AEON Mall
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AN
Consensus Narrative from 4 Analysts
International Challenges Will Impact Performance, But Domestic Strategies Will Improve Future Prospects
Key Takeaways AEON Mall faces challenges in China with declining customer spending and significant restructuring losses impacting short-term earnings. Expansion into high-growth markets like Vietnam and Indonesia presents opportunities but risks increased capital expenditures impacting cash flow and earnings.
View narrativeJP¥1.96k
FV
20.5% overvalued intrinsic discount4.80%
Revenue growth p.a.
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6 days ago author updated this narrative