Japanese Industrial REITs Stock News

TSE:2972
TSE:2972Office REITs

SANKEI REAL ESTATE (TSE:2972) Profit Margin Surge Reinforces Bullish Narrative Despite Valuation Concerns

SANKEI REAL ESTATE (TSE:2972) posted net profit margins of 43.8%, a notable jump from 20.9% last year. EPS growth came in at 4.9% for the year, significantly above its 1.4% annual average over the past five years. Reported earnings quality remains high, but with a Price-to-Earnings Ratio of 20.6x, the stock is trading above estimated fair value and its peer set. Investors will have to weigh this recent profit momentum against the premium valuation and questions around the company’s financial...
TSE:2685
TSE:2685Specialty Retail

ST HD Ltd (TSE:2685) Margin Decline Challenges Bullish Earnings Momentum Narrative

ST HD Ltd (TSE:2685) delivered high-quality earnings, with profitability maintained over the past five years and an impressive average annual earnings growth rate of 33.9%. Looking ahead, analysts forecast the company’s earnings to climb 11.4% per year, outpacing the broader Japanese market. Revenue is expected to grow more slowly at 3.3% annually. Net profit margins are slimmer at 2.9%, down from last year's 4.7%, keeping the focus on how the company manages profitability amid these...
TSE:6506
TSE:6506Machinery

YASKAWA Electric (TSE:6506) Is Up 6.4% After Upgrading Earnings Guidance for FY2026 Has The Bull Case Changed?

On October 3, 2025, YASKAWA Electric Corporation raised its consolidated earnings guidance for the year ending February 28, 2026, with revenue now expected at ¥525 billion, operating profit at ¥48 billion, and profit attributable to owners at ¥37 billion. This upward revision reflects the company's strengthened outlook for profitability and signals confidence in its operational performance heading into the next fiscal period. With upgraded guidance for revenue and profit, we'll consider how...