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 solutions.
Hitachi, Ltd. (OTCPK:HTHIY) Q1 2025 Earnings Conference Call July 31, 2025 3:30 AM ET Company Participants Tomomi Kato - Rep.
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 increasingly adopting DX strategies for their business with the help of government tax incentives.
Hitachi (HTHIY) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.
Hitachi (HTHIY) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
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.
Here is how Atlanta Braves Holdings, Inc. (BATRA) and Hitachi Ltd. (HTHIY) have performed compared to their sector so far this year.
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.
Hitachi, Ltd. (OTCPK:HTHIY) Q3 2024 Earnings Conference Call January 31, 2025 3:00 AM ET Company Participants Tomomi Kato - SVP and Executive Officer, CFO Hiroaki Ono - Deputy General Manager, Finance Division Tsuyoshi Inajima - IR Conference Call Participants Mikio Hirakawa - BofA Securities Kenji Yasui - UBS Sho Fukuhara - Jefferies Securities Unidentified Company Representative It is now time to begin.
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Hitachi's impressive 94.9% performance in the past year highlights its strategic focus on electrification of renewable energy grids, outperforming major tech giants. Hitachi says renewables are the new power source, and it is focused on key issues needed for the rapid energy transition. Hitachi's long-term vision and global influence in modern grid projects position it as a key player in the energy transition, with a $40 billion order backlog.
Hitachi, Ltd. (OTCPK:HTHIY) Q2 2024 Earnings Call October 30, 2024 3:30 AM ET Company Participants Tomomi Kato - Senior Vice President and Executive Officer, Chief Financial Officer Andreas Schierenbeck - Senior Vice President and Executive Officer, Chief Executive Officer, Power Grids, Chief Executive Officer, Hitachi Energy Limited Masao Yoshikawa - Corporate Officer, Executive General Manager, Investor Relations Hiroaki Ono - Deputy General Manager, Finance Division Conference Call Participants Ryo Harada - Goldman Sachs Junya Ayada - JPMorgan Securities Unidentified Company Representative It is now time to start Hitachi Limited's web conference on the Second Quarter of FY 2024 Earnings.