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センコーHD---逆行高、料金改定効果など想定以上として米系証券が目標株価引き上げ

Senko HD - The stock price has risen against the trend, with the expected impact of tariff revisions exceeding expectations, leading to a target stock price increase by American securities firms.

Fisco Japan ·  Oct 2 10:23

Senko HD<9069> is trading higher. Morgan Stanley MUFG Securities continues its investment rating of 'overweight' and has raised the target stock price to 1590 yen. The outlook for the logistics business has been raised, and performance estimates have been revised upward. It is expected that the operating profit for the fiscal year ending March 2025 will be 37 billion yen, surpassing the company's planned 34 billion yen. The competitive advantage of the 'Fresh Delivery' service provided by subsidiary Lantec is driving price adjustments, with the effects of these adjustments being more significant than initially anticipated.

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