-- 据《日经新闻》周五报道,日本上市公司持有的房地产资产未实现收益估计高达20万亿日元,这促使激进投资者呼吁企业出售房产以提高资本效率。 报道援引瑞穗信托银行的估计数据显示,上市公司持有的商业地产账面价值为119万亿日元,估计市值达139万亿日元。 地价上涨和通货膨胀大幅推高了企业持有的房地产价值,其中包括物流设施和总部大楼。报道称,2025财年已披露的租赁物业未实现收益达到30万亿日元,比五年前增长25%。 报道指出,激进投资者正敦促企业出售低收益资产,并将所得款项用于股东回报或投资。 日康控股(东京证券交易所代码:9072)表示,在审查了243处价值约1300亿日元的房产后,该公司可能会出售收益低于其资本成本的房产。报道称,在投资者3D Investment Partners的压力下,东邦控股(TYO:8129)也在考虑出售资产。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和猜测。准确性无法保证。)
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