Workflow
Unipres Corp.:优尼株式会社(5949.T):加大成本节约力度以改善盈利结构,但主要客户的销量前景仍不明朗;维持卖出评级-20250528
Goldman Sachs·2025-05-28 04:55

27 May 2025 | 4:37PM JST Unipres Corp. (5949.T) Stepping up cost savings to improve earnings structure, but volume outlook at major customer still unclear; stay Sell 5949.T 12m Price Target: ¥810 Price: ¥966 Downside: 16.1% Impact of Nissan restructuring not fully factored in Unipres' results briefing held on May 27 outlined the path to the company's FY3/26 operating profit guidance of ¥8 bn (vs. ¥12.2 bn in FY3/25). The company also announced its new 3-year medium-term plan for FY3/26-FY3/28. While sales a ...