Narrative Update on Advance Residence Investment
Analysts have maintained their fair value estimate for Advance Residence Investment at ¥164,000, citing stable fundamental assumptions and marginal changes in key input metrics.
What's in the News
- Advance Residence Investment's board meeting is scheduled for September 16, 2025. The meeting will address proposed amendments to the Articles of Incorporation and director appointments for the upcoming general unitholders' meeting (source: company disclosure).
- Amendments to the Articles of Incorporation and director appointments are set to be discussed and voted on at the 8th General Unitholders' Meeting on October 27, 2025 (source: company disclosure).
- The company issued new earning guidance for the periods ending January 31, 2026, and July 31, 2026. It is projecting operating revenue of JPY 20,550 million and JPY 19,287 million, respectively, with corresponding net income per unit of JPY 3,176 and JPY 2,629 (source: company disclosure).
- The company revised its dividend guidance for August 2025 to January 2026, increasing it to JPY 3,155 per share, up from JPY 3,005 per share a year earlier (source: company disclosure).
- The company raised its earnings guidance for August 2025 to January 2026. Expected net income is JPY 20,253 million, operating income is JPY 9,754 million, and earnings per unit are JPY 3,029, all up from previous forecasts (source: company disclosure).
Valuation Changes
- Fair Value Estimate remains unchanged at ¥164,000, reflecting steady expectations for the company’s performance.
- Discount Rate decreased fractionally from 5.04% to 5.03%.
- Revenue Growth forecast remains essentially stable at -0.53%.
- Net Profit Margin is unchanged, holding at approximately 44.13%.
- Future Price-to-Earnings Ratio is nearly steady and has edged slightly lower from 22.50x to 22.49x.
Disclaimer
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