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AEON Mall

Mall Restructuring In China Will Challenge Margins Yet Uncover Prospects

Key Takeaways Restructuring and closure of unprofitable malls and expansion challenges in China could pressure operating income and margins. Infrastructure and execution issues, along with external reliance, might create uncertainty in revenue growth and net margins.
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JP¥1.94k
FV
41.9% overvalued intrinsic discount
5.24%
Revenue growth p.a.
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about 2 months ago author updated this narrative