Added to YB: 2024-06-10
Pitch date: 2024-06-10
8914.T [bullish]
Arealink Co., Ltd.
+14.63%
current return
Author Info
No bio for this author
Company Info
Arealink Co., Ltd. engages in the self-storage business in Japan. The company operates, manages, and rents storage spaces under the Hello Storage brand; and offers land rights development services, asset management, office management, including leasing land and buildings, and other operational services.
Market Cap
N/A
Pitch Price
JPY 824.36
Price Target
N/A
Dividend
2.81%
EV/EBITDA
N/A
P/E
13.32
EV/Sales
2.30
Sector
Real Estate Management and Development
Category
growth
Arealink Co., Ltd.'s Unique Approach to Japan's Self-Storage Market
AreaLink (8914.T): Japan's leading self-storage co. at 7x EBITDA. Transforming to predictable rev model w/ data-driven site selection, pricing & marketing edge vs #2. Small properties breakeven in 6mo, 80%+ utilization in 12mo w/ 18-20% yield. Efficiency via automation. 1 in 100 households use storage in Japan vs 1 in 10 in US. Growth to accelerate as storage unit sales decrease.
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