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Growth set to accelerate on cloud migration and price increases; raise PO: None-20260819
野村证券· 2026-08-19 16:32
Accessible version Obic Business Consultants (4733) Growth set to accelerate on cloud migration and price increases; raise PO Reiterate Rating: BUY | PO: 10,500 JPY | Price: 8,000 JPY Raise PO to ¥10,500; reiterate Buy We raise our operating profit (OP) estimates to reflect an improved outlook for the number of operating SaaS systems and OBC's planned price hikes from October 2026. As such, we lift our price objective (PO) to ¥10,500 (was ¥8,800) while reiterating Buy (FY3/28 applied P/E raised to 31x from ...