JPMorgan cuts SCSK stock rating to neutral as shares hit target

Published 05/06/2025, 12:24
JPMorgan cuts SCSK stock rating to neutral as shares hit target

On Thursday, JPMorgan analysts downgraded SCSK Corporation (9719:JP) (OTC:SCSKF) stock from an Overweight to a Neutral rating. The decision comes as the shares have reached the firm’s price target, prompting a reevaluation of earnings estimates and projections.

The analysts set a revised price target of ¥4,400, up from the previous target of ¥4,200. This adjustment reflects the company’s fiscal year 2024 results and subsequent research. The price target is based on a price-to-earnings (P/E) ratio of approximately 22 times the fiscal year 2026 earnings per share (EPS) estimate of ¥201, compared to the earlier estimate of ¥191.

The analysts highlighted that while integration synergies are anticipated to be a key theme in the longer term, the current stock price has prompted the rating adjustment. SCSK Corporation is expected to hold a briefing on integration synergies in the first half of fiscal year 2025 to further detail these prospects.

Additional factors such as a forecasted return on equity (ROE) of just over 18% and an M&A budget within the current medium-term plan of ¥50-70 billion are expected to provide support for the company’s shares moving forward.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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