Citi--The Point for Asia Pacific Thursday, 10 October 2024
We cut our target price to ¥7,000 from ¥9,000 while maintaining our Buy rating. Our OP forecasts are now lower than previously, but ongoing strong inquiries for AI
应用介绍
Our OP forecasts are now lower than previously, but ongoing strong inquiries for AI
chip substrates have us expecting the earnings recovery to continue. While we see
a possibility of the company revising down its profit outlook for FY3/26 and out
amid a tardy recovery in general-purpose server demand, we think the shares
already price in downside earnings risk and look distinctly undervalued.
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