Earnings Alerts

Mitsui Fudosan (8801) Earnings: 1Q Operating Income Surges 26% YoY, Beating Estimates

  • Strong 1Q Performance: Mitsui Fudosan‘s operating income surged to 101.30 billion yen, marking a 26% year-over-year increase, and surpassing the estimate of 86.11 billion yen.
  • Net Income Drop: The company recorded a net income of 65.02 billion yen, which is a 24% decrease year-over-year, though it exceeded the estimate of 56.47 billion yen.
  • Increase in Net Sales: Net sales rose by 12% year-over-year to 630.38 billion yen, outperforming the estimate of 603.75 billion yen.
  • 2025 Forecasts:
    • Operating income is forecasted at 340.00 billion yen, compared to the estimate of 347.93 billion yen.
    • Net income is expected to be 235.00 billion yen, slightly below the estimate of 239.99 billion yen.
    • Net sales are projected to remain stable at 2.60 trillion yen, aligning with the estimate.
    • The dividend is anticipated to be 30.00 yen, close to the estimate of 30.25 yen.
  • Market Sentiment: The company has 12 buy recommendations, 3 hold recommendations, and 1 sell recommendation from analysts.

Mitsui Fudosan on Smartkarma

Analysts on Smartkarma have provided varied coverage of Mitsui Fudosan, a prominent Japanese real estate developer. Travis Lundy, with a bearish outlook, offers insights on the company’s management awareness of capital cost and stock price policies, highlighting discrepancies between disclosed information and actual actions. In contrast, Jacob Cheng, leaning bullish, emphasizes Mitsui Fudosan‘s strong performance in the Japanese real estate market, suggesting it is not too late for investors to participate in the rally.

Additionally, David Blennerhassett‘s bullish stance discusses recent events surrounding Mitsui Fudosan, including responses to shareholder activism and potential buyback strategies. On the other hand, Travis Lundy‘s bearish perspective addresses Elliott Management’s involvement in Mitsui Fudosan, pointing out conflicting expectations regarding asset sales and buybacks. These multiple viewpoints illustrate the complexity of analyzing the investment potential of Mitsui Fudosan in the current market environment.


A look at Mitsui Fudosan Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth4
Resilience2
Momentum3
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Mitsui Fudosan shows a promising long-term outlook. With a strong Growth score of 4, the company is expected to experience significant expansion and development in the future. This is complemented by moderate scores in Value and Dividend, indicating a solid foundation for potential returns. However, the company’s Resilience score of 2 suggests a need for caution in terms of withstanding market fluctuations. Overall, with a Momentum score of 3, Mitsui Fudosan is showing steady progress and could be an interesting prospect for investors looking for growth opportunities in the real estate sector.

Mitsui Fudosan Co., Ltd. operates in various segments of the real estate industry, providing a wide range of services from leasing and construction to financial activities such as real estate securitization. The company’s diversified portfolio includes office buildings, residential houses, building materials manufacturing, and commercial facilities like hotels and golf places. By focusing on growth and maintaining a steady momentum, Mitsui Fudosan aims to capitalize on its strengths in these areas and drive long-term value for its investors.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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