KHI: Share Price Cracks 13% on Shinkansen Issue but 20% OP Beat Could Be Coming
After dropping 15% from its January highs, KHI dropped a further 13% on the news that undercarriages it had supplied to JR Central and JR West...
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KHI: Shinkansen Crack Repair Costs Should Be Manageable
KHI announced today that it had found parts in a total of 146 shinkansen carriages which failed to meet thickness requirements and would be...
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Geared High-Bypass Turbofans Key to Aero Engine Efficiency Improvements
KHI has positioned its aerospace and aero engine businesses as their biggest growth driver over the medium-term. Revenue and margins should be...
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Maintained Guidance on Strong 3Q Conservative, 30+% Beat Vs. Consensus on the Cards
KHI Announces Healthy 3Q Earnings but does not Revise UpKHI just announced 3Q numbers with 3Q revenue up 10.7% YoY and 2.2% QoQ. OP was up 98% YoY...
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KHI: We Expect Aircraft and Aero Engines to Drive Earnings up 100% by FY03/21
We are broadly positive on KHI's management strategy and consider the company to be one of, if not the best run out the Japanese "heavies". Our...
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