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メック---大幅反発、国内証券が投資判断と目標株価引き上げ、パッケージメーカーの増産が追い風

Meck Co., Ltd. - significant rebound with domestic securities raising investment judgment and target stock price, with increased production of package manufacturer as tailwind.

Fisco Japan ·  Aug 20 09:46


Meck (4971) is rebounding significantly. At Tokai Tokyo Intelligence Lab, it has been upgraded from the middle "neutral" in a three-level rating to the highest "outperform", and the target stock price has also been raised from 4,000 yen to 5,500 yen. We believe that the certainty of medium-term growth is high because the package makers are moving toward increased production (multilayered, large-format). In addition, it seems that the financial estimates for the performance after the 2024 fiscal year have been revised upward, as there is high growth potential for the generation of AI to compensate for Intel's slump in the 2024 and 2025 fiscal years.

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