Focus on the Midterm Growth Opportunities on Automobiles; Raising Panasonic FVE to JPY 1,900
We raise our fair value estimate of Panasonic to JPY 1,900 from JPY 1,300, as we have revised our view on the automotive & industrial systems...
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Panasonic - Regains #1 Slot in EV Batteries
Shares in Panasonic (6752 JP) hit a 52-week high following a report in the Nikkei suggesting that the company has regained the No. 1 slot in...
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Sharp--The Exhaustion of Good News & Onset of Reality
Sharp's stock price has risen 375% in the 10 months since last August when Taiwan's Hon Hai Group bought a 66% stake in Sharp. Based on consensus...
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The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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Panasonic's Old School Investor Day
Panasonic (6752 JP) held their investor day earlier this week and the market seemed to like it, as the shares went to a 52-week high. Panasonic’s...
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