Added to YB: 2024-06-10
Pitch date: 2024-06-10
8914.T [bullish]
Arealink Co., Ltd.
+26.13%
current return
Author Info
No bio for this author
Company Info
Arealink Co., Ltd. engages in the self-storage business in Japan. It operates, markets, and manages rental storage spaces; and sells self-storage properties.
Market Cap
JPY 41.0B
Pitch Price
JPY 834.87
Price Target
N/A
Dividend
1.91%
EV/EBITDA
N/A
P/E
56.42
EV/Sales
N/A
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.
Read full article (1 min)