MIRA INFORM REPORT

 

 

Report Date :

27.12.2012

 

IDENTIFICATION DETAILS

 

Name :

JFE SHOJI TRADE CORPORTION

 

 

Registered Office :

1-6-20 Dojima Kitaku Osaka

 

 

Country :

Japan

 

 

Financials (as on) :

31.03.2012

 

 

Date of Incorporation :

August 2004

 

 

Com. Reg. No.:

(Osaka-Kitaku) 062403

 

 

Legal Form :

Limited Company

 

 

Line of Business :

Import, export, wholesale of steel, iron ore, chemicals, machinery

 

 

No. of Employees :

6,119

 

 

RATING & COMMENTS

 

MIRA’s Rating :

A

 

RATING

STATUS

PROPOSED CREDIT LINE

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

Fairly Large

 

Status :

Good

Payment Behaviour :

Regular

Litigation :

Clear

 

 

NOTES:

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – June 30th, 2012

 

Country Name

Previous Rating

(31.03.2012)

Current Rating

(30.06.2012)

Japan

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D


 

JAPAN - ECONOMIC OVERVIEW

 

In the years following World War II, government-industry cooperation, a strong work ethic, mastery of high technology, and a comparatively small defense allocation (1% of GDP) helped Japan develop a technologically advanced economy. Two notable characteristics of the post-war economy were the close interlocking structures of manufacturers, suppliers, and distributors, known as keiretsu, and the guarantee of lifetime employment for a substantial portion of the urban labor force. Both features are now eroding under the dual pressures of global competition and domestic demographic change. Japan's industrial sector is heavily dependent on imported raw materials and fuels. A tiny agricultural sector is highly subsidized and protected, with crop yields among the highest in the world. Usually self-sufficient in rice, Japan imports about 60% of its food on a caloric basis. Japan maintains one of the world's largest fishing fleets and accounts for nearly 15% of the global catch. For three decades, overall real economic growth had been spectacular - a 10% average in the 1960s, a 5% average in the 1970s, and a 4% average in the 1980s. Growth slowed markedly in the 1990s, averaging just 1.7%, largely because of the after effects of inefficient investment and an asset price bubble in the late 1980s that required a protracted period of time for firms to reduce excess debt, capital, and labor. Measured on a purchasing power parity (PPP) basis that adjusts for price differences, Japan in 2011 stood as the fourth-largest economy in the world after second-place China, which surpassed Japan in 2001, and third-place India, which edged out Japan in 2011. A sharp downturn in business investment and global demand for Japan's exports in late 2008 pushed Japan further into recession. Government stimulus spending helped the economy recover in late 2009 and 2010, but the economy contracted again in 2011 as the massive 9.0 magnitude earthquake in March disrupted manufacturing. Electricity supplies remain tight because Japan has temporarily shut down almost all of its nuclear power plants after the Fukushima Daiichi nuclear reactors were crippled by the earthquake and resulting tsunami. Estimates of the direct costs of the damage - rebuilding homes, factories, and infrastructure - range from $235 billion to $310 billion, and GDP declined almost 0.5% in 2011. Prime Minister Yoshihiko NODA has proposed opening the agricultural and services sectors to greater foreign competition and boosting exports through membership in the US-led Trans-Pacific Partnership trade talks and by pursuing free-trade agreements with the EU and others, but debate continues on restructuring the economy and reining in Japan's huge government debt, which exceeds 200% of GDP. Persistent deflation, reliance on exports to drive growth, and an aging and shrinking population are other major long-term challenges for the economy.

 

Source : CIA

 


Company name

 

JFE SHOJI TRADE CORPORTION

 

 

REGD NAME

 

JFE Shoji KK

 

 

MAIN OFFICE

 

2-7-1 Ohtemachi Chiyodaku Tokyo 100-8070 JAPAN

Tel: 03-5203-5510     Fax: 03-5203-5289

                       

*.. Registered at: 1-6-20 Dojima Kitaku Osaka

.

URL:                             http://www.jfe-shoji.co.jp/

E-Mail address:            (through the URL)

 

 

ACTIVITIES

 

Import, export, wholesale of steel, iron ore, chemicals, machinery, other

 

 

BRANCHES

 

(Domestic) 20 locations

 

 

OVERSEAS

 

Korea (2), China (3), Taiwan (2), Vietnam (2), India (4), Australia (2), USA (3), India, other.  (Total 30 in 15 countries)

 

 

CHIEF EXEC

MIKIO FUKUSHIMA, PRES & CEO                                

 

Yen Amount:    In million Yen, unless otherwise stated

 

SUMMARY

 

FINANCES                    FAIR                 A/SALES          Yen 2,086,595 M

PAYMENTS      REGULAR         CAPITAL           Yen 20,000 M

TREND             STEADY           WORTH            Yen 123,692 M

STARTED                     1948                 EMPLOYES      6,119

             

 

COMMENT    

 

TRADING HOUSE OWNED BY JFE SHOJI HOLDINGS INC. 

