{"id":602071,"date":"2025-02-19T07:03:24","date_gmt":"2025-02-18T23:03:24","guid":{"rendered":"https:\/\/ztylezman.com\/?p=602071"},"modified":"2025-02-19T07:03:24","modified_gmt":"2025-02-18T23:03:24","slug":"%e6%9c%80%e8%bf%91%e3%81%ae%e6%b3%a8%e7%9b%ae%e4%bc%81%e6%a5%ad%e3%81%ae%e6%a0%aa%e4%be%a1%e5%8b%95%e5%90%91","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/%e6%9c%80%e8%bf%91%e3%81%ae%e6%b3%a8%e7%9b%ae%e4%bc%81%e6%a5%ad%e3%81%ae%e6%a0%aa%e4%be%a1%e5%8b%95%e5%90%91\/","title":{"rendered":"\u6700\u8fd1\u306e\u6ce8\u76ee\u4f01\u696d\u306e\u682a\u4fa1\u52d5\u5411"},"content":{"rendered":"<p>\u6700\u8fd1\u3001\u3044\u304f\u3064\u304b\u306e\u6ce8\u76ee\u4f01\u696d\u304c\u5e02\u5834\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002Howard Hughes Holdings\u2014\u3053\u306e\u4e0d\u52d5\u7523\u4f1a\u793e\u306e\u682a\u4fa1\u306f\u7d045%\u4e0b\u843d\u3057\u3001Pershing Square\u306eBill Ackman\u304c\u540c\u793e\u306e\u8cb7\u53ce\u63d0\u6848\u3092\u5897\u984d\u3057\u305f\u3053\u3068\u304c\u5f71\u97ff\u3057\u3066\u3044\u307e\u3059\u3002Ackman\u6c0f\u306f\u3001Howard Hughes\u306e\u65b0\u767a\u884c\u682a\u5f0f1000\u4e07\u682a\u30921\u682a\u3042\u305f\u308a90\u30c9\u30eb\u3067\u53d6\u5f97\u3059\u308b\u63d0\u6848\u3092\u884c\u3044\u30011\u6708\u306e85\u30c9\u30eb\u304b\u3089\u306e\u4e0a\u6607\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Bumble\u2014\u30aa\u30f3\u30e9\u30a4\u30f3\u30c7\u30fc\u30c6\u30a3\u30f3\u30b0\u4f01\u696d\u306e\u682a\u4fa1\u306f\u7d0413%\u6025\u843d\u3057\u307e\u3057\u305f\u3002Bumble\u306f\u7b2c\u4e00\u56db\u534a\u671f\u306e\u696d\u7e3e\u4e88\u6e2c\u304c\u5931\u671b\u7684\u3067\u3042\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u3001\u8abf\u6574\u5f8c\u306eEBITDA\u306f6000\u4e07\u30c9\u30eb\u304b\u30896300\u4e07\u30c9\u30eb\u3001\u53ce\u76ca\u306f2\u51044200\u4e07\u30c9\u30eb\u304b\u30892\u51044800\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u3068\u3069\u307e\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u4e00\u65b9\u3067\u3001FactSet\u306b\u3088\u308b\u3068\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u671f\u5f85\u306fEBITDA\u304c6880\u4e07\u30c9\u30eb\u3001\u53ce\u76ca\u304c2\u51045690\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002\u3068\u306f\u3044\u3048\u3001Bumble\u306e\u7b2c\u56db\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Cadence Design\u2014\u96fb\u5b50\u30b7\u30b9\u30c6\u30e0\u8a2d\u8a08\u4f1a\u793e\u306e\u682a\u4fa1\u306f\u7d045%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u7b2c\u56db\u56db\u534a\u671f\u306e\u5229\u76ca\u3068\u53ce\u76ca\u304c\u5e02\u5834\u4e88\u6e2c\u3092\u4e0a\u56de\u3063\u305f\u3082\u306e\u306e\u3001\u901a\u5e74\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u5e02\u5834\u306e\u671f\u5f85\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002Cadence\u306fEPS\uff081\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca\uff09\u3092\u8abf\u6574\u5f8c\u30676.65\u30c9\u30eb\u304b\u30896.75\u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u3057\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f6.83\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u53ce\u76ca\u4e88\u6e2c\u306f51.4\u5104\u30c9\u30eb\u304b\u308952.2\u5104\u30c9\u30eb\u3067\u3042\u308a\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3067\u3042\u308b52.5\u5104\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002CEO\u306f2024\u5e74\u306b\u8a18\u9332\u7684\u306a\u53d7\u6ce8\u3068\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u898b\u305f\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>CoStar