The upward revision in Toyota Tsusho’s consensus price target to ¥3894 primarily reflects heightened analyst expectations for revenue growth (from 4.3% to 5.0% per annum) and a slightly higher future P/E ratio, supporting the increase in fair value.
What's in the News
- Toyota Tsusho and Asahi Kasei have formed a strategic alliance for the supply of Hipore™ lithium-ion battery separators in North America.
- Toyota Tsusho America Inc. will receive preferential supply from Asahi Kasei’s new separator coating facility under construction in Charlotte, North Carolina, starting mid-2027.
- The partnership aims to accelerate adoption of high-quality wet-process separators in North America and support automotive battery supply chains for electric vehicles.
- Asahi Kasei plans to establish an additional battery separator facility in Canada to meet rising North American demand.
Valuation Changes
Summary of Valuation Changes for Toyota Tsusho
- The Consensus Analyst Price Target has risen from ¥3666 to ¥3894.
- The Consensus Revenue Growth forecasts for Toyota Tsusho has significantly risen from 4.3% per annum to 5.0% per annum.
- The Future P/E for Toyota Tsusho has risen slightly from 11.52x to 12.09x.
Disclaimer
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