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Strong top-line growth alongside earnings growth: None-20260819
野村证券· 2026-08-19 16:21
Accessible version Obic (4684) Strong top-line growth alongside earnings growth Reiterate Rating: BUY | PO: 5,900 JPY | Price: 4,539 JPY Raise PO to ¥5,900; reiterate Buy We raise our operating profit (OP) forecasts slightly, primarily reflecting a stronger outlook for the SI business, and lift our price objective (PO) to ¥5,900 (ADR: US$38.06) from ¥5,600 (ADR: US$36.13) (FY3/28 applied P/E unchanged at 27x). We reiterate Buy. We continue to view the shares as attractive given the company's growth prospect ...