Update shared on04 Aug 2025
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.
- Provided full-year forecast with operating revenue of JPY 10,500,000 million, operating profit of JPY 270,000 million, profit attributable to owners of parent at JPY 40,000 million, and EPS of JPY 15.49.
- Board of directors announced a partial amendment to Articles of Incorporation related to stock split.
- Revised dividend forecast for the fiscal year to JPY 7 per share, down from JPY 20 per share previously.
Valuation Changes
Summary of Valuation Changes for Aeon
- The Consensus Analyst Price Target has significantly fallen from ¥4121 to ¥3664.
- The Future P/E for Aeon has significantly fallen from 59.21x to 49.78x.
- The Consensus Revenue Growth forecasts for Aeon has risen from 4.3% per annum to 4.6% per annum.
Disclaimer
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