Update shared on01 Aug 2025
Fair value Increased 18%The significant rise in MIXI’s future P/E multiple suggests improved earnings expectations or increased market confidence, driving the consensus analyst price target up from ¥2800 to ¥3300.
What's in the News
- MIXI completed a buyback of 450,800 shares (0.67% of outstanding) for ¥1,491.92 million, as part of a larger ongoing share repurchase program authorized for up to 4,750,000 shares (7.01%) or ¥9,500 million, valid through March 2026.
- The board is considering disposal of treasury shares as restricted stock compensation.
- The board reviewed increasing the purchase price of PointsBet's ordinary shares to secure its acquisition under the SOA.
- Mercury Leaf K.K. and Mercury Sprout K.K. acquired a 5.43% stake in MIXI (4 million shares) from Kenji Kasahara for ¥12.9 billion.
- MIXI raised its year-end dividend for FY25 to ¥65 per share (from ¥55) but guided for a lower annual dividend for FY26 of ¥60 per share (down from ¥65). FY26 company guidance: net sales ¥155 billion, operating income ¥20 billion, profit ¥13 billion, EPS ¥191.84.
Valuation Changes
Summary of Valuation Changes for MIXI
- The Consensus Analyst Price Target has significantly risen from ¥2800 to ¥3300.
- The Future P/E for MIXI has significantly risen from 11.80x to 13.91x.
- The Discount Rate for MIXI remained effectively unchanged, at 7.33%.
Disclaimer
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