bullish
Tokyu Corp (9005) To Lift Stake in Tokyu REIT (8957) Again - Bigger Than You Think It Is
446 Views24 Mar 2025 22:00
Tokyu bought 5% of Tokyu REIT from Sep24 to March25. They have now reloaded for another 5%. Float is not that big. And the REIT is under-levered, and PNAV is still low-ish. The goal is higher PNAV.
What is covered in the Full Insight:
- Introduction to Tokyu Corp's Stake Increase
- Background on J-REIT Sponsorship Trends
- Recent Performance of Tokyu Reit Inc
- Implications of Tokyu's Acquisition Strategy
- Conclusion and Investment Recommendation
SUMMARY
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