KDDI Gestion
Gestion contrôle des critères 2/4
Le PDG KDDI est Hiromichi Matsuda, nommé en Apr2025, a un mandat de 1.08 ans. détient directement 0.001% des actions de la société, d'une valeur de ¥ 59.83M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2 ans et 3.4 ans.
Informations clés
Hiromichi Matsuda
Directeur général
n/a
Rémunération totale
| Pourcentage du salaire du PDG | n/a |
| Durée du mandat du directeur général | 1.1yrs |
| Propriété du PDG | 0.0006% |
| Durée moyenne d'occupation des postes de direction | 2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.4yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 21
9433: Buyback And Dividend Plan Will Offset Subsidiary Misconduct Uncertainty
Analysts have trimmed their price target on KDDI to ¥2,749 from ¥2,801, citing updated assumptions that combine slightly higher revenue growth expectations with a more cautious view on profit margins and discount rates, while keeping long term P/E estimates broadly stable. What's in the News KDDI has scheduled a board meeting on May 12, 2026 to consider a share repurchase, cancellation of a portion of treasury stock and revisions to the performance linked stock compensation plan for directors and other executives (Board Meeting).
Nouveau récit • May 15
Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns
Catalysts About KDDI KDDI is a Japanese telecommunications company that provides mobile, fixed-line, data, financial and digital transformation services, supported by nationwide infrastructure and group subsidiaries. What are the underlying business or industry changes driving this perspective?Article d’analyse • May 14
KDDI Corporation (TSE:9433) Full-Year Results: Here's What Analysts Are Forecasting For This Year
Investors in KDDI Corporation ( TSE:9433 ) had a good week, as its shares rose 4.8% to close at JP¥2,646 following the...Mise à jour du récit • Apr 28
9433: Subsidiary Misconduct Restatement And Earnings Delay Will Face Steady Outlook
Analysts have adjusted their view on KDDI with a revised price target of ¥2,801. This reflects updated assumptions around slightly higher revenue growth, a steady profit margin, and future P/E outlook.Mise à jour du récit • Apr 11
9433: Subsidiary Misconduct Restatement And Earnings Delay Will Meet Stable Outlook
Analysts have slightly reduced their fair value estimate for KDDI from ¥2,812.38 to ¥2,801.46, attributing this to modest adjustments in assumptions regarding revenue growth, profit margins, and forward P/E levels. What's in the News KDDI revised consolidated earnings guidance for the year ending March 31, 2026, now expecting operating revenue of ¥6,060b, operating income of ¥1,090b, profit attributable to owners of the parent of ¥698b, and basic EPS of ¥181.23, compared with previous guidance of ¥6,330b, ¥1,178b, ¥748b, and ¥194.38 respectively, reflecting confirmed inappropriate transactions at BIGLOBE and G PLAN and related accounting impacts (Key Developments).Mise à jour du récit • Mar 28
9433: Earnings Delay And Subsidiary Probe Will Face Steady Fundamentals
Analysts have maintained their price target for KDDI at ¥2,812, reflecting unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.Mise à jour du récit • Mar 12
9433: Prolonged Subsidiary Probe Will Meet Steady Margins And Business Realignment
Analysts have maintained their KDDI fair value estimate at ¥2,812 per share, with only small adjustments to revenue growth, profit margin and future P/E assumptions. As a result, the overall price target framework remains effectively unchanged.Mise à jour du récit • Feb 24
9433: Probes And Business Reshaping Will Meet Steady Margins And Capital Returns
Analysts have nudged their price target on KDDI slightly higher to ¥2,812 per share, citing relatively steady assumptions for the discount rate, modest tweaks to revenue growth and profit margin expectations, and a small adjustment in the future P/E input behind their models. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.Article d’analyse • Feb 12
KDDI's (TSE:9433) Returns Have Hit A Wall
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Mise à jour du récit • Feb 09
9433: Future Margins And Capital Returns Will Steady Probes And Business Reshaping
The latest analyst price target for KDDI remains at ¥2,812, with analysts citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that largely offset one another in their valuation work. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.Mise à jour du récit • Jan 26
9433: Future Margins And Capital Returns Will Balance Probes And Business Reshaping
Analysts have nudged their price target on KDDI higher to ¥2,812 from ¥2,794, citing small adjustments to fair value estimates, revenue growth assumptions, profit margins, and future P/E expectations. What's in the News Board meeting scheduled for January 14, 2026 to review suspicions of inappropriate transactions at consolidated subsidiaries and to establish a Special Investigation Committee (company announcement).Mise à jour du récit • Jan 08
9433: Future Margins And Capital Returns Will Reflect Stable Fair Value Outlook
Analysts now place their price target for KDDI at ¥2,794, up from ¥2,725. This reflects updated fair value estimates and slight adjustments to projected growth, margins, and future P/E assumptions.Mise à jour du récit • Dec 14
9433: Future Margins And Capital Returns Will Balance Regulatory And Operational Risks
