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3249: Future Revenue Stability Will Rely On CPI-Linked Rents And Business Expansion

Published
09 Feb 25
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
31.3%
7D
2.0%

Author's Valuation

JP¥149.83k0.09% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 1.93%

Analysts have increased their price target for Industrial & Infrastructure Fund Investment from ¥147,000 to ¥149,833. They cite improved discount rates, slight revenue growth, and marginally higher profit margins in their updated outlook.

Shared on 17 Oct 25

Fair value Increased 1.88%

Analysts have raised their price target for the Industrial & Infrastructure Fund from ¥144,286 to ¥147,000, citing incremental improvements in profit margin and a slightly lower discount rate as key factors in the updated valuation. What's in the News The board approved a repurchase of its own investment units at the meeting on July 30, 2025 (Board Meeting) Buyback tranche completed with 7,755 shares repurchased for ¥999.92 million from August 1 to September 19, 2025 (Buyback Tranche Update) Earnings guidance revised upward for the fiscal period ending January 31, 2026, reflecting higher expected revenue and income figures compared to prior estimates (Corporate Guidance Raised) Dividend guidance increased to JPY 4,310 per share from JPY 3,480 per share for the same fiscal period (Dividend Increases) Acquisition of IIF Narashino Logistics Center I completed, with the facility achieving top environmental and energy efficiency certifications (Business Expansions) Valuation Changes Consensus Analyst Price Target has risen slightly from ¥144,286 to ¥147,000, reflecting updated market expectations.

Shared on 03 Oct 25

Fair value Increased 5.43%

The analyst price target for the Industrial & Infrastructure Fund has increased by approximately $7,400 to $144,285, as analysts factor in a slightly higher discount rate along with more conservative projections for revenue growth and profit margins. What's in the News The company revised its earnings guidance for the period ending January 31, 2026, projecting higher operating revenue, operating income, and net income compared to its previous forecast (Key Developments).

Shared on 01 May 25

Fair value Increased 26%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 8.51%

AnalystConsensusTarget has decreased revenue growth from 7.8% to 4.0%.

Shared on 19 Mar 25

Fair value Decreased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25