Group\u2014\u4e0d\u52d5\u7523\u4f01\u696d\u306e\u682a\u4fa1\u306f\u7d046%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u524d\u56db\u534a\u671f\u306eEBITDA\u3068\u53ce\u76ca\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u306b\u3082\u95a2\u308f\u3089\u305a\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u671f\u5f85\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u304c\u5f71\u97ff\u3057\u3066\u3044\u307e\u3059\u3002CoStar\u306f\u7b2c\u4e00\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8cEBITDA\u30922500\u4e07\u30c9\u30eb\u304b\u30893500\u4e07\u30c9\u30eb\u3068\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001FactSet\u8abf\u67fb\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f7950\u4e07\u30c9\u30eb\u3092\u4e88\u60f3\u3057\u307e\u3057\u305f\u3002\u53ce\u76ca\u306f7\u51041100\u4e07\u30c9\u30eb\u304b\u30897\u51041600\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u4e88\u60f3\u3057\u3066\u304a\u308a\u30017264\u4e07\u30c9\u30eb\u306e\u671f\u5f85\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Arista Networks\u2014\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4f01\u696d\u306e\u682a\u4fa1\u306f4%\u4e0b\u843d\u3057\u307e\u3057\u305f\u304c\u3001\u56db\u534a\u671f\u306e\u696d\u7e3e\u304a\u3088\u3073\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u671f\u5f85\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002Arista\u306f\u7b2c\u56db\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8cEPS\u304c65\u30bb\u30f3\u30c8\u3001\u53ce\u76ca\u304c19.3\u5104\u30c9\u30eb\u3067\u3042\u308b\u3068\u5831\u544a\u3057\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u4e88\u6e2c\u3057\u305f57\u30bb\u30f3\u30c8\u300119\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Toll Brothers\u2014\u3053\u306e\u4f4f\u5b85\u5efa\u8a2d\u4f1a\u793e\u306e\u682a\u4fa1\u3082\u7d045%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u7b2c\u4e00\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c18.6\u5104\u30c9\u30eb\u3067\u3042\u3063\u305f\u3053\u3068\u304c\u5e02\u5834\u306e\u671f\u5f85\u3067\u3042\u308b19.1\u5104\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u304c\u5f71\u97ff\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u30011\u682a\u3042\u305f\u308a\u306e\u5229\u76ca\u306f1.75\u30c9\u30eb\u3067\u3042\u308a\u3001\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3067\u3042\u308b2.04\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6700\u8fd1\u3001\u3044\u304f\u3064\u304b\u306e\u6ce8\u76ee\u4f01\u696d\u306e\u682a\u4fa1\u304c\u5909\u52d5\u3057\u3066\u3044\u307e\u3059\u3002Howard Hughes Holdings\u304c\u7d045%\u4e0b\u843d\u3059\u308b\u4e00\u65b9\u3001Bumble\u306f\u7d0413%\u306e\u6025\u843d\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u52d5\u5411\u306b\u306f\u5404\u4f01\u696d\u306e\u696d\u7e3e\u4e88\u6e2c\u3084\u63d0\u6848\u304c\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":602086,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-602071","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"<!-- wp:paragraph --><p>\u6700\u8fd1\u3001\u3044\u304f\u3064\u304b\u306e\u6ce8\u76ee\u4f01\u696d\u304c\u5e02\u5834\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002Howard Hughes Holdings\u2014\u3053\u306e\u4e0d\u52d5\u7523\u4f1a\u793e\u306e\u682a\u4fa1\u306f\u7d045%\u4e0b\u843d\u3057\u3001Pershing Square\u306eBill Ackman\u304c\u540c\u793e\u306e\u8cb7\u53ce\u63d0\u6848\u3092\u5897\u984d\u3057\u305f\u3053\u3068\u304c\u5f71\u97ff\u3057\u3066\u3044\u307e\u3059\u3002Ackman\u6c0f\u306f\u3001Howard