Invincible Investment Corporation

8963.T
REIT - Hotel & Motel
2026/02/17 Updated
Market Cap: $3.4B (¥513.1B)
Stock Price: $438.83 (¥67,100)
Exchange Rate: 1 USD = ¥152.91

Notice Regarding Portfolio Operating Performance (December 2025)

Domestic hotel revenue for December 2025 was JPY 8.542 billion, up 6.0% year-over-year. RevPAR rose 6.2% year-over-year, maintaining solid demand.

Importance:
Page Updated: January 26, 2026
IR Disclosure Date: January 26, 2026

Key Figures

  • Domestic Hotel Revenue: JPY 8,542 million (YoY +6.0%)
  • Domestic Hotel RevPAR: JPY 11,969 (YoY +6.2%)
  • Cayman Islands 2 Properties Revenue: USD 14,290 thousand (YoY +23.0%)

AI要約

Domestic Hotel Operating Performance

In December 2025, the domestic hotel portfolio (based on 91 properties) recorded a room occupancy rate of 82.7% (up 0.9 points YoY), an ADR of JPY 14,465 (up 5.1% YoY), and a RevPAR of JPY 11,969 (up 6.2% YoY). Revenue reached JPY 8.542 billion (up 6.0% YoY), showing solid growth. The Chubu region and the Tokyo metropolitan area were especially strong, with the number of visiting foreign guests reaching a record high of 3.61 million, up 3.7% YoY. Although room revenue from Chinese guests declined by 45.3% YoY, overall demand remains robust.

Overseas Hotel Operating Performance and Outlook

Among the two properties in the Cayman Islands, The Sunshine Hotel & Suites experienced some room closures due to renovation work. Nevertheless, strong demand over the Christmas holiday resulted in a room occupancy rate of 66.7% (down 1.7 points YoY), an ADR of USD 957 (up 28.3% YoY), and a RevPAR of USD 638 (up 25.2% YoY). Although ADR is expected to decline in January 2026 due to ongoing renovations, the occupancy rate is trending upward at 74.6%.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.