종합 밸류에이션 구간 · 보수적 ¥4,900–¥5,400 / 적정 ¥5,600–¥6,400 / 낙관적 ¥6,900–¥7,800. ¥5,858 기준, 적정 내재가치 구간 내.
China added some Mitsubishi Electric subsidiaries to dual-use export-control measures targeting Japanese entities.
Possible impact:May affect supply-chain access and risk premia for defense and advanced manufacturing exposure.
Mitsubishi Electric released a new medium-term strategy targeting 12%+ adjusted OPM and 12% ROE by FY2031.
Possible impact:May influence expectations for medium-term profitability, shareholder returns and growth in focus businesses.
FY2026 revenue rose 7% to ¥5.895 trillion, while net profit attributable to shareholders rose 26% to ¥407.8 billion.
Possible impact:May affect views on recovery strength in infrastructure, defense, HVAC and factory automation businesses.
Mitsubishi Electric, Rohm and Toshiba are exploring a merger of their power semiconductor businesses, potentially through a new operating company.
Possible impact:May affect expectations for semiconductor scale, synergies and exposure to AI server and data-center demand.
Automatically summarized from public sources; for context only, not investment advice.
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Mitsubishi Electric Corporation develops, manufactures, sells, and distributes electrical and electronic equipment in Japan, North America, rest of Asia, Europe, and internationally. It operates through Infrastructure, Industry & Mobility, Life, Business Platform, Semiconductor & Device, and Others segments. The company offers public utility systems comprising rolling stock and communication systems, and supervisory control and power supply systems; energy systems consisting of power transmission and distribution systems and power demand and supply optimization solutions; and defense and space systems, including missile and radar systems, command and control systems, electric warfare and satellite systems, and satellite data solutions. It also provides factory automation (FA) systems, such as control and drive products, processing machines, power distribution control equipment, and FA digital solutions; automotive equipment comprising electric vehicle-related equipment, ADAS-related products, vehicle control systems, and powertrain products; building systems consisting of elevators, escalators, and building management systems; and air conditioning and refrigeration systems, lighting, ventilation, and home equipment and appliances. In addition, the company offers information systems and network services related to manufacturing dx solutions; IT infrastructure; and security solutions. Further, it provides semiconductor and device products, including power and high-frequency devices, and optical devices, as well as procurement, real estate leasing and brokerage, advertising, and finance services. Additionally, the company offers energy and facility, OT security, and CVC solutions; data center and information systems outsourcing services; software, control panels, switchboards, printed circuit boards, and generators; electrical construction services; and repair services. Mitsubishi Electric Corporation was incorporated in 1921 and is headquartered in Chiyoda, Japan.
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