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Mitsubishi Heavy Industries
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Mitsubishi Heavy Industries Community
TSE:7011 Community
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Mitsubishi Heavy Industries
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Mitsubishi Heavy Industries
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Eroding Demand And Rising Costs Will Threaten Legacy Systems
Key Takeaways Declining demand for fossil fuel-based products, stricter regulations, and competition from low-cost manufacturers threaten revenue, margins, and market share. Restructuring actions, trade barriers, and geopolitical shifts increase costs, limit exports, and delay sustainable earnings growth.
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JP¥2.78k
FV
32.8% overvalued
intrinsic discount
6.70%
Revenue growth p.a.
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10 days ago
author updated this narrative
Mitsubishi Heavy Industries
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Clean Energy Transition And Aerospace Will Drive Future Momentum
Key Takeaways Strong demand in clean energy, infrastructure, and aerospace supports long-term revenue stability and positions the company for margin expansion as markets shift to lower-carbon solutions. Expansion in the U.S. and efficient cost management improve resilience and cash flow, while global trends in automation and energy transition enhance earnings quality.
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JP¥3.78k
FV
2.1% undervalued
intrinsic discount
8.13%
Revenue growth p.a.
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0
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users have followed this narrative
17 days ago
author updated this narrative