When will the electric boat service start and how long is the ride?

The company targets a 2026 start for two 60-passenger vessels on the Nihonbashi Toyosu route. The transit time is estimated at around 20 minutes between the two areas. Media coverage also points to potential extensions toward Tsukiji and Haneda if demand supports expansion. Exact timetables, docking locations, and daily frequency have not been finalized. As these details are announced, investors can better judge the operational capacity and likely ridership for the Mitsui Fudosan electric boat.

How could this plan affect 8801.T’s fundamentals and valuation?

We view the initiative as an incremental driver for services revenue and tenant performance rather than a near-term profit swing. Better access can support retail footfall, hospitality, and office appeal around Nihonbashi and Toyosu. Today the stock trades at ¥1,779.0, 15.8x EPS of ¥112.59, with a 1.80% dividend yield. If ridership is steady and partnerships form, the Mitsui Fudosan electric boat can lift brand value and support occupancy, which over time may help earnings quality and multiples.

What pricing and competitive factors should investors watch?

Three areas matter most. First, fares versus existing water operators and land routes. Second, frequency during commuting and weekend peaks, including resilience during bad weather. Third, ease of booking and potential bundles with events or retail. Early on-time performance and clear communication will be key. If the Mitsui Fudosan electric boat delivers reliable service at a fair price, it can carve a stable niche in Tokyo waterfront mobility and attract repeat riders.

Is now a good time to buy the stock?

Decision-making should balance fundamentals, technicals, and catalysts. The shares are near the Bollinger middle band of ¥1,785.40 with neutral RSI at 54.79 and low ADX at 10.00. Valuation sits at 15.8x earnings and a 1.80% yield. Watch the February 6, 2026 earnings date for guidance and any route updates. If the company confirms timely rollout, pricing, and early partners around LaLaport Toyosu, the Mitsui Fudosan electric boat story may gain traction and improve visibility.

Global Market Insights

8801.T Stock Today: December 22 — Mitsui Fudosan to Launch Electric Boats Linking Nihonbashi and Toy

ByHuzaifa Zahoor December 23, 2025December 23, 2025

Mitsui Fudosan electric boat service is a fresh catalyst for Tokyo waterfront mobility. On December 22, we review 8801.T after the developer said it will run two 60-passenger electric boats on the Nihonbashi Toyosu route from 2026. The 20-minute ride could connect offices, tourism, and LaLaport Toyosu, with potential extensions to Tsukiji and Haneda. We explain the business impact, what to watch on pricing and rollout, and how today’s valuation, technicals, and key dates frame the stock outlook for Japan-focused investors.