In today’s briefing:
- Instilling Expectations Was Positive, but Interest Quickly Shifting from Seriousness to Performance
Instilling Expectations Was Positive, but Interest Quickly Shifting from Seriousness to Performance
- The reorganization of Panasonic Holdings was far from restructuring its business portfolio, as it brought highly profitable subsidiaries and affiliates into the parent company while leaving low-profit businesses alone.
- Although Panasonic’s disclosure was successful as IR in instilling “expectations” in investors by showing targets, a possibility cannot be denied that it’s temporary phenomenon that came at market turning point.
- Now, 3 years after “TSE’s request,” many investors are looking to improve profitability by restructuring their business portfolios, and will likely demand steady results year after year.
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