TSE:2229
TSE:2229Food

Reassessing Calbee (TSE:2229): Valuation After Goldman Sachs’ Downgrade and Profit Guidance Cut

Goldman Sachs has just cut Calbee (TSE:2229) to Sell after the snack maker trimmed its full year operating profit guidance by 13%, and the move is squarely about margins and returns. See our latest analysis for Calbee. The downgrade has landed after a soft patch, with the latest share price of ¥2,871.5 sitting below where it started the year, and a 1 year total shareholder return mildly negative even though the 3 month share price return is still positive. This suggests momentum had been...
TSE:6501
TSE:6501Industrials

The Bull Case For Hitachi (TSE:6501) Could Change Following AI-Focused ITxOT And Leadership Moves

Recently, GlobalLogic, a Hitachi Group company, released research on industrial AI adoption, Hitachi Digital Services partnered with Eraneos on ITxOT transformation, and GlobalLogic announced senior leadership changes including a new Chief Synergy and Transformation Officer role. Together, these moves highlight Hitachi’s push to close AI skills gaps, deepen digital engineering within the group, and deliver integrated smart manufacturing solutions. We’ll now examine how Hitachi’s expanded...