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铠侠:北上工厂调研确认提升投资效率的举措;重申买入评级
2026-10-21 18:38
28 September 2026 | 9:35PM JST Equity Research Kioxia Holdings (285A.T): Kitakami plant tour confirms initiatives to maximize investment efficiency; reiterate Buy Kioxia hosted a tour of the Kitakami plant, one of its main production bases, for sell-side analysts on September 28. While there was not much information presented that is directly linked to near-term earnings, the tour deepened our understanding of various initiatives aimed at maximizing investment efficiency. In the medium term, we think greate ...