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ラウンドワン---買い優勢、デリシャス収益化でピーク更新局面とし米系証券が目標株価上げ

Round One - buy dominant, with the monetization of Delicious reaching its peak and U.S. securities raising the target stock price.

Fisco Japan ·  Jun 25 01:17


Round One (4680) is favored for purchase. Morgan Stanley MUFG Securities has maintained its investment rating of 'overweight' and raised its target stock price from 1490 yen to 1700 yen. It seems to be expecting peak profit updates due to the sustained expansion of U.S. main earnings and the profitability of the new high-end Japanese restaurant business Delicious starting from the March 2026 period. The projected operating loss for Delicious is expected to be 1 billion yen for the March 2025 period, a profit of 500 million yen for the March 2026 period, and a profit of 2.7 billion yen for the March 2027 period.

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