With shares in Tesla (TSLA US) surging, on broker reports suggesting that the EV maker’s full self-drive [FSD] / autonomous drive [AD] opportunity set increases enormously under a new Trump administration (eg removal of automated-vehicle crash data), an interesting question for the Japanese stock market arises. Analyst Pelham Smithers wonders whether Panasonic (6752 JT) might also be a beneficiary.
In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.
The general evaluation of PANASONIC (JP), a company active in the Consumer Electronics industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date January 4, 2022, the closing price was ...
Over the last two years, global EV sales have accelerated, moving from niche market to mass market. Concerned about rising CO2 levels, national governments are supporting the electrification of private transport, and consumers are increasingly willing to ‘go electric’. Established automakers have drawn up EV and battery strategies, trying to remain key players in this new EV world. In this report, analyst Julie Boote outlines the different paths dedicated EV players and traditional OEMS are tak...
Japan's and Toyota's electrification efforts seem to develop in parallel: the Japanese government is increasingly committing to the creation of a domestic BEV market, and Toyota significantly raised its BEV sales target for 2030. Accordingly, we expect to see strong growth in Japanese BEV sales and a more prominent position for Toyota among global players.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
OSAKA, Japan--(BUSINESS WIRE)-- Panasonic Corporation has signed a brand ambassador agreement with professional women's tennis player Naomi Osaka. The period of agreement is two years starting from April 22, 2021. This press release features multimedia. View the full release here: Panasonic’s Brand Ambassador Naomi Osaka (Graphic: Business Wire) Panasonic sought the agreement with Ms. Osaka after observing that her values and perspectives on society deeply resonate with its own management philosophy, primarily with regard to the following three points: First, Ms. Osaka takes social issues ser...
OSAKA, Japan--(BUSINESS WIRE)-- announced today that it has agreed to acquire , the leading end-to-end, digital fulfillment platform provider. Panasonic will purchase the remaining 80% of shares (for USD5.6 billion) of Blue Yonder, adding to the 20% which Panasonic acquired in July 2020. Including repayment of outstanding debt the additional investment totals USD7.1 billion, valuing Blue Yonder at USD8.5 billion. An agreement to purchase the remaining shares of Blue Yonder was reached today between Panasonic and the existing shareholders New Mountain Capital and funds managed by Blackstone. ...
OSAKA, Japon--(BUSINESS WIRE)-- Panasonic Corporation a commencé à concéder sous licence le cœur IP HD-PLCTM 4*1 requis pour la conception de semi-conducteurs avec des technologies et des fonctions conformes à la norme internationale IEEE 1901–2020*2. Ce cœur IP est la quatrième génération de la série HD-PLC. Bien que HD-PLC ait traditionnellement utilisé des lignes électriques pour la transmission, cette nouvelle série permet une transmission via les fils métalliques existants, tels que les lignes de commande et les câbles coaxiaux, en plus des lignes électriques, étendant ainsi sa gamme d’ap...
OSAKA, Japan--(BUSINESS WIRE)-- Panasonic Corporation has begun licensing the HD-PLCTM 4*1 IP core required for the design of semiconductors with technologies and functions that comply with the IEEE 1901–2020*2 international standard. This IP core is the fourth generation of the HD-PLC series. Although conventionally HD-PLC have used power lines for transmission, this new series enables transmission through existing metal wires, such as control lines and coaxial cables as well as power lines, expanding its range of applications. This new HD-PLC technology also enables higher speeds, greater di...
Panasonic is one of a group of blue chips that were already struggling pre-Covid, but which produced an operating profit in 1Q FY20 whereas other blue chips made losses. Pelham Smithers looks at how this was achieved and discusses Panasonic’s business prospects.
OSAKA, Japon--(BUSINESS WIRE)-- Le 30 juin 2020, Panasonic Corporation a annoncé avoir reçu la plus haute distinction en tant que « Best of Best » dans la catégorie Design de marque au , organisé par le Conseil allemand du design (Rat für Formgebung). Le prix a été décerné en reconnaissance du concept et du design de la marque commerciale Panasonic Automotive. La cérémonie officielle de remise des prix est prévue pour l'automne 2020. Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : Panasonic Automotive's brand design that received the highest award of...
