-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、2026年のEBITDA予測に基づくEV/EBITDA倍率を7.9倍とし、SONの過去3年間の平均8.0倍を下回る水準で、12ヶ月目標株価を4ドル引き下げ、54ドルとします。また、2026年のEPS予測を0.07ドル引き下げ、5.90ドル、2027年のEPS予測を0.08ドル引き下げ、6.50ドルとします。今四半期の業績が目標にわずかに届かなかったことを受け、第2四半期の業績見通しが下方修正されるリスクが高まっていると判断し、EPS予測もそれに合わせて引き下げました。SONは、データセンターや電力インフラ構築に伴う電線・ケーブル業界からの需要増に対応するため、自動木製リール製造設備に2,000万ドルを投資しました。当社は、これら両分野における長期的な需要成長を考慮すると、この投資は高い投資収益率（ROI）をもたらすと考えています。 SON社の新しい製紙工場がタイのノンヤイに開設され、成長を続けるアジアのスナック市場に対応し、同地域での販売量を6%増加させました。同地域は今年も販売量において明るい兆しを見せており、この販売量増加は2026年を通してさらに加速すると見込んでいます。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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