33.28 provides room. The path of margins is key for Daikokuten Bussan stock.
Operationally, the company turns inventory quickly at 22.71x with only 16.07 days on hand, and it benefits from a −13.91-day cash conversion cycle supported by 30.28 days payables. At 0.26x sales and 1.26x book, valuation offers some cushion if compliance costs rise. These strengths can steady Daikokuten Bussan stock.
Technical setup and near-term levels
RSI sits at 34.21, CCI at −133.98, Stochastic %K at 19.30, and Williams %R at −94.12, all near oversold. ADX at 36.59 signals a strong trend. MACD histogram is +3.38, hinting at fading downside momentum. MFI at 31.40 shows light buying pressure. These readings frame short-term risk for Daikokuten Bussan stock.
Immediate support is near the Bollinger lower band at ¥5,544, the year low at ¥5,590, and the Keltner lower band at ¥5,617. Resistance sits around the middle band at ¥5,914, Keltner upper at ¥6,171, and upper band at ¥6,285. ATR of 138.58 suggests a wide daily swing.
Final Thoughts
The MLIT corrective recommendation puts logistics practices under a brighter light, and it comes as sector enforcement rises. We think the immediate focus is on a clear compliance plan and better scheduling to cut truck wait times. Valuation near 11.6x earnings, 0.26x sales, and 1.26x book offers some downside buffers, while balance-sheet metrics argue for prudent cash management. For traders, oversold signals sit against a strong trend, with ¥5,544 to ¥5,590 as key support and ¥5,914 to ¥6,285 as first resistance. Watch for company updates, carrier contracts, and readiness for January 2026 rules. Upcoming earnings on January 14, 2026 may reveal cost impacts for Daikokuten Bussan stock.
FAQs
Japan’s MLIT issued a corrective recommendation to the LamU operator over long truck wait times, and regulators are tightening sector oversight. Investors are weighing reputational impact, operational changes, and potential cost adjustments ahead of the January 2026 transaction-optimization rules. Price, volumes, and technicals reflect this focus.
It pushes the company to fix practices that forced long truck wait times. We expect tighter dock scheduling, clearer handling rules, and better coordination with carriers. Contracts may be revised to meet the January 2026 rules, with data logging of arrival and turnaround times to prove compliance.
Yes, near-term costs could rise from added staffing, scheduling systems, and contract changes. The company’s quick inventory turnover and negative cash conversion cycle help offset this. Valuation at about 11.6x earnings and 0.26x sales provides a cushion, but investors should monitor gross and operating margins.
Support sits near ¥5,544 to ¥5,590. Resistance appears around ¥5,914, ¥6,171, and ¥6,285. RSI at 34.21 and Williams %R at −94.12 indicate near-oversold conditions, while ADX at 36.59 signals a strong trend. ATR of 138.58 implies wide daily swings.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
