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Companies Real Estate 3284.T
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3284.T Tokyo Stock Exchange Real Estate Rental, Development & Operations

3284.T

¥1 185,00
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Mcap
48,4B JPY
P/E
EV / Rev
Div yield
5,96 %
Op margin
9,8 %
ROE
13,0 %
Net margin
5,9 %
Debt / equity
2,53
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the real estate rental, development, and operations sector, generating revenue primarily through property management and development activities.

Business. The company operates in the real estate rental, development, and operations sector, generating revenue primarily through property management and development activities.

Classification92 %
SectorReal Estate
IndustryReal Estate Rental, Development & Operations
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
13,0 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 3284.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate · THIS SECTOR−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 3284.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the real estate rental, development, and operations sector, generating revenue primarily through property management and development activities.

    Classification92 %
    SectorReal Estate
    IndustryReal Estate Rental, Development & Operations
    AI synthesis
    GENERATED

    The company maintains a market price of 1,184 JPY per share, with a market capitalization of approximately 48.43 billion JPY. Its price-to-earnings ratio is 8.86, and the price-to-book ratio is 1.15, indicating a relatively modest valuation compared to book value. The company's liquidity position is characterized by a current ratio of 2.61, suggesting a moderate ability to meet short-term obligations. However, the company's operating cash flow is negative at -14.12 billion JPY, which may raise concerns about its short-term liquidity.

    Profitability metrics show a return on equity of 12.96% and a return on assets of 3.04%, which are key indicators of the company's efficiency in generating returns from its equity and total assets. The company's operating income of 9.07 billion JPY and net income of 5.46 billion JPY reflect its ability to generate earnings despite the negative operating cash flow. The debt-to-equity ratio of 2.53 indicates a relatively high level of leverage, which could pose a risk in a rising interest rate environment.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification may expose the company to regional economic downturns or regulatory changes that could impact its operations. The company's capital expenditures of -893 million JPY suggest a reduction in investment in new projects or property developments.

    Looking ahead, the company's revenue is expected to grow, supported by its current market position and ongoing development projects. Analysts have a mean recommendation of 2.00, indicating a generally positive outlook, with one "buy" rating and no "strong buy" or "sell" ratings. The company's free cash flow of 4.33 billion JPY provides some flexibility for reinvestment or shareholder returns.

    The company faces a medium liquidity risk, primarily due to its negative net cash position after accounting for total debt. The risk assessment also highlights the potential for dilution, although it is currently rated as low. The company's recent financial performance and analyst estimates suggest a stable but cautious outlook for the near term.

    Recent filings and transcripts indicate that the company is focused on optimizing its asset base and managing debt levels. The company has not disclosed any major new projects or strategic initiatives in the latest reports, suggesting a conservative approach to capital allocation.

    Key takeaways
    • The company has a moderate valuation with a price-to-earnings ratio of 8.86 and a price-to-book ratio of 1.15.
    • The company's return on equity of 12.96% is strong, but its return on assets of 3.04% is relatively low.
    • The company's debt-to-equity ratio of 2.53 indicates a high level of leverage, which could be a risk in a rising interest rate environment.
    • The company's liquidity position is moderate, with a current ratio of 2.61, but its operating cash flow is negative.
    • Analysts have a generally positive outlook, with a mean recommendation of 2.00 and one "buy" rating.
    • The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 185,00
    Market cap
    ¥48.43B
    Enterprise value
    ¥125.40B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    1.1x
    P / Tangible book
    1.1x
    Tangible book
    ¥42.14B
    Net cash
    -¥76.97B
    Current ratio
    2.6
    Debt / equity
    2.5
    ROA
    3.0%
    ROE
    13.0%
    Cash conversion
    -259.0%
    CapEx / revenue
    -1.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    180,10
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate180,10
    Revenueno estimateno estimate124,6B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    EPS surprise
    −14,7 %
    reported vs consensus · miss
    Revenue surprise
    −26,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin9,8 %Below median
    Net Margin5,9 %Below median
    ROE13,0 %Best in class
    Capex / Rev-1,0 %Above median
    D/E2,53Bottom quartile
    Cash Conv-2,59Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 3284.T Market data — financials · 2026-05-26
    • Hoosiers Holdings Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3284.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage