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Saikaya Department Store surges with gap up on disclosure of plans to broadly consider capital efficiency measures
Saikaya Department Store Co.,Ltd. <8254> surged with a gap-up on Wednesday. The company said after the close on June 2 that it released details on the potential value of its real estate holdings and measures to enhance mid- to long-term corporate value. Based on external appraisals as of August 2025, its land and buildings near Yokosuka-Chuo Station are valued at approximately 2.5 billion yen, and those near Fujisawa Station at around 5.5 billion yen, bringing its total high-quality real estate portfolio to roughly 8 billion yen. Saikaya noted these figures significantly exceed historical book values; adding unrealized real estate gains of approximately 1.4 billion yen to its balance-sheet net assets of 1.2 billion yen yields a net asset value per share of about 415 yen, well above its June 1 closing price of 210 yen. To maximize cash flow, the company aims to attract experiential facilities like Round One and expand mid- to long-term unrealized gains by participating in the Yokosuka City Otaki-cho 1-chome District Redevelopment Project. It also plans to optimize the management of its 8 billion yen portfolio and consider capital efficiency measures, including boosting shareholder returns alongside growth investments using the generated funds. The disclosure fueled speculation over enhanced shareholder returns, drawing buyers.
Source: MINKABU PRESS
*Translated by generative AI. Click here for the original article.
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