不動産: 26年4-6月期決算の注目点～オフィス賃料・物件売却・資本政策のモメンタムを確認～

Research evidence excerpt

不動産: 26年4-6月期決算の注目点～オフィス賃料・物件売却・資本政策のモメンタムを確認～

IdeaM図表1: 業績予想（総合不動産）

JPYmn Sales OP RP NP EPS DPS

YoY% YoY% YoY% YoY% (JPY) YoY% (JPY)

8801 F3/27 1Qe 686,360 -14.5 107,950 -32.6 89,750 -37.7 79,950 -35.6 29.6 -34.0 -

Mitsui Fudosan Consensus 654,391 -18.4 102,354 -36.1 79,200 -45.0 65,492 -47.3 27.6 -38.4 -

F3/27 MSe 2,798,000 3.3 418,000 5.1 325,100 3.8 294,600 5.7 109.2 8.0 38.0

Consensus 2,791,938 3.0 421,873 6.1 341,775 9.1 292,162 4.8 107.9 6.8 37.9

Ce 2,800,000 3.3 410,000 3.1 315,000 0.5 285,000 2.3 105.5 4.4 37.0

F3/28 MSe 2,995,500 7.1 470,500 12.6 373,500 14.9 309,000 4.9 116.3 6.6 41.0

Consensus 2,938,037 5.2 456,173 8.1 368,123 7.7 309,757 6.0 115.9 7.4 41.5

F3/29 MSe 3,092,000 3.2 502,000 6.7 402,700 7.8 339,200 9.8 130.1 11.9 46.0

Consensus 3,032,837 1.2 485,102 3.1 365,191 -2.2 328,439 6.3 125.1 7.5 45.4

8802 F3/27 1Qe 439,500 23.1 79,800 27.9 63,000 13.2 49,900 56.0 41.4 61.0 -

Mitsubishi Estate Consensus 486,796 36.4 85,564 37.1 80,225 44.1 56,817 77.6 42.9 66.4 -

F3/27 MSe 2,070,200 18.6 375,000 13.7 308,000 12.8 238,000 7.0 198.9 9.4 50.0

Consensus 1,982,882 13.6 371,354 12.6 300,313 10.0 238,739 7.3 200.2 10.1 49.9

Ce 2,000,000 14.5 370,000 12.2 295,000 8.0 235,000 5.6 196.3 8.0 49.0

F3/28 MSe 2,279,100 10.1 404,500 7.9 335,000 8.8 253,000 6.3 215.5 8.3 54.0

Consensus 2,052,027 3.5 397,917 7.2 322,185 7.3 255,184 6.9 218.5 9.2 54.8

F3/29 MSe 2,302,300 1.0 445,000 10.0 373,000 11.3 276,000 9.1 240.7 11.7 60.0

Consensus 2,139,921 -6.1 425,154 5.1 346,843 3.5 269,374 6.5 236.8 9.9 60.7

8830 F3/27 1Qe 322,900 10.1 94,100 -7.6 93,400 -11.3 63,900 -13.4 69.2 -12.4 -

Sumitomo R&D Consensus 286,943 -2.2 94,795 -6.9 101,950 -3.1 71,829 -2.6 92.8 17.6 -

F3/27 MSe 1,074,600 1.6 326,000 9.0 307,100 6.2 231,100 8.7 251.3 10.0 54.0