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LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Published
07 Nov 24
Updated
26 Sep 25
AnalystConsensusTarget's Fair Value
JP¥3,881.82
1.7% undervalued intrinsic discount
26 Sep
JP¥3,816.00
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1Y
16.7%
7D
2.5%

Author's Valuation

JP¥3.88k

1.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Sep 25
Fair value Increased 1.54%

Mitsui’s analyst price target saw only a marginal increase, supported by stable discount rate and net profit margin assumptions, resulting in a new fair value of ¥3,882. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co., with the change in holding confirmed by Mitsui, though no updated percentage was provided.

Shared on11 Sep 25
Fair value Increased 5.67%

Despite a notable decrease in consensus revenue growth forecasts, Mitsui's consensus price target has been revised upward from ¥3,618 to ¥3,823, likely reflecting improved market sentiment and a higher future P/E multiple. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co, though the specific ownership percentage was not disclosed by the company (Reuters).

Shared on27 Aug 25
Fair value Increased 1.52%

Mitsui's consensus Analyst Price Target saw a marginal increase to ¥3618, with valuation metrics such as Future P/E and Net Profit Margin remaining largely unchanged, indicating little shift in the company's perceived fair value. What's in the News Mitsui & Co. is participating as a partner in a consortium, led by BHP, that is investigating carbon capture utilization and storage (CCUS) opportunities across China, alongside major industry players such as ArcelorMittal Nippon Steel India, JSW Steel, Hyundai Steel, and Chevron (Bloomberg).

Shared on01 May 25
Fair value Decreased 1.64%

Shared on23 Apr 25
Fair value Increased 1.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.87%

AnalystConsensusTarget has increased revenue growth from 0.0% to 0.1%.

Shared on02 Apr 25
Fair value Increased 2.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 3.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 5.72%

Shared on12 Mar 25
Fair value Increased 5.76%

AnalystConsensusTarget has increased revenue growth from -1.9% to -2.5% and increased discount rate from 6.7% to 7.4%.