Medical equipment manufacturer Mani exhibits high growth potential, but with a low P/E ratio,
is it a good time to buy?
2024/03/04
クリスのレポート
自己資本率90%、流動比率8.3、キャッシュフロー全体で＋と財務的には盤石。売上高、営業利益ともに過去最高で、来期以降も売上高10％以上の成長を目標としており成長力はある。日経新聞で取り上げられていたが株価への影響が限定的で業界がニッチすぎるため大きな注目を集めなかったのではと考えられる。
Chris's report
With an equity ratio of 90%, a current ratio of 8.3, and an overall positive cash flow, the financial foundation is solid. Both sales and operating income are at their highest ever, and the company aims for over 10% sales growth in the coming years, indicating strong growth potential. It was featured in the Nikkei newspaper, but the impact on the stock price was limited, possibly because the industry is too niche to attract significant attention.
日経新聞によると、医療機器メーカーのマニーの成長力が良いらしい。経営はどうなんだろう？
Insight
According to the Nikkei newspaper, the growth potential of the medical equipment manufacturer Mani seems to be good. I wonder how their management is doing?
ミナの判断
同業界のテルモ、ニプロに比べPERも低く、典型的なバリュー株と考えられる。財務的に盤石なため長期保有し、株価があがったタイミングで売却益を稼ぐことを想定し、保有を検討したい。
Mina's judgement
Compared to industry peers Terumo and Nipro, it has a lower P/E ratio and can be considered a typical value stock. With a solid financial foundation, the strategy would be to hold for the long term and aim to earn capital gains by selling when the stock price increases. I would like to consider holding it.
