配当利回り 4-6% の銘柄
Correction (June 2026): This article discusses Japan Prime Realty Investment Corporation, which trades on the TSE under ticker 8955. An earlier version of the title contained ticker 3283 (Nippon Prologis REIT) in error. All financial data in this article refers to ticker 8955. I’ve been watching JPR’s Japanese-language IR releases closely for the past several … Read more
4.29% yield. 20% NAV discount. Tokyo CBD office vacancy near multi-year lows. Japan Real Estate Investment (8952) is the benchmark J-REIT by market cap and liquidity — yet most US income investors have never modeled it. The data that matters most is buried in Japanese-language earnings presentations (earnings briefing materials (決算説明会資料)) that English summaries consistently … Read more
I’ve been watching 9434 more closely than usual since SoftBank Corp quietly unveiled its Telco AI Cloud in March 2026 — an announcement that barely registered in English-language coverage but has Japanese enterprise IT circles genuinely excited; the Japanese-language IR materials reveal segment-level detail that tells a fundamentally different story than the EPS-miss headlines that … Read more
I’ve been watching the Japanese megabank space closely since the BOJ’s historic exit from negative rates in March 2024, and what strikes me most — reading Mizuho’s earnings report (決算短信) and integrated report (統合報告書) in Japanese — is how much of the structural re-rating story gets lost in translation before it reaches Seeking Alpha or … Read more
Annual dividend per share (¥) — source: Tokio Marine Holdings IR filings (東京海上ホールディングス) ¥980.4 billion in full-year net income. A ¥287 billion Berkshire Hathaway strategic stake finalized in May 2026. A 3.07% trailing dividend yield on a stock that barely registers in US financial media. Tokio Marine (8766) is hiding in plain sight — and … Read more
Key Primary Sources: ARES Japan (Association for Real Estate Securitization) | Tokyo Stock Exchange J-REIT listing | MLIT (Ministry of Land, Infrastructure, Transport and Tourism) | Nippon Building Fund IR | Japan Real Estate Investment IR I keep coming back to one number from NBF’s February 2026 earnings presentation (決算説明資料) that English-language wire services buried … Read more
