Update shared on06 Oct 2025
Fair value Increased 5.05%Analysts have raised their price target for Japan Post Insurance from ¥3,961.67 to ¥4,161.67, citing modest improvements in revenue growth expectations and overall fair value estimates.
What's in the News
- An upcoming board meeting is scheduled for July 29, 2025 to discuss agreements for a major investment in a reinsurance co-investment vehicle. (Key Developments)
- Japan Post Insurance plans to invest $2 billion, approximately JPY 300 billion, into a new reinsurance entity as part of its ongoing growth strategy. (Key Developments)
- The new reinsurance vehicle aims to capture large reinsurance transaction opportunities and raise capital from investors. (Key Developments)
Valuation Changes
- The Fair Value Estimate has increased from ¥3,961.67 to ¥4,161.67, reflecting a modest rise in analyst expectations.
- The Discount Rate remains nearly unchanged at 4.72%.
- The Revenue Growth projection has increased slightly, from 23.52% to 23.86%.
- The Net Profit Margin has remained stable at 2.38%.
- The Future P/E Ratio has increased from 10.22x to 10.66x.
Disclaimer
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