Daikin (6367) | Q1 Earnings: Frozen in Uncertainty
Q1 operating profit down 2% YoY; key concerns in EU and China remain; stock price declined 16% since last note & valuations more supportive.
374 Views
SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to Speed It Up
Following up on our earlier cross-shareholding notes, in this note we look at Sumitomo Mitsui Financial Group (8316 JP) cross-shareholding. SMFG...
643 Views
Tokio Marine Cross-Shareholding - At Least US$18bn of Cross-Shareholding to Sell
Tokio Marine today announced that it aims to cut its cross-shareholding to zero by FY2029. It will aim to sell 50% of its holdings worth around...
1.1k Views
MS&AD Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell
Along with its results announcement today, MS&AD announced that it will accelerate its cross-shareholding unwind and is targeting a sale of around...
976 Views
Daikin (6367) | Keep Cool
While optimistic about market share gains, reservations persist, particularly regarding heat pumps. Stock performance remains steady, trading in...
482 Views