2980 SRE Holdings

The group includes real estate and other businesses, and the development of AI algorithms using transaction data is the core of the company.

1 Comment

Japan Guru

Jul 19, 2025

"SRE Holdings 2980 seems interesting at the current price. Large end-mkts, Sony sold down stake (20% now)

- 6.5x NTM ARR; ~38% YoY; SaaS only part of overall biz

- SaaS bizes have 26% & 29% OP margins

- FY25 (Q1 now) is an "investment yr"...aim to rip FCF in FY26-27

14x NTM OP"