 

FINANCIAL SITUATION CONSIDERED FAIR AND GOOD FOR ORDINARY BUSINESS ENGAGEMENTS.

                       

 

HIGHLIGHTS

 

This is a trading company belonging to JFE Shoji Holdings Inc, which was created on 01/Aug/2004 by Kawasho Corp, Kawasaki Steel group trading house.  On 01/Oct/2004, Kawasho Corp and NKK Trading Inc, NKK group trading house, merged when the two parents, Kawasaki Steel and NKK merged to become JFE Holdings Inc.  At the same time, the group reorganized into four individual companies under the control of JFE Shoji Holdings Inc: JFE Shoji Trade Corporation (consolidated steel business), Kawasho Foods Corporation (foods business), Kawasho Semiconductor Corporation (semiconductor business) and Kawasho Real Estate Corporation (real estate business).  98% of sales are generated by the subject firm and this is the core of the group firms.  In Oct 2010 acquired of all issued shares in Republic Coal Pty Ltd, Australia.  In Jun 2010 established JV with Summit Corp Thailand, as Steel Alliance Service Center Co Ltd, a steel processing center mainly serving the automobile industry.  The firm was listed on the Tokyo S/E Apr 2012.  The firm will become a wholly-owned subsidiary of JFE Holdings in Oct 2012 through a stock swap.  Shares will be allocated at 1 JFE Shoji share to 0.268 JFE Holdings shares.  The company will be delisted on September 26, 2012.  The subsidiaries under the company’s aegis will also be realigned. 

 

 

FINANCIAL INFORMATION

 

The sales volume for Mar/2012 fiscal term amounted to Yen 2,086,595 million, a 3.7% up from Yen 2,011,526 million in the previous term.  In the steel business, its core business field, Japan’s automobile industry witnessed a quicker than expected resumption in its supply chain.  The recurring profit was posted at Yen 17,283 million and the net profit at Yen 12,108 million, respectively, compared with Yen 23,783 million recurring profit and Yen 13,645 million net profit, respectively, a year ago.

 

(Apr/Jun/2012 results): Sales Yen 493,197 million, operating profit Yen 4,141 million, recurring profit Yen 4,179 million, net profit Yen 2,311 million.

 

For the current term ending Mar 2013 the firm announced forecast for the second quarter 2012 that: Sales Yen 980,000 million, operating profit Yen 8,000 million, recurring profit Yen 8,000 million, net profit Yen 4,500 million.  This is the forecast until the merger in Oct/2012.

 

The financial situation is considered FAIR and good for ORDINARY business engagements. 

 

 

REGISTRATION

 

Date Registered: Aug 2004

Regd No.:       (Osaka-Kitaku) 062403

Legal Status:     Limited Company (Kabushiki Kaisha)

Authorized:        320 million shares

Issued:               236,777,704 shares

Sum:                  Yen 20,000 million

 

Major shareholders: JFE Steel (38.5), Kawasaki Heavy Ind (2.7), TCSB (Kawasaki Heavy Ind) (2.3), Japan Trustee Services T (2.0), Master Trust Bank of Japan T (1.9), Kawasaki Kisen (1.8), Century Tokyo Leasing (1.8), Juniper (1.6), Group Customers’ S/Holding Assn (1.6), Mizuho Corporate Bank (1.4); foreign owners (18.9)

 

No. of shareholders: 5,258

 

Listed on the Stock Exchange of: Tokyo (listed in Apr/2012)

 

Management: Mikio Fukushima, pres; Tsutomu Yajima, v pres; Hisao Osato, s/mgn dir; Kohei Yoshioka, s/mgn dir; Katsuyoshi Takaya, s/mgn dir; Hidehiko Ogawa, s/mgn dir; Masaru Saruwatari, mgn dir; Takeshi Fujiwara, mgn dir

 

Nothing detrimental is known as to the commercial morality of executives.

 

 

OPERATION

 

Activities: The subject is a trading house owned by JFE Shoji Holdings Inc and we here give            here breakdown of operations/sales of the 4 group firms:

 

JFE Shoji Trade Corp (98%): steel, coal, iron ore, chemicals & fuels, steelworks machinery, engineering works:

 

Kawasho Foods Corp (1%): foodstuffs;

 

Kawasho Semiconductor Corp (1%): semiconductor equipment & supplies;

 

(Major Handling Items by JFE Shoji Trade Corp):

Steel: shipbuilding steel, thick steel plate, processed steel for ships & bridges, hot-rolled    sheet, cold-rolled sheet, electrical steel sheet, coated steel sheet, steel plate, stainless steel, special steel, galvanized sheet, tin plate, steel pipes, special steel pipes, treated steel pipes, iron powder, hot charge, steel piles, wire, H-beam, lightweight shaped steel plate, regular shaped steel plate, reinforced products, columns, semi-finished steel products (slabs, etc), civil engineering products, construction materials, housing materials, other products, civil  engineering, construction;


