Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

Towards escaping deflation! Check out 4 undervalued real estate stocks that are expected to rise and high dividend stocks.

avatar
ビットバレー投資家 wrote a column · Apr 3 03:04
Since the Bank of Japan's decision to lift the negative interest rate policy in mid-March...The strength of real estate stocks stands out.The expectation of a slower-than-expected increase in interest rates has spread...Toward undervalued corrections.Becoming dominant. As the awareness of deflation avoidance increases.Real estate inflation resistanceReview of the TOPIX real estate stock index, which is composed of real estate related stocks, has been outperforming TOPIX since March. In 24, the significant increase in official land prices looks to be a strong support.The significant increase in official land prices in 24is likely to be a strong support. $Mitsubishi Estate (8802.JP)$ $Mitsui Fudosan (8801.JP)$ $Kasumigaseki Capital (3498.JP)$Such highly liquid large-cap stocks have beenThe stock price has risen by over 30%.and has already exceeded the average target stock price of analysts.
The TOPIX Real Estate Stock Index (white line) has outperformed the TOPIX (blue line) since March.
The TOPIX Real Estate Stock Index (white line) has outperformed the TOPIX (blue line) since March.
Which real estate stocks are the "latecomers"?
【Screening Conditions】
- Real estate-related stocks with a market capitalization of 50 billion yen or more
- Year-to-date gain/loss ratio of 10% or less
- Former ROE (Return on Equity) indicating capital efficiency is 10% or higher (double-digit)
- The PER (Price Earnings Ratio) is less than 13.3 times the TOPIX Real Estate Stock Index 2-year average.
$Daiwa House Industry (1925.JP)$
- Three pillars of business facilities including rental housing, commercial facilities, and logistics. Also engaged in detached houses and urban development. Shikiho suggests an increase in dividends. The forecast for the consolidated financial results for the fiscal year ending March 2024 shows an increase in revenue by 4.4% and an increase in net profit by 9.5% compared to the previous fiscal year, excluding special factors related to retirement benefits incurred in the previous year. The previous fiscal year's ROE was14.33%, and the year-to-date rate of increase or decrease is3.68%. The projected dividend yield is3.2%The deviation rate from the closing price on April 3rd to the average target stock price of analysts5.42%
Stock price movement since the beginning of the year.
Stock price movement since the beginning of the year.
$ES-CON JAPAN (8892.JP)$
Comprehensive real estate. From condominium development to commercial and logistics facility development. Due to the change in the closing date, the change from the previous period for the March 24 fiscal year is not shown in the interim report. ROE is 14.24%.The year-to-date fluctuation rate. The year-to-date rate of change in stock price is7.41%. The projected dividend yield is3.8%No average target stock price data from analysts.
Stock price movement since the beginning of the year.
Stock price movement since the beginning of the year.
都区内の駅近接ビル中心に好物件を所有する。不動産売却が業績をけん引している。資産入れ替えの推進で売却益が拡大。50 billion円の海外投資枠を設定し、米国高齢者住宅に投資。純利益過去最高更新中。24年12月期連結純利益予想は3.5%増Revenue is 98 billion yen. The revenue forecast has not been disclosed as it is heavily influenced by market conditions. ROE is 13.03%. The year-to-date return rate is 1.15%. The estimated dividend yield is 3.5%. The deviation ratio from the average analyst target stock price as of April 3rd closing price is13.03%. The year-to-date rate of change in stock price is1.15%. The projected dividend yield is3.5%The deviation ratio from the average analyst target stock price as of April 3rd closing price isAn increase of 11.4%.
Stock price movement since the beginning of the year.
Stock price movement since the beginning of the year.
$Eslead (8877.JP)$
A condominium developer based in the Kansai region. A subsidiary of Mori Trust. The supply of units in the Kinki area is top-class. The forecast for consolidated sales for the fiscal year ending March 2024 is 92 billion yen, an increase of 15.1%, and the forecast for net profit is 7.1 billion yen, an increase of 15.5%. ROE is 10.54%. The year-to-date rate of change in stock price is 0%. The expected dividend yield is10.54%. The year-to-date rate of change in stock price is0%. The projected dividend yield is3.5%No average target stock price data from analysts.
Stock price movement since the beginning of the year.
Stock price movement since the beginning of the year.
Which stocks can be expected to rise in price?
Among the stocks that do not meet the above screening criteria, the stocks with a large difference between the current stock price and the average target stock price of analysts, and potential for growth, are the Otani family, who manage the building rental business of Hotel New Otani group. $TOC (8841.JP)$The deviation isexceeded 50%They are nationwide operating in the business of renovating and reselling used single-family homes. $Katitas (8919.JP)$Approximately 36%.)、 $Starts (8850.JP)$Approximately 16%.Also, there was a large deviation from the target stock price.
Stock price movement since the beginning of the year.
Stock price movement since the beginning of the year.
Which stocks can you expect high dividends from?
The high dividend list with an expected dividend yield is now under the umbrella of Oasis Management, a Hong Kong fund. $Raysum (8890.JP)$Or condominium development $Mirarth Holdings (8897.JP)$So, 4.7%Approximately. $Heiwa Real Estate (8803.JP)$The semiconductor manufacturing equipment related to technologies like lasers is strong, with a psychological improvement due to the recovery of NVIDIA's stock in the U.S.4.3% $ES-CON JAPAN (8892.JP)$ $Sekisui House (1928.JP)$ $Hulic (3003.JP)$ $Eslead (8877.JP)$etc3.5%or more.
A-REIT ETF list
* A deficit is a negative value.
* A deficit is a negative value.
* Expected dividend yield is based on Nikkei data as of April 3 (calculated by deducting the expected dividend for this period based on Nikkei journalist estimates from the stock price).
-moomoo News Kathy
Source: Bloomberg, Toyo Keizai Shikiho, The Nikkei, various IR materials, moomoo
Towards escaping deflation! Check out 4 undervalued real estate stocks that are expected to rise and high dividend stocks.
Towards escaping deflation! Check out 4 undervalued real estate stocks that are expected to rise and high dividend stocks.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
36
+0
See Original
Report
273K Views
Comment
Sign in to post a comment
    avatar
    moomoo News Official Account
    8185Followers
    3Following
    40KVisitors
    Follow