Expansion In Vietnam Will Test Margins And Yield Promise

AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Published
26 Jan 25
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
JP¥3,664.29
41.3% overvalued intrinsic discount
04 Aug
JP¥5,179.00
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1Y
61.0%
7D
7.0%

Author's Valuation

JP¥3.7k

41.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 11%

The notable reduction in Aeon's future P/E multiple, despite slightly higher revenue growth expectations, suggests diminished optimism for its earnings outlook, resulting in the consensus analyst price target being revised downward from ¥4,121 to ¥3,664. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the quarter ended May 31, significantly higher than the previous year's JPY 979 million.

Shared on17 Jul 25
Fair value Increased 34%

Shared on01 May 25
Fair value Decreased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 22%

Shared on17 Apr 25
Fair value Increased 0.49%

AnalystConsensusTarget has decreased revenue growth from 2.3% to 1.9%.

Shared on09 Apr 25
Fair value Decreased 1.35%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 14%

AnalystConsensusTarget has decreased revenue growth from 4.0% to 2.1% and decreased shares outstanding growth rate from 0.0% to 0.0%.