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Business Looks Brisk Recently-20260619
摩根士丹利· 2026-06-19 15:11
June 19, 2026 06:30 AM GMT Mitsubishi Gas Chemical (4182) | Japan M Idea Business Looks Brisk Recently | What's Changed | | | | --- | --- | --- | | Mitsubishi Gas Chemical (4182.T) | From | To | | Price Target | ¥6,300 | ¥5,900 | CCL shipments are stronger than expected, while boost from higher chemicals prices should also lift 1Q profits Key Takeaways Revise PT to ¥5,900; still OW: SOTP-based PT ¥5,900 (previously ¥6,300): EV/ EBITDA 9.7x (previously 10.6x) on F3/28 est. Lower multiple reflects decline in ...