Morgan Stanley selecciona las cinco principales acciones de crecimiento en el sector de TI y software de Japón

LootboxPhobia · 2026-04-02T05:59:42+00:00

Morgan Stanley recientemente recomendó cinco acciones líderes en el sector de tecnología de la información y software en Japón, centrándose en su potencial de crecimiento de beneficios y posición en el mercado. Incluyen empresas como NRI, NEC, Fujitsu, OBC y Otsuka, con tasas de crecimiento anual compuesto del EBITDA en los próximos tres años del 11 %, 10 %, 16 %, 13 % y 10 %. Estas empresas tienen ventajas únicas en la transformación digital y la demanda de tecnología empresarial.

LootboxPhobia

2026-04-02 05:59:42

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Investing.com – Morgan Stanley recently selected five leading stocks from Japan’s IT and software sector, focusing on companies that can capitalize on the digital transformation trend and enterprise technology needs.

The list highlights companies that have strong profit-growth potential and solid market positions across various technology sub-sectors.

1. NRI - Morgan Stanley rates the stock as “Buy/Slightly Bullish,” expecting its three-year EBITDA compound annual growth rate to reach 11%, mainly driven by business platform services.

The company has already established a business platform model, giving it an advantage as an industry-standard infrastructure provider, and it also provides a comprehensive service framework in the security domain.

2. NEC - Rated as “Buy/Slightly Bullish,” with an expected three-year EBITDA compound annual growth rate of 10%. As one of Japan’s largest IT and software providers, NEC offers top-tier solution capabilities and has differentiated advantages in areas such as security and defense, thanks to its unique and powerful technology assets.

In a recent announcement, NEC reported third-quarter earnings per share of 52.09 yen, exceeding analysts’ expectations.

3. Fujitsu - Morgan Stanley gives a “Buy/Slightly Bullish” rating, expecting a three-year EBITDA compound annual growth rate of 16%.

The company has Japan’s largest engineering team by scale, maintains an outstanding track record in the industrial and social infrastructure sectors, and provides industry-leading IT solution capabilities.

4. OBC - Rated as “Buy/Slightly Bullish,” expecting a three-year EBITDA compound annual growth rate of 13%. As a top ERP provider for small and midsize enterprises, OBC benefits from the structural trend toward back-office digital transformation.

Growth is driven by an increase in Bugyo Cloud penetration and by an increase in average revenue per single user, while more than 80% of recurring revenue share provides stability support.

**5. Otsuka **- Morgan Stanley gives a “Buy/Slightly Bullish” rating, expecting a three-year EBITDA growth rate of 10%.

The company’s medium-term growth outlook is driven by capturing small and midsize enterprise digital transformation needs through an end-to-end solution model. This model covers almost all products needed for office operations, giving it a unique advantage in accelerating the capture of small and midsize enterprise digital transformation demand.

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