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6525: Discount Rate Increase Will Limit Upside Despite Strong Earnings Outlook

Published
26 Dec 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
98.3%
7D
-4.2%

Author's Valuation

JP¥4.33k25.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Analysts have reaffirmed their price target for Kokusai Electric at ¥4,328, citing the company's stable financial metrics and consistent growth outlook. What's in the News Kokusai Electric provided consolidated earnings guidance for the six months ending September 30, 2025.

Shared on 17 Oct 25

Fair value Increased 13%

Analysts have raised their price target for Kokusai Electric from ¥3,817 to ¥4,328, citing improved revenue growth forecasts and strengthened profit margins, which support a more optimistic outlook. What's in the News Kokusai Electric issued new consolidated earnings guidance for the six months ending September 30, 2025, expecting revenue of JPY 104,000 million and operating profit of JPY 17,000 million (company guidance).

Shared on 03 Oct 25

Fair value Increased 2.14%

Analysts have raised their price target for Kokusai Electric by approximately ¥80 to ¥3,817. They cite expectations of improved revenue growth and profit margins as the reason for this adjustment.

Shared on 05 Sep 25

With both the discount rate and future P/E ratio showing only marginal changes, there is effectively no shift in analyst valuation, leaving Kokusai Electric's consensus fair value unchanged at ¥3737. What's in the News Issued earnings guidance for the six months ending September 30, 2025: revenue JPY 104,000 million, operating profit JPY 17,000 million, net income JPY 11,900 million, basic EPS JPY 51.00.

Shared on 01 May 25

Fair value Increased 0.80%

Shared on 23 Apr 25

Fair value Increased 0.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 5.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 6.72%

AnalystConsensusTarget has increased revenue growth from 9.3% to 11.2% and decreased future PE multiple from 20.5x to 17.9x.