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サイゼリヤ---続伸、第3四半期の粗利率改善を予想し米系証券が目標株価引き上げ

Saizeriya --- Continued growth, American securities raised target stock prices in anticipation of an improvement in gross margin ratio in the 3rd quarter

Fisco Japan ·  Apr 19 01:01


Saizeriya (7581) continues to grow. Morgan Stanley MUFG Securities continues to make investment decisions “overweight,” and has raised the target stock price from 7,000 yen to 7200 yen. Stock prices fell drastically due to disgust with low domestic earnings in the 2nd quarter, but since an improvement in earnings in the Japanese segment in the 3rd quarter is expected, it seems that they are judging it as an opportunity for a push buy. Temporary air transportation of foodstuffs and outsourced utilization, etc. that were factors in the decline in gross margin ratio have been resolved, and an increase in the number of ordered plates due to enhanced side menus is also seen as an improvement factor.

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