Hughes\u306e\u65b0\u767a\u884c\u682a\u5f0f1000\u4e07\u682a\u30921\u682a\u3042\u305f\u308a90\u30c9\u30eb\u3067\u53d6\u5f97\u3059\u308b\u63d0\u6848\u3092\u884c\u3044\u30011\u6708\u306e85\u30c9\u30eb\u304b\u3089\u306e\u4e0a\u6607\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Bumble\u2014\u30aa\u30f3\u30e9\u30a4\u30f3\u30c7\u30fc\u30c6\u30a3\u30f3\u30b0\u4f01\u696d\u306e\u682a\u4fa1\u306f\u7d0413%\u6025\u843d\u3057\u307e\u3057\u305f\u3002Bumble\u306f\u7b2c\u4e00\u56db\u534a\u671f\u306e\u696d\u7e3e\u4e88\u6e2c\u304c\u5931\u671b\u7684\u3067\u3042\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u3001\u8abf\u6574\u5f8c\u306eEBITDA\u306f6000\u4e07\u30c9\u30eb\u304b\u30896300\u4e07\u30c9\u30eb\u3001\u53ce\u76ca\u306f2\u51044200\u4e07\u30c9\u30eb\u304b\u30892\u51044800\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u3068\u3069\u307e\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u4e00\u65b9\u3067\u3001FactSet\u306b\u3088\u308b\u3068\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u671f\u5f85\u306fEBITDA\u304c6880\u4e07\u30c9\u30eb\u3001\u53ce\u76ca\u304c2\u51045690\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002\u3068\u306f\u3044\u3048\u3001Bumble\u306e\u7b2c\u56db\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Cadence Design\u2014\u96fb\u5b50\u30b7\u30b9\u30c6\u30e0\u8a2d\u8a08\u4f1a\u793e\u306e\u682a\u4fa1\u306f\u7d045%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u7b2c\u56db\u56db\u534a\u671f\u306e\u5229\u76ca\u3068\u53ce\u76ca\u304c\u5e02\u5834\u4e88\u6e2c\u3092\u4e0a\u56de\u3063\u305f\u3082\u306e\u306e\u3001\u901a\u5e74\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u5e02\u5834\u306e\u671f\u5f85\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002Cadence\u306fEPS\uff081\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca\uff09\u3092\u8abf\u6574\u5f8c\u30676.65\u30c9\u30eb\u304b\u30896.75\u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u3057\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f6.83\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u53ce\u76ca\u4e88\u6e2c\u306f51.4\u5104\u30c9\u30eb\u304b\u308952.2\u5104\u30c9\u30eb\u3067\u3042\u308a\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3067\u3042\u308b52.5\u5104\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002CEO\u306f2024\u5e74\u306b\u8a18\u9332\u7684\u306a\u53d7\u6ce8\u3068\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u898b\u305f\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>CoStar Group\u2014\u4e0d\u52d5\u7523\u4f01\u696d\u306e\u682a\u4fa1\u306f\u7d046%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u524d\u56db\u534a\u671f\u306eEBITDA\u3068\u53ce\u76ca\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u306b\u3082\u95a2\u308f\u3089\u305a\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u671f\u5f85\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u304c\u5f71\u97ff\u3057\u3066\u3044\u307e\u3059\u3002CoStar\u306f\u7b2c\u4e00\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8cEBITDA\u30922500\u4e07\u30c9\u30eb\u304b\u30893500\u4e07\u30c9\u30eb\u3068\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001FactSet\u8abf\u67fb\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f7950\u4e07\u30c9\u30eb\u3092\u4e88\u60f3\u3057\u307e\u3057\u305f\u3002\u53ce\u76ca\u306f7\u51041100\u4e07\u30c9\u30eb\u304b\u30897\u51041600\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u4e88\u60f3\u3057\u3066\u304a\u308a\u30017264\u4e07\u30c9\u30eb\u306e\u671f\u5f85\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Arista Networks\u2014\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4f01\u696d\u306e\u682a\u4fa1\u306f4%\u4e0b\u843d\u3057\u307e\u3057\u305f\u304c\u3001\u56db\u534a\u671f\u306e\u696d\u7e3e\u304a\u3088\u3073\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u671f\u5f85\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002Arista\u306f\u7b2c\u56db\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8cEPS\u304c65\u30bb\u30f3\u30c8\u3001\u53ce\u76ca\u304c19.3\u5104\u30c9\u30eb\u3067\u3042\u308b\u3068\u5831\u544a\u3057\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u4e88\u6e2c\u3057\u305f57\u30bb\u30f3\u30c8\u300119\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Toll 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