Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Japan benefited from Hitachi, Ltd., which outperformed following a strong quarterly result, with operating profit ahead of expectations and particularly robust growth in its Energy business. Concerns around the...
— Cassandra A. Hardman
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Hitachi, Ltd.
T) represents 2.8% of the fund's portfolio. The Japanese multinational...
T) is a Japanese industrial and technology conglomerate that provides power grid equipment, digital infrastructure, and rail systems. The fund holds...
Hitachi has undergone a decade-long structural transformation, shedding non-core assets to focus on power grid infrastructure and IT services. The company is...
More institutional theses from Hardman Johnston Global Equity
Infineon Technologies AG ($IFX.DE), which accounts for 2.7% of the portfolio, is a German semiconductor manufacturer specializing in power systems and automotive microelectronics. The manager maintains...
We initiated a position in SLB, the largest global oil services provider, a name with which we are familiar. The company is...
Shares of ASML, the sole supplier of EUV lithography equipment, benefited from market recognition of the need to expand leading edge semiconductor manufacturing capacity to meet the unprecedented buil