Margin Expansion on Rechargeable Battery Is Not Fully Embedded to Panasonic's Current Share Price
We make minor updates to Panasonic Corp (6752 JP)'s earnings forecast, and revise our fair value estimate to JPY 2,000 from JPY 1,950. While we...
77 Views
Prismatic Battery Cells in BEVs: A Breakthrough Is Necessary
As we mentioned in A Look at Panasonic’s Battery Business: Will the Company Drift Away from Tesla?, Panasonic has tied up with Toyota to develop...
219 Views
A Look at Panasonic’s Battery Business: Will the Company Drift Away from Tesla?
Automotive & Industrial Solution (A&IS) will continue to act as a key growth driver for Panasonic Corp (6752 JP) . We expect the Energy...
219 Views
SMM: Disordered Structures for Li-Ion Increase Risk of Cobalt and Nickel Substitution with Manganese
Cobalt, up 339% in about two years has been a significant driver of Sumitomo Metal Mining Co Ltd (5713 JP)'s profits, contributing JPY19.0bn of the...
132 Views
Japan's Corporate Governance Code Amendments - A Much Bigger Stick for Activists and Stewards
Japan's Corporate Governance Code was created in 2015 after years of behind-the-scenes pushing by large foreign investors and some largely...
739 Views