Update shared on26 Sep 2025
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. (Reuters)
- Mitsui is collaborating with BHP, ArcelorMittal Nippon Steel India, JSW Steel, Hyundai Steel, and Chevron on a consortium to investigate carbon capture utilization and storage (CCUS) opportunities in Asia, with a focus on China. (Bloomberg)
- Olin Corporation and Mitsui have mutually agreed to terminate their Blue Water Alliance joint venture by year-end 2025, transitioning to a more flexible collaborative framework for EDC participation, while ensuring customers are not impacted. (Key Developments)
- Hexagon Composites and Mitsui have extended their long-term strategic alliance agreement until 2030 or until Mitsui's shareholding drops below a specified level, strengthening their collaboration in composite technology and materials. (Key Developments)
- Mitsui continues to seek strategic partnerships and operational flexibility in chemicals and advanced materials, reflecting a commitment to evolving business models and sustainability initiatives across multiple sectors. (Key Developments)
Valuation Changes
Summary of Valuation Changes for Mitsui
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥3823 to ¥3882.
- The Discount Rate for Mitsui remained effectively unchanged, moving only marginally from 7.16% to 7.08%.
- The Net Profit Margin for Mitsui remained effectively unchanged, moving only marginally from 5.73% to 5.78%.
Disclaimer
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