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Daikin Industries (6367 JP)
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166
Analysis
Industrials
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Japan
DAIKIN INDUSTRIES, LTD. manufactures air conditioning equipment for household and commercial use. The Company also produces fluorine chemical products such as fluorinated hydrocarbon gas and shells and warheads for defense industry.
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bearish
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Daikin Industries
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09 May 2024 23:03
Daikin (6367) | Keep Cool
While optimistic about market share gains, reservations persist, particularly regarding heat pumps. Stock performance remains steady, trading in...
Mark Chadwick
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311 Views
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bullish
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Toyota Motor
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04 Jul 2024 09:48
Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
In this note we summarize our work by looking at where most of the selling will likely come. Of the companies that we have looked, collectively...
Sumeet Singh
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186 Views
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bullish
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Daikin Industries
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02 Aug 2022 08:38
Daikin (6367) | Keep Cool and Carry On
We turn bullish on Daikin ahead of 1Q earnings. The risk to top line growth in the US and China is receding. We now expect the company to beat full...
Mark Chadwick
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288 Views
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bearish
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Daikin Industries
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24 Aug 2023 14:03
Daikin (6367) | Cooling on Heat Pumps
We are not convinced that heat pumps will command a valuation multiple in line with the more secular air conditioning market. We see 20% downside...
Mark Chadwick
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557 Views
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bullish
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Mitsubishi UFJ Financial (MUFG)
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21 May 2024 09:48
MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
Sumeet Singh
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556 Views
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