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Structural reforms ease concerns about earnings downside: None-20260819
野村证券· 2026-08-19 18:09
Teijin 3401.T 3401 JP / EQUITY: JAPAN CHEMICALS & TEXTILES Structural reforms ease concerns about earnings downside Growth strategies remain a challenge We keep our Neutral rating, adjust our target price We revise our business profit forecasts for Teijin from 27/3 and adjust our target price. We keep our Neutral rating. We retain our basic target price calculation methodology, and think the stock deserves to trade at around 13x our 28/3 EPS forecast. Q1 results provided evidence of steady progress passing ...
Eclat Textile H2growth outlook intact-20260819
瑞银· 2026-08-19 10:13
Global Research ab 19 August 2026 First Read Eclat Textile H2 growth outlook intact Analyst meeting a neutral event; no change in guidance and outlook Eclat hosted its Q226 analyst meeting on 18 Aug. Management remains "cautiously optimistic" about H226, expecting new customers and new products to keep supporting revenue growth amid an uncertain macro environment. About the GM, management expects cost headwinds to gradually ease in Q326, with material price rise easing and new order re-pricing to reflect a ...