bearish
Japan Hotel REIT: Interest Rate Hike Will Hurt Tourism, with More Hikes to Come. We Turn Bearish
292 Views23 Feb 2025 08:45
We turn bearish on Japan Hotel REIT, on the back of a rate hike cycle. Rates increase lead to stronger Yen which will hurt tourism. We turn bearish on Japan real estate, despite solid fundamentals.
What is covered in the Full Insight:
- Introduction
- Interest Rate Hike Impact
- Hotel Assets Sensitivity
- Fundamentals and Valuation
- Risks and Conclusion
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Related Insights
More »- Japan Hotel REIT: Interest Rate Hike Will Hurt Tourism, with More Hikes to Come. We Turn Bearish
- Asia Real Estate Tracker (07-Feb-2025): KKR & Gaw negotiating $660M sale of Hyatt Regency Tokyo.
- Japan Hotel REIT Placement - Relatively Large Deal but It Is Accretive
- Short Note: USDJPY Breaking 154: Positive for RE, Buy Japan Hotel REIT, Buy Japan RE
- Japan REITs: Long Japan Hotel REIT and Short Nippon Building Fund on Industry Fundamentals
Trending Collections
More »Trending Insights
More »- Prodia (PRDA IJ) - Expanding and Digitally Remastered
- JD.com (9618 HK): Strategic Highlights and Market View from HKEX Top Trades
- ETF Flows in Q1: Inflows for Taiwan, Outflows for China
- Topcon (7732 JP): KKR/JICC-Sponsored Preconditional MBO, with Caveats
- NIFTY Outlook: Possible Breakout as Options Expiry Moves to Monday
Top Unpaywalled Insights
More »- Aiming for REITs with Lower Downside Risk and Expectations of Higher Shareholder Returns?
- Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013
- APL Apollo Tubes (APAT IN) Stepping up the Gas on Capacity Expansions
- The LLM Quant Revolution: From ChatGPT to Wall Street
- The Fed's Next Move: How Interest Rates Will Make or Break Your Portfolio
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Japan Hotel REIT: Interest Rate Hike Will Hurt Tourism, with More Hikes to Come. We Turn Bearish23 Feb 2025
- Short Note: USDJPY Breaking 154: Positive for RE, Buy Japan Hotel REIT, Buy Japan RE20 Apr 2024
- Japan REITs: Long Japan Hotel REIT and Short Nippon Building Fund on Industry Fundamentals02 Nov 2023
x