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To overcome deflation! Check out stocks with 4 late real estate stocks that are expected to rise in price due to undervaluation revisions, and also check stocks with high dividends

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ビットバレー投資家 wrote a column · Apr 3 03:04
Since the Bank of Japan decided to cancel the negative interest rate policy in mid-March,The strength of real estate stocks is conspicuous. The outlook that interest rate increases will be more gradual than expected has spread,Movement to revise bargaininghas gained the upper hand. Amid awareness of overcoming deflationReal estate inflation resistanceThe review has also progressed, and the TOPIX Real Estate Stock Index, which consists of real estate-related stocks, has outperformed TOPIX since March. 24 yearsPublic land prices have increased drasticallyIt also seems like it will be a strong support. $Mitsubishi Estate(8802.JP)$ $Mitsui Fudosan(8801.JP)$ $Kasumigaseki Capital(3498.JP)$Large stocks with high liquidity such as the beginning of the yearStock prices rose more than 30%It has already exceeded analysts' average target stock prices.
▲TOPIX Real Estate Stock Index (white line) will outperform TOPIX (blue line) from March
▲TOPIX Real Estate Stock Index (white line) will outperform TOPIX (blue line) from March
What are the best “late” stocks related to real estate?
[Screening conditions]
・Real estate-related stocks with a total market value of 50 billion yen or more
・Year-to-date gain/fall rate of 10% or less
・The ROE (return on equity) for the previous fiscal year, which indicates financial efficiency, is 10% or more (in the double digit range)
・PER (price-earnings ratio) is 13.3 times or less than the 2-year average of the TOPIX Real Estate Stock Index
$Daiwa House Industry(1925.JP)$
The three pillars of business facilities such as rental housing, commercial facilities, and logistics. Detached houses and urban development too. The quarterly report suggests an increase in dividends. The consolidated earnings forecast for the fiscal year ending March 24 is an increase in sales and a decrease in profit, but in figures excluding special factors related to retirement benefits that occurred in the previous fiscal year, sales are expected to increase 4.4% and net profit to increase 9.5%. What is the ROE for the first semester14.33%What is the year-to-date gain/fall rate3.68%. What is the expected dividend yield3.2%. What is the divergence rate from 4/3 closing price to analysts' average target stock price5.42%
▲Stock price changes since the beginning of the year
▲Stock price changes since the beginning of the year
$ES-CON JAPAN(8892.JP)$
Comprehensive real estate. From condominium sales to commercial facilities and logistics facility development, etc. Due to a change in the fiscal period, the increase or decrease for the fiscal year ending 24/3 compared to the previous fiscal year was not described in the text message. What is ROE14.24%. What is the year-to-date gain/fall rate7.41%. What is the expected dividend yield3.8%. No analyst average target share price data.
▲Stock price changes since the beginning of the year
▲Stock price changes since the beginning of the year
$Hulic(3003.JP)$
I own good properties mainly in buildings close to train stations within the Tokyo district. Real estate sales are driving business results. Profit from sale expanded due to promotion of asset replacement. Set an overseas investment quota of 50 billion yen and invest in housing for the elderly in the United States. Net profit is being updated to a record high.Consolidated net profit forecast for the fiscal year ending 24/12 increased by 3.5%98 billion yen. Sales forecasts are not disclosed as they are greatly influenced by market conditions. What is ROE13.03%. What is the year-to-date gain/fall rate1.15%. What is the expected dividend yield3.5%. What is the divergence rate from the 4/3 closing price to the analysts' average target stock price11.4%
▲Stock price changes since the beginning of the year
▲Stock price changes since the beginning of the year
$Eslead(8877.JP)$
A condominium developer based in Kansai. A consolidated subsidiary of Mori Trust. The number of units supplied in the Kinki region is top class. The consolidated sales forecast for the fiscal year ending 2014/3 is 92 billion yen, up 15.1%, and the net profit forecast is 7.1 billion yen, up 15.5%. ROE10.54%. What is the year-to-date gain/fall rate0%. What is the expected dividend yield3.5%. No analyst average target share price data.
▲Stock price changes since the beginning of the year
▲Stock price changes since the beginning of the year
Which stocks can be expected to rise in stock prices?
It did not fall under the above screening conditions, but among the stocks for which there is valid data, there is a large difference between the current stock price and the analysts' average target stock price, and stocks that are expected to rise are in the building rental business managed by the Otani family of the Hotel New Otani family $TOC(8841.JP)$So what is the divergenceOver 50%. Expand the second-hand detached house refurbishment business nationwide $Katitas(8919.JP)$Approximately 36%)、 $Starts(8850.JP)$about 16%) also had a large divergence up to the target stock price.
▲Stock price changes since the beginning of the year
▲Stock price changes since the beginning of the year
What can I expect high dividends?
The high expected dividend yield is now under the umbrella of the Hong Kong fund Oasis Management $Raysum(8890.JP)$or condominium sales $Mirarth Holdings(8897.JP)$So,4.7%degree. $Heiwa Real Estate(8803.JP)$Is4.3% $ES-CON JAPAN(8892.JP)$ $Sekisui House(1928.JP)$ $Hulic(3003.JP)$ $Eslead(8877.JP)$etc., too3.5%That's all.
Real estate related stock list
*Deficits are negative values
*Deficits are negative values
* The expected dividend yield is from Nikkei data as of 4/3 (calculated by dividing the forecast dividend forecast for the current fiscal year based on the Nikkei press forecast by the stock price)
―MooMoo News Kathy
Source: Bloomberg, Toyo Keizai Shiki Report, Nihon Keizai Shimbun, IR materials from various companies, moomoo
To overcome deflation! Check out stocks with 4 late real estate stocks that are expected to rise in price due to undervaluation revisions, and also check stocks...
To overcome deflation! Check out stocks with 4 late real estate stocks that are expected to rise in price due to undervaluation revisions, and also check stocks...
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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