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.
- Discount Rate has edged down from 7.54% to 7.53%, contributing to a higher present value in valuations.
- Revenue Growth assumptions declined marginally from 3.46% to 3.43%, suggesting a modestly more conservative outlook.
- Net Profit Margin increased from 38.98% to 39.28%, pointing to incremental improvements in operational profitability.
- Future P/E ratio moved up from 19.82x to 20.05x, indicating slightly higher projected earnings multiples.
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