#kabuto
kabuto
422 views
7 Discussing
Hot
Latest
$KABUTO TARGET UP 35% AS NAND SUPPLY TIGHTENS THROUGH 2027 ๐ฅ
Entry: 103,850 ๐ฅ
Target: 140,000 ๐
Citigroup just raised their target on Kabuto from 73,000 to 140,000 yen, citing enterprise SSD demand and persistent NAND tightness. The 35% upside is aggressive, but the bank projects operating margins above 80% from FY3/27 onward. Data center demand is โextremely strongโ and supply shortages may stretch until 2027. Long-term supply agreements could reduce earnings volatility and shrink the valuation discount historically applied to this name.
The key risk remains a strengthening yen โ every 1 yen appreciation shaves 40 billion yen off operating profit. Are you leaning into this structure or waiting for a clearer entry?
Not financial advice. Always manage your risk.
#KABUTO #NAND #BullishSetup #EarningsGrowth #SupplyTightness
๐ฅ
Entry: 103,850 ๐ฅ
Target: 140,000 ๐
Citigroup just raised their target on Kabuto from 73,000 to 140,000 yen, citing enterprise SSD demand and persistent NAND tightness. The 35% upside is aggressive, but the bank projects operating margins above 80% from FY3/27 onward. Data center demand is โextremely strongโ and supply shortages may stretch until 2027. Long-term supply agreements could reduce earnings volatility and shrink the valuation discount historically applied to this name.
The key risk remains a strengthening yen โ every 1 yen appreciation shaves 40 billion yen off operating profit. Are you leaning into this structure or waiting for a clearer entry?
Not financial advice. Always manage your risk.
#KABUTO #NAND #BullishSetup #EarningsGrowth #SupplyTightness
๐ฅ
$KABUTO TARGET RAISED TO 140,000 โ 35% UPSIDE REMAINING ๐ฅ
Target: 140,000 ๐
A major bank just lifted its price target on Kioxia to 140,000 yen, citing extremely strong enterprise SSD demand and NAND supply tightness that could persist through 2027. The stock closed at 103,850, meaning there's still roughly 35% room to run if the thesis plays out.
What caught my attention is the projected margin expansion โ they're forecasting over 80% operating margins next year as long-term agreements reduce earnings volatility. That's a structural shift in how the market might value this name.
Is the street underestimating how fast NAND pricing can compound here?
Not financial advice. Always manage your risk.
#KABUTO #NAND #LongSetup #Semiconductors #Breakout
๐ฅ
Target: 140,000 ๐
A major bank just lifted its price target on Kioxia to 140,000 yen, citing extremely strong enterprise SSD demand and NAND supply tightness that could persist through 2027. The stock closed at 103,850, meaning there's still roughly 35% room to run if the thesis plays out.
What caught my attention is the projected margin expansion โ they're forecasting over 80% operating margins next year as long-term agreements reduce earnings volatility. That's a structural shift in how the market might value this name.
Is the street underestimating how fast NAND pricing can compound here?
Not financial advice. Always manage your risk.
#KABUTO #NAND #LongSetup #Semiconductors #Breakout
๐ฅ
Japanese storage giant Kabuto's stock price breaks 100,000 yen per share for the first time $BTC
Entry: 29750 ๐ฅ
Target: 34000 ๐
Stop Loss: 27500 โ ๏ธ
Kabuto's stock price surge may have implications for the broader market, potentially influencing investor sentiment and asset allocation strategies. This development is worth monitoring for its potential impact on crypto markets.
Not financial advice. Manage your risk.
#Kabuto #StockMarket #LongSetup
โก๏ธ
Entry: 29750 ๐ฅ
Target: 34000 ๐
Stop Loss: 27500 โ ๏ธ
Kabuto's stock price surge may have implications for the broader market, potentially influencing investor sentiment and asset allocation strategies. This development is worth monitoring for its potential impact on crypto markets.
Not financial advice. Manage your risk.
#Kabuto #StockMarket #LongSetup
โก๏ธ
Log in to explore more content