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FUJIFILM Holdings:富士胶片控股(4901):2025年日本峰会生物CDMO将推动2027财年利润增长-20250522
Morgan Stanley· 2025-05-22 00:45
M Update Japan Summit 2025: Bio CDMO to Drive Profit Growth in F3/27 We held a group meeting at Japan Summit 2025 (with Fujifilm HD CFO Masayuki Higuchi as main speaker). There was great interest from attendees in the healthcare segment (bio CDMO, medical systems). Management noted that although F3/25 results were mixed, it was overall on track to achieve goals in the current medium-term plan, with the OP jump from F3/26 (¥331bn as guidance) to F3/27, the final year (¥360bn), to be driven mainly by healthca ...
佳能(7751):2025年日本峰会增长领域的发展
Morgan Stanley· 2025-05-21 10:45
May 21, 2025 01:23 AM GMT Canon (7751) | Japan M Update Japan Summit 2025: Developments in Growth Domains We held a group meeting with Canon at our Japan Summit 2025 (with Senior Managing Executive Officer Minoru Asada as the main speaker), where investor interest spanned across US tariffs, restructuring, growth segments, and other topics. The firm indicated that in its new medium-term plan starting in F12/26, it may see a potential expansion of the semiconductor domain. According to the firm, it expects to ...