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Lift Forecasts for Micro Thin (AI Transceivers)-20260618
摩根士丹利· 2026-06-18 23:10
June 18, 2026 02:17 PM GMT Mitsui Kinzoku (5706) | Japan M Idea Lift Forecasts for MicroThin (AI Transceivers) | What's Changed | | | | --- | --- | --- | | Mitsui Kinzoku (5706.T) | From | To | | Price Target | ¥37,000 | ¥56,000 | AI-related copper foil sales driving Mitsui Kinzoku's growth. We lift PT to ¥56,000 and stay OW. PT ¥56,000, stay OW: We roll forward the base year for our calculation from F3/27 to F3/28. Our PT ¥56,000 is based on P/E 29.0x using SOTP: P/E 36.5x for copper foil and P/E 15.5x for ...