- Seibu Holdings reported an operating income of 18.44 billion yen for the first quarter, which is 7.6% lower than the previous year but higher than the estimated 16.71 billion yen.
- The net income was 13.46 billion yen, a decrease of 13% from last year, yet it surpassed the estimated 9.68 billion yen.
- Net sales increased by 5.6% year-on-year, totaling 132.40 billion yen, which is above the anticipated 127.47 billion yen.
- For the fiscal year 2026, Seibu Holdings maintains its forecast of an operating income of 40.00 billion yen, below the estimate of 44.18 billion yen.
- The projection for net income stands at 26.00 billion yen, less than the estimated 29.57 billion yen.
- The company continues to expect net sales of 511.00 billion yen, which is short of the 519.16 billion yen estimate.
- The anticipated dividend remains at 40.00 yen, compared to the estimated 44.00 yen.
- Current analyst recommendations for Seibu Holdings include 2 buys, 3 holds, and 2 sells.
Seibu Holdings on Smartkarma
Analyst coverage on Smartkarma, provided by Rahul Jain, delves into Seibu Holdings (TSE: 9024) as an asset-rich platform with significant upside potential through monetization strategies. Seibu’s robust FY25 performance, fueled by real estate securitization, highlights a shift towards a capital-light model and plans to monetize urban assets. Operating profit soared to ¥263 bn, underlining the hidden value within its property holdings. Management targets to monetize around ¥1.35 trillion of urban assets in the next 3-5 years, adopting a capital-light hotel approach and enhancing transport margins. Trading at a 45% discount to its Sum of the Parts (SoTP) value, currently at ¥4,868/share, Seibu holds promise for substantial re-rating if asset monetization progresses as envisaged.
A look at Seibu Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.6 |
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
Seibu Holdings Inc. shows a promising long-term outlook as per Smartkarma’s Smart Scores. With a high Growth score and solid Momentum rating, the company seems poised for expansion and market progress. These factors indicate that Seibu Holdings is focused on increasing its market share and developing its business operations. Additionally, the company is well-positioned for growth opportunities in the future, reflecting positively on its long-term outlook.
Despite facing some average ratings in terms of Value and Resilience, Seibu Holdings‘s overall Smart Scores paint a favorable picture for its future performance. Its diversified operations in transportation, construction, hotels, leisure facilities, and real estate contribute to its potential for long-term success. With strategic planning and strong operational management in place, Seibu Holdings is likely to capitalize on its growth and momentum to drive positive outcomes for investors in the coming years.
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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