Analysts have raised their price target on KDDI slightly to approximately ¥2,725 from about ¥2,716, reflecting modestly improved expectations for revenue growth, profit margins, and future valuation multiples. What's in the News KDDI's board will meet on December 12, 2025, to approve the transfer of its bulk power purchasing service business for condominiums to Next Power Co., Ltd., a subsidiary of Kansai Electric Power, via an absorption-type company split (company filing).Article d’analyse • Dec 12
KDDI Corporation (TSE:9433) Shares Could Be 33% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for KDDI is JP¥4,013 based on 2 Stage Free Cash Flow to Equity Current share...Mise à jour du récit • Nov 29
9433: Future Margins And Share Buyback Activity Will Balance Key Risks
Analysts have raised their price target for KDDI from ¥2,688 to ¥2,716, reflecting incremental improvements in projected profit margins even though revenue growth expectations have been slightly tempered. What's in the News KDDI announced a dividend of JPY 40.00 per share for the second quarter-end of the year ending March 31, 2026.Article d’analyse • Nov 10
Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a good week for KDDI Corporation ( TSE:9433 ) shareholders, because the company has just released its latest...Article d’analyse • Oct 14
Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Sep 05
Telecom And Fintech Integration Will Foster Sustainable Value
KDDI's future P/E multiple has increased modestly while revenue growth forecasts are stable, resulting in the consensus Analyst Price Target remaining unchanged at ¥2688. What's in the News KDDI is collaborating with HPE to open the Osaka Sakai Data Center by early 2026, providing advanced NVIDIA-based AI infrastructure and hybrid cooling technology to support AI development for startups and enterprises.Article d’analyse • Sep 05
Here's What's Concerning About KDDI's (TSE:9433) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Aug 05
Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts
The quarterly results for KDDI Corporation ( TSE:9433 ) were released last week, making it a good time to revisit its...Article d’analyse • Jul 02
Earnings Not Telling The Story For KDDI Corporation (TSE:9433)
With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...Article d’analyse • Jun 17
Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?
Key Insights The projected fair value for KDDI is JP¥4,254 based on 2 Stage Free Cash Flow to Equity KDDI is estimated...Article d’analyse • Jun 02
Is KDDI (TSE:9433) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nouveau récit • Nov 07
Calculated Expansion In Drones And Starlink Drives Revenue Growth While Overcoming Competitive Challenges
Strategic initiatives in drones, Starlink, and DX Business Services are likely to boost future revenue and earnings through market expansion and technological integration.PDG
Hiromichi Matsuda (54 yo)
1.1yrs
Titularisation
Hiromichi Matsuda is President, CEO and Representative Director at KDDI Corporation April 1, 2025. Hiromichi Matsuda had been Managing Executive Officer, CDO, Advancing Business Technology Sector and Gener...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| EVP, GM of Business Operations Division & Representative Director | 2.1yrs | JP¥137.00m | 0.00061% ¥ 62.9m | |
| President | 1.1yrs | pas de données | 0.00058% ¥ 59.8m | |
| Senior Managing Executive Officer | 3.1yrs | pas de données | 0.00058% ¥ 59.8m | |
| General Manager of Investor Relations Department | no data | pas de données | pas de données | |
| General Manager of Public Relations Department | no data | pas de données | pas de données | |
| Managing Exe. Officer | 3.3yrs | pas de données | pas de données | |
| Senior Managing Executive Officer | 4.3yrs | pas de données | 0.00043% ¥ 44.4m | |
| Senior Managing Executive Officer | 1.9yrs | pas de données | pas de données | |
| Managing Executive Officer | 2.3yrs | pas de données | pas de données | |
| Managing Executive Officer | 1.3yrs | pas de données | pas de données | |
| Managing Executive Officer & Executive Director of Business Core Division | 1.3yrs | pas de données | pas de données | |
| Managing Executive Officer | less than a year | pas de données | pas de données |
2.0yrs
Durée moyenne de l'emploi
60.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de 9433 est considérée comme expérimentée (ancienneté moyenne 2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| EVP, GM of Business Operations Division & Representative Director | 2.9yrs | JP¥137.00m | 0.00061% ¥ 62.9m | |
| President | 2.9yrs | pas de données | 0.00058% ¥ 59.8m | |
| Senior Managing Executive Officer | 1.9yrs | pas de données | 0.00058% ¥ 59.8m | |
| Senior Managing Executive Officer | 1.9yrs | pas de données | 0.00043% ¥ 44.4m | |
| Managing Executive Officer | less than a year | pas de données | pas de données | |
| Independent Outside Director | 8.9yrs | pas de données | 0.00090% ¥ 92.8m | |
| Chairman & Representative Director | 18.9yrs | JP¥291.00m | 0.0022% ¥ 221.8m | |
| Independent Outside Director | 3.9yrs | pas de données | 0.00011% ¥ 11.3m | |
| Independent Outside Director | 3.9yrs | pas de données | 0.00011% ¥ 11.3m | |
| Independent Outside Director | 6.9yrs | pas de données | 0.000090% ¥ 9.3m | |
| Full-time Audit & Supervisory Board Member | 3.9yrs | pas de données | 0.00050% ¥ 51.6m | |
| Outside Independent Director | 2.9yrs | pas de données | 0.000030% ¥ 3.1m |
3.4yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de 9433 sont considérés comme expérimentés (ancienneté moyenne 3.4 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 02:15 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
KDDI Corporation est couverte par 28 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |