Independent Insight Provider

Hao Wang, CFA

Equity Bottom-Up

Top two real estate companies in Japan, namely Mitsui Fudosan (Mitsui) and Mitsubishi Estate (Mitsubishi), are diverging in their strategies&nbsp;of running centuries-old real estate business. Mitsui Fudosan stands out&nbsp;because it has&ndash;diversified in geography and by asset class&ndash;improving profitability&ndash;higher visible growth&ndash;cheaper valuationsWhilst these businesses are traditionally seen as very similar, diverging strategies sets them apart, and I expect it will lead to increasingly diverging share price performance.&nbsp;

Top two real estate companies in Japan, namely Mitsui Fudosan (Mitsui) and Mitsubishi Estate (Mitsubishi), are diverging in their strategies&nbsp;of running centuries-old real estate business. Mitsui Fudosan stands out&nbsp;because it has&ndash;diversified in geography and by asset class&ndash;improving profitability&ndash;higher visible growth&ndash;cheaper valuationsWhilst these businesses are traditionally seen as very similar, diverging strategies sets them apart, and I expect it will lead to increasingly diverging share price performance.&nbsp;

Mitsui (8801 JP) vs Mitsubishi (8802 JP): Make a difference in the same old real estate business

Japan

Mitsui Fudosan Co., Ltd. provides overall real estate services such as leasing, subdivision, construction, sales, and maintenance of office buildings and residential houses.  The Company also manufactures building materials, operates commercial facilities including hotels and golf places, and provides financial services such as securitization of real estate properties.

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Mitsui Fudosan (8801 JP)

Mitsui (8801 JP) vs Mitsubishi (8802 JP): Make a difference in the same old real estate business

Top two real estate companies in Japan, namely Mitsui Fudosan (Mitsui) and Mitsubishi Estate (Mitsubishi), are diverging in their strategies of...

Hao Wang, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)