I reiterate my Strong Buy on Hitachi, driven by its restructuring and exposure to energy transition and digital transformation themes. 1Q25 earnings were mixed: strong power grids offset by DSS weakness, but energy margins and order momentum remain robust. Management reaffirmed full-year profit guidance, with energy segment strength expected to persist and DSS recovery targeted via higher-value...
With Hitachi's restructuring efforts now complete, we believe the stock is poised for a multiple re-rating. Hitachi's shift in revenue mix from a capex-heavy business to a higher margin solutions-oriented business, focusing on Digital Transformation and Green Energy, underpins our bullish outlook. Japanese businesses, which have been slow and reluctant in accepting digital practices, are increa...
BOSTON – RED HAT SUMMIT--(BUSINESS WIRE)--Red Hat, the world's leading provider of open source solutions, today announced that Hitachi, Ltd. (TYO: 6501, "Hitachi"), a global leader in digital innovation and sustainable solutions, has built and deployed a comprehensive, mature and governed internal AI platform across its enterprise using Red Hat OpenShift AI, redefining what it means to be a man...
Hitachi, Ltd. (OTCPK:HTHIY) Q4 2024 Earnings Conference Call April 28, 2025 3:30 AM ET Company Participants Toshiaki Tokunaga - President and CEO Tomomi Kato - SVP and Executive Officer, CFO Conference Call Participants Kenji Yasui - UBS Kota Ezawa - Citi Mikio Hirakawa - BofA Securities Ryo Harada - Goldman Sachs Junji Okawa - Daiwa Securities Unidentified Company Representative It is time.
My opinion of Hitachi is positive; the company is a beneficiary of digitalization and energy transition trends. HTHIY recently announced plans for new investments in its energy business, which suggests that demand for its power-related products is strong. GenAI's rise and organizational changes could act as growth accelerants for HTHIF's digital systems & services business.
SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AI--Hitachi's cross-industry momentum with Physical and Industrial AI applications includes new disruptive products, visionary frameworks, and more.
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