Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297.
What's in the News
- Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
- Issued full-year consolidated earnings forecast: operating revenue of JPY 10,500,000 million, operating profit of JPY 270,000 million, profit attributable to owners of the parent of JPY 40,000 million, and earnings per share of JPY 15.49.
- Announced a 3.00003:1 stock split effective August 28, 2025.
- Revised dividend forecast downward to JPY 7 per share for the fiscal year, compared to JPY 20.00 per share a year ago.
- Board approved a partial amendment to the Articles of Incorporation related to the stock split.
Valuation Changes
Summary of Valuation Changes for Aeon
- The Consensus Analyst Price Target has significantly fallen from ¥3664 to ¥1297.
- The Discount Rate for Aeon has significantly fallen from 5.88% to 5.08%.
- The Future P/E for Aeon has risen slightly from 49.65x to 51.59x.
Disclaimer
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