OSAKA, Japan--(BUSINESS WIRE)-- On June 30, 2020, Panasonic Corporation announced that it has received the highest accolade as Best of Best in the Brand Design category at the , which is organized by German Design Council (Rat für Formgebung). The award was given in recognition of the concept and design of the Panasonic Automotive business brand. The official award ceremony is planned to take place in autumn 2020. This press release features multimedia. View the full release here: Panasonic Automotive's brand design that received the highest award of brand design at the Automotive Brand Contes...
TOKYO--(BUSINESS WIRE)-- Panasonic Center Tokyo (3-5-1 Ariake, Koto-ku, Tokyo, Japon. Ci-après désignée « PC Tokyo »), plateforme de communication mondiale d'entreprise de Panasonic, mène plusieurs activités de communication en tant que pavillon d'entreprise au travers d'expositions et d'événements hors ligne. Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : Online workshop on STEAM Education "The power to create the future" (Graphic: Business Wire) Aujourd'hui, en raison du contexte sans précédent à travers le monde, la vie quotidienne et les valeur...
TOKYO--(BUSINESS WIRE)-- Panasonic Center Tokyo (3-5-1 Ariake, Koto-ku, Tokyo, Japan. Referred to as "PC Tokyo"), the corporate global communications hub for Panasonic, has been conducting various communication activities as a corporate pavilion through exhibitions and offline events. This press release features multimedia. View the full release here: Online workshop on STEAM Education "The power to create the future" (Graphic: Business Wire) Due to the unprecedented circumstances around the world today, people's daily lives and values have been significantly impacted. We, at Panasonic, belie...
OSAKA, Japan & SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- On May 20, 2020, announced that it is making an equity investment in — the leading end-to-end supply chain software provider. The investment via a secondary sale of shares values Blue Yonder at an enterprise value of $5.5 billion. It builds upon a strong strategic relationship between the two companies, including a joint venture in Japan announced in April 2019. Panasonic will have a 20% minority ownership stake and one seat on the Board of Directors of Blue Yonder. This press release features multimedia. View the full release here: The e...
KAWASAKI, Japon et OSAKA, Japon--(BUSINESS WIRE)-- Panasonic Corporation a atteint le plus haut rendement de conversion énergétique au monde de 16,09 % pour un module solaire à pérovskites (zone d'ouverture 802 cm2 : 30 cm de long x 30 cm de large x 2 mm d’épaisseur), en mettant au point une technologie légère utilisant un substrat en verre et une méthode de revêtement sur une grande surface à base d’impression à jet d’encre. Ceci a été réalisé dans le cadre du projet de la New Energy and Industrial Technology Development Organization (NEDO), qui travaille actuellement au « Développement de te...
KAWASAKI, Japan & OSAKA, Japan--(BUSINESS WIRE)-- Panasonic Corporation has achieved the world's highest energy conversion efficiency of 16.09% for a perovskite solar module (Aperture area 802 cm2: 30 cm long x 30 cm wide x 2 mm thick) by developing lightweight technology using a glass substrate and a large-area coating method based on inkjet printing. This was carried out as part of the project of the New Energy and Industrial Technology Development Organization (NEDO), which is working on the "Development of Technologies to Reduce Power Generation Costs for High-Performance and High-Reliabil...
Growth Over Value We continue to see coronavirus concerns as helping correct the excess bullish sentiment in the short-term. Additionally, considering the dearth of breakdowns, we continue to believe this is a bull market until proven otherwise and a “buy the dip†strategy remains warranted. • Major Indexes Holding Up Well. As mentioned above, breakdowns in major indexes are hard to come by. EM (MSCI EM), China (MSCI China), Europe (STOXX 600), MSCI ACWI, ACWI ex-US, and EAFE have all pu...
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