Raw Materials: iron ore, sintering ore, coal for coke making, dolomite & other steel making materials, cokes & coal products, nickel, chromium, zinc, alloy iron, scrap iron & other metal            raw materials, aluminum, scrap aluminum, deoxidized aluminum, aluminum products;

 

Machinery: blast furnaces, coke ovens, oxygen facilities, continuous slab casting machines, hot rolling mills, galvanizing equipment & steel mfg machinery, roll, lubricating oil, bearing, electric cable & steel mfg materials, metal processing machinery, boilers, turbines, electrical          equipment, amusement part equipment, hospital facilities, building facilities, factory facilities, various new ship building, sale & purchase of used ships, scrapping ships, ship repairs, ship           equipment, other products;

 

Chemicals & Fuels: coal tar, coal tar pitch, creosote oil & other chemical coal products,    magnesium chloride, nitric acid & other inorganic chemicals, ferrite core, molding materials, iron oxide, fertilizers, general use plastic, engineering plastics & other plastic raw materials & compound products, fine ceramics, ultra-fine nickel powder & other functional chemical products, industrial gases, crude oil, gasoline, LPG, lubricating oil & other petroleum products.

 

Clients: [Mfrs, wholesalers] JFE Steel (50%), Nissan Motor, Mitsubishi Motors, Samsung Japan, other.

No. of accounts: 2,000

Domestic areas of activities: Nationwide

 

Suppliers: [Mfrs, wholesalers] JFE Steel, JFE Chemical, JFE Steel Plate, BM Alliance, BHP Billiton, Wesfarmers, Vale, other.

 

Payment record: Regular

 

Location: Business area in Tokyo.  Office premises at the caption address are owned and maintained satisfactorily.

 

Bank References:

Mizuho Corporate Bank (Uchisaiwaicho)

SMBC (H/O)

Relations: Satisfactory

 

 

FINANCIALS

 

FINANCES: (Consolidated in million yen)

 

 

 

Terms Ending:

31/03/2012

31/03/2011

INCOME STATEMENT

 

 

 

  Annual Sales

 

2,086,595

2,011,526

 

  Cost of Sales

2,020,266

1,938,329

 

      GROSS PROFIT

66,328

73,196

 

  Selling & Adm Costs

49,551

49,833

 

      OPERATING PROFIT

16,777

23,363

 

  Non-Operating P/L

506

420

 

      RECURRING PROFIT

17,283

23,783

 

      NET PROFIT

12,108

13,645

BALANCE SHEET

 

 

 

 

  Cash

 

27,998

31,551

 

  Receivables

 

334,374

322,108

 

  Inventory

 

79,585

77,502

 

  Securities, Marketable

 

 

 

  Other Current Assets

28,120

31,576

 

      TOTAL CURRENT ASSETS

470,077

462,737

 

  Property & Equipment

37,594

38,061

 

  Intangibles

 

4,018

5,503

 

  Investments, Other Fixed Assets

64,804

65,063

 

      TOTAL ASSETS

576,493

571,364

 

  Payables

 

283,783

304,539

 

  Short-Term Bank Loans

90,717

78,105

 

 

 

 

 

 

  Other Current Liabs

59,093

47,032

 

      TOTAL CURRENT LIABS

433,593

429,676

 

  Debentures

 

 

 

 

  Long-Term Bank Loans

10,388

14,000

 

  Reserve for Retirement Allw

5,133

4,802

 

  Other Debts

 

3,687

5,460

 

      TOTAL LIABILITIES

452,801

453,938

 

      MINORITY INTERESTS

 

 

 

Common stock

20,000

20,000

 

Additional paid-in capital

17,428

17,428

 

Retained earnings

92,310

83,742

 

Evaluation p/l on investments/securities

2,933

3,829

 

Others

 

(8,618)

(7,217)

 

Treasury stock, at cost

(361)

(356)

 

      TOTAL S/HOLDERS` EQUITY

123,692

117,426

 

      TOTAL EQUITIES

576,493

571,364

CONSOLIDATED CASH FLOWS

 

 

 

 

Terms ending:

31/03/2012

31/03/2011

 

Cash Flows from Operating Activities

 

-23,611

16,343

 

Cash Flows from Investment Activities

-6,429

-7,069

 

Cash Flows from Financing Activities

26,123

-850

 

Cash, Bank Deposits at the Term End

 

27,953

31,501

ANALYTICAL RATIOS            Terms ending:

31/03/2012

31/03/2011

 

 

Net Worth (S/Holders' Equity)

123,692

117,426

 

 

Current Ratio (%)

108.41

107.69

 

 

Net Worth Ratio (%)

21.46

20.55

 

 

Recurring Profit Ratio (%)

0.83

1.18

 

 

Net Profit Ratio (%)

0.58

0.68

 

 

Return On Equity (%)

9.79

11.62

 


FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.54.96

UK Pound

1

Rs.88.67

Euro

1

Rs.72.45

 

INFORMATION DETAILS

 

Report Prepared by :

PDT

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

----

NB

New Business

----

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.