日本マルチアセット: 値上げ新時代:価格転嫁が拓く日本の好循環

研报英文原文证据摘录

日本マルチアセット: 値上げ新時代:価格転嫁が拓く日本の好循環

日本 マルチアセット

2026 年6 月17 日 Citi Research

図表 25. 本レポートで取り上げたカバレッジ銘柄

Ticker Company Name Analyst Name Rating Price (JPY) as of 6/ 16

1925 Daiwa House Masashi Miki, CFA Neutral 4,346

2579 Coca-Cola Bottlers Japan Holdings Hiroki Watanabe Buy 3,723

2585 Lifedrink Hiroki Watanabe Buy / HR 1,633

2801 Kikkoman Hiroki Watanabe Neutral 1,579

2802 Ajinomoto Hiroki Watanabe Buy 5,146

285A Kioxia Holdings Takero Fujiwara Buy / HR 94,720

4062 Ibiden Takayuki Naito Buy 22,445

4182 Mitsubishi Gas Chemical Yuta Nishiyama Buy 5,090

4307 Nomura Research Institute Moriya Koketsu Buy 4,505

4385 Mercari Keiichi Yoneshima Neutral 3,768

4502 Takeda Pharmaceutical Hidemaru Yamaguchi Buy 5,020

4519 Chugai Pharmaceutical Hidemaru Yamaguchi Buy 7,523

4536 Santen Pharmaceutical Hidemaru Yamaguchi Buy 1,920

4543 Terumo Hidemaru Yamaguchi Buy 2,220

4578 Otsuka Holdings Hidemaru Yamaguchi Buy 10,360

4733 Obic Business Consultants Moriya Koketsu Buy 5,841

4751 CyberAgent Keiichi Yoneshima Buy 1,334

4901 Fujifilm Holdings Masahiro Shibano Buy 3,379

4902 Konica Minolta Masahiro Shibano Neutral 588

5101 Yokohama Rubber Arifumi Yoshida Buy 7,830

5105 Toyo Tire Arifumi Yoshida Buy 3,846

5108 Bridgestone Arifumi Yoshida Neutral 3,478

5110 Sumitomo Rubber Industries Arifumi Yoshida Buy 2,269

5201 AGC Yuta Nishiyama Neutral 7,270

5332 Toto Masashi Miki, CFA Buy 8,144

5334 Niterra Takayuki Naito Neutral 10,315

5938 LIXIL Masashi Miki, CFA Neutral 1,736

6098 Recruit Holdings Keiichi Yoneshima Buy 10,750

6113 Amada Takahiro Inoue Buy 3,065

6273 SMC Graeme McDonald Buy 69,030

6301 Komatsu Graeme McDonald Neutral 6,650

6305 Hitachi Construction Machinery Graeme McDonald Neutral 5,419

6448 Brother Industries Masahiro Shibano Neutral 3,770

6481 THK Graeme McDonald Buy 7,530