Company AEON Mall Co., Ltd.

Equities

8905

JP3131430005

Real Estate Development & Operations

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per region

Ratings for AEON Mall Co., Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Retail Real Estate Development

Market Closed - Japan Exchange Other stock markets 02:00:00 2024-04-18 am EDT			5-day change	1st Jan Change
1,723 ^JPY	+1.35%		-0.98%	-2.77%

Apr. 16	Aeon Reit Management Executes a Status Assignment Agreement for the Acquisition of AEON MALL Ota	MT
Apr. 10	AEON Mall Co., Ltd. Revises Earnings Guidance for the Fiscal Year 2025	CI

Aeon Mall Co Ltd is a Japan-based company mainly engaged in the mall business in Japan and overseas. The Company operates in three regional segments including Japan, China and ASEAN. The Company is engaged in the leasing of general tenants and mall stores. The Company is also engaged in the development of large-scale area, as well as the development and operation of shopping malls, and the sale, rental and brokerage of real estate.

Number of employees: 3,801

JPY in Million	2022	Weight	2023	Weight	Delta
Shopping Centers 100.0 %	316,813	100.0 %	398,244	100.0 %	+25.70%

JPY in Million	2022	Weight	2023	Weight	Delta
Japan 80.6 %	261,214	82.5 %	320,852	80.6 %	+22.83%
China 13.2 %	43,139	13.6 %	52,538	13.2 %	+21.79%
Vietnam 3.3 %	-	-	13,283	3.3 %	-
Indonesia 1.5 %	-	-	5,897	1.5 %	-
Cambodia 1.4 %	-	-	5,672	1.4 %	-

Managers	Title	Age	Since
Hiroshi Yokoyama DFI	Director of Finance/CFO	59	04-03-31
Yasutsugu Iwamura PSD	President	58	05-07-31
Masahiko Okamoto ADM	Chief Administrative Officer	66	15-01-31
Tatsuya Hashimoto BRD	Director/Board Member	50	20-04-30
Akiko Tomoi BRD	Director/Board Member	52	03-11-30
Hisayuki Sato BRD	Director/Board Member	66	11-02-28
Mitsuhiro Fujiki BRD	Director/Board Member	63	85-03-31
Hideo Tadokoro PRN	Corporate Officer/Principal	-	-
Masato Nishimatsu AUD	Comptroller/Controller/Auditor	69	20-04-30

Members of the board	Title	Age	Since
Motoya Okada BRD	Director/Board Member	72	98-04-30
Hisayuki Sato BRD	Director/Board Member	66	11-02-28
Hiroshi Yokoyama DFI	Director of Finance/CFO	59	04-03-31
Masahiko Okamoto ADM	Chief Administrative Officer	66	15-01-31
Hironobu Kurosaki BRD	Director/Board Member	63	21-04-30
Chisa Enomoto BRD	Director/Board Member	62	21-04-30
Yasutsugu Iwamura PSD	President	58	05-07-31
Junko Owada BRD	Director/Board Member	58	21-04-30
Junko Taki BRD	Director/Board Member	56	22-04-30
Tatsuya Hashimoto BRD	Director/Board Member	50	20-04-30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	227,560,939	90,815,074 ( 39.91 %)	4,796 ( 0.002108 %)	39.91 %

Name	Equities	%	Valuation
AEON CO., LTD. 58.16 %	132,351,000	58.16 %	1 567 M ¥
Aeon Mall Business Association 0.6776 %	1,542,000	0.6776 %	18 M ¥
Japan Agricultural Cooperatives Group 0.4834 %	1,100,000	0.4834 %	13 M ¥
MIZUHO FINANCIAL GROUP, INC. 0.4834 %	1,100,000	0.4834 %	13 M ¥
SUMITOMO MITSUI TRUST HOLDINGS, INC. 0.4834 %	1,100,000	0.4834 %	13 M ¥
RESONA HOLDINGS, INC. 0.4057 %	923,120	0.4057 %	11 M ¥
AEON DELIGHT CO., LTD. 0.3504 %	797,280	0.3504 %	9 M ¥
AEGON Investment Management BV 0.2633 %	599,144	0.2633 %	7 M ¥
AEON FINANCIAL SERVICE CO., LTD. 0.2320 %	528,000	0.2320 %	6 M ¥
Goldman Sachs Advisors BV 0.1506 %	342,680	0.1506 %	4 M ¥

Name	Equities	%	Valuation
HOTLAND CO.,LTD. 2.59%	560,000	2.59%	7,873,930 $
AEON KYUSHU CO., LTD. 0.34%	120,000	0.34%	2,457,960 $
AEON DELIGHT CO., LTD. 0.20%	97,500	0.20%	2,280,551 $
AEON FANTASY CO.,LTD. 0.58%	114,998	0.58%	1,838,053 $
GFOOT CO.,LTD. 1.22%	520,000	1.22%	989,529 $
DCM HOLDINGS CO., LTD. 0.05%	80,850	0.05%	789,028 $
FUJI CO., LTD. 0.07%	58,460	0.07%	720,393 $
RESONA HOLDINGS, INC. 0.00%	25,987	0.00%	163,173 $
MINISTOP CO., LTD. 0.05%	14,641	0.05%	147,527 $
MIZUHO FINANCIAL GROUP, INC. 0.00%	5,952	0.00%	119,791 $

AEON Mall Co., Ltd.

Aeon Tower Building, 7-8/F 1-5-1 Nakase

261-8539, Chiba

+81 43 212 6733

http://www.aeonmall.com

Trading Rating

Investor Rating

ESG Refinitiv

B+

More Ratings

Sell

Buy

Mean consensus

UNDERPERFORM

Number of Analysts

Last Close Price

1,700 JPY

Average target price

1,790 JPY

Spread / Average Target

+5.29%

Consensus

Estimates Revisions

Company calendar

Real Estate

Real Estate

Real Estate Operations

Real Estate Development & Operations

Retail Real Estate Development

	1st Jan change	Capi.
AEON MALL CO., LTD.	-2.77%	2.5B
SCENTRE GROUP	+5.35%	10.33B
THE PHOENIX MILLS LIMITED	+40.74%	6.71B
ARABIAN CENTRES COMPANY	+18.86%	3.13B
PLAZA S.A.	+11.16%	2.79B
MULTIPLAN EMPREENDIMENTOS IMOBILIARIOS S.A.	-16.36%	2.66B
EASYHOME NEW RETAIL GROUP CORPORATION LIMITED	-8.18%	2.61B
ALLOS S.A.	-18.27%	2.31B
ATRIUM LJUNGBERG AB	-19.29%	2.1B
OLAV THON EIENDOMSSELSKAP ASA	+18.50%	2B

Retail Real Estate Development