Primary system components for nuclear power
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日本钢铁制品：日本制钢所（5631.T）：燃气轮机/核电供需紧张利好持续，成本假设修正，新目标价11500日元，买入评级-20260626
高盛· 2026-06-25 23:25
1IOEUIp5sYdVfVaQaOaQmOrRsQtNfQrRrPeRnPqN8OoPpPNZtQmQuOrNrP Sachs 25June2026/6:58AMJST Japan Steel WorkS (5631.T) Benefits from tight supply-demand in gas turbines/nuclear intact; cost assumptions revised; new TP of ￥11,500; Buy 5631.T 12m Price Target: ￥11,500 Price: ¥8,029 Upside: 43.2% BUY YuichiroIsayama SinceourinitiationofcoverageinSeptember2025(ourreport),the +81(3)4587-9806 |yuichiro.isayama@gs.com coreof ourequitystoryforJapanSteelWorkshasbeenconsistent: Goldman Sachs Japan Co., Ltd. wethinkthecompa ...