Canon ADRs Down to Fair Value

Tags: caj
12 Sep 10:38pm
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Japan-based Canon, Inc. ADR (CAJ) is one of the leading designers, manufacturers, and marketers of office equipment, cameras, and optical products in the world. The company has been kept at a Hold rating for years, and has recently traded down from the low-to-mid $50s to the low $40s.


Canon slightly raised its 2008 revenue in light of new product launches scheduled for second half of 2008. However, strong Yen appreciation has hurt first half results. We believe there is meaningful risk that the company will not achieve its targets. We therefore maintain a Hold rating on CAJ shares and lower our price target to $42.50.


Shares are currently trading at 10.9x estimated 2008 EPADR, a discount to the industry mean and median. Although we believe that some premium is warranted given its strong position in the digital camera business, we don't see room for meaningful appreciation from current levels.


Read the full analyst report on CAJ


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