Update shared on 21 Nov 2025
Fair value Increased 2.96%Analysts have raised their price target for Japan's real estate sector from ¥124,720 to ¥128,410. This change reflects more optimistic expectations for revenue growth, along with a modest adjustment in discount rates.
What's in the News
- A board meeting is scheduled for November 17, 2025, to consider a comprehensive resolution regarding the issuance of Investment Corporation Bonds (Key Developments).
Valuation Changes
- Fair Value: Increased from ¥124,720 to ¥128,410, reflecting a modest upward revision in projected asset value.
- Discount Rate: Decreased slightly from 5.04% to 5.02%. This indicates marginally improved sentiment toward sector risk.
- Revenue Growth: Changed from -0.88% to 0.01%. This marks a shift from a projected contraction to slight expected growth.
- Net Profit Margin: Edged down from 44.27% to 44.00%, representing a minimal reduction in profitability outlook.
- Future P/E: Rose from 27.46x to 28.17x. This suggests a small increase in valuation multiples.
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