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Update shared on 10 Oct 2025

Fair value Increased 3.30%

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

AnalystConsensusTarget's Fair Value
JP¥4,010.00
5.8% undervalued intrinsic discount
24 Oct
JP¥3,779.00
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1Y
19.5%
7D
1.0%

Narrative Update: Mitsui Analyst Price Target Revised Upward

Analysts have raised Mitsui's price target from ¥3,881.82 to ¥4,010.00. They cite improvements in profit margin and a slightly lower discount rate as key factors supporting the upward revision.

What's in the News

  • Berkshire Hathaway, through its unit National Indemnity, increased its stake in Mitsui & Co. The change was confirmed by Mitsui, although no exact percentage was provided (Reuters).
  • BHP is leading a consortium involving Mitsui & Co. and other industrial partners to explore carbon capture, utilization and storage (CCUS) opportunities across Asia (Bloomberg).
  • Mitsui and Olin Corporation agreed to end their Blue Water Alliance joint venture by the end of this year. Both companies have committed to ongoing collaboration on strategic initiatives.
  • Hexagon Composites and Mitsui have extended their Strategic Alliance Agreement, continuing their long-term partnership focused on composite technology development.

Valuation Changes

  • The consensus analyst price target has risen slightly from ¥3,881.82 to ¥4,010.00.
  • The discount rate has decreased marginally from 7.08% to 7.06%.
  • Revenue growth projections have edged down from 2.95% to 2.92%.
  • The net profit margin has improved slightly from 5.78% to 5.80%.
  • The future P/E ratio has increased from 14.41x to 14.82x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.