Сводный диапазон оценки · консервативный ¥1,920–¥2,150 / справедливый ¥3,060–¥4,550 / оптимистичный ¥5,390–¥5,880. При ¥4,540, В пределах справедливого диапазона внутренней стоимости.
Panasonic outlined an AI infrastructure growth plan, targeting about JPY 500 billion of cumulative investment over FY2027-FY2029.
Possible impact:May affect expectations for growth in data center power systems, electronic materials and related device businesses.
Panasonic Energy positioned data-center energy storage as a core growth driver, targeting about ¥1 trillion in FY3/29 sales.
Possible impact:May affect expectations for AI infrastructure growth and returns on related capacity investment.
Panasonic held Investor Day 2026, focusing on Industry and Energy businesses and AI infrastructure-related growth opportunities.
Possible impact:May affect expectations for mid-term growth drivers and returns on growth investment.
Panasonic Projector & Display acquired 100% of UK media technology company HIVE to expand immersive visual solution capabilities.
Possible impact:The bolt-on acquisition may strengthen higher-value solutions, though near-term financial impact was not disclosed.
Panasonic forecast U.S. EV battery sales rising to 46 GWh in FY2027, supported by recovering demand from a key North American customer.
Possible impact:May affect expectations for battery growth, capacity utilization, and exposure to Tesla-related demand.
Automatically summarized from public sources; for context only, not investment advice.
Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.
Panasonic Holdings Corporation, together with its subsidiaries, research, develops, manufactures, sells, and services various electrical and electronic products in Japan, the United States, Europe, Asia, China, and internationally. It operates through six segments: Connect, Electric Works, HVAC & CC, Energy, Industry, and Smart Life. The company offers Lighting, Electrical Construction Materials & Living Energy, Solution Engineering, and Age-Free services. It also provides heating and ventilation A/C, cold chain, and engineering. In addition, the company mobility energy, energy solutions, energy device, electronic devices, factory automation solutions, and electronic materials. Furthermore, it provides refrigerator, washing machine, hair dryer, electric shaver, dishwasher, induction heating, AV and camera, phone, fax, intercom, broadcast and professional AV, professional audio equipment, steam oven microwaves, microwave ovens, rice cookers, coffee makers, and automatic cooking pots/electric pressure cookers. Panasonic Holdings Corporation was founded in 1918 and is headquartered in Kadoma, Japan.
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