Keiretsu Safe Haven Fading For Mitsubishi Heavy Industries (TSE: 7011)

Thinking Points

  • Mitsubishi Heavy Industries (TSE: 7011) has faced strong headwinds in recent years.
  • Like many of the Japanese Keiretsus (business groups), the Mitsubishi Keiretsu has been known to help one another out during difficult times.
  • It seems the Keiretsu structure is changing as Mitsubishi Heavy didn’t get the helping hand it was looking for.

Continue reading “Keiretsu Safe Haven Fading For Mitsubishi Heavy Industries (TSE: 7011)”

6023: Daihatsu Diesel Looks Like a Buy Amid Turmoil in Shipping Industry

Summary

  • Focus on parts and service business likely to drive high margin revenue over the long-haul.
  • Healthy balance sheet provides for stability during difficult times.
  • Daihatsu Diesel has remained stable and profitable despite increased competitive pressure from Chinese and South Korean companies.

Continue reading “6023: Daihatsu Diesel Looks Like a Buy Amid Turmoil in Shipping Industry”