tiprankstipranks
AEON REIT Investment Corp. (JP:3292)
:3292
Japanese Market

AEON REIT Investment Corp. (3292) Price & Analysis

0 Followers

3292 Stock Chart & Stats

¥137300.00
-¥700.00(-0.56%)
At close: 4:00 PM EST
¥137300.00
-¥700.00(-0.56%)

Bulls Say, Bears Say

Bulls Say
High Net MarginsConsistently high net margins (around 32–34%) indicate durable cash generation from leasing operations and operational discipline. For a retail-focused J-REIT this supports steady distributable income, cushions against cyclical rent dips, and underpins long-term payout sustainability to unitholders.
Revenue Re-accelerationA ~27% revenue rebound following near-flat growth suggests structural recovery or successful portfolio expansion and leasing actions. Durable top-line momentum improves coverage for fixed costs and interest, enhancing the REIT's ability to maintain distributions and fund selective acquisitions over the medium term.
Manageable Leverage ProfileModerate, stable leverage (D/E ~0.76–0.77) is appropriate for an income-oriented retail REIT, balancing yield with financial flexibility. A steady debt load reduces refinancing shock risk, preserves investment-grade-style resilience, and supports predictable interest expense planning over coming quarters.
Bears Say
Volatile Free Cash FlowMarked free-cash-flow volatility—including periods of negative FCF and 2026 covering only ~50% of net income—undermines the reliability of distributable cash. It raises the likelihood of external financing, unit issuance, or dividend compression when capex timing or tenant receipts swing unfavorably.
Meaningful Debt Dependence & Modest ROEA materially debt-funded capital structure combined with modest ROE (~5.5–5.7%) constrains organic compounding and resilience to rate hikes. Sustained growth without degrading credit metrics will likely require additional leverage or equity issuance, limiting long-term capital efficiency.
Gross Profit Margin PressureMaterial decline and volatility in gross profit margin point to rising property-level costs or tenant mix shifts that can erode core rental economics. Persistent margin pressure would reduce distributable income and limit the REIT's ability to absorb occupancy shocks or fund capital needs without external support.

AEON REIT Investment Corp. News

3292 FAQ

What was AEON REIT Investment Corp.’s price range in the past 12 months?
AEON REIT Investment Corp. lowest stock price was ¥122000.00 and its highest was ¥140700.00 in the past 12 months.
    What is AEON REIT Investment Corp.’s market cap?
    AEON REIT Investment Corp.’s market cap is ¥269.34B.
      When is AEON REIT Investment Corp.’s upcoming earnings report date?
      AEON REIT Investment Corp.’s upcoming earnings report date is Sep 11, 2026 which is in 156 days.
        How were AEON REIT Investment Corp.’s earnings last quarter?
        Currently, no data Available
        Is AEON REIT Investment Corp. overvalued?
        According to Wall Street analysts AEON REIT Investment Corp.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
          Does AEON REIT Investment Corp. pay dividends?
          AEON REIT Investment Corp. pays a Annually dividend of ¥3400 which represents an annual dividend yield of 4.96%. See more information on AEON REIT Investment Corp. dividends here
            What is AEON REIT Investment Corp.’s EPS estimate?
            AEON REIT Investment Corp.’s EPS estimate is 2,769.
              How many shares outstanding does AEON REIT Investment Corp. have?
              AEON REIT Investment Corp. has 2,102,569 shares outstanding.
                What happened to AEON REIT Investment Corp.’s price movement after its last earnings report?
                Currently, no data Available
                Which hedge fund is a major shareholder of AEON REIT Investment Corp.?
                Currently, no hedge funds are holding shares in JP:3292
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  AEON REIT Investment Corp.

                  AEON REIT Investment Corporation (hereinafter, AEON REIT) invests primarily in retail and related properties which, as an integral part of the communities in which they are located, form the backbone of communities and their retail business infrastructure. Through said investment, we aim to ensure stable earnings over the medium to long term and achieve steady portfolio growth. AEON REIT was established on November 30, 2012, in accordance with the Act on Investment Trusts and Investment Corporations (Act No. 198 of 1951, as amended; hereinafter, the Investment Trusts Act), with AEON Reit Management Co., Ltd. (hereinafter, the Asset Manager) serving as the organizer. AEON REIT was listed on the Real Estate Investment Trust Securities Market (J-REIT market) of the Tokyo Stock Exchange (securities code: 3292) on November 22, 2013. In the fiscal period under review (15th fiscal period), AEON REIT acquired AEON MALL Tamadaira woods (acquisition price: ¥9,667 million) in February 2020 by using borrowings. The real estate held by AEON REIT as of July 31, 2020, totaled 42 properties in Japan and overseas, including AEON MALL SEREMBAN 2 it owns through an overseas real estate holding corporation established in Malaysia (hereinafter, the Overseas SPC), with a total acquisition price of ¥390,185 million. Total leasable area is 3,597,112.78 m2 and the occupancy rate of the entire portfolio is 100.0% as of the same date.

                  AEON REIT Investment Corp. (3292) Earnings & Revenues

                  Similar Stocks
                  Company
                  Price & Change
                  Follow
                  Japan Prime Realty Investment
                  Japan Retail Investment
                  Mori Hills Reit Investment Corporation
                  Hulic Reit, Inc.
                  NIPPON REIT Investment Corp

                  Options Prices

                  Currently, No data available
                  ---
                  Popular Stocks