Aeon (8267) Panoramica del titolo
Aeon Co., Ltd. opera nel settore della vendita al dettaglio in Giappone, Cina, paesi ASEAN e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
8267 Community Fair Values
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Analyst Price Targets
Concorrenti di Aeon Co., Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | JP¥1,498.50 |
| Massimo di 52 settimane | JP¥2,920.00 |
| Minimo di 52 settimane | JP¥1,402.00 |
| Beta | 0.23 |
| Variazione di 1 mese | -10.96% |
| Variazione a 3 mesi | -34.71% |
| Variazione di 1 anno | 4.69% |
| Variazione a 3 anni | 58.99% |
| Variazione a 5 anni | 55.66% |
| Variazione dall'IPO | 419.71% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.Articolo di analisi • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
Aggiornamento della narrazione • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).Recent updates
Aggiornamento della narrazione • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.Articolo di analisi • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...Aggiornamento della narrazione • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).Articolo di analisi • Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...
Aggiornamento della narrazione • Apr 02
8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced
Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).Aggiornamento della narrazione • Mar 19
8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside
The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.Aggiornamento della narrazione • Mar 04
8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update
Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).Aggiornamento della narrazione • Feb 18
8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook
Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).Aggiornamento della narrazione • Feb 04
8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced
Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.Aggiornamento della narrazione • Jan 21
8267: Tender Offer And Lower Future P/E Will Limit Upside
Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.Aggiornamento della narrazione • Jan 07
8267: Tender Offer And High Future P/E Will Likely Limit Upside
Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.Aggiornamento della narrazione • Dec 23
8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression
Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.Aggiornamento della narrazione • Dec 09
8267: Elevated Future P E Multiple Will Likely Pressure Share Returns
Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.Aggiornamento della narrazione • Nov 25
8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.Aggiornamento della narrazione • Nov 08
8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.Aggiornamento della narrazione • Oct 25
Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.Aggiornamento della narrazione • Oct 11
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.Aggiornamento della narrazione • Sep 27
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.Aggiornamento della narrazione • Sep 12
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.Aggiornamento della narrazione • Aug 28
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
Nuova narrazione • Jan 26
Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead
Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.Rendimenti per gli azionisti
| 8267 | JP Consumer Retailing | JP Mercato | |
|---|---|---|---|
| 7D | 1.5% | 0.1% | -3.1% |
| 1Y | 4.7% | -5.0% | 38.2% |
Ritorno vs Industria: 8267 ha superato il JP Consumer Retailing che ha restituito -5 % nell'ultimo anno.
Rendimento vs Mercato: 8267 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 38.2 % nell'ultimo anno.
Volatilità dei prezzi
| 8267 volatility | |
|---|---|
| 8267 Average Weekly Movement | 5.2% |
| Consumer Retailing Industry Average Movement | 3.5% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
Prezzo delle azioni stabile: 8267 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di 8267 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1758 | 360,000 | Akio Yoshida | www.aeon.info |
Aeon Co., Ltd. opera nel settore della vendita al dettaglio in Giappone, Cina, paesi ASEAN e a livello internazionale. Opera attraverso i segmenti General Merchandise Store (GMS) Business, Discount Store Business, Supermarket (SM) Business, Health and Wellness Business, Financial Services Business, Shopping Center Development Business, Services and Specialty Store Business, International Business e Other Business. Il segmento di attività GMS gestisce negozi di merci generiche e negozi specializzati che vendono pranzi al sacco e pasti pronti.
Aeon Co., Ltd. Riepilogo dei fondamenti
| 8267 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | JP¥4.20t |
| Utili (TTM) | JP¥72.68b |
| Ricavi(TTM) | JP¥10.72t |
57.0x
Rapporto P/E0.4x
Rapporto P/S8267 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 8267 Conto economico (TTM) | |
|---|---|
| Ricavi | JP¥10.72t |
| Costo del fatturato | JP¥7.03t |
| Profitto lordo | JP¥3.68t |
| Altre spese | JP¥3.61t |
| Utili | JP¥72.68b |
Ultimi utili riportati
Feb 28, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 26.27 |
| Margine lordo | 34.38% |
| Margine di profitto netto | 0.68% |
| Rapporto debito/patrimonio netto | 180.0% |
Come si è comportato 8267 nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.9%
Rendimento attuale del dividendo51%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 11:30 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/02/28 |
| Utili annuali | 2026/02/28 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Aeon Co., Ltd. è coperta da 18 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ryota Himeno | Barclays |
| Hidehiko Aoki | BofA Global Research |
| Masataka Kunito | Citigroup Inc |