Goldman Sachs SELL

Japan Machinery Semiconductor utility sector Updating GSe, maintain bullish stance on the subsector

Jul 27, 202610 pages页

From the report报告摘录Japan Material Re-rating: Goldman Sachs raises FY28 operating profit estimate 17% (¥22,700mn) and target to ¥2,300 due to Kioxia’s capex (35-52% of sales) boosting memory market sales, with margin volatility noted.

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