Rohm (6963) has rebounded significantly. Today, major electronic component stocks are generally showing strong movements, with spread effects on the company. In addition, SMBC Nikko Securities has reduced the target stock price from ¥3,875 to ¥2,600, but investment judgments continue to be “1”. In terms of valuation, it is at a low level both in past comparison and competition comparison, and it is expected that performance will be on the recovery trend with an increase in SiC, at the bottom of the 2025 March period.
ローム---大幅反発、電子部品株高の流れも波及へ
Rohm - significant rebound, also affected by the trend of high electronic component stocks.
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